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Saturday 25 April 2026

Taiwan's industrial production surges on AI infrastructure demand

Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence (AI) hardware as countries worldwide build out AI infrastructure. As a result, industrial production of computer, electronic, and optical products — primarily AI servers — surged 146.32% in March 2026. Cumulatively, output from January to March rose 131.77% compared with the same period in 2025.

Friday 24 April 2026

Memory price surge reshapes global notebook competition in 2026

The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities as the core of competition. Memory supply chain control has emerged as a key indicator of brand competitiveness, directly impacting shipment volumes and operational performance.

Friday 24 April 2026

Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

Liteon's startup platform LITEON+ held its 2026 Demo Day, marking its third year, with a focus on key technologies including edge AI, AI chips, thermal sensing, power conversion, and agentic AI. The event showcased the latest collaboration outcomes between Liteon and global startup partners in advancing human-machine co-creation and real-world industrial deployment.

Friday 24 April 2026

Heran's three-brand strategy targets all appliance segments, with Yamada brand driving 2026 growth

Taiwan-based appliance maker Heran's shift to a multi-brand, multi-product strategy signals that mature appliance markets can still expand by segmenting price tiers; global consumers and competitors may see stronger low-end volume, steady air-conditioner demand, and measured pricing pressure from raw-material and currency volatility, as well as market responses.

Friday 24 April 2026

Texas Instruments eyes further price hikes amid strong data center, industrial chip demand

Texas Instruments (TI) reported robust results for the first quarter of 2026 on April 23, driven by surging AI data center demand and a notable rebound in industrial control applications. TI stressed that while industrial demand has yet to reach its previous peak, the current recovery trend is positive, signaling continued growth prospects ahead.

Friday 24 April 2026

BizLink builds Southeast Asia manufacturing network with distinct roles across key markets

Driven by geopolitical shifts and supply chain restructuring, Southeast Asia has become an important destination for Taiwanese electronics manufacturers seeking to expand capacity and diversify risk. The rise of AI servers and semiconductor equipment markets has further strengthened the region's strategic position in global supply chains.

Friday 24 April 2026

Global PMX drives smart driving transformation with three key engines

Global PMX's shift from components maker to technology integrator could affect supply chains worldwide, as its push into electro-mechanical brakes, AI server cooling, and surgical device parts aligns with rising autonomous vehicle and AI healthcare demands, potentially altering supplier dynamics, product margins, and the international distribution of advanced automotive components.

Friday 24 April 2026

Taiwan plans 130-hectare industrial zone in Tamsui for science city

Following Nvidia's decision to establish its overseas headquarters at the Beitou-Shilin Technology Park (BSTP) in Taipei, space constraints in northern Taiwan have prompted Advanced Micro Devices (AMD) to set up a research and development center in Shalun, Tainan, in Taiwan's south, with the help of Taiwan's government.

Friday 24 April 2026

US Rare Earth to acquire Brazilian miner in US$2.8 billion deal as part of supply chain push

US Rare Earth has agreed to acquire Brazil-based Serra Verde Group in a US$2.8 billion cash-and-stock transaction, marking one of the largest deals in the rare earth sector and a significant step in efforts by the US to reduce reliance on China, according to Bloomberg.

Thursday 23 April 2026

Samsung and LG turn to AI at WIS 2026 to tackle sluggish consumer electronics market

Faced with declining hardware sales as high interest rates and shrinking demand crunch the global consumer electronics market, Samsung Electronics and LG Electronics are pursuing strategies to redefine product value. At the recent World IT Show (WIS) 2026 in Seoul, both South Korean companies showcased AI-centric strategies in their visions for future lifestyles.

Thursday 23 April 2026

Apple reshapes AI strategy by doubling down on Siri and privacy

As OpenAI and xAI pivot toward enterprise markets inspired by Anthropic, and as OpenClaw sparks new visions for agent-based AI, Apple has finally set a clear AI focus for its 2026 Worldwide Developers Conference (WWDC). The company announced the event will focus on AI advancements and new software and developer tools, marking Apple's most direct AI statement in recent years.

Thursday 23 April 2026

AI shifts and soaring costs drive PC brands to cut jobs in 2026

Several PC companies have been conducting rounds of layoffs in recent months, which echoes the downsizing trend across the tech industry. While some point to AI adoption as a culprit, the cuts reflect a broader industry realignment driven by AI resource redistribution and an era of steep component price hikes.

Thursday 23 April 2026

IBM's watsonx, mainframe surge, and sovereign AI push power a landmark 1Q26

IBM opened fiscal year 2026 on a high note. The company reported strong first-quarter results, driven by software momentum, a record mainframe surge, and its best first-quarter free cash flow in a decade.

Thursday 23 April 2026

Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit

Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent months, according to an industry source. Already maintaining high visibility over customer lists, Nvidia now enforces stricter controls on shipments and transshipment processes, prompting multiple suppliers to expand their legal teams to comply with the intensified audits.

Thursday 23 April 2026

Rockwell Automation highlights talent and ecosystem challenges for overseas plant constructions

Taiwanese manufacturers have increasingly expanded globally in recent years, especially under the Taiwan-US tariff agreements that have cemented US investments. This shift in manufacturing geography is set to pose new operational challenges for Taiwanese firms.

Thursday 23 April 2026

Rockwell Automation flags key AI challenges, unveils three-step strategy for Taiwan's shift to autonomous manufacturing

Artificial intelligence (AI) is rapidly moving beyond pilot projects to large-scale deployment in manufacturing, but many Taiwanese firms remain constrained by data, infrastructure, and investment gaps—challenges that could determine their competitiveness in the next industrial era.

Thursday 23 April 2026

IBM reports steady AI-driven growth despite facing software momentum questions

Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer software performance, however, may limit near-term upside expectations.

Thursday 23 April 2026

Lam Research signals sustained AI-driven momentum as WFE outlook improves

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial intelligence demand. Revenue reached US$5.84 billion, up 24% year over year, while margins and earnings also came in above guidance.

Thursday 23 April 2026

Interview: Seiko Epson outlines engineered future vision for 2035 amid geopolitical challenges

Amid volatile geopolitical tensions affecting Japan's components, manufacturing, and end-user sectors, Seiko Epson unveiled its Engineered Future 2035 long-term vision. The plan aims to shift Epson from a traditional printer maker into a value-driven company focused on technology innovation and engineering excellence, with improving return on invested capital as a core discipline.

Thursday 23 April 2026

Innos lists on OTC market, leveraging probe card demand wave with three major growth engines

Probe card full-line automation equipment supplier Innostar Service (Innos) has been listed on the over-the-counter (OTC) market on April 22. Looking ahead, Innos stated that AI applications have stimulated semiconductor industry demand, driving expansion in the probe card market. The company has developed a full-line automation equipment expected to meet customer needs and propel strong revenue growth by 2026, while maintaining high gross margins.

Thursday 23 April 2026

Asia Vital Components eyes liquid cooling growth while testing space-ready thermal plates

Asia Vital Components' push into liquid cooling and space-ready thermal solutions signals a broader shift in data center design and supply chains, with implications for hyperscalers and edge industries worldwide as AI-driven demand accelerates investment and capacity expansion across markets.

Thursday 23 April 2026

Pegatron chairman: Apple's leadership shift won't shake supply chain ties

Apple has formally announced a leadership transition, naming its senior vice president of hardware engineering, John Ternus, as its next CEO. He is set to take over on September 1, 2026, succeeding Tim Cook, whose tenure has been widely credited with sustaining Apple's position at the pinnacle of the global technology industry.

Wednesday 22 April 2026

Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge

Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president of hardware engineering John Ternus. Unlike Cook, known for his supply chain mastery, Ternus is well-known as a pure "product person" and engineer.

Wednesday 22 April 2026

Analysis: Apple's new CEO has a secret robot team — and big plans for your home

Apple has officially announced that John Ternus will succeed Tim Cook as CEO. Given Ternus's deep hardware background, product innovation at the hardware level is widely expected to accelerate under his leadership. As AI development enters the era of embodied intelligence, his prior takeover of Apple's secret robotics team is seen as pivotal to whether Apple can seamlessly integrate its existing AI technologies and software ecosystem with physical hardware.

Wednesday 22 April 2026

China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand

China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry and Information Technology (MIIT) officials, as cited by Xinhua and People's Daily.

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