CONNECT WITH US
Sunday 15 November 2026
Lite-On targets LEO satellites and enterprise AI servers for edge computing growth
As AI computing moves from the cloud to edge devices, Lite-On Technology has reorganized its IT business segments, launching its Edge Computing and Energy Solutions (ECES) division in the third quarter. Through this restructuring, the company is targeting opportunities in low-Earth-orbit (LEO) satellites, on-premises enterprise servers, and networking equipment that are expected to grow severalfold over the next two to three years and eventually surpass IT-related power products in terms of revenue contribution.
Thursday 12 November 2026
Exclusive: A world where everything has a chip—Pragmatic reimagines the boundaries of everyday intelligence
A semiconductor chip no thicker than a fraction of a human hair might seem insignificant beside the powerful silicon processors driving the world's AI revolution. Yet at Pragmatic Park in North East England, these tiny, flexible devices represent a different vision of computing: one where intelligence gradually becomes embedded in the objects people touch, wear, and use every day.
Wednesday 11 November 2026
ASMedia raises own-brand prices as chip supply costs climb
ASMedia Technology reported consolidated revenue of NT$2.66 billion (approx. US$80.9 million) in the third quarter of 2026, with a gross margin of 51.6%, as rising substrate, outsourced semiconductor assembly and test (OSAT), and foundry costs prompted the company to adjust prices for its own-brand products and negotiate cost sharing with customers.
Monday 9 November 2026
ECS sees 4Q26 shipments plunging 56%, targets edge AI
Weak PC demand, customer order adjustments, product transitions, and component supply changes are sharply weakening Elitegroup Computer Systems' (ECS) 2026 OEM and channel shipment outlook. Supply-chain sources estimate the company's related shipments at about 1.92 million units for 2026, down 43% from 3.38 million units in 2025, with fourth-quarter shipments expected to fall 55.9% year-over-year.
Monday 9 November 2026
Adlink's shift beyond industrial PC hardware unlocks stronger margins, growth
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from approximately 5% a year earlier. Earnings per share (EPS) reached NT$4.83 (approx. US$0.15). The company attributed its improved profitability to greater operating scale, efficiency gains, and a shift from standalone hardware towards integrated systems and platforms.
Thursday 5 November 2026
Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics
Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported robust orders across North America, China, Europe and Taiwan, although demand in parts of Southeast Asia and other emerging markets remains subdued. It is also monitoring potential US policy changes following the midterm elections.
Wednesday 4 November 2026
Taiwan advances virtual asset governance as FSC unveils new regulatory framework
Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services Act on November 3. As the regulatory framework takes shape, stablecoins, digital asset custody and blockchain-based financial services are emerging as potential drivers of financial innovation, although industry leaders and regulators warn that security and risk management remain critical to market development.
Tuesday 3 November 2026
DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.
Monday 2 November 2026
Exclusive: How Germany's fast-follower economy reshapes the AI PC race as local AI awaits killer app
As AI PC configurations reach new technological heights amid a broader push toward higher-spec machines, the market is moving steadily toward wider adoption of AI-capable hardware.
Friday 30 October 2026
Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter and surged 131% year-over-year, putting the company on track to achieve record full-year revenue in 2026, up more than 100% from 2025.
Wednesday 21 October 2026
Cloud AI to drive chip growth in 2027 as Taiwan suppliers seek opportunities beyond weak consumer edge AI
Market expectations for cloud AI demand have generally remained bullish through 2028-2029, with order visibility extending clearly over the next two to three years. The outlook for 2027 is therefore similarly positive.
Monday 19 October 2026
Hyundai creates RX team to accelerate Atlas humanoid robot production
Hyundai Motor Group is accelerating plans to mass-produce and sell its Atlas humanoid robot while establishing an RX Business Strategy Team to oversee its global robotics strategy under the banner "Robotics Everything." The move signals a restructuring aimed at putting the group's robotics business on a more systematic growth path.
Saturday 17 October 2026
Singapore's AI bet shifts from model race to deployment, resilience and trusted adoption
Singapore is moving its AI strategy beyond pilot-heavy experimentation toward a more deployment-focused model centered on enterprise adoption, sector transformation and resilient access to compute.
Friday 16 October 2026
Japan bets on physical AI as Murata, AWS, Hitachi showcase self-learning robots at CEATEC 2026
Japan is stepping up its push into physical AI, with major technology companies and research institutions showcasing advances in autonomous robot learning, motion sensing, and agricultural automation at CEATEC 2026.
Friday 16 October 2026
Hesai moves beyond lidar as Kosmo targets physical AI's data bottleneck
As artificial intelligence increasingly blurs the boundary between the digital and physical worlds, complications associated with real-world deployment — particularly the extreme variability of physical environments — are emerging as a subtler configuration challenge in the industry spotlight.
Wednesday 14 October 2026
SEMICON West makes three-year commitment to Phoenix, home to over US$200B in chip investment
SEMI announced at a media event during SEMICON West 2026 that the exhibition will move to Phoenix, Arizona, in 2027 and shift to a spring schedule. SEMI Americas President Joe Stockunas confirmed at a pre-show press conference that the organization has signed a three-year agreement with Phoenix to host SEMICON West.
Saturday 10 October 2026
Unified memory lifts AI PC ambitions as Chinese open models gain local-inference ground
The hardware boundary separating cloud-scale AI from local inference is becoming increasingly porous as PC vendors expand memory capacity and software platforms make larger open-weight models easier to run directly on devices.
Tuesday 6 October 2026
Meta open-sources Muse Gadgets SDK for building AI devices
Meta has open-sourced the Muse Gadgets software development kit (SDK) and firmware code, allowing developers to build physical devices that interact with its AI assistant Muse and extend the service into more real-world settings.
Friday 2 October 2026
Qbic expands edge AI on Arm, lifts smart access control above 60%
Industrial computer (IPC) maker Qbic held its pre-IPO presentation for the over-the-counter market on October 1, 2026, highlighting a strategy that differs from that of most Taiwanese IPC peers by centering on the Arm architecture instead of x86. Qbic said smart access control is now its biggest revenue driver, accounting for about 60% of revenue in 2025, while smart retail and edge AI are the next expansion areas.
Friday 2 October 2026
Climax Technology sets up AI center, targets 3Q27 sampling
Wireless communications company Climax Technology is accelerating its AI push by launching an "AI and Advanced Technology Center," with its first project a next-generation AI sensing platform slated for sampling in the third quarter of 2027 and small-volume shipments in the fourth quarter.
Thursday 24 September 2026
IEI sees network security, video growth through 2028

