Nvidia and Corning are expanding their partnership in a move that underscores how the artificial intelligence infrastructure race is rapidly shifting beyond GPUs and into optical connectivity, photonics, and advanced manufacturing.
Compal formed a strategic partnership with European AI cloud provider Verda to accelerate deployment of next-generation AI infrastructure across Europe and the Asia-Pacific region, the companies announced. The collaboration, revealed in early May, will see Compal supply GPU server systems and high-density, liquid-cooled AI platforms tailored for large-context model training and high-concurrency inference workloads.
Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten an 18-day walkout and the dispute puts renewed scrutiny on the company's decades-old performance-pay system.
Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia and rising processing fees, drove a sharp acceleration in both revenue and profit during the first quarter of 2026.
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.
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.
Aopen, an Acer subsidiary, reported its strongest first-quarter operating profit, net profit after tax, and earnings per share for the period in 20 years, citing tighter operational efficiency and deeper supply-chain integration as drivers of the performance. The results covered the first quarter of 2026 and reflected continued investment in smart applications centered on edge computing, industrial PCs, and industrial digital displays, the firm announced.
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.
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.
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