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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
Taiwan optics sector heads into peak season as Apple demand, camera orders rise

Taiwan's optics industry is entering its traditional peak period, with global smartphone demand, Apple's new-device cycle, and rising...

Tuesday 30 June 2026
Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

Taiwanese elevator manufacturer Golden Friends (GFC) announced on June 29 that it had secured a major contract to supply high-end elevators...

Tuesday 30 June 2026
Forget prompts: Nvidia's Huang sees 'loop engineering' as AI's next frontier

Nvidia chief executive Jensen Huang is drawing attention to a new AI concept called loop engineering, which shifts emphasis from writing...

Tuesday 30 June 2026
EU's push for cloud sovereignty draws fragmentation warnings

The EU is accelerating efforts to cut reliance on foreign cloud, AI, and semiconductor suppliers as it seeks to block so-called "kill...

Tuesday 30 June 2026
Commentary: Behind Micron's bet for long memory demand cycles
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots,...
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
Taiwan reportedly expands AI server smuggling probe, searches Supermicro and listed firms

Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China,...

Tuesday 30 June 2026
OpenAI IPO filing exposes US$665bn spending web and Altman conflict risks

OpenAI has confidentially filed for an initial public offering with the US Securities and Exchange Commission (SEC), setting the stage...

Tuesday 30 June 2026
Taiwanese smartphone shipments face deeper pressure as component costs rise
Rising inflation and higher prices for memory and processors are squeezing smartphone shipments in Taiwan, with the market's recovery likely to remain uneven for many readers worldwide...
Tuesday 30 June 2026
Shuotong expects stronger demand for liquid cooling in 2H26

Shuotong, a liquid-cooling solutions provider, said it expects a positive outlook for the second half of 2026 as AI-driven thermal management...

Tuesday 30 June 2026
Riken and Taiwan academia join forces on next-gen compound semiconductors
Japan's world-renowned Riken institute announced in late March 2026 that its homegrown superconducting quantum computer, "Ei-II," jointly developed with the University of Osaka, had...
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...

Tuesday 30 June 2026
Anthropic tops global unicorn list as China shifts to hard tech

Hurun Research Institute released its Hurun Global Unicorn List on June 25, a ranking covering 1,603 companies across 52 countries...