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Tuesday 9 June 2026
AI supply chain shortages shift from chips to equipment
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
Tuesday 9 June 2026
AI demand is turning memory chips into rationed assets, Morgan Stanley says
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
Tuesday 9 June 2026
AI chip race lifts semiconductor equipment sales to record US$36.55bn
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
Monday 8 June 2026
Uneec breaks into IT, liquid cooling racks on AI demand
Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack...
Monday 8 June 2026
Nvidia and Doosan expand ties to target robotics and AI factory infrastructure
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort...
Monday 8 June 2026
Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand
Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push...
Sunday 7 June 2026
Japan injects JPY150B into Rapidus to push for 2nm production by 2027
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus,...
Sunday 7 June 2026
Sercomm posts record first five months as North America drives 2026 revenue surge
Sercomm Corporation reported May 2026 revenue of NT$6.48 billion (approx. US$205 million), up 70% year-over-year, and said cumulative revenue from January to May reached NT$30 billion,...
Friday 5 June 2026
Hiwin and Qualcomm bring edge AI to PLP equipment with Load Port tie-up at Computex
Hiwin Technologies and Qualcomm Inc. announced a partnership at Computex 2026 to integrate Qualcomm Dragonwing Q6 series processors into Hiwin's Load Port products, delivering edge...
Friday 5 June 2026
Nexchip carves out BGBM assets to back Wuhu wafer project, refocuses on 12-inch foundry business
Nexchip Semiconductor plans to carve out its BGBM business by contributing specialised equipment assets to Anhui Ruijing Semiconductor, a newly established power device wafer-processing...
Friday 5 June 2026
TSMC says AI demand is straining entire supply chain, not just chipmakers
TSMC chairman C.C. Wei said on Wednesday that AI demand is rising so quickly that the whole supply chain is struggling to keep up, with bottlenecks spanning power, chip capacity, equipment,...
Friday 5 June 2026
Hiwin targets logistics automation with Dexterity dual-arm robot
Motion control component maker Hiwin made its first cross-sector appearance at COMPUTEX 2026, showcasing a full technology stack spanning precision transmission, actuator modules,...
Friday 5 June 2026
Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows
Hanmi Semiconductor is projecting record annual revenue this year, as rising demand for high-bandwidth memory equipment lifts prospects for the South Korean chip-equipment maker and...
Thursday 4 June 2026
Formosa Chemicals moves into AI data center materials and DUV photoresist precursors
Formosa Chemicals & Fibre Corp. announced plans to expand into high-value semiconductor and AI data center materials and will debut these businesses at COMPUTEX TAIPEI 2026. The...
Thursday 4 June 2026
Huawei's MineHarmony OS links 935 mining devices in China's smart mining push
Huawei's MineHarmony (Mine Harmony OS), a mining-focused industrial Internet of Things operating system jointly developed with China Energy Group, has surpassed 200 ecosystem partners...