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    Google and Meta help drive AI glasses shipments to 17.5 million units in 2026
    1h 18min ago
    SK may pause SK Siltron sale as AI strategy gains priority over financial restructuring
    1h 18min ago
    AI cooling demand keeps booming, lifting suppliers’ outlook through 2029
    1h 18min ago
    Nvidia, Infineon and GIGABYTE back supply chain cooperation to ease AI power bottlenecks
    1h 36min ago
    Micron, Samsung and SK Hynix join Anthropic in a supply chain shift
    1h 37min ago
    Pegatron expands physical AI push with Nvidia partnership and second-gen robot dog
    1h 37min ago
    NEWS TAGGED COPPER
    Tuesday 2 June 2026
    Marvell CEO says copper wall is moving inside the rack, and co-packaged optics is the only way through
    On the first day of Computex 2026 in Taipei, Marvell Technology CEO Matt Murphy made a pointed argument to an audience of industry insiders: the next major bottleneck in AI infrastructure...
    Tuesday 2 June 2026
    Jensen Huang joins Marvell CEO on Computex stage, hails it as 'the next trillion-dollar company'
    Nvidia CEO Jensen Huang made a surprise guest appearance during Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei on June 2, joining Murphy on stage for about...
    Monday 1 June 2026
    AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
    Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
    Wednesday 27 May 2026
    Copper crunch hits components cost amid AI demand surge
    Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs...
    Tuesday 19 May 2026
    AEM targets semiconductor and AI markets, begins sampling anti-warpage film and PTFE materials
    Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's...
    Friday 15 May 2026
    Pan-International shifts to AI servers and AFM motors to drive over half of revenue by 2030
    Pan-International Industrial Corp. said it recorded about NT$1.25 billion (US$39.62 million) in revenue and a small loss in the first quarter of 2026 after customers deferred shipments...
    Wednesday 13 May 2026
    Doosan to build new CCL plant in Thailand
    South Korean copper clad laminate (CCL) maker Doosan is reportedly moving to strengthen its overseas capacity in Thailand, a key production hub for Taiwan PCB suppliers serving global...
    Tuesday 12 May 2026
    Nvidia's copper-to-fiber AI shift boosts China's optical plays
    Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
    Friday 8 May 2026
    Surging AI demand tightens supply of key PCB material

    Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

    Monday 4 May 2026
    Taiwanese Micro LED suppliers race to tap optical links for AI data centers
    Micro LED is emerging as a potential contender in AI optical communications as the industry shift toward "optical replacing copper" gathers pace.
    Monday 4 May 2026
    AI's 1.6T shift turns InP into optical supply chain bottleneck

    The transition from 800G to 1.6T optical modules is no longer an upgrade cycle — it is a physics-driven inflection point.

    Sunday 3 May 2026
    Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification
    As artificial intelligence (AI) continues to drive power demands, investment in power-related sectors has become a key focus for component suppliers. Connector and cable supplier JPC...
    Monday 27 April 2026
    What Nvidia and Broadcom's CPO bets reveal about the future of AI infrastructure
    The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
    Wednesday 22 April 2026
    Taiwan's Top lead frame players ride price hikes waves to record orders
    Geopolitical risks and rising industrial demand have driven volatile metal prices for gold, silver, and copper, triggering a wave of quarterly price increases in the lead frame industry...
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    Research Report Database
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook