28
Apr
GrandTech Chairman Frankie Hsu highlighted the company’s successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud Services (GCS) and its 3D printing business. The former capitalizes on the booming cloud and AI wave, while the latter taps into expanding drone opportunities, providing strong and sustainable momentum.
28
Apr
Apple and Asus defy PC market slump with growth in 2026
The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues. Despite this bleak outlook, Apple and Asus are bucking the trend, maintaining annual notebook shipment growth targets.
28
Apr
AI lifts memory: SK Hynix hits 72% margin as Samsung nears 70%
SK Hynix reported record results for the first quarter of 2026, with operating margin reaching about 72% — among the highest globally — as artificial intelligence (AI)-driven demand lifted memory pricing, according to company disclosures and Korean media reports.
28
Apr
Moore Threads hits first profit, AI compute orders drive growth
China’s domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit in early 2026, driven by rising AI compute demand.
28
Apr
LG Display posts strongest 1Q26 profit in five years, signals end to job cuts
LG Display reported its strongest first-quarter operating profit in half a decade and signaled an end to years of workforce restructuring, as it continues to shift toward high-end OLED panels.
28
Apr
Commentary: Tim Cook’s sole omission during 15-year tenor
On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in ceremony for TSMC’s first Arizona fab, a moment that crystallized how central Taiwan’s semiconductor industry had become to American technology ambitions. For Cook, it was also the closest he ever got to TSMC’s leadership in 15 years as Apple’s CEO.
27
Apr
The Co-Packaged Optics (CPO) Revolution: Capitalizing on the Paradigm Shift in AI Data Center Connectivity
The CPO market is projected to grow sharply by a 142% CAGR from 2026 to 2030 (excl. ELS) and as AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as the new star.
NVIDIA and Broadcom both started deploying CPO in switch p
NVIDIA and Broadcom both started deploying CPO in switch p
27
Apr
DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment
As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to DIGITIMES’ special report, Accelerating enterprise AI: Hardware advancements and compute architecture transformation, the industry is moving beyond the initial buildout of training capacity and into a stage defined by large-scale deployment—where inference workloads are emerging as the primary driver of compute growth.
27
Apr
Samsung reportedly breaks 10nm barrier with first single-digit nanometer DRAM working die
Samsung Electronics has reportedly become the first company in the world to develop a single-digit nanometer-class 10a DRAM working die, using the prototype to fine-tune process conditions to rapidly improve yield.
27
Apr
Taiwan IPC players shift to edge AI solutions: Growth opportunities and supply chain challenges in 2026
Large Taiwanese IPC players begin reaping early edge AI deployment dividends in 2025, with estimated 2026 revenue growth of 12%.