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ELAN Microelectronics expands into AI PCs, drones, and optical chips

Yesiang’s regenerated filters begin shipments as 2nm demand ramps

Tomorrow's Headlines

LG and Nvidia deepen cooperation across robotics, AI factories and autonomous driving

Tomorrow's Headlines

Analysis: How Nvidia turned Computex into its own annual coronation

Tomorrow's Headlines

Taiwan suppliers race to build physical AI robot computing platforms

Tomorrow's Headlines

Huawei developer conference spotlights AI agents as hype cools and real-world testing begins

Tomorrow's Headlines

Tencent pursues self-developed AI chips and external partnerships in parallel

Tomorrow's Headlines

Jun

9

2026

GSEO surpasses NT$10 billion in five-month revenue and plans July mass production

Taiwan server makers post strong May sales as AI demand continues to drive orders

YMTC returns to South Korea's consumer SSD market after four-year absence

MAtek posts record May revenue as AI chip power and 2-nanometer nodes drive testing demand

Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half

Panasonic raises SP-Cap prices as AI drives passive component demand

AI supply chain shortages shift from chips to equipment

HiSilicon chip price hikes put China's AI compute supply chain back in focus

AI demand is turning memory chips into rationed assets, Morgan Stanley says

Microsoft shifts AI cost burden toward devices as cloud bills climb

Astrogate expands from wireless projection to AR and drones

AI chip race lifts semiconductor equipment sales to record US$36.55bn

LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply

Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst

Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia

Jun

8

2026

Molex expands in Taiwan as AI interconnect demand splits between copper and optics

Beijing backs orbital computing in bid for AI leadership

Bottlenecks for upstream digital camera components pose dilemma for supply chain players amid market renaissance

LCD monitor panel prices edge up as supply tightens and brand costs rise

Nvidia push into AI PCs comes as smartphone market faces steep downturn

LCD TV panel prices flatten as demand cools after early stockpiling

China introduces energy standards to curb growing EV size and weight

Nvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era

Apple M5 Pro teardown points to chiplet strategy shift

Dreame under scrutiny for breakneck expansion pace and state-owned funding

China analog IC maker Shanghai Belling raises prices by up to 30%, signaling chip market recovery

Exclusive: The semiconductor battle behind AI data centers and EVs

V2X data becomes latest target in rising geopolitical tensions

CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge

Uneec breaks into IT, liquid cooling racks on AI demand

China launches prefabricated power hub to speed data centers, cut costs

Microloops May revenue rises 54% as CSP cooling module shipments start

NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

Huawei Cloud targets Agentic AI race with Ascend 950DT, smart driving compute, secure hybrid cloud

Exclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scale

Nvidia and LG Group team up on AI factory, robotics, and autonomous driving in expansive Korea partnership

India tablet market grows despite memory cost pressure

SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization

Wingtech sues Nexperia's Dutch entities as cross-border control dispute deepens

Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation

Exclusive: Nvidia drops dual-piece cooling architecture for Vera Rubin platform

Naver to build gigawatt-scale AI factories on Nvidia platform as Korea's sovereign AI push accelerates

Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics

Nvidia and Doosan expand ties to target robotics and AI factory infrastructure

Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea

Hitachi and Intel strike collaboration on physical AI and industrial infrastructure

Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand

KT Cloud speeds AI data center builds with modular construction and digital twin ops

Dassault Systèmes, QCT, and Nvidia push digital twins for AI factories

France attracted over EUR110 billion in AI and data center pledges but delivery faces power and approval hurdles

OpenAI to roll Codex, ChatGPT and Atlas into desktop superapp within weeks

Anthropic's Mythos finds far more vulnerabilities but drives sharply higher scanning costs

GE Aerospace advances megawatt-class hybrid engine testing

Murata launches smaller MLCC for electric and automated vehicles

LG Innotek expands Vietnam operations for AI packaging boom

India roundup: India state targets chip packaging hub as India courts Taiwanese electronics investment

Onsemi promotes 800 VDC power architecture for future AI infrastructure

T3EX expands Northeast Asia air freight to serve electronics and chip supply chains

Largan posts 43% year-on-year May revenue rise

CWTC's May revenue hits record high as new plant targets late 2026 launch

xAI recruits Chinese AI tutors in push into China

Blaize, Winmate target drones and defense with rugged computing platform

Jun

7

2026

South Korea data center market to hit KRW11T by 2029

Zhen Ding posts strongest May revenue as server optical module shipments surge

Pegatron unit ASRock Rack wins order to supply 587 GPU servers for Thailand AI data center

Samsung Foundry turns to 5nm, 8nm orders as 2nm comeback takes shape

JCET opens 3D packaging plant to target AI power modules, CPO demand

BOE says glass-based packaging substrate pilot line has yet to reach mass-production yield

Aspeed sees 2027 demand surge as agentic AI tightens supply chain capacity

Transcend says Samsung DDR4 supply secured through 2027 as memory prices rise

Japan injects JPY150B into Rapidus to push for 2nm production by 2027

While China floods the humanoid market, America's top three are quietly building patent moats

