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Sunday 12 July 2026
Column: Compute is no longer the AI bottleneck. Memory is — and suppliers know it
After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked...
Sunday 12 July 2026
Palo Alto Networks says AI agents are driving demand for identity security
AI agents are changing enterprise operations and raising new cybersecurity risks, with identity authentication emerging as a key concern for IT teams. According to Palo Alto Networks,...
Sunday 12 July 2026
SmartSens targets 2027 commercialization of Micro LED optical interconnects for AI infrastructure
The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the...
Sunday 12 July 2026
Hermes Testing's June revenue more than doubles as advanced chip test demand surges
Hermes Testing Solutions said that its June 2026 revenue jumped sharply as rising demand for advanced chip testing lifted sales of its custom products, cleaning materials, and engineering...
Sunday 12 July 2026
South Korean startup CSO eyes global Earth observation market as optical payload heads for orbit
South Korean space optics startup CSO is preparing to launch its high-resolution optical payload aboard DaejeonSat, a domestically developed CubeSat scheduled to lift off on South...
Saturday 11 July 2026
Record chip profits mask a widening divide inside Samsung
Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand...
Saturday 11 July 2026
Mobilint touts NPU for physical AI, with CEO urging South Korea to accelerate development
South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing...
Saturday 11 July 2026
Apple sues OpenAI as its own suppliers Foxconn and Luxshare line up behind a rival device
Apple's decision to sue OpenAI for trade-secret theft does more than escalate a soured partnership between two of technology's most influential companies. It injects legal uncertainty...
Friday 10 July 2026
Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

Friday 10 July 2026
SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC
SK Group, which hosts the annual SK AI Summit as its flagship technology event to showcase its latest AI and semiconductor developments, is reportedly postponing the 2026 edition....
Friday 10 July 2026
Asus June revenue tops NT$100 billion as AI servers drive growth outlook
Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...
Friday 10 July 2026
Taiwan firms race ahead on AI agents, raising governance stakes
Taiwanese companies are adopting AI agents faster than expected, according to a new IDC survey that found 57% have already deployed them, well above the 36% Asia-Pacific average. For...
Friday 10 July 2026
Google Cloud says Taiwan's AI shift to production could shape global enterprise use
Taiwan's move from AI trials to production systems signals a broader shift that could affect how companies worldwide adopt automation, data governance, and digital security. As more...
Friday 10 July 2026
Meta bets on price to crack AI model market, testing whether frontier intelligence stays premium good
Meta Platforms' decision to start charging developers for its most advanced AI model is less a product launch than a wager on where the economics of artificial intelligence (AI) are...
Friday 10 July 2026
Apple drives 70% surge in edge AI smartwatch sales as health features gain traction

Shipments of smartwatches with edge AI features leaped 70% in the first quarter of 2026, with Apple overwhelmingly leading the charge,...