Industrial PC maker IEI Integration said on September 23 that it remains upbeat on full-year 2026 revenue, expecting double-digit growth from 2025 as network security and high-end video systems ramp and visibility in medical and edge-computing orders extends to 2027-2028.

Thursday 24 September 2026
ASRock Industrial's game-streaming win signals longer revenue tail, but supply risks remain

ASRock Industrial has secured a large North American game-streaming services project that could extend well into 2027, according to chairman James Lee. The industrial PC maker said the deal supports a long-term customer deployment, even as component shortages, rising prices, and staged ordering continue to cloud the near-term revenue picture.

Wednesday 23 September 2026
ZDT prices US$800M ECB to expand AI server PCB push

Printed circuit board (PCB) maker Zhen Ding Technology (ZDT) Group completed pricing of its sixth overseas convertible bond issue on September 22, raising a total of US$800 million (about NT$25.224 billion). The company plans to issue the bonds on September 29 and list them on the Singapore Exchange, with proceeds to be used entirely to replenish working capital and support technology development for high-end products.

Wednesday 23 September 2026
Hygon takes China's CPU ambitions beyond servers, into physical AI

China's Hygon Information Technology is extending its processor ambitions beyond servers and data centers with the launch of its first embedded industrial CPU family, targeting robotics, machine vision, smart manufacturing, and other edge AI workloads.

Monday 21 September 2026
Apple, Xiaomi, Qualcomm each eye edge AI ecosystem gains
Market sources say Apple is developing an enterprise AI server that could use 2-4 unreleased M8 Ultra processors, aimed at AI developers, large enterprises and government agencies for AI inference workloads. Apple's edge data center may also adopt NVLink. Apple and Nvidia have not responded.