Taiwan becomes first overseas hub for US drone supply chain certification

Sercomm posts record first five months as North America drives 2026 revenue surge

China’s space-computing push draws chipmakers, satellite firms, and rocket companies

ADATA goes global with data centers, eyes 1Q27 payoff

Electric bus with e-paper exterior displays hits road

AI cooling lifts heat spreader shipments at Niching

Aewin pushes two-phase direct liquid cooling for high-density AI racks and gaming

Taiwan Mobile and GMI Cloud sign MOU to expand AI data center services into SEA and beyond

Jun

6

2026

Qisda accelerates pivot into AI solutions provider

Taiwan’s Altek sees growth in the emerging market for physical AI

Advantech pushes ecosystem strategy as edge AI gains momentum

AI smart glasses brand breaks Japan crowdfunding record, adds Gemini Flash 3.5 and enters Australia

Phison shifts to system AI solutions with 2027 memory crunch looming

AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

Nvidia built its empire on gamers; Jensen Huang just reminded the world why that still matters

Jensen Huang shouts 'Everyone loves HBM' at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products

From Taiwan's supply chain to South Korea's Faker: how Jensen Huang reads different markets

Jun

5

2026

OECD data show China-based semiconductor makers receive outsized industrial support

Metalenses move from lab concept to robotics opportunity

Samsung's biggest union loses majority status after bonus talks

Tata's Chery tie-up shows how Indian automakers are reshaping EV plans

Hiwin and Qualcomm bring edge AI to PLP equipment with Load Port tie-up at Computex

Foxconn posts record May revenue as AI rack demand fuels growth

NXP chief says factories will lead robot adoption globally

US officials explore an AI dividend for American households

Sambanova challenges GPU dominance in AI inference at Computex

FADU wins new contracts as AI workloads reshape data storage

From 10kW to 1MW per rack in five years: Flex CTO says the hardest leap is still ahead

Analysis: How Jensen Huang pays top-dollar talent to keep Nvidia on top

Anthropic calls for AI research slowdown as model capabilities accelerate

Huawei's Tau Law stirs debate over China's post-Moore's Law chip path

Alibaba opens Qwen to KFC, Luckin Coffee, and airlines in AI agent battle

Infineon India moves up the value chain as AI data centers boost power-chip demand

Nexchip carves out BGBM assets to back Wuhu wafer project, refocuses on 12-inch foundry business

AI servers and MLCC recovery drive growth at Ample Electronic

GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

AI demand strains PCB supply chains, lead times stretch past 20 weeks

US targets China's PCB grip as AI and defense supply risks mount

Global semiconductor market to hit US$1.5 trillion in 2026 as memory surges 250%, WSTS forecasts

Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Infineon sees early quantum computing gains as finance leads adoption

Meta's delayed Muse Spark API raises questions over AI monetization strategy

GIS Holding pledges 100% green power across global sites by 2040

Nvidia deepens humanoid robotics role with Unitree and Cosmos 3, secures AI chips

China's EV makers are learning that growth comes at a cost

Jiin Ming debuts Raven remote controller at Japan Drone 2026

India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher

South Korea finalizes US$520 million on-device AI chip budget amid industry doubts

COMPUTEX 2026: Taiwan optics leaders pivot from smartphone bottlenecks to edge AI supply chain

Foxconn deepens AI push with Intel on inference racks

HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI

Compal's server business surges, non-PC revenue eyes 50% by 2027

Marvell says SerDes and packaging are key hurdles in switch chip development

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

AI cooling demand is pushing server pumps into sharper focus

CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert

Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech

Memory crunch pushes low-end smartphones toward 2026 breaking point

Commentary: Memory boom driven by DRAM now, but HBM will decide future

Arm says Taiwan powers its rise as agentic AI lifts PC growth

TSMC CEO says rising profits mean greater social responsibility, clarifies bonus considerations

TSMC says AI demand is straining entire supply chain, not just chipmakers

Hiwin targets logistics automation with Dexterity dual-arm robot

Local Chinese brands challenge dominant brands in AI glasses innovation; limitations hinder mass adoption

Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows

AI energy demand drives a shift to vertical power delivery and smaller modules

SYNergy ScienTech eyes drone market with semi-solid cells

Foxconn, Intel link chips, racks and systems in AI infrastructure push

South Korea's only SRAM-CIM IP firm Articron targets edge AI

RTX Spark rekindles memory shortages, TeamGroup shifts to industrial control

Qualcomm says Wi-Fi 8 prioritizes reliability over speed

Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment

Jun

4

2026

Ventec wins spillover high-speed CCL orders, revenue rises

Foxconn, SK Group eye deeper AI infrastructure ties in Asia

Samsung's rumored CIS production shift highlights industry debate over fab ownership

TSMC chairman dismisses rival cluster pushes, says Taiwan's supply chain remains unmatched

