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Saturday 2 May 2026

After buying Ansys, Synopsys starts merging the two stacks

Hardware design is entering a system-level reset, with Synopsys moving simulation to the core of product development. With Ansys 2026 R1, simulation and analysis (S&A) shifts from post-design verification to a front-end decision engine, shaping architecture from system to silicon.

Thursday 30 April 2026

Microsoft's capex plans draw scrutiny as Azure demand outstrips capacity

Microsoft executives defended the company's rising capital spending after reporting stronger-than-expected fiscal third-quarter results, saying demand for Azure, Copilot, and AI infrastructure continues to exceed available capacity.

Thursday 30 April 2026

Microsoft sales beat estimates as Azure growth eases spending concerns

Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption helped ease investor concerns over the company's heavy spending on artificial intelligence infrastructure.

Thursday 30 April 2026

CyberLink warns AI search and memory costs may dent growth in 2Q26

Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and rising memory costs, a combination that could affect global software markets reliant on search-driven traffic and PC-dependent product bundles, as well as investor sentiment worldwide.

Thursday 30 April 2026

Amazon posts solid growth as AWS and AI investments drive momentum

ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose to about US$181.5 billion, while operating income increased to roughly US$23.9 billion, reflecting steady expansion across core segments. Net income also climbed significantly on both a quarterly and annual basis.

Thursday 30 April 2026

Google's TPU shortage lays bare a widening AI infrastructure edge

The AI infrastructure race is no longer just about who builds the best model — it's about who controls the silicon beneath it. Google has spent more than a decade quietly constructing that foundation, and the results are now showing.

Wednesday 29 April 2026

Nvidia launches Nemotron 3 Nano Omni to power unified multimodal AI agents

On April 28, Nvidia introduced Nemotron 3 Nano Omni, a new open multimodal AI model designed to simplify the development of agent-based systems by combining vision, audio, and language capabilities into a single framework.

Wednesday 29 April 2026

Osense develops baseball hawk-eye system to capture US$10 billion sports tech market

Taiwanese artificial intelligence (AI) software company Osense Technology is targeting the rapidly growing sports technology market — valued at more than US$10 billion — by independently developing a domestically produced baseball hawk-eye system and smart bullpen training solution.

Wednesday 29 April 2026

NetApp inks four-year deal with Google Cloud to bring sovereign private clouds to air-gapped environments

NetApp signed a four-year enterprise agreement with Google Cloud to expand their collaboration and accelerate deployment of NetApp storage solutions on Google Distributed Cloud within air-gapped environments managed by World Wide Technology for Google's sovereign cloud platform. The deal aims to provide physically isolated private cloud offerings that embed NetApp's data platform and built-in security controls to meet data sovereignty requirements.

Wednesday 29 April 2026

Commentary: At Beijing Auto Show, hardware takes the wheel

For years, the global auto industry has been enveloped in the promise of the software-defined vehicle. But at the 2026 Beijing International Automotive Exhibition, a more grounded reality came into focus: without sufficiently powerful hardware, software ambitions risk remaining just that—ambitions.

Tuesday 28 April 2026

ASE signs cybersecurity MOU with national institute to shore up semiconductor defenses

Advanced Semiconductor Engineering (ASE) and the National Institute of Cyber Security signed a memorandum of understanding on April 28 to establish a joint cyber defense, intelligence sharing, and cooperation framework aimed at countering complex global cyber threats. The agreement will integrate technical resources and real-time threat intelligence to strengthen industry-wide defenses for the semiconductor sector, with an emphasis on protecting smart manufacturing and core corporate assets in Kaohsiung.

Tuesday 28 April 2026

Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion

Systex Fintech said it will focus on onboarding small merchants who currently transact in cash to help drive the island's non-cash transaction value from NT$6 trillion in 2023 toward the Financial Supervisory Commission's NT$10 trillion (US$190.4 billion) goal by 2026. The company stated that the strategy centers on expanding acceptance among roughly 1.3 million corporate accounts, including more than 500,000 small businesses and cash-based street vendors that do not issue invoices, which it described as a blue ocean for growth.

Tuesday 28 April 2026

China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout

China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive approach to controlling strategic technologies and cross-border deals.

Tuesday 28 April 2026

Commentary: What Amap reveals about AI navigation, data control

AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time traffic light countdown and high-precision navigation reflects a broader shift in how mobility data is collected, processed, and monetized.

Tuesday 28 April 2026

AetherAI wins FDA and IVDR nods for digital pathology platform as it eyes global expansion

Amid rising global cancer rates and a shortage of pathology staff, Taiwan-based AetherAI says its FDA- and IVDR-certified digital pathology platform could ease diagnostic bottlenecks worldwide by enabling integrated AI tools and automated workflows, potentially accelerating access to faster, scalable cancer diagnostics across hospitals, healthcare systems, and clinics globally.

Monday 27 April 2026

DeepSeek cuts API prices 90%, sets new global low for LLM services

DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its API lineup could lower operational costs for global developers and enterprises, especially for long-text and high-frequency applications, potentially accelerating the adoption of locally developed large language models, intensifying price competition with international providers, and reducing barriers to AI-powered services worldwide.

Monday 27 April 2026

Column: Where does robot training data come from?

Across both sides of the Pacific, robot startups and leading laboratories have reached a consensus over the past year that model architecture is no longer the sole focus. Data has become the core competitive resource. Regardless of how technical approaches evolve, most teams eventually encounter the same problem: the shortage of training data.

Monday 27 April 2026

Meta and Alibaba blur social media and e-commerce boundaries

The rise of generative AI has blurred the boundaries between the social media and e-commerce industries, driving a shift in their business models that has been exemplified by recent strategic initiatives from Meta and Alibaba. With competition now expanding horizontally across various sectors, industry observers highlight that Meta's plans to strengthen its physical retail presence may become a key focus for the company. Conversely, it is now increasingly likely that Alibaba will one day venture into social media.

Friday 24 April 2026

EU targets Android access rules, putting Gemini integration edge at risk

European regulators are preparing to push Google to open up core Android operating system functions, potentially allowing rival AI assistants such as ChatGPT and Claude to access the platform on the same terms as Gemini, according to people familiar with the matter.

Friday 24 April 2026

Microsoft and Meta announce workforce reductions amid heavy AI investment

Microsoft and Meta have recently announced job cuts or buyouts impacting possibly 23,000 jobs. The staff reductions come as the tech giants funnel massive resources into building out their AI capacity, a trade-off that has become common across the industry in recent months.

Friday 24 April 2026

MODA encourages Taiwanese firms to invest in computing power; Foxconn submits project proposal

The government has included AI computing infrastructure within the scope of major digital public construction projects, using tax incentives to boost private-sector investment. Minister of Digital Affairs (MODA) Yen-nun Huang stated that applications will close at 5 pm on May 14, and Foxconn has already expressed interest and maintained close communication with the ministry.

Friday 24 April 2026

Taiwan expands industry collaboration to advance unmanned vehicle R&D

Taiwan's military-industrial sector, led by the National Chung-Shan Institute of Science & Technology (NCSIST), recently signed a memorandum of understanding (MOU) with Taiwan's Industrial Technology Research Institute (ITRI) to accelerate the development of unmanned technology.

Friday 24 April 2026

OpenClaw's growing pains: innovation outpaces enterprise security

OpenClaw's meteoric rise from a niche hacker project to a globally adopted AI agent platform has created a widening gap between its innovative capabilities and the security demands of the modern enterprise.

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

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.

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