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Friday 13 February 2026
Taiwan, UK space supply chains forge closer ties
The Taiwan-UK space supply chain collaboration has taken a significant step forward. Following the September 2025 signing of a five-year memorandum of understanding (MOU) between the...
Friday 13 February 2026
Industry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement
Taiwan and the US finalized the Agreement on Reciprocal Trade (ART) on February 13, establishing a mutual 15% tariff rate and commitments on food security and defense resilience, while...
Friday 13 February 2026
Anthropic’s “tutor” for Claude shifts the AI race from scale to ethics
Anthropic has hired Oxford philosopher Amanda Askell to teach its flagship model Claude ethical behavior, a move that reframes the company's competition with other AI labs as a contest...
Friday 13 February 2026
Applied beats as AI chip spending nears $1tn tipping point
On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...
Thursday 12 February 2026
China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure
Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset...
Thursday 12 February 2026
Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI...

Thursday 12 February 2026
Taiwan notebook industry, 4Q 2025

Introduction

Thursday 12 February 2026
Hyundai-controlled Boston Dynamics changes CEO as robots near market
Robert Playter will step down as chief executive of Boston Dynamics, effective immediately, the company said Tuesday, marking the end of a tenure that spanned more than three decades...
Thursday 12 February 2026
AI agents hit commercial inflection point, disrupting software models and cloud economics
Silicon Valley's long-anticipated commercial phase for AI agents accelerated this month. The viral rise of open-source personal assistant OpenClaw and the rapid adoption of Anthropic's...
Thursday 12 February 2026
Samsung weighs Europe chip expansion after Intel retreat opens German window

Samsung is reportedly evaluating a potential European semiconductor expansion alongside its South Korea and US manufacturing base, as the...

Wednesday 11 February 2026
Taiwan display supply chain earnings kick off, new businesses move to center stage
Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition...
Wednesday 11 February 2026
TCL narrows gap with Samsung as Chinese TV brands gain ground
Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense...
Wednesday 11 February 2026
AUO's pivot toward AI, optics and satellites aims to shift revenue mix and steady margins by 2030
AUO is overhauling its business model to make Vertical Solution and Mobility Solution the dominant revenue sources, targeting a combined 70% share of sales by 2030 while expanding...
Wednesday 11 February 2026
LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according...

Tuesday 10 February 2026
Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for...