Tripo AI raises nearly US$200 million to expand 3D and world model research

Chenbro targets server rack global leadership in 3 years

Adlink ramps robotics and edge AI expansion as US market drives growth

Anduril and Taiwan sign drone cooperation MOU to deepen AI-autonomy and localize supply chains

Nvidia's Jensen Huang courts Korean giants in robotics expansion

TSMC shareholders clear record 2025 results, putting AI capacity roadmap in focus

LG Innotek targets Intel EMIB substrate chain with SK Hynix samples

Commentary: Wired or wireless, connectivity steals the spotlight at Computex 2026

Taiwan test interface maker CHPT rides AI chip orders to record May revenue

Apple's MacBook Neo shines amid PC market memory crunch

HBM4 supply in focus as SK's Chey meets TSMC's Wei

TSMC chair says CoPoS could scale within years while downplaying risk from Terafab

Nvidia's RTX Spark reveals Jensen Huang's bigger AI agent fight with Apple and Google

Formosa Chemicals moves into AI data center materials and DUV photoresist precursors

BYD joins race to build humanoid robots

Southern Taiwan Science Park January-April 2026 revenue tops NT$1 trillion on AI boom

AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle

TSMC sees no sign of capex slowdown as demand stays strong

Applied Materials to add 1,000 Southeast Asia jobs as Singapore role grows

The 'Wintel' of robotics? Nvidia allies with Unitree to standardize AI humanoid development

Kentec challenges traditional data centers with modular AI data center orders

Laster posts April profit as it refocuses automotive orders and eyes Mexico plant

Ability wins surprise Japanese OEM camera order, to boost fourth-quarter 2026 revenue

EU launches Technology Sovereignty Package to strengthen chips, AI, and cloud infrastructure

Taiwan's defense institute unveils 3 military robot dogs built on Ghost Robotics platform

Huawei's Tau Law shifts AI chip race to glass substrates, advanced packaging

Exclusive: How China's subsidized SiC boom is driving global prices to the floor

Qualcomm says Snapdragon C fills entry-level AI PC gap, not tied to Apple

Huawei's MineHarmony OS links 935 mining devices in China's smart mining push

Exclusive: China tightens its grip on Silicon Carbide as the industry shifts to 8-inch wafers

Delta Electronics pushes 800V HVDC systems as AI rack power nears megawatt levels

SK and TSMC deepen HBM, advanced packaging tie-up

xMEMS tackles data center heat with chip-level cooling tech

MiTAC Computing confident in 2026 growth amid AI server expansion

Pegatron sees AI server expansion accelerating as organizational overhaul nears completion

Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business

Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative

Meta expands AI push with Business Agent rollout as pricing speculation and enterprise competition intensify

Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations

800VDC could reshape data center power markets as regulation and supply chains lag

BOE races Samsung for Gen 8.6 OLED title despite low yield

BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek

Taiwan's green energy industry shifts from manufacturing race to resilience strategy

Goldkey targets NT$10B funding to lock in memory supply as prices surge

Japan's robotics legacy faces a new challenge: commercial success

Chip test equipment makers hit by FPGA, CPU supply crunch

RISC-V will be 'default ISA of choice' for all new chip designs, architecture's CEO predicts

Kioxia weighs new NAND fab as AI demand drives long-term expansion plans

Taiwan courts the world's AI startups in a bid to secure chip future

Innodisk, Qualcomm and Formosa Plastics roll out GenAI-powered industrial safety vision

As satellite networks expand, telecom operators gain influence

China's LLM race shifts from free to paid

Interview: Andhra Pradesh moves to become India's semiconductor packaging hub

Taiwan's Walsin Technology gains pricing power from AI demand

Huawei's Tau Law exposes China's EDA gap; Empyrean advances memory chip design tools

E Ink and BMW advance automotive color-changing tech toward market readiness

Jun

3

2026

MIPS CEO makes the case for RISC-V in physical AI at Computex forum

Qisda chair eyes 2026 AI takeoff

Physical AI must act before it thinks, NXP CEO argues at Computex

Micron's HBM4 push signals bigger Nvidia supply role

Liteon: RTX Spark could turn AI PCs into personal assistants

Pegatron's Chairman sees a future where AI can think and act

MiniMax and Z.ai seek Shanghai listings as AI compute spending grows

The robotics future will arrive in stages, Qualcomm exec predicts

Delta highlights power gap as AI expansion pressures data centers worldwide

Tight laptop chip supply tests Intel's 18A comeback

GlobalFoundries completes acquisition of Synopsys' ARC processor IP business to build physical AI platform

Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026

xMEMS sees 2027 debut for cooling chips as AI glasses, SSDs face heat limits

OpenAI eyes CUDA killer to push AI infrastructure beyond Nvidia's grip

Lightmatter joins Nvidia NVLink Fusion ecosystem to expand optical AI connectivity

