📁 Market

Rising costs of aluminum foil are pushing capacitor prices higher in Taiwan and Japan. This dynamic could have repercussions on various sectors that rely on these electronic components.

Apple has decided to cut fees on the Chinese App Store. The move comes at a time of increasing competition, with artificial intelligence agents potentially eroding the traditional app business model.

Taiwanese materials manufacturer Daxin is diversifying its business by entering the semiconductor sector. The company plans to start producing display films in 2026, marking a significant strategic shift. This move could have implications for the display and semiconductor supply chain.

Konica Minolta plans to increase its production capacity for AI chip inspection optics by 2.6x by 2027. The expansion responds to the growing demand for advanced quality control systems in the semiconductor industry, which are crucial for the development of artificial intelligence applications.

The code editor Cursor has revealed that its new artificial intelligence model for development is based on Kimi, a model developed by the Chinese company Moonshot AI. The news raises questions about data provenance and geopolitical implications.

A city features streets named Tape Drive and Disk Drive, a legacy from a time when hard drive manufacturing was booming. The area was once home to the StorageTek empire.

The Samsung Electronics union has voted in favor of a strike, raising concerns about a potential disruption in the supply of HBM4 memory to Nvidia. This could significantly impact the production of next-generation GPUs.

The article explores whether AI tokens will become a standard component of engineer compensation, comparing them to signing bonuses. It urges caution before accepting them as an automatic benefit, suggesting a careful assessment of their real value.

Chunghwa Precision Test (CPT) has broken ground on a new plant in Taiwan to meet the increasing demand for AI chips. The expansion aims to support the production of essential components for the AI sector.

Hachette Book Group said it will not be publishing “Shy Girl” over concerns that artificial intelligence was used to generate the text. The decision raises questions about authenticity and ethics in modern publishing, in a context of increasing AI integration in creative processes.

The US administration has unveiled a policy framework for artificial intelligence, balancing the promotion of innovation with the protection of children, content creators, and communities. No new federal AI regulator is planned, with focus on copyright, free speech, and national standards to prevent regulatory fragmentation.

Daya Guo, a core researcher at DeepSeek and one of the primary authors of the DeepSeek-R1 paper, has reportedly resigned. Speculation points to a possible move to Baidu or ByteDance, amidst intense competition for talent in the Large Language Model (LLM) sector.

Despite investor fears of an AI bubble, Nvidia's latest conference shows that most in the industry aren't concerned by that possibility. We analyze the market reactions and the implications for the future.

According to reports on Reddit, Moonshot allegedly authorized the use of Cursor Composer through a partnership with Fireworks. Specific contractual details remain unknown, but it appears the matter has been resolved between the parties involved.

LibreOffice 26.8 will include a donation banner in its Start Center. This aims to make users aware of the community-driven focus of the project and to solicit additional donations from the community.

The Taiwanese legislature has blocked science funding, raising concerns in the technology sector. The relevant Minister defended the importance of investments for industrial growth and innovation, emphasizing the crucial role of research and development for Taiwan's global competitiveness.

DoorDash launched Tasks, an app that pays gig workers to train AI through short videos of everyday activities. This raises questions about the future of work and its fragmentation.

Memory manufacturer SK Hynix has announced its goal of achieving fully autonomous semiconductor fabs by 2030. This initiative aims to address the growing manufacturing challenges posed by artificial intelligence and the increasing complexity of chips.

AMD-backed Upstage aims to significantly expand its AI infrastructure in Korea, targeting 10,000 GPUs. This strategic move underscores the growing demand for AI compute resources in the country.

The AI EXPO Taiwan 2026 will open on March 25, focusing on a trio of key themes and applications in the field of artificial intelligence. The event aims to showcase the latest innovations and foster collaboration in the sector.