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    US Pentagon adds BYD, Alibaba to China military company list
    4min ago
    Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships
    10min ago
    Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron
    16min ago
    OpenAI begins IPO process with confidential SEC filing
    43min ago
    Topco monthly sales hit third-highest level on chip materials demand
    50min ago
    Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output
    51min ago
    AMD commits up to GBP2 billion to speed AI research in the UK
    54min ago
    Analysis: How Nvidia turned Computex into its own annual coronation
    Jun 8, 18:46
    Huawei developer conference spotlights AI agents as hype cools and real-world testing begins
    Jun 8, 18:46
    NEWS TAGGED CAPACITY
    Tuesday 9 June 2026
    AI supply chain shortages shift from chips to equipment
    As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
    Tuesday 9 June 2026
    AI chip race lifts semiconductor equipment sales to record US$36.55bn
    Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
    Tuesday 9 June 2026
    LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
    LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
    Monday 8 June 2026
    China launches prefabricated power hub to speed data centers, cut costs

    China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed...

    Monday 8 June 2026
    Exclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scale
    US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook...
    Monday 8 June 2026
    SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization
    SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The...
    Monday 8 June 2026
    Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand
    Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push...
    Monday 8 June 2026
    KT Cloud speeds AI data center builds with modular construction and digital twin ops
    KT Cloud is accelerating its artificial intelligence data center rollout in South Korea with modular construction, alternative power sourcing, and a digital twin operations platform...
    Monday 8 June 2026
    France attracted over EUR110 billion in AI and data center pledges but delivery faces power and approval hurdles
    France secured more than EUR110 billion (US$126.8 billion) in artificial intelligence and data center investment commitments at the recent Choose France summit, with the largest single...
    Monday 8 June 2026
    T3EX expands Northeast Asia air freight to serve electronics and chip supply chains
    Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global...
    Sunday 7 June 2026
    Pegatron unit ASRock Rack wins order to supply 587 GPU servers for Thailand AI data center
    ASRock Rack, a subsidiary of Pegatron Group's ASRock Inc., has won an order to supply 587 GPU servers equipped with Nvidia B200 accelerators to Japan-based AI infrastructure provider...
    Sunday 7 June 2026
    JCET opens 3D packaging plant to target AI power modules, CPO demand
    JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing,...
    Sunday 7 June 2026
    Aspeed sees 2027 demand surge as agentic AI tightens supply chain capacity
    Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain...
    Sunday 7 June 2026
    Transcend says Samsung DDR4 supply secured through 2027 as memory prices rise

    Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and...

    Sunday 7 June 2026
    Japan injects JPY150B into Rapidus to push for 2nm production by 2027
    Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus,...
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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook