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    Samsung could lead HBM market in 2027 as HBM4 prices may rise 2.5 times
    6h 2min ago
    Johor data centers could consume 40% of power by 2035
    6h 2min ago
    China’s 15th five-year energy plan targets AI power demand
    6h 3min ago
    Winbond says memory has become a strategic material as AI reshapes the market
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    Analysis: Why Onsemi acquires Synaptics in all-stock deal
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    NEWS TAGGED COMMENTARY AND ANALYSIS
    Friday 26 June 2026
    Inside Corning: a century of R&D bets, and why optical fiber is paying off again

    Preface

    Friday 26 June 2026
    Analysis: Why Apple can't wait out this memory shortage
    Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
    Friday 26 June 2026
    Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance
    The rapid rise of artificial intelligence is reshaping the dynamics of competition in the global technology landscape. From hyperscale data center expansion and government-backed sovereign...
    Thursday 25 June 2026
    Commentary: Micron turns AI memory crunch into a buyback story
    Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments...
    Tuesday 23 June 2026
    Commentary: Google defines AI path to ASI, validates chip boom
    Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial...
    Friday 19 June 2026
    Commentary: G7 AI fight moves to who controls frontier model access

    The G7 debate over AI has moved beyond regulation and safety pledges into a harder fight over frontier model access: who can use the...

    Wednesday 17 June 2026
    Commentary: US delays DeepSeek blacklist, exposing AI export-control dilemma
    The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to...
    Tuesday 16 June 2026
    Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

    The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

    Saturday 13 June 2026
    Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

    Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a...

    Saturday 13 June 2026
    Commentary: Five things I noticed at SuperAI Singapore that the keynotes did not tell you
    Ten thousand attendees. One hundred and fifty speakers. Three exhibition floors. Two days. SuperAI Singapore 2026 generated enough keynote content, panel discussion, and product announcements...
    Saturday 13 June 2026
    Commentary: The cost of over-concentration—How TSMC's liquidity dominance is reshaping Taiwan's banking system
    TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and...
    Thursday 11 June 2026
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
    Thursday 11 June 2026
    Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

    Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved...

    Thursday 11 June 2026
    Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention
    Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms,...
    Wednesday 10 June 2026
    Commentary: How AI boom gave Nokia and BlackBerry a second life
    The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology...
    1/27 pages
    AsiaCPO2
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook