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Sunday 1 February 2026
LMOC ramps silicon photonics output with new MOCVD expansion plan
LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability...
Sunday 1 February 2026
CSPs ramp up AI capex as supply chain gains confidence
The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while...
Saturday 31 January 2026
Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

Saturday 31 January 2026
"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports...

Saturday 31 January 2026
Taiwan's capital markets reach new highs, signaling broader global role

At a Lunar New Year press conference, the Financial Supervisory Commission said that combined revenues of Taiwan's listed companies surpassed...

Saturday 31 January 2026
China claims 64% of ESS battery market as South Korea scrambles to launch a comeback
The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global...
Friday 30 January 2026
China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending
China has given its leading AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reut...
Friday 30 January 2026
ASIC server demand boosts Taiwan's high-end CCL shipments
Cloud service providers (CSPs) continue to maintain strong capex, driving steady growth in AI servers and high-speed network switches markets while elevating the grade of copper-clad...
Friday 30 January 2026
Taiwan pledges full US cooperation to build new non-China supply chain
On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain,...
Friday 30 January 2026
MediaTek and Arm-backed Arbor drives layered growth with AI strategy
As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered...
Friday 30 January 2026
Smart glasses market transitions from Meta dominance to three-way showdown in 2026
Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the...
Friday 30 January 2026
Nexcom eyes robot market growth, targets ramp-up in 2027
Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight...
Friday 30 January 2026
US-China rivalry enters next phase: Nvidia's H200 chips get Beijing's nod
Recent reports from mainland China indicate that authorities have approved the import of an initial batch of Nvidia's H200 chips. The move highlights yet another turn in the intensifying...
Friday 30 January 2026
Aspeed profits rise for second year on server upgrade demand

As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system...

Friday 30 January 2026
AI integration drives cautious optimism in global collaborative robot market
The collaborative robot (cobot) industry, a pivotal segment for artificial intelligence (AI) applications, anticipates new growth opportunities despite a weak economic recovery, according...