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Monday 5 January 2026

iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly shipments beyond 6 million units in November 2025, according to industry estimates. The rebound marks Apple's strongest performance in the market in recent years after a period of declining share amid intense competition from domestic smartphone brands.

Monday 5 January 2026

Taiwan fortifies silicon shield with 2026 push to set global chip agenda

As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again highlighted the island's geopolitical tensions. US President Donald Trump has stated that China doesn't want to invade Taiwan.

Monday 5 January 2026

Smart wearable demand rises as 2026 poses challenges in costs and features

Smartwatch shipments returned to an upward trajectory in 2025 with products from Huawei, Xiaomi, Apple, and Samsung Electronics, further boosted by strong demand in China.

Friday 2 January 2026

Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand

Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid modernization projects. Wire and cable manufacturers such as Taya and Walsin Lihwa stand to benefit from the international copper price surge, with market reports suggesting planned price increases for related products.

Friday 2 January 2026

Power supply chain weighs price hikes, long-term contracts as copper price increases

In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing raw material cost pressures back into focus across the electronics industry supply chain.

Friday 2 January 2026

CES 2026 to spotlight AI as central theme with hardware and everyday life integration

The upcoming CES 2026 is set to elevate artificial intelligence (AI) from a prominent topic to the exclusive central theme, reflecting the technology's maturation toward everyday application. The Consumer Technology Association (CTA), organizer of the event, announced that all showcased products and innovations will focus on AI, indicating a shift in focus from prior years, when AI was one of several highlights.

Thursday 1 January 2026

AI competition moves beyond LLMs into distribution and hardware channels

As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration, and cost-effective deployment, according to DIGITIMES analyst Luke Lin. Developers are now racing to secure access to end users via devices and platforms, marking a new phase in AI competition that is expected to last for the next several years.

Wednesday 31 December 2025

Taiwan government backs AI robots to address labor shortages

Taiwan's aging population and declining birth rates have led to an increasingly pressing labor shortage, a major structural issue uncovered through a National Taiwan University (NTU) study commissioned by the National Development Council (NDC) on how demographic shifts impact policies. Under this backdrop, industry experts see high potential for the robotics sector, but cost reduction and improved intelligence remain key challenges for widespread adoption.

Wednesday 31 December 2025

Academic research for AI robots to focus on causal reasoning and chain-of-thought

The field of AI robots has now entered a phase of rapid development and iteration, as evidenced by optimistic predictions from Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. As noted by the National Science and Technology Council (NSTC), key technologies for building advanced AI robots in the future include semantic reasoning, task decomposition, causal inference, chain-of-thought, multi-step reasoning, and cross-domain generalization capabilities.

Wednesday 31 December 2025

Weblink bets on memory price surge and AI server boom for double-digit growth in 2026

Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026. President Dave Lin said both segments continue to face supply constraints, but remain among Weblink's most promising growth drivers.

Wednesday 31 December 2025

Asustek announces price hike from January 5 amid soaring memory costs

Facing severe memory shortages and rapidly rising prices, global PC brands are implementing strategies to offset cost pressures, including price increases or maintaining prices with downgraded specifications. Channel partners point out that memory accounts for nearly 20% of a PC's total bill of materials (BOM), and recent sharp hikes in memory prices have forced many vendors to quietly adjust their PC pricing.

Wednesday 31 December 2025

Ability Opto-Electronics eyes strong 2026, expands in Vietnam

Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising memory prices in the fourth quarter of 2025, prompting some customers to scale back shipment volumes. Chairman Victor Kao pointed to the company's new product line expansions and the gradual securing of customer certifications as key drivers of confidence for 2026.

Wednesday 31 December 2025

INT unveils world's brightest 100,000-nit micro-OLED display for XR devices

Display maker INT-Tech has developed a groundbreaking micro-OLED microdisplay with brightness exceeding 100,000 nits, following up on the 60,000-nit display unveiled earlier in 2025. The company aims to use its native RGB self-emissive technology in XR devices, which will enable products featuring 10 times the brightness of current 10,000-nit OLED microdisplays.

Tuesday 30 December 2025

Inpaq expects PC/notebook upgrade momentum to continue; CEO says component price hikes are inevitable

Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook (PC/NB) replacement cycle to be much stronger than supply chain forecasts, pushing utilization rates above 90%. She is optimistic that this strong order momentum will extend into 2026, becoming a key driver for steady growth in antenna product shipments.

