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Tuesday 27 January 2026
TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift
The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.
Tuesday 27 January 2026
Memory crunch accelerates notebook orders, reshapes 2026 demand

Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

Tuesday 27 January 2026
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026
AI and localization reshape China's semiconductor supply chain as price hikes arrive
After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory...
Tuesday 27 January 2026
Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion
Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial...
Tuesday 27 January 2026
Amazon: AI applications are already pervasive in 2026
Amazon has published its "2026 Global Consumer Trends Report," revealing significant shifts in consumer demand across the US, Europe, and Japan. The report identifies artificial intelligence...
Tuesday 27 January 2026
AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages
Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience...
Tuesday 27 January 2026
Infineon pushes vertical power delivery for AI data center efficiency gains
As the race to scale artificial intelligence computing accelerates, global technology companies are committing large sums to AI infrastructure. Capital spending is climbing rapidly,...
Tuesday 27 January 2026
Kentec Technology poised for profit turnaround in 2026 as global demand for AI server cooling continues to rise
Kentec, a subsidiary of Kenmec Mechanical Engineering, is on track to achieve a significant profit turnaround by 2026 as it addresses rising demand for AI server cooling technology...
Monday 26 January 2026
China's computing power market starts 2026 in turmoil
China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors...
Monday 26 January 2026
AI power crunch drives Taiwan's trillion-dollar energy infrastructure upgrade
The artificial intelligence boom is creating an unprecedented energy crisis. As AI data centers proliferate worldwide, electricity demand is surging faster than supply can keep pace,...
Monday 26 January 2026
Pegatron bullish on AI server industry, chair sees 2026 as breakout year
Booming demand for artificial intelligence (AI) servers has fueled strong momentum for electronic manufacturing services (EMS) firms, with the surge also reflected in capital markets...
Monday 26 January 2026
Memory innovation demand urgent as startups and SMEs gain opportunities
The memory industry is currently facing significant demand shortfalls, bringing renewed attention to the long-developed concept of "compute-in-memory." Leading memory manufacturers...
Monday 26 January 2026
Cybersight and L'Atitude 52°N target outdoor smart glasses for safety and lightweight design
Outdoor enthusiasts are increasingly demanding real-time information beyond what traditional bike computers or smartwatches can provide. However, challenges such as poor visibility...
Monday 26 January 2026
How rising memory prices are reshaping the smartphone supply chain

As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...