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Monday 18 May 2026

South Korean court bars factory occupations and orders safety work during planned Samsung strike

A South Korean court granted Samsung Electronics an injunction on May 18, 2026, limiting union dispute actions and ordering that safety protection systems and wafer anti-deterioration...

Monday 18 May 2026

Innolux reshuffles leadership, changes corporate director representatives

Innolux's leadership reshuffle signals shifts in governance and strategic focus that could affect partners and supply chains worldwide, as the panel maker reassigns top executives...

Monday 18 May 2026

Palo Alto Networks integrates CyberArk, Koi and Portkey and launches Idira to bolster AI and identity security

Palo Alto Networks said it completed the acquisition of CyberArk in February 2026 and began integrating CyberArk's privileged access management capabilities into its Cortex and Strata...

Friday 15 May 2026

Samsung strike risk lifts memory spot prices as supply risks mount

Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South...

Friday 15 May 2026

SMIC refocuses on capital investment over dividends as AI boom reshapes demand

During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize...

Friday 15 May 2026

Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins

Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During...

Thursday 14 May 2026

TSMC symposium spotlights AI expansion, advanced packaging demand

TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data...

Thursday 14 May 2026

Pegatron 1Q26 earnings fall more than 60% amid off-season, eyes stronger 2Q26 on AI PC demand

Pegatron announced its first-quarter 2026 financial results on May 13, with profit down more than 60% compared with the same period a year earlier, while earnings per share (EPS) hit...

Thursday 14 May 2026

Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models

The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and...

Thursday 14 May 2026

Alibaba faces mounting margin pressure as AI investments accelerate

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Wednesday 13 May 2026

Lite-On, Delta benefit from surge in AI server power demand

April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across...

Wednesday 13 May 2026

Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion

Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions,...

Tuesday 12 May 2026

Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

Monday 11 May 2026

Samsung strike talks resumed with US$29 billion on the line

Samsung Electronics' labor and management have returned to the negotiating table under South Korean government mediation, as the company faces a planned general strike and a widening...

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Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook