Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used in AI infrastructure, according to the company.

The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival wind down, and end-market demand loses momentum. TV brands are now focusing on inventory control and buying only as needed, while Chinese panel makers are trimming production to support prices.

DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into its evolving AI strategy, drawing attention across the developer community.

Supermicro reported fiscal third-quarter revenue of $10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least $12.3 billion and the analyst consensus of $12.33 billion. Management attributed the shortfall to customer datacenter readiness delays and industrywide supply constraints, saying it expects to capture the deferred revenue in coming quarters.

Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's trade flows — and its industrial ambitions.

Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.

For much of the past decade, Taiwan watched from the sidelines as global venture capital poured into software. The island's world-class manufacturers, semiconductor giants, and precision hardware suppliers were celebrated — but they weren't what investors were chasing. That window has now closed. Plug and Play, one of the world's largest startup accelerators, has decided the time is ripe for it to make a move into Taiwan.

Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed attention from supply chains in Taiwan and South Korea as Tesla builds a scalable computing infrastructure for vehicles, AI training systems, and humanoid robots.

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.

Trade between Taiwan and the US reached US$78.25 billion in the first quarter of 2026, driven primarily by advanced node chips and AI servers. This marks the first time in 25 years that the US has surpassed China and Hong Kong to retake its place as Taiwan's largest trading partner. Moreover, Minister of Economic Affairs Ming-hsin Kung has forecast 7% GDP growth for 2026, following 8.68% growth in 2025.

Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate its push into the growing smart building market. The integration brings together VIVOTEK and March Networks to jointly target retail, financial services, transportation, factories, and smart cities.