Tuesday 30 December 2025

ARTERY Tech eyes drones, high-end MCUs before 2026 IPO

Taiwan-based microcontroller supplier ARTERY Technology is sharpening its focus on edge artificial intelligence and drone-related applications as it prepares for a planned listing on the Taipei Exchange in late January 2026, seeking growth beyond China's crowded MCU market.

Tuesday 30 December 2025

Container shipping prices increase ahead of Lunar New Year holidays

International container shipping rates have risen for four consecutive weeks prior to the upcoming Lunar New Year holiday in mid-February 2026. However, the market has cast doubts on whether rates will continue to climb, since a sluggish recovery in China and the ongoing impact of US tariffs are expected to constrain shipping demand.

Tuesday 30 December 2025

AI infrastructure demand boosts Taiwan exports, while visibility beyond 2025 stays limited

As 2025 concludes, Taiwan's information and communication technology (ICT) and electronics sectors have experienced significant export growth driven by AI-related demand, particularly from the United States. This comes according to the Ministry of Economic Affairs (MOEA). Despite record-breaking trade surpluses and rising foreign-exchange earnings, industry surveys indicate varying confidence about future prospects.

Tuesday 30 December 2025

Four major companies get priority from memory suppliers as shortage hits PC brands

Memory prices are soaring as much as four to five times year-over-year. PC brand vendors that were originally expected to gradually finalize supply contracts with memory makers by the end of the third quarter of 2025 have, as of year-end, not had a single contract fully signed. Suppliers are tight on supply and unwilling to sign, and prices are also lacking consensus. Memory makers still have capacity, but demand far exceeds supply. Therefore, brand vendors must rely on their own capabilities. In facing this tough situation, the supply chain reports that memory makers are giving priority to Apple, Lenovo, Asus, and Dell.

Tuesday 30 December 2025

Smart glasses test hardware makers' integration capabilities

Tech giants, leading consumer electronics manufacturers, and optical component suppliers have all sought to gain an early edge in the rapidly growing field of smart glasses. Display technology advancements and integrated manufacturing processes are crucial to achieving success in the market.

Monday 29 December 2025

Microip's self-developed NFC chip hits 99% first-pass yield, targets AIoT security

ASIC design service and artificial intelligence (AI) software solution provider Microip announced on December 26, 2025, that its first self-developed near-field communication (NFC) transceiver IC has completed chip testing and verification, achieving a first-time right (FTR) initial test yield of as high as 99%.

Wednesday 24 December 2025

Taiwan cable maker rides US$3.7 billion grid overhaul wave with orders booked through 2028

Taiwanese cable giant Ta Tun Electric Wire and Cable (TEWC) held a pre-listing performance briefing on December 23, 2025, revealing that revenue for the first 11 months of 2025 reached NT$5.99 billion (US$190.62 million), surpassing its full-year 2024 revenue and setting a new record.

Tuesday 23 December 2025

Korean startups spotlight next-gen digital content technologies in global push backed by government

Backed by South Korea's Ministry of Science and ICT (MSIT) and the National IT Industry Promotion Agency (NIPA), a new cohort of Korean startups are accelerating their push into global markets, highlighting how "digital content" now extends far beyond traditional games and films into generative AI, extended reality (XR), human-machine interface (HMI), digital healthcare, and educational technology.

Tuesday 23 December 2025

HTC adopts open platform strategy for VIVE Eagle smart glasses to increase market share

HTC is pursuing an open platform approach for its VIVE Eagle smart glasses, allowing users to select from multiple artificial intelligence (AI) models to enhance user experience and expand market presence. The glasses, launched in August 2025 in Taiwan, have recently been introduced in Hong Kong and are planned for release in Japan, Southeast Asia, and Western regions.

Tuesday 23 December 2025

OVO sees 350% sales surge in karaoke projectors, eyes education and AI expansion

Streaming device brand Ovomedia Creative (OVO) has announced its new product lineup for the year**,** as well as a new partnership with one of Taiwan's leading parenting brands, marking its entry into the education market.

Tuesday 23 December 2025

Taiwan automation specialist boosts Malaysia production to serve regional markets

Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over NT$600 million (approx. US$19 million). The new facility aims to serve as the firm's key overseas manufacturing and operation hub, supporting markets including India, Turkey, ASEAN, and the US.

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