Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with early specifications pointing to a 1.4nm-class design, a 10-core CPU, a large 96MB system-level cache, and a possible PC variant aimed at Google's Chromebook ecosystem.

Google has unveiled the Fitbit Air, a screenless wrist-worn health tracker positioned as the most affordable and lightweight device in the Fitbit lineup, available for pre-order at US$99.99 with a target on-shelf date of May 26 for a special edition variant.

Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international upstream memory manufacturers. Net profit after tax rose to NT$8.12 billion (approx. US$259.04 million), up 149% from the previous quarter and a staggering 2,075% higher than the same period in 2025. Earnings per share (EPS) came in at NT$18.93, surpassing the full-year 2025 EPS of NT$12.98, setting a new record high.

Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related business, while more meaningful expansion is not expected until 2027. The company also said rising wafer packaging and testing costs will drive a price increase of its products by up to 15% in June-July to preserve gross margins.

Syncmold, a precision mechanical components manufacturer, is positioning itself more deeply within the fast-expanding low-Earth-orbit (LEO) satellite supply chain, betting that space infrastructure will become a new long-term growth engine for the company.

Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while US peers such as Flex restructure around data center power systems. With hyperscaler capex exceeding US$800 billion annually, supply chains are reorganizing around AI servers, cooling, and high-speed interconnect demand, redefining competitive dynamics across China and the US.

Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations to bolster resilience against regional conflicts and potential tariff changes. The firm reported cumulative revenue of NT$9.17 billion (approx. US$290 million) for the first four months of 2026, a 49.7% year-over-year increase, and April revenue of NT$2.06 billion, up 4.6% year-over-year, which it attributed to rising end-market AI application demand that is fueling data center hardware build-outs.

AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising component costs are creating growing pressure on customers, according to executives at Hitachi Vantara Taiwan.

Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery.

As tensions between the US and Iran heighten global energy supply concerns, Taiwan's plan to restart the Kuosheng and Maanshan Nuclear Power Plants has drawn fresh attention. Although the Maanshan plant has yet to pass safety inspections, Taiwan Power (Taipower) has reportedly considered preordering fuel rods in advance — a move Pegatron chairman Tzu-hsien Tung supports to avoid a power supply gap, particularly as Taiwan seeks to sustain economic growth amid the ongoing AI arms race.

High-end AI-related products continued to drive revenue growth at PCB maker Zhen Ding Tech (ZDT) in April, with server and optical communication revenue surging more than 230% year over year to another monthly record high, the company said. Revenue from its IC substrate business also climbed nearly 70% year over year, reaching a new monthly record.

MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following Sony Honda Mobility's cancellation of the Afeela 1 electric vehicle (EV) project, MicroLED adoption in automotive displays has suffered a setback. At the same time, reports that Samsung may scale back its MicroLED TV business are raising fresh concerns over PlayNitride's 2026 growth outlook.

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing services (EMS) and original design manufacturers (ODM) for the first quarter of the year. The results underscored a sector increasingly being redrawn by the rise of generative artificial intelligence (GenAI), which continues to drive both growth and competitive realignment across the electronics supply chain.

Taiwan's government decided five years ago to expand science park development after concluding that the US-China tech war would not end soon, laying the groundwork for the Third Kaohsiung Science Park (KSP), also called the Nanzih Science Park (NSP), under the Southern Taiwan Science Park (STSP) Bureau. The Nanzih project is now under environmental review and, if approved, is expected to support semiconductor production, generate NT$960 billion (approx. US$30.46 billion) in annual output, and create 6,600 jobs.

Simulators are robotics' most seductive shortcut. Spin up a virtual environment, generate millions of training trajectories at near-zero cost, tune the weather, reposition the obstacles, and repeat — all without touching a single physical robot.

Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor manufacturing and AI infrastructure.

Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions from May 7 through May 20 after its market value surged past NT$5 trillion (approx. US$165 billion) on strong demand for its custom AI chips. The Financial Supervisory Commission said it would review the rules that triggered the move.

As global supply chains continue shifting under "China+1" and "Taiwan+1" strategies, Southeast Asia has emerged as a key destination for semiconductor and electronics investment. For Taiwanese power and automation company Delta Electronics, Malaysia is becoming a central part of that regional expansion strategy.

Headquartered in Singapore, MPics Innovations is staffed by several former executives from Broadcom's isolation products division. The company has long focused on the automotive, industrial, and medical markets, known collectively as the AIM market, which demand high reliability.