ByteDance has formally laid out its internal strategic focus for the next phase. At an internal meeting at the start of 2026, ByteDance CEO Liang Rubo stated that AI is hitting a new peak. The most critical short-term objective is the AI assistant ecosystem centered on Doubao and its overseas version, Dola.

Nvidia CEO Jensen Huang recently hosted a banquet for key supply chain partners, where Advantech Co., Ltd. was the sole industrial PC (IPC) vendor invited. Miller Chang, president of Advantech’s Embedded IT Group, represented the company at the event.

LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability metrics rising sequentially. The company expects silicon photonics demand to remain robust, forecasting faster quarter-over-quarter revenue growth in the first quarter of 2026 than in the previous quarter. Shipments are set to sustain threefold growth, supported by planned capital spending of about NT$700 million (US$22.3 million) to expand capacity ahead of demand growth in the second half of 2027.