Nvidia and Infineon press supply chain co-design as AI power limits tighten

MediaTek denies rumored EMIB adoption timeline

AI cooling demand keeps booming, lifting suppliers' outlook through 2029

SK Group weighs pausing SK Siltron sale as AI chip demand lifts wafer strategy

Commentary: Why the world's memory giants are betting on Anthropic

Analysis: New AI race is redefining semiconductor industry at Computex

Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties

NAND market hits record as YMTC closes in on global rivals

EU's EUR20B AI gigafactory ambition faces delays as global rivals surge ahead

Pegatron expands Nvidia ties from AI servers to robot dogs

Tech giants step up investments in Taiwan as government vows supply chain stability

Largan makes first Computex appearance with CPO push for AI data centers

Delta Electronics unveils prefabricated AI modular data center that cuts deployment time by 60%

Indian states pitch for Taiwan's electronics exodus during COMPUTEX

Naura pushes into AI chip packaging with first 600mm PLP descum tool

Microsoft details Azure and AI roadmap to build, run, and govern agents at Build 2026

Ampak pushes AI SOM, 5G RedCap and drone edge solutions as revenue mix shifts

AI inference and agents push data centers to secure on-site power and storage

Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin

Microsoft's Majorana 2 quantum chip draws both industry interest and expert skepticism

Microsoft expands its model lineup and management tools at Build 2026

White House seeks access to frontier AI models under new security initiative

Google's AI glasses to boost wearable shipments to 17.5 million in 2026

COMPUTEX 2026 highlights spatial AI for homes and turnkey enterprise edge solutions

Microsoft uses Build 2026 to reposition Windows and Surface for the agentic AI era

Kentec aims to shorten the timeline for AI data center deployment

Middle East war drives LME aluminum to 4-year high, squeezing chip equipment margins

Acer chair says AI agents could reignite PC demand

BYD is building its own chips and looking abroad to make them

Samsung Foundry eyes Anthropic as OpenAI chip project reportedly stalls

GSEO sees CPO business as potential second growth engine from 2027 to 2028

oToBrite and Turing Drive partner on visual AI for autonomous vehicles

Commentary: China shifts exports toward higher-value tech as US trade pressure reshapes supply chains

MediaTek and Foxtron partner to bring C-X1 AI cockpit platform to premium EVs

Pegatron unveils Vera Rubin AI infrastructure and AI Factory validation at Computex 2026

Delta Electronics bets on microgrids in push for AI-powered energy management

Intel Foundry makes progress in advance processes, CEO Tan calls TSMC a key partner

SK Hynix to double capacity over next 5 years, as Nvidia CEO leaves 'Please make more' note on Computex booth

Jun

2

2026

Intel CEO Lip-Bu Tan anchors AI comeback on 18A, x86, and Taiwan ties at Computex 2026

Intel CEO Lip-Bu Tan's Computex keynote: 1,000 steps up Elephant Mountain and a live demo with Perplexity's CEO

Samsung signals broader AI memory deployment with HBM5 roadmap and thermal tech

AI PCs and low-end MacBooks stir weak notebook market

Qisda deepens AI push as it eyes rebound in 2026

Valeo builds second growth engine in AI data centers, robotics and defense as E/EA transition slows

Strong AI token demand will continue to drive hardware shipments, says TAITRA chair

Agentic computing could reshape data centers, PCs, robots, and vehicles, says Nvidia CEO

EVE Energy ends six-year partnership with SK On

South Korea cuts EUV equipment approvals to speed Samsung and SK Hynix expansion

Ennoconn expects AI business to surpass NT$10 billion in 2026

Anthropic files confidential paperwork for IPO, racing ahead of OpenAI

TSMC races to expand AI chip capacity while CPO and CoWoS move to center stage

Nvidia's N1X chip adds pressure to x86 PCs as AI demand reshapes the market

Marvell CEO says copper wall is moving inside the rack, and co-packaged optics is the only way through

Analysis: RTX Spark expands PC ecosystem rather than rivaling it

Unimicron's new chair refocuses resources on AI substrate bottleneck

Power Integrations unveils 1700V GaN auxiliary PSU for AI data centers

Foxconn expands AI role with token factories, robotics, and global data centers

Intel unveils Xeon 6+ to power agentic AI inference, challenges GPU-centric infrastructure

ASE CEO says Taiwan's semiconductor ecosystem took 40 years to build — and will take years to replicate

Analysis: With Xuanji A3, BYD bets on integration over specifications

Jensen Huang joins Marvell CEO on Computex stage, hails it as 'the next trillion-dollar company'

Data Image to show rugged high-brightness displays for AI unmanned vehicles at Computex 2026

Alphabet signals heavier AI capex cycle with US$80 billion infrastructure raise

SK Hynix reportedly preparing Dalian fab for 200-layer FG NAND to capture AI storage demand

OpenAI expands robotics ambitions, recruiting engineers for hardware and AI development

Micron unveils AI memory and storage roadmap at COMPUTEX 2026

Agentic AI triggers widespread computing crunch across global supply chain

Foxconn and Nvidia scale agentic AI and nursing robots across Taiwan's hospitals

Tuf One debuts micro harmonic reducers and joint modules at COMPUTEX 2026

Airoha and E Ink unveil world's first 4.2-inch Ripple electronic shelf label at Computex

Advantech and Nvidia roll out agentic AI factory brain to automate real-time operations

Phison and Intel roll out aiDAPTIV to boost local AI on Intel AI PC platforms

GCS Shenzhen connects Chinese brands with global markets

Foxconn, Nvidia advance robotaxi fleet plans, eye 2028 southern Taiwan launch

Zhen Ding joins Nvidia MGX ecosystem to supply cable-free PCB technology for AI factories

Analysis: Nvidia's RTX Spark launch could intensify competition in AI PCs and Windows on Arm

Solomon integrates Nvidia NemoClaw to enable more autonomous humanoid robots

China's underwhelming holiday season shows memory hikes still weigh on consumer demand

KYEC chair CK Lee steps down; vice chair Chi-chun Hsieh takes over

YMTC SSDs target Asia-Pacific consumer market from Taiwan

HPE pulls forward long-term targets as AI infrastructure demand surges

Nvidia and MediaTek reveal how RTX Spark came together — and why Jensen Huang insisted on NVLink from day one

Nvidia's Vera CPU is built for agents, not humans; Jensen Huang says it opens a market that never existed before

Taiwan PCB output could top NT$1 trillion in 2026, but risks remain

Enterprise AI spending slows as token costs outpace measurable returns

China bars AI as official reason for layoffs, pushing firms to hide cuts and retrain staff

Honor launches entry-level X6d 5G in Taiwan as low-end competition heats up

Naver launches defense AI unit to pursue military data and decision-making market

Qualcomm CEO says AI agent era has arrived with Dragonfly data center platform

Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle

Broadcom, Samsung launch Wi-Fi 8, 5G platform to bring fiber-grade FWA to mass market

DeepSeek's pricing move could redistribute value across AI hardware market

Pixverse AI exhibits fast, affordable AI video generation; ethical concerns persist

India's chip startups move from design to pilot production, raising stakes for local semiconductor push

Foxconn's Genesis AI manufacturing scales from pilot to plantwide deployment

GSEO sees 2H26 demand lifts from smartphones, AI glasses, and high-end optics

Asus broadens its AI push as servers, AI PCs, and robots become strategic bets

Commentary: Intel turns AI packaging crunch into foundry comeback test

Analysis: Advanced packaging shifts from TSMC dominance to industry collaboration

Huawei's Tau Law faces its hardest test: chip yield, not theory

India's corporate giants race to build backbone of its AI economy

Chinese brands fight for global trust amidst geopolitical turbulence

Commentary: Will AI sink or save the planet?

Interview: Agentic AI moves from copilot to co-worker in enterprise procurement— Pactum's case for autonomous execution

Lenovo expands Tianjin AI server hub with 2027 mass production plan

Nvidia's Jensen Huang says no need to compare or choose between Taiwan and South Korea

Jun

1

2026

Taiwan networking firms begin Wi-Fi 8 validation ahead of standard finalisation

SK Hynix Cheongju plant fire triggers HF leak

Formosa Plastics Group shifts to AI, semiconductors, and grid opportunities

Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp

Microsoft previews Surface Laptop Ultra and AI-focused Windows platform ahead of Build

GTC Taipei 2026: As AI automates its own development, demand shifts to human judgment

LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain

ByteDance reportedly developing Groq-style chip with InnoStar

RoboSense dominates LiDAR for robotics with 1,458.8% YoY shipment surge in 1Q26

Foxconn expands France push with Tessalia chip-packaging venture, Bull AI project

Suntek maintains upbeat 2H26 outlook for Taiwan's auto market, as tariffs, energy prices remain key

Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028

Zhen Ding sees AI reshaping PCB's role as demand accelerates

Delta Electronics sees AI data center power shift and manufacturing overhaul shaping future competition

Eight PC brands commit to Nvidia-MediaTek RTX Spark as AI agent laptops take shape for fall

Top memory maker executives gather in Taiwan in preparation for Computex 2026

Meta reportedly to expand AI hardware push with pendant, smart glasses roadmap

India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing

Nvidia expects AI boom to keep supply tight beyond 2027

AI spillover puts CPUs and ASICs on Computex stage

Exclusive: TSMC SoIC deepens AI chipmaker lock-in while Huawei hits process wall

US moves to block Nvidia AI chips from reaching Chinese firms overseas

Nvidia courts Korea's industrial giants ahead of Computex

MediaTek touts One MediaTek strategy, upbeat on ASIC ASPs

Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas

China to tighten controls on tech, data and talent flows in new overseas investment rules

Analysis: Huawei's Tau Law masks a bigger target — TSMC's node gap and Nvidia's compute moat

MediaTek highlights supply chain advantage, says focus with Nvidia is product cooperation

Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes

SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure

MiniMax's A-share move could widen funding options for China's AI model companies

Weekly news roundup: Nvidia CEO hosts trillion-dollar dinner; TSMC CEO to address bonus backlash in person

Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins

MediaTek eyes AI glasses, PCs, and home servers as computing shifts beyond the cloud

Advantech approves dividends, board election as it expands edge AI strategy

US FEOC rules and tariff cuts are redirecting global auto electronics supply chains to Taiwan

Asus ready to compete as Apple expands into budget laptop market

Taiwan Mobile says D2C satellite services not urgent priority as AI drives data-center and power concerns

Wistron invests in quantum computing and small satellites to power AI-era growth

Skymizer launches HTX301 decode-first accelerator to bring large-model inference on-premises

WPG says AI era will reward supply-chain ecosystems over individual firms

Ion Electronic Materials ramps Miaoli plant to mass production of high-end specialty gases

AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028

Flexium targets higher-value products and AI applications as turnaround expected in second half of 2026

Taiwan supply chains draw US interest in defense and drone tech

LG denies report on sale to Hisense TV as Chinese rivals gain ground

Taiwan's AI boom has a blind spot — and lenders are filling it

E Ink sees AI power crunch driving city, outdoor growth

Myson Century eyes drone, AI health expansion through quick acquisitions

India roundup: EMS providers face margin pressure as Anthropic steps up local hiring

Thinking Electronic sees tighter capacity and AI orders push 2026 momentum

Interview: Sharp CEO taps Foxconn ecosystem for brand revival

Column: As token costs collapse, AI infrastructure splits into five layers

South Korea's ETRI maps three-part plan to scale physical AI and robot sovereignty

AWSC targets optical comms growth by 2027

AuthenX targets CPO bottlenecks with detachable metalens FAU

May

31

2026

Niching buys control of thermal partner as cooling demand rises

WinWay to double test capacity with NT$3.5B southern Taiwan plant

Aspeed and Lattice announce partnership on programmable server management chip

United Integrated Services sees AI capex boom extending fab order visibility to 2030

Formosa Plastics outlines semiconductor push with NT$29.2 billion investment to add NT$30 billion annual output

GIS takes AR and optical communication opportunities to pave transformation

AI demand and transport costs fuel continued price hikes in 2Q26

AUO sees automotive orders setting up revenue gains from 2026

Senao Networks projects 2026 growth as ISP expansion offsets memory shortage risks

The humanoid race is no longer about the robot — it's about who can deploy at scale

Huawei's Aito M9 turns the luxury SUV into a rolling AI platform

Yageo eyes AI liquid-cooling dealmaking, targets protection components

Silicon Motion lays out AI-focused storage roadmap for edge, enterprise and automotive

AI demand and chip investment lift Taiwan exports and business outlook

60% of smart factories underperform as South Korea expert eyes tacit knowledge for manufacturing AX

Pentagon funding talks put US drone startups on wartime footing

Winbond accelerates custom memory transition

Taiwan Mobile sets sights on NT$1 trillion revenue as AI and enterprise services drive growth

Nan Ya Plastics targets three new business pillars to lift electronic materials to 60% by 2026

LinkerBot deal brings AI bionic hands closer to mass market

Nvidia, Microsoft and Arm hint at 'new era of PC' ahead of Computex

May

30

2026

E Ink to unveil color e-paper platforms and large-format signage at Computex 2026

AUO Micro LED CPO enters sampling stage

Xpeng plays the long game: South Korea on hold, Europe in sight

Merry Electronics begins governance overhaul, names new chairman

AI server testing firm Wendell prepares IPO for high-power lab unit on surging rack equipment demand

Intel makes first major move into India's semiconductor ecosystem with advanced glass substrate manufacturing MoU

AI boom strains optical supply chain as Nvidia, Corning expand fiber output

Innolux turns to packaging, smart cockpits in higher-margin push

Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing

Pegatron Chairman says Taiwan's AI rally has not yet peaked

'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins

Samsung tops Micron in automotive memory as AI tightens supply

TSMC's test arm Xintec ramps wafer testing capacity for 2H26 growth

Google-backed robot startup tests E Ink electronic paper for humanoid skin

Analysis: Who's who at the trillion-dollar feast— Jensen Huang's Taipei dinners map AI's supply chain

'Hardware is sexy again': Plug and Play CEO says AI boom has finally fulfilled his 2006 semiconductor dream

May

29

2026

Commentary: Five trends that stood out at Plug and Play's Silicon Valley May Summit

Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging

Airoha deepens focus on networking and wireless edge AI

Tariff relief tips the scales toward Taiwan over SEA in US auto parts sourcing

Foxconn to break ground on France chip-packaging plant, pursues Africa sovereign-AI

Compal accelerates server push with Texas plant and aims for 40% non-PC revenue

Arm deepens ties with Taiwan chip designer QBit around edge AI and cybersecurity

MediaTek weighs price hikes, reaffirms TSMC partnership

BYD unveils 4nm autonomous driving chip, expanding 'God's Eye' intelligent driving strategy

CPO to become the next major growth driver, says GSEO; future volumes could rival smartphone lenses

Quanta projects strong 2026 AI demand as it expands server and wearable production

Foxconn says its quantum computing unit aims for commercial takeoff around 2030

Unimicron targets record 2026 revenue with ABF and AI system-board push

Foxconn chairman sets new profit target as 2025 earnings hit record high

Xpeng swings back to loss in 1Q26 as seasonal slowdown hits deliveries

Xiaomi names new Taiwan general manager and unveils four strategic priorities

IBM targets AI-era trust with open source security, quantum computing bets

From cloud to factory floor: KETI outlines four directions shaping next-gen physical AI chips

Delta Electronics looks to micro grids as auto slugs through EV slowdown

Taiwan auto parts makers look to capitalize on US tariff cuts

Taiwan turns to AI and drones as defense demand rises

Anthropic reaches US$965B valuation, placing it ahead of OpenAI

Foxconn shifts gears from electronics maker to physical-industries powerhouse

Intel's foundry comeback hinges on advanced packaging

Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027

Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips

Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups

Pegatron expects tenfold growth in AI servers, defines four key business models

India's C2i Semiconductors tapes out AI power chip as investors back scaling of data center power technology

Apple doubles down on Siri and edge AI to close GenAI gap

Big tech goes all-in on AI — but the next gen has reservations

Foxconn tops 40% AI server share, CPO leadership in sight

Nvidia's Vietnam hiring signals push into high-end AI server manufacturing alongside expanding Taiwan ODMs

EU seeks to spur government buying of homegrown chips

Qualcomm bets on US$300 laptops as memory costs squeeze PC makers

AWS lands US$6 billion Snowflake deal as AI shift brings CPUs into chip battleground

Dell posts record results and lifts full-year outlook on AI demand

Samsung begins shipment of HBM4E samples as AI memory competition intensifies

Dell's AI Factory strategy gains traction with enterprise and cloud customers

Analysis: ASIC market tightens as capacity becomes key battleground for cloud chips

Shinkong Synthetic Fibers outlines AI and semiconductor growth plans amid market volatility

Ampower sees surging order backlog as it accelerates overseas micro grid push

Malaysia's Oppstar revises AI chip deal, formalizes US$2.9 million design contract

Anthropic expands India leadership team as enterprise and startup AI adoption accelerates

Morgan Stanley: Supply constraints to drive next phase of the AI boom

Acer sees AI token economy extending Taiwan's PC supply-chain gains

MediaTek brings Wi-Fi 8, 6G and optical interconnects to COMPUTEX

Export controls cast a shadow over AI's optical communications supply chain

DeepX targets wider NPU partnerships at Computex 2026

Column: Embodied reasoning brings robots closer to deeper thinking

SmartSens, Unisoc team up on Micro LED optical interconnects for AI computing

Taiwan's Panel maker TPK bets on UK energy storage boom with Sumitomo and GRID tie-up

Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market

Nvidia CEO says Huawei's Tau Scaling Law not a threat to TSMC

May

28

2026

Nvidia CEO Jensen Huang hosts trillion-dollar dinner for Taiwan AI suppliers

Iteq sees AI data center demand lift M7+ CCL shipments

FuriosaAI and Broadcom partner on AI inference platform for agentic computing era

US kicks off non-semiconductor tariff relief for Taiwan under investment MOU

Taiwan's Tmytek files for public listing, pushes millimeter-wave chips into satellites, defense, and 6G

Lenovo bets on on-device AI to lift business PC upgrades

ASE launches first automated PLP line, eyes 1H27 production

Taiwan's Thunder Tiger rejects China supply chain claims, advances to Phase II of US Drone Dominance Program

Amazon and Snowflake expand alliance amid agentic AI race

Huawei chip chief says post-Moore race is no longer just about nanometers

Salesforce Taiwan targets double-digit growth on AI applications and services

Apple's entry-level push puts pressure on Windows notebook makers

CXMT cleared for IPO listing; could boost China's memory supply chain

Solidigm appoints co-CEOs to split operations and growth responsibilities

Semiconductors and AI are pillars of Taiwan's global prosperity, says Taiwanese president

Peking University's true-3D EDA tool gives Huawei's LogicFolding chip roadmap critical design link

SK Hynix turns Big Tech's memory scramble into tougher supply terms

EU plans satellite spectrum shift that could open door to Starlink and Amazon

TECO targets AI data center market with modular, North America and Southeast Asia push

US cuts Section 232 tariffs to 15% boosting Taiwan auto parts competitiveness

Nvidia's Rubin CPX plans clouded as Groq gains bigger inference role

ProLogium to list on Nasdaq via US$3.8 billion merger with TDAC

Commentary: China's AI chip certification becomes new market gatekeeper

Synopsys flags mixed regional trends as China growth contrasts with weaker Western demand

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

Huawei Tau Law series 3: Global chip experts split over China's post-Moore push

Synopsys sees agentic AI and Ansys integration expanding long-term growth opportunities

Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal

Wonik IPS secures Visionox XR display etcher order for Kunshan OLED line

China's LLM price war puts DeepSeek, Xiaomi on a collision course with OpenAI

China smartphone shipments rebound in April 2026 as Apple and foreign brands gain ground

