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TSMC's first-quarter 2026 earnings call delivered the expected headline numbers — $35.9 billion in revenue, a 66.2% gross margin, and full-year revenue growth guidance raised to above 30% in US dollar terms. The financial story was strong and largely anticipated....

Taiwan-based startup Fortune AI will attend the Plug and Play Silicon Valley Summit in May, one of five Taiwanese startups selected for this year's cohort. Its flagship product, SAFE SWIM, uses computer vision with a large language model (LLM) backend to detect drowning risks in real time, delivered as a B2B SaaS subscription to aquatic facilities. Founder and CEO Andrew Chen spoke with DIGITIMES Asia ahead of the event, discussing the product's commercial logic, technical moat, and the realities of entering the US market....

The surge in AI data center demand is rapidly accelerating the need for high-speed data transmission, prompting LED manufacturers to target opportunities in optical communications. best-Epitaxy Manufacturing's (bEMC) CEO Evan Wu said the company has focused on data transmission since its inception and recently began proof-of-concept (POC) testing with a leading cloud service provider (CSP). Their short-distance Micro LED transmission currently reaches speeds of 4Gbps, aiming to achieve 8Gbps per chip in 2026....

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands beyond accelerator capacity into system-level constraints....

Elon Musk is reportedly accelerating plans to build a vertically integrated AI chip complex, reaching out across the semiconductor supply chain in what could become one of the most ambitious attempts to reshape AI infrastructure....

Samsung Electronics has initiated a workforce restructuring through a voluntary retirement program as strong semiconductor earnings contrast with weaker profitability in its device business, according to Korean media reports....

Contemporary Amperex Technology Co. Limited, China's dominant electric vehicle battery manufacturer, is accelerating its push up the supply chain, pairing strong earnings with an aggressive expansion into upstream mining as it positions for the next phase of growth in electric vehicles and energy storage....

The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference focused on next-generation core areas including GenAI inference acceleration, wafer-level computing, and terahertz wireless communication, while also delving into quantum computer system architectures and extending the reach of semiconductors to AI-driven cardiac analysis and other smart healthcare applications....

Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from Omdia and IDC point to weakening shipments in the first quarter of 2026, with cost pressure and product strategy adjustments weighing heavily on Chinese brands, particularly Xiaomi....

Taiwanese automotive electronics leader E-Lead Electronic is reshaping the future of smart cockpits through a combination of deep technological reinvention and production restructuring, as it positions itself as a full-spectrum systems supplier in an increasingly fragmented global supply chain....

Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological Development Area (E-Town) is framed as a public race, but functions more as an industry stress test, compressing a full stack of technologies into a 21-kilometer trial....

Amid surging demand from low-Earth orbit satellites, aerospace, and defense, Parpro Corporation expects a sharp acceleration in core business growth in 2026, supported by a maturing North American manufacturing footprint. The company forecasts that full-year profits could rise from prior years, with gross margins holding near 20%....

Taiwan is pushing deeper into the global space supply chain, as a government-backed effort to develop advanced satellite payloads yields another milestone: the commercialization of an in-orbit computing module designed for real-time data processing....

According to DIGITIMES, six major AI applications¡Xchatbots, software development, image generation, video generation, enterprise operations automation, and manufacturing process automation¡Xare increasingly being adopted by enterprises. The resulting surge...

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story....

Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues to position itself across AI-driven hardware segments....

Struggling with weak sales, Honda has decided to significantly scale back its vehicle production capacity in China, with cuts targeting plants in Guangzhou and Wuhan....

A recent report by South Korea's Chosun Biz highlights how OpenAI is actively building a dedicated supply line with Samsung Electronics to secure high-bandwidth memory (HBM) for its artificial intelligence infrastructure....

Google is in talks with the US Department of Defense that would allow the Pentagon to use the company's Gemini AI models for classified purposes, according to The Information. If the deal comes to fruition, it could represent a deepening of ties between Google and the Pentagon, which is seeking AI partners after its falling out with Anthropic in recent months....

In an era where AI systems are rapidly scaling beyond the limits of traditional silicon, new experimental companies are beginning to question what "compute" itself should look like. One of the most unusual entrants is The Biological Computing Company (TBC), which proposes a hybrid model integrating living neurons with modern machine learning systems to enhance performance, efficiency, and adaptability. The idea sits at the intersection of neuroscience and computing....