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Latest news and trends for industry
21
May
Tech Forum 2026: Taiwan must design space, not just build it
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Posted by
jeff
At DIGITIMES‘ Tech Forum 2026 this week, Taiwan’s top space official delivered a blunt assessment of the island’s growing role in the global space economy: Taiwan has become an increasingly important supplier to the American space industry, but it still lacks control over the systems that define the sector’s highest-value opportunities.
21
May
xFusion drives CNY58.2 billion revenue as China backs domestic AI supply chain
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Posted by
jeff
Chinese server maker xFusion reached a revenue of CNY58.2 billion (approx. US$8.6 billion) for the year 2025. The figure indicates the company’s rising profits as it benefits from China’s push for a domestic AI supply chain and the benefits for companies breaking into the country’s high-end server market.
21
May
Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter
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Posted by
jeff
Anthropic has unlocked an era of explosive commercial growth, hitting a milestone with its first-ever profitable quarter. According to The Wall Street Journal, Anthropic expects its revenue to surge by 130% to hit US$10.9 billion for the quarter ending in June, up from the US$4.8 billion in revenue generated during the first quarter of 2026. This trajectory is projected to yield an inaugural quarterly operating profit of approximately US$559 million.
21
May
Commentary: Trump’s Taiwan chip claim tests TSMC’s silence
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Posted by
jeff
US President Donald Trump, after recently concluding a visit to China, again publicly accused Taiwan of having “stolen our chip industry.” This was not the first time he had made such a claim. From the 2024 campaign period to a Fox News interview in May 2026, before his departure after visiting China, Trump has repeatedly argued that the business originally belonged to Intel and that, had the US government understood how to impose tariffs for protection, Taiwan would never have had a role in the chip industry.
21
May
Taiwan 5G FWA CPE industry, 1Q 2026: Rebounding shipments and AI-driven supply crunch
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Posted by
jeff
Memory shortage drives up ASP; Global 5G FWA CPE shipments projected to decline 4% YoY in 2Q26; ASP, conversely, supports production value resilience
21
May
Nvidia’s China hopes dim as Beijing doubles down on domestic AI chips
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Posted by
jeff
Nvidia’s H200 was a major focus after the Trump-Xi meeting, but hopes for sales into China have faded after US President Donald Trump’s latest remarks. Trump said Chinese President Xi Jinping is firmly committed to developing domestic AI chips, leaving little room for common ground on the issue.