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    Anduril boosts Taiwan sourcing 15x, considering local production
    1h 0min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    1h 0min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    1h 0min ago
    CPO production delay may boost growth of LPO and NPO
    1h 0min ago
    Taiwanese chips gain from non-China drone supply chain demand
    1h 0min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
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    NEWS TAGGED IT + CE
    Monday 25 May 2026
    Taiwan to showcase Open Source Team Taiwan pavilion at COMPUTEX to highlight AI and industry collaboration
    Open Source Team Taiwan will debut at COMPUTEX / InnoVEX 2026 as a government-backed pavilion showcasing how open-source frameworks underpin corporate product strategy, AI commercialization,...
    Monday 25 May 2026
    BenQ Materials secures US$190M loan to fund shift into medical, semiconductor and display materials
    BenQ Materials, part of the BenQ Qisda Group, announced on May 22 that it completed a five-year syndicated loan of NT$6 billion (US$190.4 million) led by E.SUN Bank to refinance debt...
    Monday 25 May 2026
    Grok falters across government and enterprise as SpaceX pivots to lease idle compute
    Elon Musk's AI startup xAI faced weak uptake for its chatbot Grok across US government, corporate, and consumer markets, and SpaceX moved to lease idle computing capacity to Anthropic...
    Monday 25 May 2026
    AI spending forces enterprises to shorten SaaS deals and demand new pricing protections
    Rising enterprise investment in AI tools is prompting customers to compress traditional software-as-a-service contracts and extract stronger commercial protections, executives and...
    Monday 25 May 2026
    Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up
    Nichidenbo's May 22 board changes and planned equity link with WT Microelectronics signal a strategic pivot that could influence global component supply chains, as leadership shifts...
    Monday 25 May 2026
    Column: World Models—taxonomy and technical foundations in embodied AI
    "World models" have risen swiftly to prominence in AI discourse—and just as quickly become a source of confusion. Over the past two years, the term has grown simultaneously ubiquitous...
    Monday 25 May 2026
    Column: US summit signals shift to trusted supply chains, reshaping global manufacturing partnerships
    At the 2026 SelectUS Investment Summit in Maryland, US officials used the flagship investment forum to outline a national industrial strategy prioritizing supply chain reconstruction...
    Monday 25 May 2026
    Samsung's China exit shows Korean brands under pressure

    Samsung Electronics' retreat from China's TV and home-appliance market is raising broader questions for South Korean industry, as Chinese...

    Monday 25 May 2026
    India roundup: India accelerates chip ambitions, but ecosystem gaps remain a key challenge

    India is advancing its technology and semiconductor ambitions through new fab projects, packaging...

    Monday 25 May 2026
    Syntec Technology profit hits record as AI drives factory automation demand

    Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

    Monday 25 May 2026
    AI data centers drive UPS recycling demand; Jin Lian Cheng targets 98% refining rate by 2H27
    Jin Lian Cheng (JLC) the lead-acid battery processing subsidiary under Ming Fu Group, Taiwan's largest end-of-life vehicle processing company, has recently entered the uninterruptible...
    Monday 25 May 2026
    Embedded substrates draw AI chip interest as packaging turns strategic
    Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity...
    Sunday 24 May 2026
    OpenAI opens first lab outside the US in Singapore as Google deepens government AI ties
    Google and OpenAI's expanded cooperation with Singapore aims to accelerate AI adoption, workforce training, and safety measures, providing a model for other countries. The moves could...
    Sunday 24 May 2026
    Geopolitics disrupts chips — can Taiwan and South Korea cooperate to hold the line?
    The global semiconductor industry is being pulled in two directions. On one side, the cost of building a single advanced chip factory has ballooned to as much as US$40 billion, concentrating...
    Saturday 23 May 2026
    Jensen Huang says he uses Claude at work and his son runs AI agents at home to manage the family
    Jensen Huang fielded a wide-ranging set of questions during his Taiwan visit this week, touching on China market access, rising memory costs, silicon photonics, the LPU versus GPU...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook