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Monday 9 November 2026

Inside the Siri overhaul: Apple's performance in the AI race

Apple has reached a pivotal juncture in its artificial intelligence (AI) strategy: to modernize Siri and establish a broader AI presence. While new CEO John Ternus has publicly championed the company's privacy-centric, deeply integrated approach to AI, internal pressures highlight an urgent drive to accelerate innovation and close the gap with industry rivals.

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.

Friday 6 November 2026

AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster

AMD has signed an agreement with South Korean companies FuriosaAI and MangoBoost to build a heterogeneous AI computing cluster in Seoul by spring 2027, while separately discussing potential cooperation with DEEPX on low-power AI chips for robotics and industrial applications.

Friday 6 November 2026

Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion

UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers, has reportedly decided not to exercise an option to expand its computing capacity lease at a Texas data center.

Thursday 10 September 2026

MicroIP lands NT$630 million AI smart-building contract in northern Taiwan

MicroIP said on Sept. 10 that it secured a systems integration contract worth about NT$630 million for a major AI smart residential project in northern Taiwan. The agreement is expected to run for about 36 months, with the first phase — system architecture planning and project management integration — set to begin in October 2026.

Monday 17 August 2026

DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy

Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation and network security businesses all gained momentum. Revenue growth accelerated further in July, strengthening the company's confidence in the second-half outlook.

Wednesday 12 August 2026

Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026 revenue and gross margin exceeded expectations, supported by stronger customer orders across all three major product lines and a sharp sequential increase in profit.

Monday 27 July 2026

GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates

GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its presence in smart retail and edge AI-enabled manufacturing while positioning healthcare as its next major growth market.

Friday 10 July 2026

Winmate's June revenue hits record on defense and edge AI demand

Winmate said its June revenue reached a new record, underscoring how defense, unmanned systems, and edge AI demand are shaping industrial technology supply chains worldwide. The Taiwan-based maker said growth remained on track, with full-year performance expected to extend double-digit expansion as global orders broaden.

Friday 10 July 2026

Neousys posts June revenue growth as edge AI demand broadens globally

Neousys Technology reported stronger June revenue, reflecting rising global demand for edge AI, intelligent automation, and edge computing. The industrial PC maker said shipments from ongoing projects supported growth across Europe, Asia, and North America, and that the trend could continue into the second half of the year.

Friday 10 July 2026

Advantech posts sharp June revenue gains as edge AI demand spreads globally

Advantech said June sales surged on stronger edge AI demand, lifting monthly and quarterly revenue to record highs and signaling firmer momentum for industrial technology markets worldwide. The Taiwanese maker of industrial computers (IPCs) also said its order pipeline remains healthy, suggesting broader global demand is still supporting shipments.

Thursday 9 July 2026

Innodisk revenue surges on AI memory demand and price hikes

Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher prices and AI-driven memory shortages that kept demand strong through the second quarter.

Thursday 11 June 2026

Applied Materials CEO: AI reshapes semiconductor innovation

Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly shaped by Nvidia's dominance in AI training and inference.

Thursday 4 June 2026

Adlink ramps robotics and edge AI expansion as US market drives growth

Adlink Technologies said it pushed into a growth phase for robotics, edge AI, and vertical markets in 2026 as the US became its largest revenue engine, accounting for more than 30% of sales. The industrial PC maker reported broad-based demand across healthcare, transportation, defense, energy, and industrial automation and said design-in projects will start contributing shipments from 2026 into 2027.

Wednesday 3 June 2026

Ampak pushes AI SOM, 5G RedCap and drone edge solutions as revenue mix shifts

Ampak Technology unveiled plans to further pivot into AIoT and Edge AI integrated solutions at COMPUTEX 2026, announcing product launches including an AI system-on-module, 5G Reduced Capability (RedCap) offerings, and High Power Wi-Fi 6 drone communication modules. The wireless communication module designer said the moves respond to an industry shift from cloud data centers to endpoint and edge computing and aim to capture demand from enterprise and industrial applications in the US and other markets.

Friday 29 May 2026

Airoha deepens focus on networking and wireless edge AI

Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.

Monday 18 May 2026

Edge-cloud shift opens new growth runway for Taiwan's chip suppliers

As generative AI proliferates across end devices, a distributed edge-cloud architecture is taking shape — shifting inference workloads from the cloud to local hardware to reduce latency and improve efficiency. Industry players point to use cases spanning wearables, autonomous driving, and smart manufacturing, where CPUs, NPUs, and microcontrollers will handle time-sensitive AI tasks at the edge while the cloud continues to host training and less latency-sensitive processing.

Friday 15 May 2026

Edge AI is transforming wearables into proactive health and sensing platforms

Edge AI is accelerating across consumer devices and is increasingly embedded in wearables, reshaping smartwatches, earbuds, and smart rings into proactive sensing and response endpoints, industry research showed. Market analysts describe this shift as unfolding now and expected to deepen through 2032, with wearables moving from passive connected accessories to devices that sense, understand, and act on user status and environment in real time.

Tuesday 12 May 2026

Interview: Cyient Semiconductors CEO on Kinetic acquisition — why power is the new compute bottleneck

As the semiconductor industry grapples with the growing energy demands of artificial intelligence, Cyient Semiconductors is repositioning itself away from being a primarily semiconductor engineering and ASIC services provider and toward a more product-oriented hybrid model centered on intelligent power and proprietary semiconductor products.

Monday 11 May 2026

Advantech April revenue hits record as edge AI surges

Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC (IPC) maker beyond a traditional IPC supplier profile. Looking to the second quarter of 2026, the company remained cautiously optimistic and said its goal of double-digit full-year revenue growth was unchanged.

Friday 24 April 2026

Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

Liteon's startup platform LITEON+ held its 2026 Demo Day, marking its third year, with a focus on key technologies including edge AI, AI chips, thermal sensing, power conversion, and agentic AI. The event showcased the latest collaboration outcomes between Liteon and global startup partners in advancing human-machine co-creation and real-world industrial deployment.

Friday 24 April 2026

Texas Instruments says edge AI opportunities extend beyond robots

In an April 23 interview, Amichai Ron of Texas Instruments (TI) warned that edge AI will reshape devices worldwide, extending far beyond robotics and driving greater semiconductor demand as AI integrates into long-lived products, implying that global markets must prepare for increased connectivity, sensorization, and chip requirements, along with regulatory and logistical adjustments.

Wednesday 22 April 2026

MiTAC expands production across US, Vietnam and Taiwan as units gear up for growth

MiTAC Holdings' simultaneous expansion of production across the US, Vietnam, and Taiwan is designed to reassure global customers amid mounting geopolitical and supply uncertainties in 2026, while its two main units — Mitac Digital Technology and Mitac Computing Technology — prepare for growth. The strategy has broad implications for global supply chains, competitiveness, and investment dynamics.

Tuesday 14 April 2026

Exclusive: Edge AI inference set for 10x growth; Nokia, Blaize advance hybrid AI compute

As generative AI demand shifts from centralized cloud training to edge inference, Nokia and AI chip startup Blaize have expanded their partnership in Singapore, unveiling a full-stack solution for hybrid heterogeneous computing at GITEX AI Asia.

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