Global chip sales surge in 1Q26, signaling supply and investment shifts

Global semiconductor sales reached US$298.5 billion in the first quarter of 2026, the Semiconductor Industry Association (SIA) reported, underscoring robust worldwide demand with possible implications for technology supply chains, pricing, and production investment. The results come as markets eye a potential US$1 trillion year, driven by broad regional growth across Asia Pacific, the Americas, and China.

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Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results

Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The company announced on May 6 that its gross margin recovered to 18% from 15.7% in the fourth quarter of 2025 and that second-quarter order momentum remained positive as it pursued a full-year twin-growth target.

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Alphabet’s global debt blitz underscores explosive AI funding boom across tech industry

Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated bonds in its latest funding push, according to Bloomberg. The move includes its largest-ever euro bond sale and its first issuance in Canadian dollars, underscoring the scale of capital required for AI-related investments.

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APMIC’s Traditional Chinese model ACE-1 ranks in global top 5 after Taiwan sovereign AI evaluation

APMIC announced that its Traditional Chinese language model ACE-1 ranked in the global top 5 overall and secured the top spot on a “Taiwan values” metric in a language-model evaluation published on May 6 by the AI Product and System Evaluation Center under the Ministry of Digital Affairs. The results highlighted ACE-1’s strength in local context understanding and reinforced the company’s push for sovereign AI capabilities tailored to Taiwan’s institutions and social and cultural environment.

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