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Thursday 30 April 2026
Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging
As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous...
Thursday 30 April 2026
Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026
OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
Thursday 30 April 2026
Nissan's restructuring yields operating profit, but net loss persists as sales slump
Nissan Motor's three-year Re:Nissan plan is beginning to show results, forecasting operating profit for fiscal 2026 despite falling sales. For international stakeholders, this signals...
Wednesday 29 April 2026
Seagate sees agentic AI beginning to lift HDD demand
Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
Wednesday 29 April 2026
Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
Wednesday 29 April 2026
China's GPU IPO wave meets its hardest test: cluster stability
China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
Wednesday 29 April 2026
Commentary: China's chip-model strategy pressures Nvidia's AI economics
The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend...
Wednesday 29 April 2026
Memory test capacity stays high as substrate prices may rise in 2Q26
The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
Tuesday 28 April 2026
Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains
Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins,...
Tuesday 28 April 2026
Chinese automakers use supply chain shifts to bypass US trade barriers
Faced with escalating trade barriers from the US, Chinese automakers are adopting a "buffer route" strategy by using Canada and Mexico as transit points to enter the US market, while...
Monday 27 April 2026
Commentary: DeepSeek reframes AI competition around efficiency, not scale
When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI...
Monday 27 April 2026
Evergreen warns higher oil costs will complicate 2026 planning and cloud fourth-quarter demand
Evergreen Marine Corp. said rising international oil prices driven by Middle East hostilities are expected to push up fuel cost ratios in the second quarter of 2026, complicating voyage...
Monday 27 April 2026
DeepSeek cuts API prices 90%, sets new global low for LLM services
DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its...
Monday 27 April 2026
Everlight ramping up in optical communications, supported by automotive and invisible light
As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering...