Commentary: Robots are selling, but profits are not; data is the real prize
Capital is still pouring into humanoid robotics in 2026, but the industry’s financials are telling a more complicated story.
Lens Technology swings to loss on weak smartphone demand, FX pressure
OpenAI’s HBM push signals a new AI memory arms race
Google reportedly in talks with Pentagon over classified use of Gemini AI models
Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs
Memory module maker Apacer Technology reported its consolidated financial results for the first quarter of 2026, with revenue reaching NT$7.04 billion (approx. US$223 million), gross profit NT$3.47 billion, operating profit NT$2.31 billion, net profit NT$1.86 billion, and earnings per share (EPS) of NT$14.54. Revenue, gross profit, operating profit, and net profit all hit record highs for the quarter. Compared with EPS of NT$6.7 for the full-year 2025, Apacer’s first-quarter earnings alone have already exceeded last year’s total.
Whetron highlights AI vision and radar safety systems at Taipei AMPA 2026
Samsung accelerates Taylor fab ramp-up amid Tesla AI chip deal
Evalue launches 640kW ultra-fast charger, expanding fast-charging capacity
Samsung’s VD division reviews China strategy as local rivals gain ground
Rumors of a restructuring of Samsung Electronics’s China operations are gaining momentum, with reports suggesting potential scaling back—or even partial withdrawal—from several business lines, including home appliances, televisions, and monitors.