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Saturday 25 April 2026

China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon Robotics is mounting an ambitious strategic push — one that places it in more direct competition with Tesla.

Saturday 25 April 2026

Taiwan's industrial production surges on AI infrastructure demand

Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence (AI) hardware as countries worldwide build out AI infrastructure. As a result, industrial production of computer, electronic, and optical products — primarily AI servers — surged 146.32% in March 2026. Cumulatively, output from January to March rose 131.77% compared with the same period in 2025.

Friday 24 April 2026

STMicroelectronics tops 1Q26 guidance, sees data center revenue surpass US$1 billion by 2027

STMicroelectronics reported first-quarter 2026 revenue of US$3.10 billion, up 23% year over year, with results coming in above the midpoint of its guidance as growth in personal electronics and computing helped offset continued softness in automotive and industrial markets.

Friday 24 April 2026

Microsoft and Meta announce workforce reductions amid heavy AI investment

Microsoft and Meta have recently announced job cuts or buyouts impacting possibly 23,000 jobs. The staff reductions come as the tech giants funnel massive resources into building out their AI capacity, a trade-off that has become common across the industry in recent months.

Friday 24 April 2026

Zhen Ding to invest CNY40 billion in Huai'an to expand high-end PCB capacity

Zhen Ding Technology has broken ground on its HD campus at the Huai'an Technology City in China, as it accelerates investment to expand high-end printed circuit board (PCB) capacity targeting artificial intelligence (AI) applications.

Friday 24 April 2026

MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal

The government has included AI computing infrastructure within the scope of major digital public construction projects, using tax incentives to boost private-sector investment. Minister of Digital Affairs (MODA) Yen-nun Huang stated that applications will close at 5 pm on May 14, and Foxconn has already expressed interest and maintained close communication with the ministry.

Friday 24 April 2026

Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth in the application-specific integrated circuit (ASIC) server supply chain, with Taiwanese manufacturers expanding their role, according to supply chain sources.

Friday 24 April 2026

Intel keeps capex steady as it shifts spending toward capacity expansion

Intel is holding its 2026 capex broadly flat year over year, not because of reduced ambition, but because of a strategic reallocation of spending toward equipment that directly boosts chip output. Executives signaled that existing factory space is sufficient for now, allowing the company to prioritize tools and productivity gains to meet rising AI-driven demand. This measured approach reflects confidence in near-term demand—particularly for server CPUs—while maintaining financial discipline amid macroeconomic uncertainty and rising input costs.

Friday 24 April 2026

Global PMX drives smart driving transformation with three key engines

Global PMX's shift from components maker to technology integrator could affect supply chains worldwide, as its push into electro-mechanical brakes, AI server cooling, and surgical device parts aligns with rising autonomous vehicle and AI healthcare demands, potentially altering supplier dynamics, product margins, and the international distribution of advanced automotive components.

Thursday 23 April 2026

AI shifts and soaring costs drive PC brands to cut jobs in 2026

Several PC companies have been conducting rounds of layoffs in recent months, which echoes the downsizing trend across the tech industry. While some point to AI adoption as a culprit, the cuts reflect a broader industry realignment driven by AI resource redistribution and an era of steep component price hikes.

Thursday 23 April 2026

Shenzhen launches China's first full-stack domestic 14,000P AI cluster

Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new stage in the country's push to reduce reliance on foreign hardware and software in large-scale model training.

Thursday 23 April 2026

Rockwell Automation flags key AI challenges, unveils three-step strategy for Taiwan's shift to autonomous manufacturing

Artificial intelligence (AI) is rapidly moving beyond pilot projects to large-scale deployment in manufacturing, but many Taiwanese firms remain constrained by data, infrastructure, and investment gaps—challenges that could determine their competitiveness in the next industrial era.

Thursday 23 April 2026

IBM reports steady AI-driven growth despite facing software momentum questions

Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer software performance, however, may limit near-term upside expectations.

