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    Tuesday 12 May 2026
    AI drives IC price hikes, lifts China chip exports 83.7% in April
    Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...
    Tuesday 12 May 2026
    PC chip demand stays murky in 2H26 as pre-buying clocks key
    Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
    Tuesday 12 May 2026
    China AI model boom pulls smartphone supply chain into ecosystem battle

    China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

    Tuesday 12 May 2026
    E Ink eyes 25% growth in 2026 on surface push
    E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks,...
    Tuesday 12 May 2026
    Fitipower eyes 2Q26 growth on OLED DDI ramp
    Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI...
    Tuesday 12 May 2026
    Kuaishou targets US$20B Kling AI spin-off to tap video generation demand
    Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...
    Tuesday 12 May 2026
    Innolux shares surge on reports of potential TSMC FOPLP partnership
    Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...
    Tuesday 12 May 2026
    Altos targets South Korean AI server market with software edge
    Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...
    Tuesday 12 May 2026
    Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26
    Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...
    Tuesday 12 May 2026
    AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
    AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...
    Tuesday 12 May 2026
    China NEV retail penetration tops 60% in April as oil prices dent gasoline car demand
    China's retail penetration rate for new-energy vehicles, including battery electric vehicles and plug-in hybrids, reached 61.4% in April, the highest on record and the first time it...
    Tuesday 12 May 2026
    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump's visit
    China has stepped up export scrutiny of solar photovoltaic equipment, extending controls beyond heterojunction tools to most key production equipment and supply-chain sources, sources...
    Tuesday 12 May 2026
    Nvidia's copper-to-fiber AI shift boosts China's optical plays
    Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
    Tuesday 12 May 2026
    Ichia targets optical communications growth with Evercast Precision investment
    Ichia Technologies announced on May 11 that it plans to make a cash-based strategic investment in optical communications components maker Evercast Precision, totaling no more than...
    Tuesday 12 May 2026
    Commentary: Trump-Xi summit may offer China a pause, not a truce

    Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

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