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Wednesday 8 April 2026
DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality
In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple's upcoming evolution of Siri. The new version is expected to integrate Google's Gemini and allow users to select their preferred chatbot, including ChatGPT, Claude, or xAI's Grok. While some market analysts suggest Apple may use this approach to control distribution and charge listing fees, Lin is skeptical of that interpretation.
Wednesday 8 April 2026
Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million), a rise of 47.09% from February and 181.48% year over year. Meanwhile, Team Group reported NT$4.92 billion in March revenue, surging 326.68% sequentially and 120.49% from a year earlier, setting new records for both monthly and first-quarter sales.
Wednesday 8 April 2026
Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition
Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The booming token economy is changing the role of AI data center energy storage from simply backup power to a core element of computing power.
Wednesday 8 April 2026
Memory rally lifts Adata to record quarter, AI demand fuels outlook

Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter revenue to NT$26.11 billion, up 1.6 times year-over-year and marking a new quarterly high.

Wednesday 8 April 2026
Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter, as clients ramp up production on next-generation platforms. The company projects that momentum in its server and optical communications businesses will expand quarter by quarter, while its IC substrate segment is set to benefit from robust AI computing demand, driving sequential growth. Zhen Ding anticipates entering a new phase of accelerated expansion in 2026.

Wednesday 8 April 2026
Anthropic launches Project Glasswing to fend cyber threats with new Mythos model
Anthropic has launched a new cybersecurity initiative, Project Glasswing, giving select technology partners early access to a powerful yet-to-be-released AI model as concerns grow over AI-driven cyberattacks. According to Bloomberg, the program is designed to help companies prepare for potential risks before the model is made more widely available.
Wednesday 8 April 2026
China's AI and cloud firms step up use of domestic chips
China's leading AI and cloud companies are shifting toward domestically produced AI chips, a move with global implications for supply chains, technology competition, and cloud services. The trend could reduce demand for foreign semiconductors while accelerating China's practical deployment of AI on homegrown platforms, affecting international vendors and developers alike.
Wednesday 8 April 2026
Taiwan warns of Beijing's covert push to poach AI and chip talent

According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting Taiwan in an effort to circumvent international technological restrictions. Beijing has set its sights on Taiwan's high-tech sectors—particularly artificial intelligence (AI), semiconductors, and precision machinery—seeking to lure companies to establish operations or maintain a presence in China under the framework of its 15th Five-Year Plan.

Wednesday 8 April 2026
Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple downstream customers significantly revising their order forecasts upwards after the Lunar New Year holidays. DapuStor highlighted that QLC SSDs are becoming a key trend for North American and Chinese cloud service providers (CSPs) to ease cost and capacity pressures. Its 245TB product has officially reached customer sampling stages.
Wednesday 8 April 2026
Uber deploys AWS custom chips to scale AI and cut compute costs

US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to improve the speed and efficiency of artificial intelligence (AI) model training and inference. The move is expected to strengthen Uber's real-time computing capabilities across ride-hailing and delivery services, while highlighting a broader push by cloud providers to capture AI infrastructure demand through proprietary silicon.

Wednesday 8 April 2026
Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure.

Wednesday 8 April 2026
AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race
As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants of system performance.
Wednesday 8 April 2026
Chicony Power eyes 2x growth in 2H26 communication power supply on notebook orders, satellite demand
Power supply manufacturer Chicony Power Technology reported on April 7 that its unaudited consolidated revenue for March 2026 reached NT$882 million (approx. US$27.6 million), up 35.92% sequentially, with first-quarter 2026 performance also meeting expectations.
Wednesday 8 April 2026
Broadcom, Google, and Anthropic alliance faces MediaTek competition
Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with the collaboration set to extend through 2031. This means that Broadcom will continue to generate related revenue from multiple future generations of Google's TPU products.
Wednesday 8 April 2026
Claude Code leak rattles industry, legal risks mount
A major internal code leak has recently struck Anthropic, with approximately 510,000 lines of core source code from its AI coding tool, Claude Code, being unintentionally exposed and spreading rapidly across developer communities. The incident originated from an npm package publishing error in which source map files were not properly excluded, allowing access to the complete TypeScript code. As a result, nearly 1,900 source files could be reconstructed, effectively revealing unobfuscated, production-level code.
Wednesday 8 April 2026
Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership
Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's smartphone market, Samsung has recently seen a resurgence driven by its Galaxy series. Roh's visit signals a strategic push to expand Samsung's market share in Japan.
Wednesday 8 April 2026
Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road
The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.
Wednesday 8 April 2026
Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing directly with Advanced Micro Devices (AMD), Ampere, and Intel.
Wednesday 8 April 2026
OpenAI faces leadership shakeup ahead of IPO and Musk lawsuit
As OpenAI prepares for a potential IPO this year, the company's leadership is undergoing a shake-up. Chief Marketing Officer (CMO) Kate Rouch and OpenAI's head of AGI development, Fidji Simo, are both taking medical leave. The changes come at a pivotal time for the company as it tries to consolidate its operations to boost profitability and contends with a lawsuit by xAI CEO Elon Musk.
Wednesday 8 April 2026
Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation
Labor shortages in the service sector are more severe than in manufacturing. This, coupled with its largely unstructured environments, makes it a market urgently keen on adopting AI robots. However, current AI robots still face limitations, including insufficient physical data and the ability to perceive real-world environments—key factors determining whether robots can effectively solve on-site problems.
Tuesday 7 April 2026
Interview: Agentic AI is creating a new frontier of cybersecurity risks
AI agents and their high-powered capabilities are creating a new category of cybersecurity threats among enterprises using them, from accidental data breaches to bad actors breaking into company systems.
Tuesday 7 April 2026
Wonderful Hi-Tech bets on AI servers and satellites for next growth wave

After a slower second half of 2025, marked by elevated customer inventories and a softer ordering pace, high-end cable material provider Wonderful Hi-Tech anticipates a rebound in 2026. According to the company, inventory adjustments are largely concluding in the first quarter, and customer orders and shipments have been steadily picking up since March, setting the stage for a quarter-by-quarter acceleration in revenue. The company aims to surpass its previously stated NT$10 billion (approx. US$313 million) revenue target, with Chairman Ming-Lieh Chang noting that current trends suggest actual results could exceed that benchmark.

Tuesday 7 April 2026
China seeks break from Nvidia CUDA grip in AI chips

Generative AI is concentrating control of computing power within a narrow set of architectures and ecosystems. Wei Shaojun, chairman of the IC design branch of the China Semiconductor Industry Association and a professor at Tsinghua University, said AI competition now extends beyond hardware to control of rules and ecosystems, warning that continued reliance on existing systems could lock China into long-term dependence on critical technologies.

Tuesday 7 April 2026
In-depth: How DeepSeek V4 strengthens Huawei's role in China's AI stack
China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation to execution, linking software, chips, and policy into a single system.
Tuesday 7 April 2026
Global AI chip suppliers compete as TSMC remains top foundry partner
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions.