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IN THE NEWS
Sunday 17 May 2026
Thunder Tiger and Shield AI team up on autonomous naval drones for Taiwan's asymmetric defense
Thunder Tiger Group, a Taiwanese defense and unmanned systems manufacturer, said it has signed a memorandum of understanding with US defense technology company Shield AI to integrate...
Sunday 17 May 2026
Silicon-carbon batteries become latest front in US-China tech rivalry
As American battery startups continue working to commercialize next-generation silicon-carbon batteries, Chinese manufacturers are already deploying the technology at scale and now...
Sunday 17 May 2026
AI drives Cisco orders, lifts Taiwan networking suppliers
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
Sunday 17 May 2026
Galatek targets advanced packaging market, eyes Taiwan foundries
Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...
Saturday 16 May 2026
AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
Saturday 16 May 2026
One-person companies may upend small businesses in AI shift, adviser says

Lee-Feng Chien, innovation economy adviser to the Executive Yuan's Economic Development Commission, said at an AI forum on May 14 that...

Friday 15 May 2026
China keeps tight InP export controls despite Trump-Xi talks
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications...
Friday 15 May 2026
Fiber shortage deepens as orders for Chinese vendors extend to 2027
The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
Friday 15 May 2026
Everlight to build automotive LED plant in Thailand as raw material costs hit profit
Everlight Electronics said it will invest an additional US$56.5 million in its Thai subsidiary to buy land, build a plant, and add equipment, as the LED packaging firm moves to strengthen...
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
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
Maserati turns to Huawei as China's EV power expands into luxury cars
In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks...
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
Trump-Xi summit is Nvidia's best shot at getting back into China
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals...
Friday 15 May 2026
US clears Nvidia’s H200 for China, but Beijing can still say no
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may...