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Friday 12 June 2026
Nextron says AI supply chain is in place as orders extend to 2027
Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
Friday 12 June 2026
Cloud migration alone is not enough for AI adoption, said SAP
Many companies have moved enterprise systems to the cloud. Still, global readers are now seeing a broader lesson: without cleaner data, tighter governance, and better integration,...
Friday 12 June 2026
Sharp lays out 2026 growth strategy with AI servers as top priority
Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching...
Friday 12 June 2026
SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand

Robotics has progressed rapidly in the past few years, but major obstacles — including data collection and trust infrastructure...

Thursday 11 June 2026
Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

Thursday 11 June 2026
MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026
Applied Materials CEO: AI reshapes semiconductor innovation
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials...
Thursday 11 June 2026
Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment...
Thursday 11 June 2026
Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to...
Thursday 11 June 2026
Niching Industrial sees heat spreader revenue hit record on AI server demand
AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....
Thursday 11 June 2026
China red-chip crackdown forces IPO hopefuls to rethink offshore listings

China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that...

Thursday 11 June 2026
AI boom drives capital inflows, but Taiwan sees low systemic risk
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...
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
Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament
Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...
Thursday 11 June 2026
BizLink to buy Interplex Datacom in up to US$900 million deal
BizLink Holding has agreed to acquire Interplex Datacom, the data communications business of Interplex Group, in a deal that will expand its presence in the data center interconnect...