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    Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
    2min ago
    Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea
    May 20, 20:14
    China tightens solar policy to cull excess TOPCon capacity
    May 20, 20:14
    Taiwan retains control of the AI server ecosystem, but for how long?
    May 20, 20:14
    Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies
    May 20, 20:14
    AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains
    May 20, 20:14
    SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields
    May 20, 20:14
    NEWS TAGGED OUTLOOK
    Thursday 21 May 2026
    Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
    Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
    Thursday 21 May 2026
    OSE targets AI server SMT growth as memory demand lifts outlook
    Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
    Tuesday 19 May 2026
    Humanoid race will produce only one or two winners, Plug and Play CEO predicts
    The humanoid robotics industry is heading for a brutal shakeout. Despite more than 100 startups currently active across the US, Europe, and China, Saeed Amidi, founder and CEO of Plug...
    Thursday 14 May 2026
    Cisco accelerates AI push with Silicon One gains and major restructuring plan
    Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
    Wednesday 13 May 2026
    AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
    ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    Friday 8 May 2026
    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

    Introduction

    Thursday 7 May 2026
    Inventec sees strong NB and server demand but warns of component-driven margin pressure
    Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

    Wednesday 6 May 2026
    AMD lifts outlook as AI demand fuels data center growth
    On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
    Tuesday 5 May 2026
    Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst
    DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market...
    Tuesday 5 May 2026
    MediaTek ASIC surge puts 60% revenue share within reach
    MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...
    Tuesday 5 May 2026
    SK Hynix disputes report on M15X memory investment shift

    SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

    Monday 4 May 2026
    Commentary: Intel names TSMC as key partner; insider drives its comeback

    One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

    Saturday 2 May 2026
    MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
    MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook