Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market

The US urgently needs to upgrade its aging grid infrastructure amid surging demand from large-scale AI computing, yet its domestic production capacity for heavy electrical equipment has struggled to keep up with demand, and imports still account for the vast majority of the supply for transformers and switchgear. Under this backdrop, market sources suggest that US customers may award bonuses if Taiwanese heavy electrical equipment suppliers can deliver ahead of schedule.

Continue reading

Davos 2026: AI takes center stage as leaders debate compute, control, and consequences

AI dominated the corridors and side events of the World Economic Forum Annual Meeting in Davos this week, with executives, policymakers, and researchers converging on a shared view: AI is no longer a speculative technology, but a foundational economic force. From the cost of compute and energy to export controls, edge devices, and labor-market disruption, Davos 2026 revealed an industry moving from experimentation to structural impact.

Continue reading

Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a new factory in Mexico, positioning the company to launch new products and showcase the impact of its AI-powered automotive electronics transformation. In tandem, Excellence Opto has issued 7,000 secured convertible bonds totaling NT$739 million (approx. US$23.3 million), now listed on the local exchange.

Continue reading

China’s 2025 smartphone shipments dip slightly in 2025 as brand competition heats up

Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have also delivered strong performances. However, inflation, high smartphone penetration, and extended replacement cycles contributed to a slight decline in overall smartphone shipments in China in 2025.

Continue reading

2nm mobile SoC era begins with Xiaomi 18 flagship launch

The year 2026 is set to mark the commercial debut of 2nm mobile SoCs, with Qualcomm, Apple, and MediaTek among the first to release 2nm process chips for smartphones. The market expects Qualcomm to introduce two flagship platforms: Snapdragon 8 Elite Gen 6 and Snapdragon 8 Elite Gen 6 Pro. Xiaomi’s upcoming 18 series is poised to secure the first adoption of these 2nm chips among Chinese smartphone brands. The Xiaomi 18 Pro will lead by featuring the Gen 6 Pro version, while the Xiaomi 18 Ultra may arrive later in the year, signaling that China’s Android ecosystem is officially entering the 2nm generation.

Continue reading

Weekly research roundup: EV market splits and edge AI foundry war

While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES observes a clear bifurcation in semiconductor strategies: startups are now splitting between cost-effective mature nodes and high-risk, high-performance bets on sub-5nm processes to meet surging computing demands.

Continue reading

Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities

Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman Sam Yeh highlighted that revenue from AI servers grew 40% in 2025, solidifying the company’s position as a key industry player. Looking ahead to 2026, AI-related business is poised to reach new highs, with robust growth momentum expected to continue.

Continue reading

Some of the best monitors for programming in 2024-2026

BenQ’s latest launch from its RD‑series of monitors provoked us to make an attempt at summing up in one place some of the best monitors for programming / coding. Let’s start off by outlining some of the most important factors when it comes to selecting a monitor for coding. The most important factor, according to readers and experience, is text clarity. This variable depends on pixel density…

Continue reading