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Wednesday 21 January 2026
Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market
The US urgently needs to upgrade its aging grid infrastructure amid surging demand from large-scale AI computing, yet its domestic production capacity for heavy electrical equipment...
Wednesday 21 January 2026
Weekly research roundup: EV market splits and edge AI foundry war
While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...
Wednesday 21 January 2026
Asia Optical bets on humanoid robots as its next growth engine

Asia Optical is positioning itself for what its chairman believes could be the next major consumer technology wave: humanoid robots. I-Jen...

Wednesday 21 January 2026
Nvidia challenges Apple's longtime TSMC priority

Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power...

Wednesday 21 January 2026
Sentistic Pulse Tackles the AI Energy Challenge

As AI and data centers scale rapidly, energy has become the real constraint. One of the most overlooked aspects of this challenge is how efficiently we use the electricity...

Wednesday 21 January 2026
Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman...
Wednesday 21 January 2026
Inventec ramps up robotics and automotive electronics, expecting sharp revenue growth
Inventec is making noticeable strides in expanding its presence in the robotics and automotive electronics markets, with ambitious growth projections over the next two years. Chairman...
Wednesday 21 January 2026
Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
Tuesday 20 January 2026
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...
Tuesday 20 January 2026
HTC accelerates AI glasses ecosystem with AR roadmap and China-focused LLM partnerships
Taiwan's HTC Corporation is rapidly expanding its AI glasses ecosystem following the debut of its first AI eyewear, Vive Eagle, as it scales distribution, deepens AI partnerships,...
Tuesday 20 January 2026
AI bubble concerns ease with Taiwan's IT sector-driven economic growth
Nvidia Corporation's market value has surged to US$4.5 trillion amid the expansion of the AI industry, overtaking Apple Inc. and Microsoft Corporation, while Taiwan Semiconductor Manufacturing...
Tuesday 20 January 2026
AI server power architecture upgrade drives structural growth in power connector industry
As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level...
Tuesday 20 January 2026
Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...
Monday 19 January 2026
Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists
The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...
Monday 19 January 2026
TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...