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Saturday 31 October 2026
Marvell-Lumentum talks put optical supply chain in focus
Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly...
Saturday 31 October 2026
Analysis: Elon Musk, Jensen Huang clash over neocloud survival
The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation,...
Saturday 31 October 2026
MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%
MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue...
Saturday 31 October 2026
DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China
Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI)...
Friday 30 October 2026
HHTD 26: The year robots share the stage with AI infrastructure
Hon Hai Tech Day 2026 (HHTD 26) continued to focus on next-generation AI infrastructure. Although the event featured slightly fewer robots than in 2025, it still maintained a dedicated...
Friday 30 October 2026
Taiwan's economic indicator signals 'booming' for 10th straight month on AI-driven shipments
Taiwan's economy has stayed in "booming" territory for a record 10th consecutive month, according to the monitoring indicator compiled by the National Development Council (NDC), the...
Friday 30 October 2026
Foxconn argues it is more than a box mover in AI hardware
Foxconn chairman Young Liu said the company's core strengths are processing capabilities and vertical integration, as the manufacturer seeks to move beyond its long-standing image...
Friday 30 October 2026
HHTD 26: Foxconn Chairman highlights processing and vertical integration strengths
Foxconn Chairman Young Liu said at the opening of Hon Hai Tech Day 2026 (HHTD26) on October 30 that the company's core competitive strengths lie in its "processing capabilities" and...
Friday 30 October 2026
Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up
Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes...
Friday 30 October 2026
Nvidia weighs credit support for Nscale as data center, IPO face pressure
Nvidia is reportedly evaluating billions of dollars in credit support for UK neocloud provider Nscale to help cover power and construction costs for a data center in West Virginia...
Friday 30 October 2026
Delta Electronics approves Penang manufacturing base to expand global capacity
Delta Electronics approved plans on October 28 to establish a large manufacturing base in Penang, Malaysia, as the power and thermal management company expands overseas production...
Friday 30 October 2026
Trump targets foreign robotics imports under Section 232, citing national security risks
Citing a grave threat to national security and the vulnerability of American critical infrastructure, President Donald J. Trump has directed the Secretary of Commerce and the US Trade...
Friday 30 October 2026
FCC to bar Chinese testing labs from certifying electronics for US market

The US Federal Communications Commission (FCC) has adopted rules that will effectively bar Chinese laboratories from testing electronic devices...

Friday 30 October 2026
Taiwan manufacturing demand rises as bank property loans decline
Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...
Friday 30 October 2026
STMicroelectronics rides AI and satellite demand, but margin recovery awaits fab overhaul
STMicroelectronics (ST) reported third-quarter 2026 revenue of US$3.76 billion, above the midpoint of its guidance, as AI data center and low Earth orbit (LEO) satellite demand lifted...