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Tuesday 23 June 2026
Intel expands Taiwan chip chain orders, October 2026 talks grow
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese...
Tuesday 23 June 2026
Infineon and InnoScience's GaN patent fight hardens market split

Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins...

Tuesday 23 June 2026
Micron and Anthropic partner to advance next-gen AI infrastructure

Micron and Anthropic have announced a strategic agreement to scale the infrastructure needed to support increasingly powerful AI models,...

Tuesday 23 June 2026
IBM and OpenAI partner to bring frontier AI to enterprise cyber defense

IBM has announced a partnership with OpenAI aimed at helping enterprises defend against increasingly sophisticated cyber threats by integrating...

Tuesday 23 June 2026
Taiwan OSAT sector's strongest 1H in years puts 2026 full-year revenue records in sight

Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of...

Tuesday 23 June 2026
LTO Batteries power up industrial electrification: Taiwan and South Korea players widen global deployments
Lithium titanate oxide (LTO) batteries are emerging as a promising solution for industrial electrification and critical energy infrastructure, where safety, rapid charging and long...
Tuesday 23 June 2026
Japan puts robotics at heart of US$2.3 trillion chip revival

Japan is preparing a sweeping public-private investment strategy totaling more than JPY370 trillion (US$2.3 trillion) by fiscal 2040,...

Tuesday 23 June 2026
Commentary: Google defines AI path to ASI, validates chip boom
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial...
Tuesday 23 June 2026
High-end fiberglass cloth supply tightens; shortages to persist through 2027

Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the...

Tuesday 23 June 2026
AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue...

Monday 22 June 2026
Soaring contract prices put memory's big three on course for blockbuster 2026 profits

The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price...

Monday 22 June 2026
Anthropic joins US$915 million Frontier push to scale carbon removal
Anthropic joined Frontier, the carbon removal procurement coalition, becoming the first AI startup to participate as surging power demand from AI data centers made corporate climate...
Monday 22 June 2026
Groq CEO sees GPU and LPU as complementary as AI compute demand grows
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO...
Monday 22 June 2026
AI server supply chain expansion accelerates across Southeast Asia
AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main...
Monday 22 June 2026
Panjit upgrades hot swap tech to drive 2H26 growth
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to...