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NEWS TAGGED IT + CE
Wednesday 1 April 2026
Taiwan panel leaders pivot: AUO targets CPO, Innolux advances FOPLP
Taiwan's panel industry is undergoing a collective transformation, with its two major players adopting distinct technology paths.
Wednesday 1 April 2026
Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

Wednesday 1 April 2026
Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature
Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies...
Wednesday 1 April 2026
GaN in 800V systems on the rise; Infineon and TI IDMs continue expanding production
In the 800V power supply systems of AI data centers, market consensus has solidified around strong demand for wide bandgap semiconductors. The industry has broadly concluded that the...
Wednesday 1 April 2026
Geopolitical jitters shake markets as AI shores up Taiwan's economic future
As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National...
Wednesday 1 April 2026
Foxconn advances AI supply chain localization, splitting work between US and Mexico
Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery...
Wednesday 1 April 2026
Samsung expands innovation campus in India to boost global digital talent pipeline
Samsung R&D Institute India, Bangalore, has expanded its Samsung Innovation Campus to six additional colleges, deepening its efforts to equip young learners with AI, IoT, and coding...
Wednesday 1 April 2026
Google flags rising quantum threat to crypto security, urges shift to post-quantum encryption

Google researchers have heightened concerns about the long-term security of cryptocurrencies, warning that advances in quantum computing...

Wednesday 1 April 2026
Alibaba's closed-source pivot signals mounting monetization pressure
Alibaba's release of its closed-source Qwen3.5 model marks a strategic pivot toward monetization, reflecting growing competitive and commercial pressures as Chinese and global AI players...
Wednesday 1 April 2026
Rising memory costs and AI demand set to shrink PC shipments
A prolonged shortage of memory and storage components—driven largely by the rapid expansion of artificial intelligence infrastructure—is expected to weigh heavily on the...
Wednesday 1 April 2026
Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners
Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon,...
Wednesday 1 April 2026
China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

Wednesday 1 April 2026
China's AI chip demand drives advanced foundry growth amid geopolitical split
Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...
Wednesday 1 April 2026
Hiwin and other manufacturers bring high-load robotics hardware to Computex 2026

As global interest in robotics surges, Taiwan's technology trade shows are increasingly spotlighting the field. Beyond its longstanding...

Wednesday 1 April 2026
China LLM usage tops US for fourth week as OpenClaw drives token surge
Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...