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NEWS TAGGED INFRASTRUCTURE
Monday 15 June 2026
NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump

INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year,...

Monday 15 June 2026
Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive...

Monday 15 June 2026
SpaceX's US$2T debut forces Wall Street to tear up mega-cap map

SpaceX has broken through the US$2 trillion market-cap mark after completing the largest initial public offering (IPO) in history,...

Monday 15 June 2026
AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...
Monday 15 June 2026
AI power race lifts transformer demand, gives Fortune Electric pricing edge
AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...
Monday 15 June 2026
Fortune Electric sees export-led growth as global AI power demand tightens transformer supply
Fortune Electric said surging demand for AI infrastructure in the US is lifting its export business, reflecting a broader global scramble for power equipment. The Taiwanese transformer...
Sunday 14 June 2026
Taiwan's screen giants look beyond LCDs for their next act
The demand boost that came from World Cup-related television purchases and China's annual "618" shopping festival is beginning to fade, exposing a familiar challenge for Taiwan's display...
Saturday 13 June 2026
Alibaba Cloud opens new Malaysia region to meet rising AI demand

Alibaba Cloud has launched a new public cloud region in Johor, Malaysia, adding two data centers as part of its push to expand cloud...

Saturday 13 June 2026
Taiwan IC distributor Edom eyes four growth engines beyond cloud AI

As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production...

Saturday 13 June 2026
AI demand and grid upgrades are reshaping the outlook for Linkage's power equipment business
As AI computing demand rises alongside grid modernization, power infrastructure is becoming more important across the heavy electrical sector. Linkage is positioning itself in the...
Saturday 13 June 2026
DeepSeek hiring points to AI infrastructure ambitions beyond rented compute
DeepSeek's hiring activity is drawing almost as much attention as its model releases, with roles for internet data center (IDC) design and planning engineers, senior data center operations...
Friday 12 June 2026
South Korea taps LG to localize robot simulation tech

South Korea has launched a two-year, KRW34 billion (US$22.22 million) project to develop domestic world model and robot foundation model...

Friday 12 June 2026
Silicon Labs expands India presence as smart infrastructure demand grows ahead of TI acquisition

Silicon Labs is deepening its presence in India through expanded research operations and a greater commercial focus on smart infrastructure...

Friday 12 June 2026
AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...
Friday 12 June 2026
Taiwan AI infrastructure suppliers see broad sales gains in May

Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers,...