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NEWS TAGGED 2026
Tuesday 12 May 2026
Nvidia's modular AI strategy fuels Delta Electronics supplier boom

AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

Tuesday 12 May 2026
Nvidia's copper-to-fiber AI shift boosts China's optical plays
Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
Tuesday 12 May 2026
Commentary: Trump-Xi summit may offer China a pause, not a truce

Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

Tuesday 12 May 2026
Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
Tuesday 12 May 2026
Research insight: Taiwan's auto tech pushes beyond components into autonomous systems
A DIGITIMES Research observation at the 2026 Taipei International Auto Electronics Show found that Taiwan's automotive electronics industry is steadily shifting from supplying individual...
Tuesday 12 May 2026
Commentary: Musk's xAI exit shows Anthropic's AI strength
On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
Tuesday 12 May 2026
Compeq emerges as key supplier in AI and low-orbit satellite boom
Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...
Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
Tuesday 12 May 2026
Japan's diamond chip startups move toward production as factory and samples advance

Japan's diamond semiconductor sector is moving closer to practical use, as university-backed startups advance factory construction,...

Tuesday 12 May 2026
Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

Tuesday 12 May 2026
Chicony reports rebound in first quarter as higher-end keyboards and imaging lift margins
Chicony Electronics reported a sharp profit rebound in the first quarter of 2026, excluding one-time consolidation costs tied to its Dongguan plant, executives said, with earnings...
Tuesday 12 May 2026
Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...
Tuesday 12 May 2026
TienPin posts more than fivefold April revenue surge as AI liquid-cooling demand climbs
TienPin United Enterprise reported consolidated revenue of NT$61.922 million (US$1.97 million) in April 2026, a 516.94% increase from April 2025. It said cumulative consolidated revenue...
Monday 11 May 2026
Taiwan ranks among top 20 markets as AI adoption surges, Microsoft says
Microsoft's AI Economy Institute released a global update showing rapid growth in generative AI use since mid-2025 and identifying Asia as the primary engine of recent AI diffusion...
Monday 11 May 2026
Advantech April revenue hits record as edge AI surges
Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...