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    Memory shortage cuts smartphone OLED shipments in 1Q26
    29min ago
    Nafco sees aerospace orders visibility stretching 8 to 9 years, expands Malaysia plant
    29min ago
    Tesla is no longer the first choice, Taiwanese firms target China’s AI robot supply chain
    29min ago
    China seeks South Korean chip suppliers to bypass US controls
    29min ago
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    29min ago
    Commentary: Post Trump-Xi summit China harden its tech self-reliance stance
    29min ago
    NEWS TAGGED IT + CE
    Wednesday 6 May 2026
    GlobalWafers reports weaker quarter as expansion weighs on margins

    GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    MediaTek unit Airoha targets AI networking surge with triple optical growth
    MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical...
    Wednesday 6 May 2026
    Synnex posts record first-quarter revenue and profit as AI demand drives semiconductor and cloud sales
    Synnex Technology International Corp. reported record consolidated results for the first quarter as accelerating AI commercialization drove triple-digit growth in data-center products...
    Wednesday 6 May 2026
    Explainer: Why Supermicro's margins bounced back — one customer pulled back
    Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery...
    Wednesday 6 May 2026
    China's cloud providers raise AI prices as model usage surges
    Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
    Wednesday 6 May 2026
    Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
    Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...
    Wednesday 6 May 2026
    Weblink posts record first-quarter revenue as business PC refresh fuels 70% hardware surge
    Weblink International Inc. reported record consolidated revenue of NT$7.78 billion (US$247 million) for the first quarter of 2026, up 19.8% year on year, and net profit after tax of...
    Wednesday 6 May 2026
    Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge
    Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...
    Wednesday 6 May 2026
    Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
    Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    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...
    Wednesday 6 May 2026
    TV panel prices stall as China cuts output to defend prices
    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...
    Wednesday 6 May 2026
    DeepSeek pulls multimodal paper after brief release, reveals new visual reasoning approach
    DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into its evolving AI strategy, drawing attention across the developer community.
    Wednesday 6 May 2026
    Supermicro posts US$10.2B in Q3 revenue, missing own guidance by US$2B as working capital swings drive US$6.6B cash outflow
    Supermicro reported fiscal third-quarter revenue of US$10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least US$12.3...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook