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Jun 15, 12:49

Google's TPU diversification challenges MediaTek and other ASIC partners

Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end wafer manufacturing to broaden its capacity sources.

SpaceX's US$2T debut forces Wall Street to tear up mega-cap map

Jun 15, 15:55

Apple resists 'AI-for-AI' hype as Silicon Valley's token bill comes due

Jun 15, 15:26

Exclusive: Wiwynn triples capital, president says it signals confidence

Jun 15, 14:05

SK Hynix to test ChatGPT and Copilot as Samsung widens enterprise AI use

Jun 15, 13:58

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AISAP says human-in-the-loop review is key to moving enterprise AI agents from POC to production

Jun 15, 17:19

SAP reported that enterprise AI agents are shifting from proof of concept to real-world deployment as companies aim to embed generative AI into operational workflows such as finance and supply chain management rather than limiting it to chat and summarization tools. The firm said many AI applications reached about 80% accuracy during the proof of concept stage, but that core workflows require substantially higher reliability and human oversight to ensure safety and compliance.

AISamsung foundry chief sees 2028 profit path as bonus costs mount

Jun 15, 17:08

Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea, and Chosun reported.

ICT MANUFACTURINGMicron CEO turns visa rejection into US$1 trillion milestone

Jun 15, 16:22

Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.

ICT MANUFACTURINGTaiwan urges tech gains for traditional industries

Jun 15, 16:00

The Ministry of Economic Affairs (MOEA) convened its industrial advisory committee on June 12, 2026, with Minister Ming-Hsin Kung saying participants focused on how to help traditional industries upgrade and transform through semiconductor supply chain spillover, practical AI adoption, and industry alliances.

AITaiwan firms ramped AI investment but must fix architecture to realize ROI

Jun 15, 14:31

Taiwanese companies sharply increased enterprise AI investment and adoption in 2026, yet critical gaps in technology architecture and measurable return on investment risk blunting business impact, according to Dun & Bradstreet's latest Enterprise AI Maturity Index. The index surveyed more than 300 Taiwanese firms across 17 industries as part of a global study of over 10,000 C-level executives in 32 advanced countries, finding momentum rising in the second quarter of 2026 but persistent operational hurdles.

ICT MANUFACTURINGInnoScience wins China patent ruling, Infineon GaN sales banned

Jun 15, 14:30

The Supreme People's Court in China rejected Infineon's reconsideration request on June 12, 2026, upholding a Suzhou Intermediate People's Court injunction that found Infineon had infringed two of InnoScience's core GaN invention patents. The ruling bars the affected products from being sold, imported, or offered for sale in China, and awards InnoScience approximately NT$45 million (US$1.4 million) in damages.

AISamsung's Exynos 2600 doubles on-device AI performance in MLPerf benchmarks

Jun 15, 12:40

Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and image-generation workloads.

SERVER, IPC, CLOUD COMPUTING, IOTAI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Jun 15, 12:33

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.

ICT MANUFACTURINGAI power race lifts transformer demand, gives Fortune Electric pricing edge

Jun 15, 12:23

AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across the heavy electrical equipment sector. As the "power is computing" trend takes hold, lead time has become a key pricing factor for transformers.

SERVER, IPC, CLOUD COMPUTING, IOTExclusive: Wiwynn sees no AI bubble for 4 years as capex surges

Jun 15, 12:04

Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity across the Americas and Asia in 2026 and plans to add Europe as customers push hard to keep up with surging AI workloads.

AIX app age rating raised to 19+ on South Korean Google Play Store after Grok's adult-content policy change

Jun 15, 11:19

On South Korea's Google Play store, the X app (formerly Twitter) was reclassified to "19 and up" after the social platform updated its community guidelines to permit consensual adult content and embedded the Grok AI model. The change was reported on June 3, and the reclassification added warnings including "not allowed for teenagers" and "extreme violence," according to Chosun Biz.

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