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Friday 15 May 2026
AI servers squeeze ODM margins as consignment gains traction
As AI server prices rise, original design manufacturers (ODMs) are hitting record revenue, but also coming under pressure on their gross margins. To defend profitability, manufacturers...
Friday 15 May 2026
Phison aiDAPTIV accelerates edge AI deployment with Dimensity 9500
Phison and MediaTek teamed up at the recent Dimensity Developer Conference (MDDC 2026) to run a 20B large language model (LLM) on a single device using aiDAPTIV on MediaTek's Dimensity...
Friday 15 May 2026
Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...
Friday 15 May 2026
Ability Enterprise targets AI and automation growth after strong first-quarter results
Ability Enterprise has said it expects continued revenue and profit growth through 2028 as the company expands beyond traditional imaging products into AI edge computing, robotics,...
Friday 15 May 2026
AAEON sees rising orders as AI focus drives 2026 growth plan
AAEON Technology reported sustained demand growth and a rising book-to-bill ratio, signaling stronger momentum into the second quarter and second half of 2026. The industrial PC maker...
Friday 15 May 2026
Nvidia Vera Rubin issues reportedly cleared, supply chain eyes 3Q26 ramp
Market fears over Nvidia's next-generation Vera Rubin platform have eased after supply-chain sources said design issues tied to a cooling architecture change have largely been resolved...
Friday 15 May 2026
Delta Electronics chair warns RE100 delays could risk Taiwan's global tech orders amid green power shortage
Delta Electronics Chairman Ping Cheng has warned that companies failing to meet RE100 targets risk losing orders as global customers intensify demands for renewable energy compliance...
Friday 15 May 2026
Analysis: Mythos sparks access fight as AI models become strategic assets
Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications...
Friday 15 May 2026
Metalens technology reaches key turning point, as DUV, DLW, NIL processes compete for advantage
Metalens technology is now moving from proofs-of-concept toward targeted applications in smart glasses and machine vision, as its extreme thinness makes it well-suited for use cases...
Friday 15 May 2026
Auras says Nvidia Vera Rubin gold-plating change won't hit operations as revenue, profit jump
Auras Technology reported record first-quarter results and said it expects revenue and profit to grow quarter by quarter in 2026, dismissing market talk that a design tweak on Nvidia's...
Friday 15 May 2026
US-China ties shift toward balancing tech pressure with controlled competition
The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic...
Friday 15 May 2026
Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth...
Friday 15 May 2026
Pan-International shifts to AI servers and AFM motors to drive over half of revenue by 2030
Pan-International Industrial Corp. said it recorded about NT$1.25 billion (US$39.62 million) in revenue and a small loss in the first quarter of 2026 after customers deferred shipments...
Friday 15 May 2026
TECO bets on Penang manufacturing hub to capture Southeast Asia data center opportunities
TECO Electric & Machinery reported first-quarter 2026 revenue of NT$14.235 billion (US$451.17 million), a 4.54% year-over-year increase, and earnings per share of NT$0.51, as executives...
Friday 15 May 2026
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...