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Thursday 2 July 2026
Taiwan automotive LED maker EOI readies Mexico ramp for humanoid robots and silicon photonics

Excellence Optoelectronics Inc. (EOI) expects double-digit growth in 2026 from a strong 2025 base, supported by robust automotive lighting...

Thursday 2 July 2026
Memory price relief for PC brands is expected to be temporary

Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For...

Thursday 2 July 2026
South Korea plans CIA-style fund to build its own Palantir

South Korea plans to set up a government-backed venture fund modeled on the CIA's In-Q-Tel, betting that direct state investment can...

Thursday 2 July 2026
Techman Robot upgrades automotive production lines at Quanta Computer Germany plant with AI cobots
Techman Robot announced its artificial intelligence (AI) collaborative robots (cobots) have been successfully deployed at parent company Quanta Computer's automotive computer and automotive...
Thursday 2 July 2026
Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...
Thursday 2 July 2026
SoftBank leads Japan's sovereign AI push, with Foxconn eyeing the compute backbone

Japan's sovereign AI push is moving from policy ambition to industrial buildout, with SoftBank-backed Noetra at the center, and Foxconn...

Thursday 2 July 2026
Meta's alleged turn from AI buyer to seller raises new questions about AI spending, returns, and competition
Meta Platforms' reported interest in selling excess AI computing capacity has stirred debate over whether the company is seeking a new way to monetize heavy infrastructure spending...
Thursday 2 July 2026
Europe's heatwave turns air conditioners into power chip growth story

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and...

Thursday 2 July 2026
PlayStation to end physical game discs for new releases from 2028
In a blog post on July 1, Sony Interactive Entertainment (SIE) said it will stop producing physical discs for all new games released on PlayStation consoles beginning in January 2028,...
Thursday 2 July 2026
Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand
Connector and cable maker Alltop is signaling that global demand trends may increasingly favor AI infrastructure and a later recovery in electric vehicles, with its latest outlook...
Thursday 2 July 2026
LG Electronics creates robot business center to scale physical AI and robotics supply chain
LG Electronics announced the creation of a robot business center to accelerate its physical AI and robotics efforts, the company said. The new organization will consolidate development,...
Thursday 2 July 2026
GaAs and InP price hikes hit Taiwan supply chain
Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply...
Thursday 2 July 2026
AI server demand drives MiTAC to expand in Taiwan, Vietnam, and California
MiTAC Holdings' subsidiary, MiTAC Computing Technology, has won strong demand from US cloud customers, driving a sharp rise in orders and a global expansion plan from Asia to North...
Thursday 2 July 2026
General-purpose server shipments surge, boosting Taiwanese connector makers
Agentic AI demand is driving major US cloud providers such as Google and Amazon to expand data centers, lifting global server shipments and triggering a new wave of orders for Taiwan...
Thursday 2 July 2026
Cloud AI squeezes 2nm capacity, pressuring mobile SoCs

Mobile system-on-chip (SoC) vendors are collectively upgrading flagship platforms to 2nm in 2026. Beyond the need for better specifications,...