30
Jan
Following its official proposal to “take computing power to space,” China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.
30
Jan
DRAM price surge ripples downstream as CWE plans EMC hike
The recent surge in DRAM prices is widening pricing headroom across the semiconductor supply chain, prompting Chang Wah Electromaterials (CWE), a major semiconductor materials supplier and distributor, to plan price increases for epoxy molding compound (EMC) starting in March 2026.
30
Jan
Smart glasses market transitions from Meta dominance to three-way showdown in 2026
Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the market could shift in 2026 from a single dominant player to a three-way competition.
30
Jan
Nexcom eyes robot market growth, targets ramp-up in 2027
Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight as key embodiments of physical AI.
30
Jan
Alibaba, Baidu advance IPO plans for AI chip subsidiaries
China’s two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as part of Beijing’s broader push to strengthen domestic chip self-sufficiency and secure local AI computing capacity under tightening US technology restrictions.
30
Jan
Boeing signals stronger 2026 outlook as aircraft deliveries accelerate
Boeing’s latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace industry, demand is no longer the primary concern—supply is. Boeing’s renewed urgency to raise output is being welcomed across its supply chain, including aerospace manufacturers in Taiwan.
30
Jan
US-China rivalry enters next phase: Nvidia’s H200 chips get Beijing’s nod
Recent reports from mainland China indicate that authorities have approved the import of an initial batch of Nvidia’s H200 chips. The move highlights yet another turn in the intensifying US–China technology rivalry.
30
Jan
Exclusive: Tariffs and trade talks shape Suntek Motor’s outlook for Taiwan’s auto market
Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan’s auto market is expected to outperform in 2026, the company does not view growth as merely a matter of securing larger allocations from overseas manufacturers. Instead, Suntek is pursuing a rolling, quarter-by-quarter operational strategy designed to manage inventory risk—an approach shaped by recent market volatility.
30
Jan
Aspeed profits rise for second year on server upgrade demand
As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system stability. AI servers, characterized by high costs, extreme power consumption and significant heat generation, face the risk of substantial losses from system outages. This has heightened the importance of baseboard management controllers (BMCs), which provide real-time monitoring of voltage, temperature and system status, driving steady growth in Aspeed Technology’s operating performance.
30
Jan