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Wednesday 1 April 2026
China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

Wednesday 1 April 2026
China LLM usage tops US for fourth week as OpenClaw drives token surge
Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...
Wednesday 1 April 2026
Taipei begins preparations for 2029 ITS World Congress with focus on AI traffic and smart city governance
Taipei has officially secured hosting rights for the 2029 Intelligent Transportation Systems (ITS) World Congress, with ITS Taiwan officially opening on March 30 its project management...
Wednesday 1 April 2026
Top 10 Chart: Taiwan's chip toolmakers re-rated as AI bottlenecks trump scale
The first quarter of 2026 has marked a decisive shift in how Taiwan's semiconductor equipment sector is valued. While February's accumulated revenue rankings continue to reflect the...
Tuesday 31 March 2026
CEA-Leti bets on Taiwan fabs to turn Europe’s chip research into reality
Europe is tightening its semiconductor research links with Taiwan's manufacturing engine, with French research institute CEA-Leti positioning itself as a primary gateway between the...
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026
Memory shortage persists as AI-era supply-demand imbalance deepens
Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...
Tuesday 31 March 2026
US rare earth commissions stillwater magnet line, advancing domestic supply of critical materials
US Rare Earth's commissioning of its Stillwater commercial magnet production line enables deliveries of neodymium-iron-boron magnets in the second quarter of 2026, potentially easing...
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
Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
Monday 30 March 2026
Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
Monday 30 March 2026
Phison and Intel go hybrid to keep China's AI lobster craze from burning out
The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...
Monday 30 March 2026
AI-driven memory market set to top US$600 billion on rising storage demand
The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
Monday 30 March 2026
Swancor debuts fully recyclable AI robots, leveraging advanced composites for scalable industrial adoption
Swancor Holding's subsidiary, Swancor Robotech, on March 27, opened an intelligent robot application demonstration center in Neihu, Taipei, highlighting progress in integrating artificial...
Monday 30 March 2026
AI meets reality: why physical data is the real constraint

Artificial intelligence is entering a new phase centered on agentic systems, with momentum shifting from digital environments to real-world...