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Tuesday 16 June 2026
Murata and Synopsys deepen simulation integration as electronics design complexity grows

Murata Manufacturing has partnered with Synopsys to make its latest electromagnetic and thermal simulation models directly accessible through Synopsys' Ansys HFSS and Ansys Icepak environments, simplifying engineers' workflows as they develop increasingly complex electronic systems.

Tuesday 16 June 2026
Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based manufacturers as AI deployments accelerate. Walrus Pump aims to achieve a 10% revenue share from liquid cooling by year-end 2026, supported by growing orders, technology pumps, and broader industrial demand.

Tuesday 16 June 2026
Kioxia surpasses Toyota, eyes M&A push in face of AI boom
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.

Tuesday 16 June 2026
Tata iPhone components plant faces pollution probe as India supply chain risks rise
Indian regulators allege wastewater contamination at a key Apple supplier site in Tamil Nadu, raising fresh questions over environmental compliance and the stability of India's fast-expanding iPhone manufacturing ecosystem.
Tuesday 16 June 2026
Yaskawa eyes physical AI boom with JPY25 billion capex
Yaskawa Electric is betting heavily on physical AI, the field that enables robots to operate autonomously, as it positions itself for a boom in AI robots. Since starting work with Nvidia in 2023, the company has completed proof-of-concept tests with more than 100 companies and is now seeking an effective commercial model.
Monday 15 June 2026
Micron CEO turns visa rejection into US$1 trillion milestone
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.
Monday 15 June 2026
Taiwan urges tech gains for traditional industries
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.
Monday 15 June 2026
SpaceX's US$2T debut forces Wall Street to tear up mega-cap map

SpaceX has broken through the US$2 trillion market-cap mark after completing the largest initial public offering (IPO) in history, surpassing Elon Musk's other companies Tesla and Meta, and prompting Wall Street to reconsider the long-used "Magnificent Seven" framework.

Monday 15 June 2026
Taiwan firms ramped AI investment but must fix architecture to realize ROI

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.

Monday 15 June 2026
InnoScience wins China patent ruling, Infineon GaN sales banned

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.

Monday 15 June 2026
Exclusive: Wiwynn triples capital, president says it signals confidence
Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026. President William Lin said the move is meant to show the market that the company is optimistic about the future. Wiwynn's capital will jump from NT$1.858 billion (approx. US$59 million) to NT$5.574 billion, a move that Lin said is rare among technology companies. He called the company "very bold," adding, "This is also telling the market that we are very optimistic about the future."
Monday 15 June 2026
AI power race lifts transformer demand, gives Fortune Electric pricing edge
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.
Monday 15 June 2026
Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
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.
Monday 15 June 2026
Weekly news roundup: Samsung foundry profit rebound may come in 3Q26; Nvidia unveils AI PC vision
Below are the most-read DIGITIMES Asia stories from the week of June 8-14, 2026:
Monday 15 June 2026
Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

AI is reshaping Taiwan into the center of a technological revolution, and the upstream and downstream supply chain is running at full speed. In an exclusive interview with DIGITIMES, Wiwynn president William Lin said AI data centers now face "three major challenges": power, cooling, and connectivity.

Monday 15 June 2026
General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across the supply chain. Component makers say customer pull-ins for general-purpose servers have exceeded earlier expectations, mainly due to shortages of memory and CPUs. They estimate growth will return to its normal trajectory in the third quarter of 2026. Original design manufacturers (ODMs) have stated that component supply is indeed tight, and whether complete systems can be shipped depends on the specific server model.

Monday 15 June 2026
Machine tool suppliers forge alliances to offer one-stop solutions

In response to a structural shift in the global manufacturing industry, Taiwan's machine tool makers are forming alliances to deliver one-stop solutions. As demand rises for automation, robotics, AI and digital management, manufacturers are no longer asking for a single machine but for integrated systems.

Monday 15 June 2026
India advances rare earth supply chain as major local conglomerates show interest
To reduce its dependence on China, the government of India is actively developing a domestic rare earth supply chain, with major local conglomerates expressing investment interest.
Monday 15 June 2026
Fortune Electric sees export-led growth as global AI power demand tightens transformer supply
Fortune Electric said surging demand for AI infrastructure in the US is lifting its export business, reflecting a broader global scramble for power equipment. The Taiwanese transformer maker said supply remains tight worldwide, with long lead times, rising orders, and expansion plans pointing to prolonged pressure across electricity networks.
Sunday 14 June 2026
SpeedTech's shift toward assembly and systems work could reshape 2026 revenue mix

Connector and wire-harness maker SpeedTech is accelerating its shift from component supply toward systems assembly and full-unit OEM production, while expanding into low-Earth orbit satellites, gaming equipment, and industrial PCs (IPCs). The company said these new business lines should support double-digit revenue growth in 2026 over 2025.

Saturday 13 June 2026
AI demand and grid upgrades are reshaping the outlook for Linkage's power equipment business
As AI computing demand rises alongside grid modernization, power infrastructure is becoming more important across the heavy electrical sector. Linkage is positioning itself in the distribution segment of the power chain while moving toward transmission-grade products, AI data centers, and high-tech factory power markets.
Friday 12 June 2026
Ubiqconn, AV sign pact to develop universal unmanned systems controller

Ubiqconn Technology and AeroVironment have agreed to jointly develop a next-generation universal controller, a move that could make unmanned systems easier to operate across borders and manufacturers. The plan targets defense, public safety, and emergency response users, where interoperability and reliability are becoming increasingly important worldwide.

Friday 12 June 2026
AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as some companies are seeing only modest gains while others tied more closely to AI server racks, liquid cooling, and high-value interconnects are growing much faster.
Friday 12 June 2026
Boston Dynamics highlights diverse strategies in humanoid robotics amid Nvidia-Unitree collab
Boston Dynamics, one of the leading humanoid robotics companies in the US, during a recent visit to Taiwan, addressed Nvidia's announcement that it will partner with Chinese humanoid robot maker Unitree Robotics.