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Chinese humanoid robot maker UBTech significantly improved its overall gross margin and reduced losses in 2025, with full-size embodied intelligent humanoid robot sales soaring by more than 2200% year-on-year to CNY820 million (US$119 million), becoming the company's largest revenue source....

China's push for a self-sufficient AI stack is no longer theoretical — it is entering deployment. DeepSeek's upcoming V4 model, expected within weeks, signals a shift from experimentation to execution, linking software, chips, and policy into a single system....

As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research. Major suppliers include Nvidia, AMD, Broadcom, and Google, alongside numerous startups focusing on edge AI solutions....

MSScorps has expanded its silicon photonics (SiPh) testing capabilities in recent years and will debut its in-house "MSS HG" platform at the Electronic Production Equipment Exhibition on April 8....

Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the supply chain. Recently, reports emerged that major Chinese smartphone brands are scaling back purchases of processors, forcing MediaTek and Qualcomm to reduce their subsequent orders with TSMC, with estimated cuts of 10-15% in wafer starts on 4/3nm processes....

Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month and 484.8% year-over-year. First-quarter revenue reached NT$13.18 billion, also a record high....

Amid sustained Middle East tensions, the US is redirecting strategic attention to the Indo-Pacific region, advancing a defense industrial network among first island chain partners. Through the Partnership for Indo-Pacific Industrial Resilience (PIPIR), Washington is spearheading a shift toward localized production and allied coordination to effectively decouple regional defense networks from Chinese supply chains....

China's auto market is undergoing a structural shift in the first quarter of 2026. While joint-venture giants such as Volkswagen and Toyota have posted strong sales, a deeper divergence is emerging. Domestic manufacturers, adopting a development model closer to consumer electronics and emphasizing vertical integration, are charting a path fundamentally different from the traditional, foreign-led automotive system....

China's auto market showed a notable shift in the first quarter of 2026, with Volkswagen, Geely, and Toyota returning to the top of the sales rankings in the first two months of the year. BYD, long the market leader, slipped to fourth place, drawing widespread attention....

Recent reports suggest that Google has once again made engineering changes to its Tensor Processing Unit, or TPU, pushing the chip's tape-out to around mid-2026. The product in question—known as the v8x and designed by MediaTek—has raised fresh concerns about whether MediaTek can scale its application-specific integrated circuit, or ASIC, business as planned this year....

Foxconn reported a robust consolidated revenue of NT$803.7 billion (approx. US$25.1 billion) in March 2026, driven by sustained demand for AI cloud products and restocking across all major product lines after the Lunar New Year. The company's four key categories showed month-over-month gains, with AI cloud servers continuing to be the primary growth engine, while the company's consumer smart device and computer terminal businesses benefited from new product launches and renewed momentum....

Industry sources reveal that in response to geopolitical risks, major brands have increasingly diversified their manufacturing outside China. Apple has already transferred more than 40% of its MacBook production capacity to Vietnam, incorporating the recently launched MacBook Neo into local assembly lines....

The "brain" of a drone plays a critical role in flight missions. While Taiwanese manufacturers have advantages in drone hardware production, integrating the core control systems remains a challenge....

Open-source AI agent project OpenClaw, colloquially referred to as "raising lobsters," is gaining momentum in China. The launch of its official China mirror on April 1 is pushing activity beyond developer circles into cloud platforms and major tech firms, turning the project into a focal point for platform competition....

The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials, key components, and logistics....

Below are the most-read DIGITIMES Asia stories from the week of March 30-April 5, 2026:...

In September 2025, Nvidia CEO Jensen Huang made a rare joint livestream appearance with Intel CEO Pat Gelsinger to announce a US$5 billion equity investment in Intel. In March 2026, Nvidia followed up with a US$2 billion investment in Marvell Technology. Why Huang is investing in potential competitors so aggressively remains a question....

Anthropic, Google, and Broadcom today announced a massive expansion of their strategic partnership, unveiling a multi-year roadmap that secures approximately 3.5 gigawatts (GW) of next-generation AI computing capacity for Anthropic....

Samsung Electronics reported a record-shattering eight-fold leap in quarterly profit, as insatiable demand for artificial intelligence (AI) memory chips outweighed growing concerns over geopolitical instability in the Middle East....

Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development. At GTC 2026, Nvidia aggressively promoted its next-generation self-developed Arm-based CPU designed specifically for agentic AI....