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Tuesday 30 June 2026
Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors...
Tuesday 30 June 2026
Nvidia, Firmus partner on Indonesia AI infrastructure project

A new partnership between Nvidia and Firmus aims to expand access to advanced AI computing for customers worldwide, including AI-native...

Tuesday 30 June 2026
Honda, GM, and Ford redirect capacity to energy storage as EV demand slows

Honda Motor has begun producing data-center batteries at an Ohio factory originally built to supply electric vehicles, as automakers...

Tuesday 30 June 2026
China's LineShine puts Beijing back on top of supercomputer race

A name largely absent from the global supercomputing stage for years returned to the spotlight at ISC 2026 in Hamburg, Germany.

Tuesday 30 June 2026
Halos signals Nvidia's bid to make safety certification the robotics gateway

Nvidia does not make robots, but it is becoming a key force behind embodied intelligence companies. At Automate 2026, North America's...

Monday 29 June 2026
Baidu subsidiary Kunlunxin seeks US$50B IPO valuation, asks investors to buy its chips

Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong...

Monday 29 June 2026
Kyocera to invest JPY650 billion in chip equipment and data center components

Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment...

Monday 29 June 2026
Taiwan optics makers eye humanoid robot vision market as deployments accelerate
As physical AI enters a pivotal growth phase in 2026, deployment of robotic systems is rapidly accelerating across the industry. Beyond established applications such as inspection,...
Monday 29 June 2026
Wistron expands US production to meet AI server demand

Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals...

Monday 29 June 2026
Potens expands into AI cooling and power markets, server revenue share hits double digits

With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

Monday 29 June 2026
Johor's power grid faces mounting strain as data centre pipeline expands
Malaysia's southern state of Johor could see data centers account for about 40% of its electricity demand by 2035, highlighting mounting pressure on power infrastructure as the region...
Monday 29 June 2026
Physical AI's next hurdle is not walking, but grasping

As Physical AI moves closer to commercial reality, its global impact may depend less on humanoid robots that can run or dance and more...

Monday 29 June 2026
Taiwan electronics sector stays upbeat as AI demand lifts exports
Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services...
Monday 29 June 2026
AIC sees double-digit growth as AI infrastructure shifts to rack-level systems
AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI...
Monday 29 June 2026
LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom
As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented...