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Friday 5 June 2026
Metalenses move from lab concept to robotics opportunity
As artificial intelligence (AI) drives demand for more powerful computing systems and smarter machines, Taiwanese optics manufacturer Ability Opto-Electronics Technology is positioning...
Friday 5 June 2026
Foxconn posts record May revenue as AI rack demand fuels growth
Computex 2026 closed on June 5 with Nvidia CEO Jensen Huang reaffirming the scale of AI infrastructure demand in his keynote — and Foxconn, as the world's largest electronics...
Friday 5 June 2026
Infineon India moves up the value chain as AI data centers boost power-chip demand
Infineon Technologies' India operations are moving beyond traditional engineering support into global ownership roles, as rising demand from AI data centers reshapes the power semiconductor...
Friday 5 June 2026
AI servers and MLCC recovery drive growth at Ample Electronic
As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most...
Friday 5 June 2026
GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

GoldKey Technology expects memory shortages to persist into 2028, with AI demand and structural supply constraints set to keep prices...

Friday 5 June 2026
AI demand strains PCB supply chains, lead times stretch past 20 weeks
Explosive demand for artificial intelligence is widening supply chain bottlenecks for global electronics makers, with shortages now reaching from advanced chips and packaging into...
Friday 5 June 2026
US targets China's PCB grip as AI and defense supply risks mount
As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed...
Friday 5 June 2026
Global semiconductor market to hit US$1.5 trillion in 2026 as memory surges 250%, WSTS forecasts
The global semiconductor market is on track to nearly double in 2026, reaching US$1.51 trillion — a 90% year-over-year increase — driven overwhelmingly by an extraordinary...
Friday 5 June 2026
Infineon sees early quantum computing gains as finance leads adoption
Infineon Technologies said its long-running work in quantum computing is beginning to pay off, with early demand strongest in finance, chemistry, and life sciences. For global readers,...
Friday 5 June 2026
India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher
India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on...
Friday 5 June 2026
AI cooling demand is pushing server pumps into sharper focus
As AI pushes liquid cooling into mainstream server thermal design, suppliers are widening their focus beyond Nvidia's benchmark thermal designs. Industry players say pumps are emerging...
Friday 5 June 2026
Memory crunch pushes low-end smartphones toward 2026 breaking point
The global smartphone market performed better than expected in the first quarter of 2026 after some brands pulled forward orders, but shipments still fell by about 3.1% from a year...
Friday 5 June 2026
Commentary: Memory boom driven by DRAM now, but HBM will decide future
AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported...
Friday 5 June 2026
TSMC CEO says rising profits mean greater social responsibility, clarifies bonus considerations
Taiwan Semiconductor Manufacturing Company (TSMC) held its shareholders meeting on June 4, during which CEO C.C. Wei addressed recent talk surrounding its employee bonus system. He...