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18.05.26 - 05:06
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Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030 (Digitimes)
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Ennoconn Technology held a quarterly investor briefing, during which executives said the first-quarter results were weighed down by deferred, high-margin orders for intelligent software and solutions, memory price fluctuations, and one-time costs tied to integrating Kontron, the German subsidiary. The firm reported consolidated first-quarter revenue of NT$37.11 billion (US$1.17 billion), a gross margin of 20.1%, operating profit of NT$1.99 billion, and net income attributable to the parent of NT$750 million, with earnings per share of NT$5.15....
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18.05.26 - 05:06
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Lotes holds prices to gain share as server and AI connectors drive record revenue (Digitimes)
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Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that consolidated revenue for the first quarter reached NT$9.332 billion (US$295.12 million), gross margin was 49.55%, operating margin was 29.04%, net profit was NT$2.4 billion, and earnings per share were NT$21.72, with the server business accounting for more than 50% of total revenue for the first time....
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18.05.26 - 04:00
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US-China summit leaves AI chip talks unresolved but eases trade tensions (Digitimes)
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Leaders from the US and China concluded a two-day summit that did not yield breakthroughs on AI chips or technology controls, but did deliver concrete trade measures aimed at cooling tensions. Summit participants discussed Nvidia H200 GPU exports, AI governance, and semiconductor issues, while agreeing on steps for agricultural purchases, partial tariff reductions, and the creation of a bilateral trade and investment committee, accorind go Bloomberg, Reuters, and the South China Morning Post....
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18.05.26 - 03:06
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Palo Alto Networks integrates CyberArk, Koi and Portkey and launches Idira to bolster AI and identity security (Digitimes)
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Palo Alto Networks said it completed the acquisition of CyberArk in February 2026 and began integrating CyberArk's privileged access management capabilities into its Cortex and Strata platforms to strengthen identity verification for AI agents. The firm also closed its acquisition of Israeli cybersecurity startup Koi in April 2026 to improve oversight and protection for autonomous AI agents, and integrated Portkey's enterprise autonomous AI agent security and governance functions into its Prisma AIRS platform....
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