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Thursday 30 July 2026
Meta forecasts higher AI spending as legal costs weigh on profit despite strong revenue growth
Meta Platforms reported strong second-quarter revenue growth driven by its Family of Apps business, but lower profit and a higher spending outlook highlighted the mounting costs of its artificial intelligence (AI) expansion. The company's updated guidance and ongoing legal challenges prompted investor concerns over the pace of returns from its AI investments.
Thursday 30 July 2026
Research Insight: German automakers shift strategy as AI powers next-gen cars

Global automakers are facing slower market growth, the rapid rise of Chinese carmakers, and sustained EV investment, with Volkswagen, BMW, and Mercedes-Benz under strain in recent years. While German automakers still lead the global auto industry, revenue and profitability have come under broad pressure over the past two years as competition shifts from volume growth to product value and operating efficiency.

Thursday 30 July 2026
AMD's Helios gains ground in challenge to Nvidia's CUDA
AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance to turn software improvements into market share is now emerging, but two hurdles remain: whether ROCm can run stably in large clusters and whether Helios can enter mass production and ship on time.
Thursday 30 July 2026
Interview: Meet the Taiwan firm that wants to be the world's next big supplier of smart-vehicle 'eyes' with Japan— without China
As automotive electronics, electrification, software-defined vehicles (SDVs) and AI-defined vehicles (AIDVs) reshape the global auto industry, Taiwan's Ken Sean Industries is accelerating efforts to build a non-China automotive supply chain in partnership with leading Taiwanese electronics companies and Japanese automakers.
Thursday 30 July 2026
Kinko says Taiwan optics can cut AR glasses weight and cost for mainstream adoption
AR smart glasses are shaping up as the next revolutionary device after PCs, smartphones, and smartwatches, but the global optics supply chain still faces a major hurdle: making them light and slim enough for everyday use. Kinko Optical CTO Kuo-hua Wu, however, said Taiwan's semiconductor and optics technologies are well-positioned to break through as the market matures.
Thursday 30 July 2026
Less hardware, smarter AI: how a Taiwan startup is making smart glasses weightless

A Taiwan startup says it has found a way to hide advanced eye-tracking technology inside what looks like an ordinary pair of glasses — using just one camera and a single LED light source.

Wednesday 29 July 2026
OpenAI plans to test first hardware device in South Korea
OpenAI's CEO Sam Altman has said that the company may use South Korea as a testbed for its first hardware device, widely believed to be a screenless speaker. However, it remains to be seen whether an ongoing court case brought on by Apple could influence the product's timeline.
Tuesday 28 July 2026
Nvidia's Vera targets AI server growth, with CSP adoption the key test
Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing systems provider. But the company still needs cloud service providers (CSPs) to embrace the platform at scale if it wants to challenge Intel and AMD in servers.
Tuesday 28 July 2026
China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption is driving shortages of advanced computing capacity. At the same time, portions of the country's installed lower- and mid-tier capacity remain underutilized because of software compatibility issues, weak coordination between supply and demand, and inadequate resource scheduling.
Monday 27 July 2026
Nvidia's Vera CPU targets go beyond Intel and AMD
After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally Intel's Xeon and AMD's EPYC. But Nvidia's real target may be much broader, including cloud providers such as Amazon and Google that design their own CPUs.
Monday 27 July 2026
H2U lists on Taiwan Innovation Board to tap digital health opportunities
Taiwan's largest digital health technology platform H2U debuted on the Taiwan Stock Exchange's Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52) per share, marking its official listing as it seeks to capture the growing digital health market.
Monday 27 July 2026
Taiwan's AIDC is turning a decade of AI manufacturing know-how into a business model

Taiwan's Aerospace Industrial Development Corporation (AIDC) has spent nearly a decade pushing AI adoption, moving from smart manufacturing in 2015 to full-scale generative AI deployment in 2024, and turning years of production experience into digital corporate assets. Information chief I-ting Fang said the company now hopes to transform its AI and smart manufacturing expertise into a business model that can help more suppliers and manufacturers accelerate AI transformation.

