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Monday 1 June 2026

Nvidia confirms Vera Rubin in full production with 150 Taiwan suppliers powering the ramp

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the Vera Rubin platform has entered full production, with Taiwan's server makers and global supply chain partners manufacturing systems at scale for AI labs, cloud providers, and hyperscalers worldwide.

Monday 1 June 2026

LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain

LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume production slated to begin in the second half of 2026. The company has developed a liquid-cooling floating fitting designed to pair with quick disconnects used between coolant lines and servers to support liquid-cooled AI servers.

Monday 1 June 2026

ByteDance reportedly developing Groq-style chip with InnoStar

ByteDance is creating a new chip similar to those made by Nvidia partner Groq to help the Chinese creator of TikTok handle its AI inference loads, according to The Information. Its expansion into language processing units (LPUs) marks another step in the development of its domestic AI infrastructure.

Monday 1 June 2026

Foxconn expands France push with Tessalia chip-packaging venture, Bull AI project

Foxconn is expanding its footprint in France through two projects spanning artificial intelligence infrastructure and semiconductor packaging, as the Taiwanese electronics manufacturer deepens its role in Europe's efforts to build advanced computing and chip capabilities.

Monday 1 June 2026

Delta Electronics sees AI data center power shift and manufacturing overhaul shaping future competition

Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing shift. He made the remarks on June 1 during a pre-event dialogue ahead of Nvidia GTC Taipei.

Monday 1 June 2026

Nvidia expects AI boom to keep supply tight beyond 2027

Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain bottlenecks are likely to persist as demand continues to outstrip capacity.

Monday 1 June 2026

AI spillover puts CPUs and ASICs on Computex stage

Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation technologies. The event is likely to highlight a wider set of suppliers as AI moves deeper into inference, edge applications, and custom chips.

Monday 1 June 2026

US moves to block Nvidia AI chips from reaching Chinese firms overseas

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to obtain advanced AI chips, including Nvidia's Blackwell processors, through subsidiaries outside China, according to Reuters.

Monday 1 June 2026

Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of Taiwan's exports to the US, Taipei is seeking tariff-free quotas and company-specific exemptions before any new duties are imposed.

Monday 1 June 2026

Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes

Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening global emissions standards and resilient hybrid vehicle demand.

Monday 1 June 2026

SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure

SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest AI infrastructure bases in Europe. The first phase targets 3.1GW in the Hauts-de-France region by 2031.

Monday 1 June 2026

Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins

The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more influence. Industry executives say the focus is shifting from whether share prices look expensive to whether companies have solid fundamentals and an indispensable role in the sector.

Monday 1 June 2026

MediaTek eyes AI glasses, PCs, and home servers as computing shifts beyond the cloud

MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could reshape global demand for chips, data privacy, and device design, as companies race to build the next wave of AI hardware.

Monday 1 June 2026

Advantech approves dividends, board election as it expands edge AI strategy

Advantech approved its 2025 financial statements and a new board at its annual shareholders' meeting in Taipei, while outlining a broader push into edge AI platforms. The industrial computer (IPC) maker also raised dividends and set out succession and logistics upgrades that could shape its global operations.

Monday 1 June 2026

Wistron invests in quantum computing and small satellites to power AI-era growth

Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum computer and plans to run an internal project that integrates the device with conventional computing systems. The firm also said its first in-house experimental CubeSat is scheduled to launch into low-Earth orbit in late June. That work on a national communications satellite manufacturing industrialization platform, awarded in the third quarter of 2025, was progressing on schedule.

Monday 1 June 2026

AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028

Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical limitations of legacy copper cabling have created a severe, industry-wide obstacle that is disrupting financial and operational roadmaps, prompting companies to lock down silicon photonics foundry capacity through 2028.

Monday 1 June 2026

Interview: Sharp CEO taps Foxconn ecosystem for brand revival

Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses, and accelerate globalization simultaneously. He outlined the strategy in an interview with DIGITIMES.

Monday 1 June 2026

AuthenX targets CPO bottlenecks with detachable metalens FAU

AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges in co-packaged optics.

Sunday 31 May 2026

Aspeed and Lattice announce partnership on programmable server management chip

Aspeed Technology and Lattice Semiconductor have formed a strategic partnership that could reshape how servers are managed in data centers worldwide. The collaboration aims to combine platform control and programmability into a single chip, a move that may help operators adapt more quickly to changing AI, cloud, and infrastructure demands.

Sunday 31 May 2026

60% of smart factories underperform as South Korea expert eyes tacit knowledge for manufacturing AX

South Korea is treating AI transformation as a future test of manufacturing competitiveness. The challenge now is not only installing smart systems, but converting frontline workers' tacit knowledge into standardized data that machines can use. For global industries, the outcome could shape how factories raise quality, productivity, and resilience.

Saturday 30 May 2026

AI server testing firm Wendell prepares IPO for high-power lab unit on surging rack equipment demand

Wendell Industrial Co. held its 2026 annual shareholders' meeting on May 26, where chairman Kao Chih-hung said shareholders approved a proposal for its subsidiary, Wendell Electrical Testing, to apply for an IPO. The plan is expected to be carried out in the fourth quarter or in 2027.

Saturday 30 May 2026

AI boom strains optical supply chain as Nvidia, Corning expand fiber output

The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.

Saturday 30 May 2026

'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins

At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.

Friday 29 May 2026

Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging

Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.

Friday 29 May 2026

Compal accelerates server push with Texas plant and aims for 40% non-PC revenue

Compal Electronics said it was scaling up its server business and expects server revenue to reach 8-10% of total sales in 2026 as AI server rack-scale systems ramp and a new Texas plant begins operations in the second half. The company reported that server sales rose to 5% of revenue in the first quarter of 2026 from less than 1% previously, driven by a shift from printed circuit board (PCB) assembly to rack-level and full-system solutions that increase revenue per project.

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