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    Anduril boosts Taiwan sourcing 15x, considering local production
    6h 56min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    6h 56min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    6h 56min ago
    CPO production delay may boost growth of LPO and NPO
    6h 57min ago
    Taiwanese chips gain from non-China drone supply chain demand
    6h 57min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    6h 57min ago
    NEWS TAGGED AI
    Wednesday 10 June 2026
    Supermicro's US$7 billion fundraising shines spotlight on mounting governance and compliance challenges
    According to Bloomberg and Reuters, Supermicro said it plans to raise US$7 billion through a series of equity and equity-linked offerings to support purchases of...
    Wednesday 10 June 2026
    Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

    Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring...

    Wednesday 10 June 2026
    Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

    AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends...

    Wednesday 10 June 2026
    Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
    YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
    Wednesday 10 June 2026
    Taiwan AI industry plan targets silicon photonics as new moat
    The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form...
    Wednesday 10 June 2026
    Column: Robotics' razor's edge is finally cutting into the real world
    In early June in Vienna, a robotics startup used its keynote at ICRA 2026 — the International Conference on Robotics and Automation — to show a robotic arm slowly and precisely...
    Wednesday 10 June 2026
    COMPUTEX highlights a shift to prefabricated AI data centers
    At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward...
    Wednesday 10 June 2026
    Chenbro Micom posts May revenue jump and projects strong second-half momentum
    Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects...
    Wednesday 10 June 2026
    Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO
    Chinese artificial-intelligence (AI) startup StepFun is preparing to file for a Hong Kong initial public offering as early as Monday, according to people familiar with the matter,...
    Wednesday 10 June 2026
    A COMPUTEX beyond PCs: Taiwanese suppliers target robot data and parts
    COMPUTEX 2026 has made clearer a shift already underway in Taiwan's robotics supply chain, with suppliers looking beyond humanoid showcases toward less visible technologies —...
    Wednesday 10 June 2026
    PCIM 2026: Every company is now a semiconductor company
    Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made...
    Wednesday 10 June 2026
    Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
    Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new...
    Wednesday 10 June 2026
    AI use in PCB manufacturing has gone mainstream, but scaling remains lagging
    AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide...
    Tuesday 9 June 2026
    Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

    Alibaba Group Holding has created a new artificial intelligence unit called Token Foundry, putting it directly under CEO Eddie Wu as the...

    Tuesday 9 June 2026
    Adata, Macronix report record May revenue amid rising memory demand, prices
    Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
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    AsiaCPO
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook