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Friday 18 September 2026
Corning to raise display glass substrate prices 15% from 4Q26
Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026,...
Friday 18 September 2026
China's AI data center token costs hinge on access to advanced GPUs
China's AI data centers are confronting a severe chip access bottleneck, with the cost of producing tokens shaped less by model design than by geopolitics, according to a recent Caijing...
Friday 18 September 2026
High-end GPUs may be slowing China's AI compute expansion
China's wide gap in token costs stems largely from domestic companies' difficulty in accessing Nvidia high-end GPUs, forcing them to squeeze more value from each token to recoup costs...
Friday 18 September 2026
ByteDance builds strong supply chain force to master emerging hardware ecosystems beyond core demand

The Chinese smart glasses sector is rapidly consolidating around the principle that "subtraction is king." Rather than rushing unproven...

Friday 18 September 2026
Taiwan central bank keeps rates unchanged as inflation stays contained
Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal...
Friday 18 September 2026
Housing slump and plant builds diverge as Tung Ho Steel sees AI demand support
Electric-arc furnace steelmaker Tung Ho Steel said Taiwan's real-estate slowdown has dragged down rebar orders in 2026, while high-tech investment and plant construction have strongly...
Friday 18 September 2026
Nvidia roadmap shifts to rack-scale AI with Rubin Ultra

Nvidia's latest AI platform roadmap is taking shape, with supply chain sources saying the company will enter a heavy shipment phase...

Friday 18 September 2026
Nan Ya accelerates AI materials shift with major capacity expansion

Nan Ya Plastics is speeding up its transformation in electronic materials as cloud service providers expand capex at a rapid pace, making...

Thursday 17 September 2026
Topview sees supply-chain shifts supporting orders as AI investment reshapes its outlook
Topview Optronics said shifts tied to artificial intelligence are helping it secure orders through the end of 2026, even as it continues to contend with memory shortages and rising...
Thursday 17 September 2026
China optical suppliers power smart glasses supply chain
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than...
Thursday 17 September 2026
Why Taiwan's tech needs better storytelling to win global capital
Taiwan has demonstrated its strong R&D and innovative capabilities in tech, but the challenge remains in propelling these technologies to global markets. In the opinion of Edison...
Thursday 17 September 2026
China's LCD trio flexes newfound pricing power as Taiwan panel makers retreat
China's top three liquid-crystal display (LCD) panel makers have sent written price-increase notices to customers for the first time, as Taiwan's leading panel makers sell factories...
Thursday 17 September 2026
General-purpose home robots face sensing test
General-purpose home robots are the ultimate goal for the humanoid robotics industry, but the market remains at an early stage. DIGITIMES analysts said the key to commercialization...
Thursday 17 September 2026
Circular economy tests material mastery and consumers' willingness to pay
The EU's Packaging and Packaging Waste Regulation (PPWR, Regulation (EU) 2025/40) has been in force since Aug. 12, 2026, underscoring the rising importance of circular materials as...
Thursday 17 September 2026
Huawei sees AI agents driving 90% of token traffic by 2035

Huawei expects autonomous AI agents to become the dominant source of AI traffic over the next decade, creating a sharp increase in demand...