Monday 27 July 2026
AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward "intelligence," while AI agents move rapidly from the cloud to end devices. Qualcomm says the end devices with which future AI agents will mainly interact include about 6 billion smartphones, 2 billion AI wearables, 2 billion PCs, and 500 million connected cars, underscoring how vehicles are becoming a key gateway to AI services.

Sunday 26 July 2026
Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion
Alphabet disclosed in its latest quarterly filing that its purchase commitments and other contractual obligations had climbed to US$811 billion as of the end of June, underscoring the company's aggressive push to secure long-term AI infrastructure capacity.
Saturday 25 July 2026
Hisense expands AI strategy into energy, chips, and automotive electronics
Hisense outlined a broader AI strategy at its global partner conference in New York, saying it will expand beyond home appliances into semiconductors, smart energy, laser displays, and automotive electronics. The Chinese consumer electronics maker said the plan is designed to widen its AI value chain, strengthen global brand management, and improve user experience and operations.
Friday 24 July 2026
EU fines Google EUR890M in anti-trust case over Search and Google Play
Google has been fined EUR890 million (US$1.0 billion) under the EU's Digital Markets Act (DMA) due to anti-competitive practices in its Google Search tool. The fine illustrates Europe's growing willingness to curb the power of US tech giants, despite diplomatic pressure from the US.
Friday 24 July 2026
AMD launches ROCm.ai to accelerate agentic AI development, reporting up to 3.3x inference gains
Alongside its expanding AI hardware portfolio, AMD is stepping up efforts to strengthen its AI software ecosystem in a bid to challenge NVIDIA's CUDA dominance. At its Advancing AI 2026 event, the company unveiled ROCm.ai, a new AI-native development platform that integrates AI coding assistants, deployment tools, and automated optimization capabilities to simplify AI application development and accelerate model deployment on AMD hardware.
Friday 24 July 2026
Taiwan manufacturers advance OT security under supply chain pressure
Taiwanese companies are strengthening operational technology cybersecurity as smart manufacturing and critical infrastructure become increasingly digital, with manufacturers generally further ahead than other industries because of international supply chain audit requirements.
Friday 24 July 2026
Alibaba Cloud founder: next-gen foundation models need scientific data

For the past three years, large language model (LLM) development has moved along the same track: models have gotten bigger, parameter counts have climbed, reasoning has improved, AI agents have matured, and long-context windows have kept breaking records. The industry's debate has also centered on model capability, computing scale, and how far the field is from artificial general intelligence (AGI).

Friday 24 July 2026
Analysis: Why Nvidia is betting Japan's manufacturing data will power physical AI

Nvidia CEO Jensen Huang's whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside a joint event with gaming giant Sega Corporation, Huang used the trip to promote what he has repeatedly described as Nvidia's next major AI frontier—physical AI—sparking renewed discussion across Japan's industrial sector about the country's role in the emerging technology.

Friday 24 July 2026
German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability under pressure and EV demand slowing. Instead of chasing volume, the three German automakers are focusing on multi-powertrain platforms, deeper AI integration, and cross-border partnerships.

Thursday 23 July 2026
IBM trims revenue outlook as hardware demand reshapes client spending

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware and away from software deals. Management framed the weakness as delayed demand rather than lost business, while reaffirming free cash flow growth, margin expansion plans, and confidence in the company's long-term software and mainframe franchises.

Thursday 23 July 2026
D-Link robot line starts in 3Q26; care model due in 2027
Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship" and "safe care," while adopting an asset-light model built around connectivity, subscription-based management services, SaaS, cloud platforms, and AI ecosystems.
Thursday 23 July 2026
Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable to whether it can build fast enough to meet demand. With Google Cloud revenue accelerating and a contract backlog swelling past half a trillion dollars, industry watchers increasingly treat Alphabet less as an advertising business and more as a bellwether for AI infrastructure demand across the technology sector.