ByteDance's chip ambition grows with US$70 billion capex plan

Qualcomm wins ASIC customers beyond ByteDance

Formosa Chemicals maps turnaround through hydrogen, AI, and semiconductor materials

Synopsys sees hyperscaler chip ambitions fueling AI-related demand

Marvell raises multi-year outlook as AI data center demand drives accelerating growth

Marvell eyes XPU and attach wins as pillars of custom silicon growth

Marvell expands silicon photonics, switching, and interconnect roadmap

Nvidia's move into Beitou-Shilin Tech Park raises AI power demand; Taipower uses dual-track strategy to push substation development

Huawei's Watch Fit series surpasses 24 million shipments as wearables push global growth

Synopsys raises fiscal 2026 outlook after strong second-quarter revenue growth

Formosa Chemicals to showcase low-carbon 5N5 hydrogen and semiconductor materials at COMPUTEX 2026

Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion

IRIS Optronics opens Tokyo office and launches B3 full-color e-paper for transit advertising

Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices

Chunghwa Precision completes board reshuffle as it plans rapid capacity expansion for AI chip testing

Pentagon ramps AI adoption and moves to buy 200,000 small drones by 2027

Airbus warns A350 and A320neo delivery delays could persist through 2030

China tightens travel bans on private-sector AI to stem tech leaks

China Airlines rides Taiwan's AI boom to record cargo profits

Computex 2026 adds robotics zone, Taiwan supply chain gathers

Samsung foundry targets robotics, auto AI chips with Cadence platform

UMC readies price hikes, kicks off 2027 customer talks

Yageo tops Murata in AI-driven passive component orders

Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26

Asia Optical bets on robot lenses and AR/VR push for 2026 growth

Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026

Laster Tech enters the robot joint control supply chain and wins North American auto orders

Taiwan's GLT diversifies into auto and medical markets, expands Southeast Asia production

QRT eyes aerospace, defense growth with portable chip radiation tester

Shiny Chemical sees AI and advanced semiconductor processes drive IPA and PM capacity expansion

Ezconn moves up AI optics chain with CPO and silicon photonics

May

27

2026

Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners

TSMC CEO promises bonus growth above 30% in 2026 if performance holds

Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly

Unitree sprints toward IPO as profits crumble under rising costs

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition

Yulon advances AI-driven transformation to boost domestic production and exports

Sino-American Silicon taps AI to tackle Taiwan's green power crunch

Humanoid robot mass production hits a thermal wall

TAITRA says Computex participating firms exceed US$10 trillion in market value

Facing Chinese rivals, Hyundai accelerates robotaxi plans and cost cuts

Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply

IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity

WinWay weighs Texas shift after AI chip testing surge in North America

Acer sees CPU shortages worse than memory as 2H24 PC market weakens

ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion

Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications

Jensen Huang: Taiwan is center of AI revolution, with US$150 billion in capex powering local ecosystem

Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand

China clears 9 domestic AI chips for state procurement

WinWay's new Kaohsiung plant to break ground on May 29

Samsung wage deal pushed through by chip workers, widening bonus divide

VinFast names new chair to tackle global expansion

Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market

Nvidia CEO says Taiwan needs more electricity, ministry confirms 5.2 GW of gas capacity to be added

CSP capex surge fuels hot AI server demand and tight supply in 2026

OpenAI targets smaller advertisers in push to make ChatGPT ads pay off

Hiwin opens Italy HQ, bridging Europe to global markets

Dropbox co-founder Andrew Houston to step down as CEO, Ashraf Alkarmi named successor

Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'

China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters

Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle

Microsoft flattens leadership to speed AI decision-making across businesses

Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges

Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation

Copper crunch hits components cost amid AI demand surge

Broadcom and Taiwan's chipmakers ride ASIC wave

Transcend to spotlight AI-ready enterprise SSDs and DDR5 memory at COMPUTEX 2026

Sercomm to showcase enterprise edge AI servers, security and power solutions at COMPUTEX 2026

China Electric outlines AI-driven digital transformation to lift 2026 profits

Kinpo accelerates ODM push into AI servers and EV chargers

AI infrastructure spending lifts Taiwan electronics sector outlook

Motorola launches Razr fold in Taiwan as foldable market gains momentum

Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher

Column: Quantum-classical computing's promise meets its hardware limits

Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026

Xiaomi outlines AI-first roadmap as MiMo tokens and Miclaw shape product strategy

Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production

Mexico emerges as new front line in global auto supply chain

China tightens drone, flying-car rules as low-altitude market takes off

Taiwan optoelectronics materials maker Wah Hong targets high-end PCB and chip packaging demand

SK Hynix seeks to embed cooling inside HBM to beat the heat

TSMC and Micron's fabs expanding; how do Samsung and SK Hynix's bonus systems come into play?

Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way

PCB drill bit maker Topoint raises NT$600 million, brings in PCB giants as strategic investors

Taiwan's quiet fix for GPS-denied drones and satellites

Thunder Tiger, Elan eye defense and commercial drone markets

TSMC CEO to address bonus backlash in person as Jensen Huang's visit puts Taiwan chipmaker in spotlight