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    Wistron sees AI demand widening as Taiwan ODMs gain pricing power
    3min ago
    Taiwan, US, and China OSAT strategies diverge as industry shifts toward capacity expansion, supply chain restructuring, and next-generation packaging
    13min ago
    NEWS TAGGED IT + CE
    Friday 17 July 2026
    Ubiqconn raises North America output as June sales rebound
    Ubiqconn Technology said its North America localization strategy was gaining traction in June 2026, with its US subsidiary contributing more revenue and becoming a larger base for...
    Friday 17 July 2026
    EU lags in critical raw materials as AI, EV and SDV demand rises
    Europe's push for supply-chain security is lagging as AI, software-defined vehicles, and electric vehicles drive demand for critical minerals and local production. For readers worldwide,...
    Friday 17 July 2026
    Australia strips voting rights from China-linked holdouts in rare-earths miner, curbing Beijing's mineral leverage

    Australia has escalated a two-year campaign to force Chinese investors out of Northern Minerals Ltd., barring three China-linked shareholders...

    Friday 17 July 2026
    CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

    Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...

    Friday 17 July 2026
    Shopee pushes in-house data centers, boosts Southeast Asia supply chain
    Sea Group's data center push in Southeast Asia is creating new demand for servers, components, and integration services, with global supply chains likely to feel the effects. Singapore...
    Friday 17 July 2026
    Hotai Leasing sees Taiwan auto market stabilizing as leasing demand grows
    Hotai Leasing said on July 15 that Taiwan's auto market is expected to return gradually to normal growth in 2026 after tariff uncertainty, vehicle shortages, and tight financing pressured...
    Friday 17 July 2026
    Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
    Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
    Friday 17 July 2026
    SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
    As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...
    Friday 17 July 2026
    Aurora Group expands enterprise AI services with 12 workplace use cases
    On July 15, Aurora Group expanded its enterprise AI push, unveiling 12 use cases through Aurora Cloud and GPI for companies looking to match AI tools with specific business problems...
    Thursday 16 July 2026
    AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
    Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
    Thursday 16 July 2026
    Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
    Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...
    Thursday 16 July 2026
    DeepSeek eyes US$70 billion valuation and Shanghai IPO as Apple Intelligence enters China

    DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing costs force one of China's best-known...

    Thursday 16 July 2026
    Apple Intelligence edges closer to China with Alibaba Qwen integration
    Apple Intelligence has passed a key regulatory milestone in China, bringing the iPhone maker closer to launching generative AI features for mainland users after a prolonged delay.
    Thursday 16 July 2026
    Groups urge EU interim measures against Broadcom amid VMware antitrust case

    A European industry group, the Cloud Infrastructure Services Providers in Europe (CISPE), has joined four other trade organizations...

    Thursday 16 July 2026
    Apple lawsuit targets OpenAI's AI hardware ambitions
    Apple has sued OpenAI for allegedly stealing trade secrets, but the real fight is over who controls the entry points of AI. As LLM technology converges, the case shows that competition...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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