08 Apr
Latest News and Trends

Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26

Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata’s monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million), a rise of 47.09% from February and 181.48% year over year. Meanwhile, Team Group reported NT$4.92 billion in March revenue, surging 326.68% sequentially and 120.49% from a year earlier, setting new records for both monthly and first-quarter sales.

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08 Apr
Latest News and Trends

DIGITIMES analyst discusses Apple’s Siri evolution, AI agent trends, and Samsung’s 2nm reality

In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple’s upcoming evolution of Siri. The new version is expected to integrate Google’s Gemini and allow users to select their preferred chatbot, including ChatGPT, Claude, or xAI’s Grok. While some market analysts suggest Apple may use this approach to control distribution and charge listing fees, Lin is skeptical of that interpretation.

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08 Apr
Latest News and Trends

US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications

As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China’s sharp state-media rebuttal signaled heightened tech tensions with far-reaching global supply-chain implications. Analysts have characterized the moves as pre-summit leverage that could reshape chip manufacturing and trade flows.

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08 Apr
Latest News and Trends

Anthropic launches Project Glasswing to fend cyber threats with new Mythos model

Anthropic has launched a new cybersecurity initiative, Project Glasswing, giving select technology partners early access to a powerful yet-to-be-released AI model as concerns grow over AI-driven cyberattacks. According to Bloomberg, the program is designed to help companies prepare for potential risks before the model is made more widely available.

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08 Apr
Latest News and Trends

AI server cooling demand boosts heat sink makers’ growth outlook

Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March 2026. Liquid cooling solutions are the main driver behind this momentum. Industry players note that liquid cooling units command average prices several times higher than air-cooling modules. As 2026 is set to be the inaugural year for widespread liquid cooling adoption, its share will keep rising, ensuring strong growth momentum throughout 2026.

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08 Apr
Latest News and Trends

Taiwan’s Zhen Ding projects AI-driven surge as next-gen platforms hit production

Looking ahead, Taiwan’s printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter, as clients ramp up production on next-generation platforms. The company projects that momentum in its server and optical communications businesses will expand quarter by quarter, while its IC substrate segment is set to benefit from robust AI computing demand, driving sequential growth. Zhen Ding anticipates entering a new phase of accelerated expansion in 2026.

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08 Apr
Latest News and Trends

Singapore’s first robotaxi enters public service, signaling a new phase for autonomous mobility

Ai.R, a robotaxi service jointly launched by Chinese autonomous driving firm WeRide and Southeast Asian super-app Grab, has began public operations in Punggol, Singapore. The launch offers global observers an example of urban autonomous mobility scaling from trials to community service, with implications for regulation, workforce transition, and regional deployment strategies.

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08 Apr
Latest News and Trends

Analysis: China’s humanoid robot market forms three-player structure at scaling inflection point

China’s AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla’s Optimus timeline remains under scrutiny, China’s humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure.

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