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Thursday 29 October 2026
LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target
LG Electronics used its third-quarter earnings call on October 28 to add physical milestones to its two main AI bets. In data center cooling, it named a US production site and new...
Thursday 29 October 2026
Unitree Robotics posts 56% revenue growth in first nine months of 2026
Chinese robotics maker Unitree Robotics reported a 55.71% year-over-year increase in revenue to CNY1.82 billion (US$273 million) for the first nine months of 2026, driven by product...
Thursday 29 October 2026
Samsung's AI memory boom drives record profit as device division stays in loss
Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...
Thursday 29 October 2026
SpaceX's AI spending surge opens doors to direct orders for Taiwan ODMs
SpaceX is expanding its AI computing infrastructure to meet rising demand for AI applications, securing US$40 billion in financing commitments for GPUs and equipment. The surge in...
Thursday 29 October 2026
Google's cloud expansion strengthens AI business but strains cash generation
Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not...
Thursday 29 October 2026
Anduril, Qualcomm team up on domestic computing to rebuild the hardware supply chain
In an effort to reduce national security vulnerabilities tied to foreign electronics supply chains, defense technology startup Anduril Industries and chipmaker Qualcomm Technologies...
Thursday 29 October 2026
Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply
Samsung Electro-Mechanics (SEMCO) told investors on October 28 that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue...
Thursday 29 October 2026
Taiwan's growth surge nears end; electronics, machinery stay resilient in 2027
2026 will be a breakout year for Taiwan's economic growth, with GDP expanding at a double-digit rate—more than twice China's growth rate, according to a consensus among economic...
Wednesday 28 October 2026
HTC launches Vivee AI companion pet in US
HTC Corporation announced on the 27th that it has launched Vivee, an AI companion device, first in the US, with plans to expand into Taiwan, Japan, and Europe. Alongside its recently...
Wednesday 28 October 2026
Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities
Toyota Motor Corporation is accelerating the commercialization of robots, creating potential opportunities for Ikka Holdings (IKKA-KY) to leverage its existing Japanese automotive...
Wednesday 28 October 2026
PC makers reportedly shift production back to China as AI boom drives up component costs
US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage...
Wednesday 28 October 2026
Alibaba wins injunction over Pentagon rule targeting shared lobbying firms
A US federal judge has issued a preliminary injunction ordering the federal government not to deny Defense Department contracts to companies simply because they share lobbying firms...
Wednesday 28 October 2026
Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows
Fujifilm will invest JPY10 billion (US$63.3 million) to increase its magnetic tape production capacity 5x by fiscal 2028, in response to rising demand for long-term data storage as...
Wednesday 28 October 2026
Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale
Unimicron Technology is reshaping its global production footprint and steering resources toward Taiwan's higher-margin AI supply chain as surging AI and high-performance computing...
Wednesday 28 October 2026
Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase
Corning said on October 27 that it is already running ahead of its Springboard target of a US$20 billion annualized sales run rate by the end of 2026, one quarter after upgrading the...