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May 12
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.
Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual target; investors and customers worldwide may see a changing product mix, margin pressures, and inventory dynamics affecting suppliers, pricing, and markets.

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only for its implications for trade, technology controls, and geopolitics, but also as a key signal of how both sides are reassessing the remaining areas where cooperation may still be possible.

The courtroom battle between Sam Altman and Elon Musk intensified this week as Altman rejected Musk's accusations that OpenAI abandoned its original mission to benefit humanity in favor of profit.

At the Android Show: I/O Edition on May 12, Google unveiled a comprehensive set of updates to its Android platform and related services, marking a significant shift from operating systems toward what the company describes as an "intelligence system." The announcements, made on May 12, 2026, span artificial intelligence (AI) integration, automotive technology, creative tools, and cross-platform compatibility features.
Google on May 12 unveiled Googlebook, a new line of laptops it describes as the first designed from the ground up for AI, merging Android's app ecosystem with ChromeOS's browser capabilities and centering Gemini as the core intelligence layer.

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components in servers, are once again becoming critical parts of data center infrastructure due to the rapid rise of AI inference and AI agent applications.

China's top foundry SMIC is entering a new growth phase after regulators approved a record CNY40.6 billion (US$5.98 billion) asset acquisition that strengthens its grip over one of its most profitable wafer fabs, while surging domestic AI infrastructure spending is rapidly reshaping the company's long-term outlook.
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging houses led the advance, while silicon wafer suppliers and a handful of fabless names faced ongoing headwinds.
The US may soon see Taiwan-style industrial parks, according to officials and industry representatives who recently visited the country to attend a trade summit. The development could see companies in Taiwan's chip ecosystem establish a presence at US locations near TSMC's facilities.

French silicon-based quantum computing pioneer Quobly and Hon Hai Research Institute (HHRI) on Tuesday announced the release of a jointly developed open-source numerical toolbox designed for Quantum Phase Estimation (QPE), a foundational algorithm for fault-tolerant quantum computing with critical applications in quantum chemistry and materials science.

Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications, with display revenue accounting for just 1% in the first quarter of 2026. Chairman Man-Shiang Lee said the company has expanded its core technology into new fields and will reposition itself around optical microstructures in 2026.