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Google has transformed its search engine by adding an AI mode feature on the search page that semantically understands user queries to provide AI-generated summaries. This shift has disrupted traditional search and its associated business models and rules. Meanwhile, the parallel evolution of SEO and GEO has created vast new business opportunities, attracting multiple companies to invest in related developments....

Microsoft is developing new OpenClaw-like features for its AI assistant Copilot, according to The Information. The updated tool would be targeted at enterprise customers as a safer version of the popular – but famously risky – OpenClaw agent that has shaken the AI industry in recent months....

Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display all posted year-over-year growth, while AUO lagged....

The annual "360°MOBILITY Mega Shows," a major gathering for the auto parts and mobility industry, opens on the 14th, drawing heightened attention to the growing role of Taiwan's suppliers in next-generation automotive technology. As software-defined vehicles (SDVs) emerge as a central industry direction, the share of automotive semiconductors and software in vehicle development is rising rapidly, according to a DIGITIMES Research report....

Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices have surged 4–10x, and module makers' profits are expected to grow 2–3x in 2026 as this becomes the new normal....

Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for stable mass production, raising questions about its ability to secure major foundry customers for the next-generation node....

China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy vehicles and vehicle intelligence. As cars become more software-defined, semiconductor content and system complexity are rising, while electronic architectures shift from distributed systems toward centralized, platform-based designs....

Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold, signaling a significant boost to the segment. Industry and consumer attention now centers on how Apple will tackle the persistent screen crease issue....

Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth, the industry is shifting its focus toward mass production timelines and yield stability, according to industry sources and reports by ChosunBiz....

Qualcomm said it was expanding its partnership with Bosch in automotive electronics, broadening a collaboration that had previously focused on in-vehicle cockpit systems to now include advanced driver-assistance systems (ADAS)....

AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics. Against this backdrop, Huawei is expanding its photonics ecosystem through in-house chip development, capital investment, and global talent recruitment....

Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers and investors may see stronger order visibility, a diversified supply chain and volume growth from 2026 as edge AI shifts to integrated solutions....

Silicon Motion Technology held a groundbreaking ceremony on April 13 for its new corporate headquarters in Taipei, marking a key step toward expanding its operational footprint. The company plans to connect its two major sites — in Taipei and Zhubei, a major tech hub in northern Taiwan — through the new Taipei facility, which is expected to open by 2030....

Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond AI servers to general-purpose servers and network switches, signaling broad-based momentum across product lines....

Ghost Robotics, a US supplier of quadruped robots to the Department of Defense, is partnering with Taiwanese manufacturers to localize production. The collaboration aims to reduce reliance on Chinese supply chains and has completed an initial review of Taiwan's manufacturing base, according to industry sources. The partnership is expected to enter a joint development phase later this year....

As SpaceX weighs a potential initial public offering at a targeted valuation of up to US$2 trillion, new financial data suggest that investor appetite will likely hinge on whether its Starlink satellite internet business can sustain its rapid growth while offsetting losses elsewhere in the company....

JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres, and high-performance computing....

The UK government has confirmed GBP380 million (US$510 million) in funding to support a new electric vehicle battery plant being built in southwest England by Tata Group's battery unit, Agratas, according to Bloomberg and Reuters....

TCL Electronics Holdings Ltd. is considering selling a stake in its Indian television manufacturing unit to local investors as part of efforts to expand its business in the country, according to people familiar with the matter, as cited by Bloomberg....

Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and AI server revenue have both exceeded market expectations....