Thursday 23 April 2026

Lam Research signals sustained AI-driven momentum as WFE outlook improves

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial intelligence demand. Revenue reached US$5.84 billion, up 24% year over year, while margins and earnings also came in above guidance.

Thursday 23 April 2026

Google debuts TPU 8t and 8i as AI workloads diverge

Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75% of Google Cloud customers are already using AI in production environments, he said, adding that the key challenge now is scaling AI deployment across entire enterprises.

Wednesday 22 April 2026

Skild AI acquires Zebra robotics unit to bolster warehouse automation play

Artificial intelligence robotics company Skild AI has acquired Zebra Technologies' robotics automation division, marking a strategic expansion into warehouse logistics automation. The deal, announced on April 15, was confirmed by both companies and reported by Bloomberg, though financial terms were not disclosed.

Wednesday 22 April 2026

Naver, TCS partner on AI and cloud in India during Korea-India summit

Naver has signed a strategic partnership with Tata Consultancy Services (TCS) to jointly develop artificial intelligence (AI) and cloud services in India, marking one of the cooperation deals concluded during a Korea-India summit visit.

Wednesday 22 April 2026

Amazon expands alliance with Anthropic as AI race shifts to computing power

While much of the public conversation around artificial intelligence (AI) has centered on chatbots and consumer-facing tools, a quieter — and far more capital-intensive — race is unfolding behind the scenes: the battle to build the infrastructure that powers them.

Tuesday 21 April 2026

Taiwan has more than 260,000 job vacancies, with manufacturing accounting for 32.4%

Taiwan's artificial intelligence (AI) servers and advanced-process chip manufacturing businesses are booming, with related manufacturing industries also benefiting. According to a survey by Taiwan's Ministry of Labor (MIL), labor turnover rates in the manufacturing industry are relatively low, while vacancy rates and recruitment periods are comparable to the overall industry average, indicating a stable workforce structure.

Monday 20 April 2026

AI boom lifts Taiwan's chip testing firms to record 1Q26

As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That shift is fueling surging demand for Taiwan's test interface suppliers, whose businesses are climbing in tandem with the AI boom.

Monday 20 April 2026

Zhen Ding plans Hong Kong listing for subsidiary to boost global IC substrate presence

Printed circuit board (PCB) giant Zhen Ding Technology held a board meeting on April 17 and approved plans for its subsidiary, Leading Interconnect Semiconductor Technology (LIST), to apply for a listing on the Hong Kong Stock Exchange. The proposal will be submitted for review at the upcoming annual general meeting. The company stated that the move aims to unlock the standalone value of its high-growth business and strengthen the group's global competitiveness in core infrastructure in the artificial intelligence (AI) era.

Monday 20 April 2026

China's humanoid robot half-marathon highlights rapid advances in autonomy and system integration

A humanoid robot half-marathon held in Beijing's Yizhuang development zone on April 19, 2026, has highlighted the rapid evolution of robotics technology, with autonomous machines demonstrating major gains in speed, stability, and decision-making compared with the previous year.

Monday 20 April 2026

Qilimanjaro targets analog quantum computing for AI data center integration within 10 years

The timeline for quantum computing to become commercially viable has shrunk from decades to potentially within 10 years, driven by surging AI demand. That is the view of Dr. Marta P. Estarellas, CEO of Spanish quantum firm Qilimanjaro, which is positioning analog quantum computing as a key technology for future data centers.

Sunday 19 April 2026

H3C expands in Southeast Asia as Singapore emerges as a hub for Chinese AI vendors

The second edition of GITEX AI Asia 2026 opened at Marina Bay Sands, bringing together participants from more than 110 countries, as industry focus shifts from artificial intelligence model development to large-scale deployment.

Sunday 19 April 2026

Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from AI data centers and upgrades to Wi-Fi 7. Accton Technology, Sercomm and WNC each posted record revenue for the period. However, rising memory prices are beginning to pressure cost structures across the sector.

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