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Tuesday 2 June 2026
Alphabet signals heavier AI capex cycle with US$80 billion infrastructure raise
Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive...
Tuesday 2 June 2026
SK Hynix reportedly preparing Dalian fab for 200-layer FG NAND to capture AI storage demand
SK Hynix is reportedly preparing to mass-produce a new generation of 200-layer-class NAND flash memory based on floating-gate (FG) architecture at its Dalian Phase 2 facility in China,...
Tuesday 2 June 2026
Micron unveils AI memory and storage roadmap at COMPUTEX 2026
Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor...
Tuesday 2 June 2026
Agentic AI triggers widespread computing crunch across global supply chain
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
Tuesday 2 June 2026
GCS Shenzhen connects Chinese brands with global markets
Global Connect Show Shenzhen 2026 (GCS SZ 2026) was successfully held on June 1 in Shenzhen, China's innovation hub. Under the theme "Where Global Innovation Meets Market Opportunity,"...
Tuesday 2 June 2026
China's underwhelming holiday season shows memory hikes still weigh on consumer demand
After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
Tuesday 2 June 2026
YMTC SSDs target Asia-Pacific consumer market from Taiwan
Yangtze Memory Technology is moving its retail SSD brand into the Asia-Pacific consumer market, beginning with Taiwan and later expanding to Singapore and South Korea. The shift comes...
Tuesday 2 June 2026
HPE pulls forward long-term targets as AI infrastructure demand surges
Hewlett Packard Enterprise (HPE) reported a record second fiscal quarter of 2026, with management saying accelerating demand for AI infrastructure, networking, and enterprise modernization...
Tuesday 2 June 2026
Taiwan PCB output could top NT$1 trillion in 2026, but risks remain
Taiwan's printed circuit board (PCB) makers are expected to see domestic and overseas output rise 15.1% year-over-year to NT$1.05 trillion (approx. US$33.5 billion) in 2026, according...
Tuesday 2 June 2026
Honor launches entry-level X6d 5G in Taiwan as low-end competition heats up
Honor expanded its Taiwan lineup with the launch of the Honor X6d 5G after entering the market in April 2026 with a flagship model, the company announced, seeking to capitalize on...
Tuesday 2 June 2026
China's weak property market, soft domestic demand and sluggish factory investment keep growth under pressure
China's economy remained under pressure in 2026 as a weak property sector, sluggish domestic demand, and slow manufacturing investment outweighed resilient trade, according to research...
Tuesday 2 June 2026
Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle
Twoway Group held its shareholders meeting on June 1, during which shareholders approved the company's 2025 financial statements and profit distribution plan.
Tuesday 2 June 2026
GSEO sees 2H26 demand lifts from smartphones, AI glasses, and high-end optics
GSEO expects a traditional peak season in the second half as smartphone camera customers prepare to ramp new-model orders from mid- to late June, while AI glasses have become its second-largest...
Tuesday 2 June 2026
Commentary: Intel turns AI packaging crunch into foundry comeback test
Intel's foundry revival may depend less on beating TSMC at the most advanced process nodes than on whether it can turn AI-driven demand into a profitable advanced packaging busines...
Tuesday 2 June 2026
Analysis: Advanced packaging shifts from TSMC dominance to industry collaboration
Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges,...