Cisco says agentic AI will triple enterprise network traffic within three years
Agentic AI is putting new pressure on enterprise networks and cybersecurity infrastructure as companies accelerate internal deployment, with Cisco and Foundry warning that more than 70% of enterprises see their current networks as unprepared for future AI demand.
Interview: Why Geckos bets materials, not chips, will decide the next AI performance leap
As generative AI fuels rapid growth in demand for high-performance computing (HPC), the semiconductor industry is shifting from a process race to a materials race. Geckos chairman Shen Tsung-huan says that as chip manufacturing moves to 2nm and even more advanced nodes, gains in AI computing power are no longer just a chip design issue, but are increasingly constrained by the thermal conductivity and high-frequency signal transmission capabilities of materials.
TV panel prices fall in July as weak demand expected to hit 3Q26
The global LCD TV panel market moved into a down cycle in July after prices held flat in the second quarter of 2026. With pre-build demand cooling among brands, sales from China’s 618 Shopping Festival coming in weaker than expected, and panel factory utilization gradually recovering, the supply-demand relationship has shifted from tight to loose, dragging down prices across all LCD TV panel sizes and dimming what is usually a peak season in the third quarter.