Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline...
Madison Huang, Nvidia CEO Jensen Huang's eldest daughter and the company's senior director of marketing for Omniverse and robotics products, has canceled her entire visit to South...
Sino-American Silicon Products (SAS) is focusing on computing power and electricity, as construction of artificial intelligence (AI) data centers accelerates, demand for high-bandwidth...
FarEasTone Telecommunications is evaluating opportunities in AI data centers (AIDCs) but has no concrete plans to build a new facility, according to company president Chee Ching. Speaking...
Weak PC demand, customer order adjustments, product transitions, and component supply changes are sharply weakening Elitegroup Computer Systems' (ECS) 2026 OEM and channel shipment...
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from...
Elan Microelectronics posted Q3 2026 revenue of NT$2.22 billion (approx. US$67.8 million), down 30.7% quarter-over-quarter and 33.1% year-over-year due to a weak PC peak season. Gross...
Taiwanese power management IC (PMIC) supplier Global Mixed-mode Technology (GMT) sees a potential slowdown in cloud AI spending as an opportunity to ease wafer capacity constraints...
PCB manufacturer Zhen Ding Tech (ZDT) reported record revenue for October 2026, driven by peak-season demand for mobile communications products and ramping shipments of high-end AI...
WinWay reported record revenue and profit for the third quarter of 2026, driven by fully booked AI and high-performance computing (HPC) orders and expanded production capacity. The...
Optical lens maker Genius Electronic Optical (GSEO) reported October 2026 consolidated revenue of NT$2.126 billion (approx. US$64.9 million), down 20.41% from September and 5.78% from...
Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest...
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
WT Microelectronics chairman Eric Cheng said November 5, 2026, that the long-term AI growth trend remains intact, while the automotive and industrial markets have both passed their...
IonQ raised its 2026 revenue forecast to US$505 million-US$515 million after reporting record third-quarter revenue of US$173.8 million, as its quantum computing business expanded...
