15
Apr
ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry fundamentals.
15
Apr
Stanford AI report: US-China AI gap narrows as China accelerates industrialization
The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report reveals that the performance gap between China and the US in AI model capabilities has significantly narrowed, with both countries now entering a phase of “parallel competition.” However, this progress comes alongside sharply rising capital and resource costs.
15
Apr
China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C
China’s Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion, reflecting continued investment in AI infrastructure and cloud platforms.
15
Apr
Japan forges physical AI alliance to challenge US and China
Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles, and factory systems. Referred to as the Japan AI Foundation Model Development, the new venture was established by SoftBank, NEC, Honda Motor, and Sony Group, each holding stakes of more than 10%, according to Nikkei Asia and TechWire Asia. Additional investors include Nippon Steel, Kobe Steel, and major Japanese banks such as MUFG, Sumitomo Mitsui, and Mizuho, reflecting broad backing from Japan’s industrial and financial sectors.
15
Apr
Amazon to acquire Globalstar for US$11.6 billion, escalating space internet race
Amazon said on April 14 it would acquire Globalstar for US$90 a share, in a deal valued at about US$11.57 billion, accelerating its push into space-based communications and sharpening its competition with SpaceX in the race to deliver internet and mobile connectivity from orbit.
15
Apr
China seeks energy self-sufficiency as geopolitical risks rise
China is preparing to shift the focus of its energy strategy from building power plants to transforming how energy is consumed, as leaders seek to reduce reliance on imported fuels and strengthen national security.
15
Apr
RISC-V gains ground in AI data centers with Nvidia backing SiFive
AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance per watt. SiFive’s latest funding round highlights a shift in industry thinking, with RISC-V moving from niche alternative to a credible option for next-gen computing.
15
Apr
PX Mart’s bigger ESL bet could accelerate Taiwan’s retail digitization and ease staffing pressures
PX Mart, Taiwan’s retail leader, is accelerating its electronic shelf label (ESL) deployment, raising its investment from NT$3-4 billion (US$95-127 million) and shortening the rollout from three years to 2.5 years to achieve nationwide coverage by June 2028. The company frames the move as part of a broader push toward smart retail.
15
Apr
Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
China’s Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase, even as rising component costs and shifting product cycles weigh on near-term operations.
15
Apr
Taiwan’s Ministry of Digital Affairs advances drone-based high-altitude platform station plan
To strengthen communications resilience, Taiwan’s Ministry of Digital Affairs (MODA) is promoting a high-altitude platform station (HAPS) project. The initiative uses domestically produced drones as carriers integrated with communication systems to create an aerial communications platform featuring long endurance and high payload capacity. The program aims to begin testing with telecommunications operators in the third quarter of 2026, with plans to publicly showcase its achievements in October.