10
Apr
09
Apr
Hinge maker Jarllytec expands into optical communications, targets AI server demand
Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products, alongside new notebook models from US clients, are expected to support steady growth in the second quarter. The company reported March revenue of NT$637 million (approx. US$20 million), up 40% month-over-month but down 36% year-over-year.
09
Apr
Memory shortage persists, ASPs surge up to fivefold, says module maker chief
Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
09
Apr
Haptic touchpads and AI vision chips propel Elan’s early 2026 growth
Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust growth despite a traditionally slow season.
09
Apr
Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia
Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment through joint validation efforts and a combined solution showcase at GITEX Asia 2026 in Singapore.
09
Apr
Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments
Chenbro Micom’s strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and infrastructure implications for cloud providers, enterprises, and regional production strategies as companies scale up servers, storage, and networking gear to meet worldwide AI workload needs.
09
Apr
ODMs erase seasonal slump as notebooks and AI servers drive March surge
Electronic ODM makers’ surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global device supply chains and enterprise AI deployments. As major assemblers outperform expectations and reshape shipment and stocking patterns heading into the second quarter of 2026, component markets are poised to benefit.
09
Apr
OpenClaw development and market status
OpenClaw craze accelerates personalized edge AI agent applications, driving demand for VPS and personal workstations.
09
Apr
Column: Embodied AI reshapes real-world automation marks ChatGPT moment for robots
Large language models (LLMs) have demonstrated three surprising capabilities in recent years: generalization—providing reasonable answers to unseen questions; multitasking—handling programming, translation, financial analysis, and legal interpretation within a single model; and reasoning—breaking down complex problems into stepwise solutions. Together, these abilities have triggered a paradigm shift in the digital world.
09
Apr
AmTRAN’s high-value product shipments boost 1Q26 revenue
AmTRAN reported stable shipments of high-value products, supported by a return to normal working days following the Lunar New Year and renewed customer demand. These factors have pushed the company’s March revenue to reach NT$2.4 billion (approx. US$73.8 million), up 44% from February and 11% higher than the same month in 2025, demonstrating strong growth momentum.