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Monday 29 December 2025
Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?
Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...
Monday 29 December 2025
Infineon outlines AI power trends toward vertical supply and DC microgrids
Infineon is leveraging its technological strengths to expand into cutting-edge applications in AI data centers and robotics. The company is currently collaborating with Nvidia to...
Monday 29 December 2025
Taiwan's Wonderful Hi Tech projects double-digit growth in 2026 on AI and satellite demand
Global high-performance transmission cable maker Wonderful Hi Tech offered an optimistic outlook at its investor briefing on November 18, 2025. Despite a slight year-over-year revenue...
Monday 29 December 2025
IntelliEPI partners with EZconn to boost AI optical communication
The surge in AI-driven high-speed computing and data transmission demands has prompted major players to invest heavily in co-packaged optics (CPO) technology. Compound semiconductor...
Monday 29 December 2025
Huawei launches global prize to break memory bottlenecks
As generative AI and large language models scale rapidly, the computing race is shifting toward a quieter but decisive battleground: how data is stored, accessed, and utilized. According...
Monday 29 December 2025
Analysis: Nvidia builds capital moat to lock in CUDA era
After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through...
Monday 29 December 2025
Drone boom lifts Taiwan's communication and chip suppliers
The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second...
Monday 29 December 2025
AI supercycle and replacement demand support Foxconn's growth in 2026
Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...
Monday 29 December 2025
Rohm partners with Nvidia to expand power semiconductor opportunities
According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments,...
Monday 29 December 2025
Silicon photonics set to make commercial breakthrough in 2026
Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics...
Monday 29 December 2025
China moves to regulate human-like AI services, signaling tighter governance of emotional and social risks
China has released draft rules to regulate human-like artificial intelligence interaction services, marking a significant step toward governing AI companions, virtual personas, and...
Monday 29 December 2025
Tariff wars and AI demand reshape electronics supply chain structure in 2025
In 2025, the global electronics supply chain transformed due to rising demand for artificial intelligence (AI) and high-performance computing (HPC), boosting servers, chips, and cooling...
Monday 29 December 2025
ByteDance's speed-first approach exposes a split with Apple's ecosystem control
The development paths for artificial intelligence (AI) integration in smartphones are diverging as ByteDance extends its collaborations with multiple brands, while technology giants...
Sunday 28 December 2025
Tatun Electric eyes AIDC, ultra-high-voltage markets as power transmission bottleneck looms
Market attention in the modern AI computing power competitive landscape has mainly focused on semiconductor chip upgrades. But according to Chih-Ming Lin, chairman of Tatun Electric,...
Sunday 28 December 2025
Taiwan faces a record green talent shortage as AI reshapes hiring
Demand for green talent in Taiwan has surged to unprecedented levels. The pending implementation of carbon fees, continued growth in the green technology sector, and rising demands...