CONNECT WITH US
NEWS TAGGED 2026
Monday 13 October 2025
Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter
Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million),...
Monday 13 October 2025
Nvidia GB300 powers strong 4Q25 momentum for server supply chain
Nvidia's GB300 AI server chassis began shipping in late September 2025, poised to become the main driver of shipment growth for the server supply chain in the fourth quarter of 2025...
Monday 13 October 2025
TV panel area growth set to slow as screen sizes hit limits
Global TV shipments have been declining due to lifestyle changes, but large-area panel shipments have continued to grow as consumers increasingly prefer larger screen sizes. However,...
Friday 10 October 2025
FuriosaAI leads South Korea's physical AI push
As South Korea aims to become a top-three global AI powerhouse, neural processing unit (NPU) startup FuriosaAI envisions AI's ultimate evolution into physical AI. The company believes...
Thursday 9 October 2025
TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...
Thursday 9 October 2025
Anthropic expands operations to India, setting up Bengaluru office in 2026
Anthropic announced plans to expand its global presence by opening an office in Bengaluru, India, in early 2026. The site will be the company's second in the Asia-Pacific region after...
Wednesday 8 October 2025
Toyota targets younger buyers with new GR Sport models
Hotai Motor unveiled the Toyota Corolla Cross GR Sport and Corolla Altis GR Sport on October 7, aiming to boost year-end sales by appealing to a younger demographic with sporty designs,...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Indian solar manufacturer to expand AI-powered production capacity in Gujarat
Pahal Solar, an Indian startup integrating artificial intelligence (AI) into solar manufacturing, plans to invest INR170 million (approx. US$1.91 million) to double its production...
Wednesday 8 October 2025
ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push
Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026
The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed...
Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total...
Tuesday 7 October 2025
NTT to launch next-gen IOWN optical network infrastructure in 2026
The launch for the next-generation optical communication infrastructure, IOWN (Innovative Optical and Wireless Network), led by Japanese telecom group NTT, is scheduled for 2026....