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16.04.26 - 06:06
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Taiwan′s auto industry faces costly crossroads in age of AI (Digitimes)
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Stepping into the halls of the 360° Mobility Mega Shows, one is struck not by the usual crush of visitors but by the relative calm. The thinner crowds this year underscore a deeper unease: as the global supply chain enters a more fraught phase of realignment, Taiwan's automotive industry finds itself at an awkward crossroads. On one side lie rising raw material costs and mounting tariff pressures shaped by geopolitics; on the other, the costly yet unavoidable push toward AI-driven automation. Even as the global auto market shows signs of post-pandemic recovery, for many Taiwanese suppliers the road ahead feels more punishing than expected....
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16.04.26 - 06:06
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Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown (Digitimes)
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The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages and accelerated an upcycle. Revenue across the supply chain rose sharply year over year, with many upstream and downstream players reporting growth that doubled or more....
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16.04.26 - 01:24
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Nvidia′s Huang Says Mythos Shows Need for US-China AI Dialogue (Bloomberg)
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Nvidia Corp. Chief Executive Officer Jensen Huang said that Anthropic PBC's Mythos breakthrough shows that the US should seek greater cooperation with China so artificial intelligence researchers in the world's two largest economies can agree on how to safely use the increasingly powerful technology....
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