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    Anduril boosts Taiwan sourcing 15x, considering local production
    2h 44min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    2h 44min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    2h 44min ago
    CPO production delay may boost growth of LPO and NPO
    2h 44min ago
    Taiwanese chips gain from non-China drone supply chain demand
    2h 45min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    2h 45min ago
    NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
    Wednesday 10 June 2026
    Infineon and VinRobotics sign partnership to advance humanoid robot development
    Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed...
    Wednesday 10 June 2026
    Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
    Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
    Wednesday 10 June 2026
    Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge
    Taiwan's exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on...
    Wednesday 10 June 2026
    China's CNY2tn data center plan puts domestic AI chips at the core
    Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...
    Wednesday 10 June 2026
    Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
    Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny...
    Wednesday 10 June 2026
    Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand
    Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments...
    Wednesday 10 June 2026
    Supermicro's US$7 billion fundraising shines spotlight on mounting governance and compliance challenges
    According to Bloomberg and Reuters, Supermicro said it plans to raise US$7 billion through a series of equity and equity-linked offerings to support purchases of...
    Wednesday 10 June 2026
    Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

    AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

    Wednesday 10 June 2026
    Column: Robotics' razor's edge is finally cutting into the real world
    In early June in Vienna, a robotics startup used its keynote at ICRA 2026 — the International Conference on Robotics and Automation — to show a robotic arm slowly and precisely...
    Wednesday 10 June 2026
    Posiflex sees orders through 3Q26, shuns price war

    Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware...

    Wednesday 10 June 2026
    Chenbro Micom posts May revenue jump and projects strong second-half momentum
    Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects...
    Wednesday 10 June 2026
    Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
    Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...
    Tuesday 9 June 2026
    Adata, Macronix report record May revenue amid rising memory demand, prices
    Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
    Tuesday 9 June 2026
    Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
    One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs,...
    Tuesday 9 June 2026
    Chief Telecom eyes stronger second half on AI data center demand
    Chief Telecom reported May 2026 revenue of NT$334 million (US$10.61 million), down 25.22% from a year earlier, but the decline largely reflected a high comparison base created by one-off...
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    AsiaCPO
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook