28
Apr
DeepSeek’s latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China’s progress in model efficiency is not translating into a meaningful reduction in capability gaps with leading US systems.
28
Apr
AI chip testing complexity lifts probe card and upstream supply chain demand
As AI chips move to advanced process nodes and packaging technologies, semiconductor testing requirements are becoming significantly more complex.
28
Apr
AetherAI wins FDA and IVDR nods for digital pathology platform as it eyes global expansion
Amid rising global cancer rates and a shortage of pathology staff, Taiwan-based AetherAI says its FDA- and IVDR-certified digital pathology platform could ease diagnostic bottlenecks worldwide by enabling integrated AI tools and automated workflows, potentially accelerating access to faster, scalable cancer diagnostics across hospitals, healthcare systems, and clinics globally.
28
Apr
Alphabet’s US$40bn Anthropic stake heats up AI cloud and compute race
Alphabet’s decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical as model development itself.
28
Apr
Taiwan’s Tmytek targets profitability with push into satellite communications
TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional reliance on test and measurement equipment, betting on satellites, defense, and next-generation communications to drive growth and a potential return to profitability as early as 2027.
28
Apr
GrandTech drives growth with AI cloud and 3D printing for drone market
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.