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Wednesday 1 April 2026
China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
Tuesday 31 March 2026
Memory chip shortage drives surge in China's used phone chip market
The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is...
Tuesday 31 March 2026
China's EVE Energy hits record revenue in 2025, but margins come under pressure
EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...
Tuesday 31 March 2026
AI computing shifts from training to inference; heterogeneous architectures go mainstream
As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...
Tuesday 31 March 2026
DDI price hikes mainly aim to pass on costs, not boost profits
The recent surge in display driver IC (DDI) price hikes has spread from China to Taiwan, with reports indicating that Taiwanese DDI design firms will begin raising prices starting...
Tuesday 31 March 2026
Taipower freezes electricity rates in Taiwan amid volatile fuel prices
Amid ongoing conflict in the Middle East, Taiwan's Ministry of Economic Affairs (MOEA) convened an electricity price review committee on March 27. Taking into account the need to stabilize...
Tuesday 31 March 2026
Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
Monday 30 March 2026
Tai-Tech flags AI, auto demand as inductor price hikes loom
Taiwan-based inductor maker Tai-Tech Advanced Electronics said artificial intelligence and automotive electronics will drive growth in 2026, as rising raw material costs are setting...
Monday 30 March 2026
Senao International eyes AI and used phone demand to drive 2026 growth
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
Friday 27 March 2026
In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve

Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting...

Friday 27 March 2026
Japanese automakers diverge: EV retreat vs. hydrogen ambition

Sony Honda Mobility, the joint venture between Sony and Honda, has scrapped the two "Afeela"-branded electric vehicles it had been developing,...

Friday 27 March 2026
DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
Thursday 26 March 2026
AI Expo 2026: Surging costs, memory crunch drive shift toward inference, researcher says

Artificial intelligence is entering a new phase in which inference, rather than training, is becoming the dominant driver of computing...

Thursday 26 March 2026
Dell sees stronger AI demand boosting early PC orders despite memory price hikes
Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...
Thursday 26 March 2026
Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20%
Ritek's warning that geopolitical tensions, petrochemical volatility, and rising manufacturing costs have tightened polycarbonate supplies points to global impacts: recordable optical...