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Friday 12 June 2026
SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.

Friday 12 June 2026
Power semiconductors race to cut resistance for GPU cooling
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
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 Japan's technology sector. The company said AI servers will anchor its next expansion, alongside connected home services, corporate IT, and emerging mobility, satellite, and display businesses worldwide.
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 — remain barriers to widespread deployment. This was the takeaway from a recent panel of robotics experts at SuperAI Singapore, where they discussed the present and future of the industry.

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 swings, and memory price surges weighed on profitability last year. Inventory clearing and more stable end-product pricing supported the rebound.

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 a meaningful pickup in orders starting from 2026 as procurement programs move from planning to execution.
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 and infrastructure market.
Thursday 11 June 2026
Singapore launches new supercomputer to expand AI and research capabilities
Singapore launched ASPIRE 2B on June 8, its latest national supercomputer, as part of efforts to strengthen the country's artificial intelligence (AI) and advanced computing capabilities.
Thursday 11 June 2026
Meta and Reliance expand India partnership with AI data center plan

Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen digital infrastructure for one of the world's fastest-growing internet markets. The agreement also includes major clean energy contracts, highlighting how global tech investment is increasingly tied to power, water, and sustainability.

Thursday 11 June 2026
Pegatron May revenue hits 2026 high as server business gains momentum
Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the company's three major product lines of information technology, consumer electronics, and communications helped drive operating momentum.
Thursday 11 June 2026
TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition

Japanese electronics manufacturer TDK is acquiring US-based metal 3D-printing startup Fabric8Labs for up to US$400 million, marking its latest push into the fast-growing AI infrastructure market. According to TDK, the deal consists of an upfront cash payment and a multi-year earnout tied to performance targets. Once regulatory approvals are secured, Fabric8Labs will become a wholly owned subsidiary of the Japanese company.

Thursday 11 June 2026
Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure
Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the fourth-quarter and fiscal-year 2026 earnings call, held on June 10, executives outlined plans for a record-breaking US$70 billion investment in infrastructure, even as the company navigates temporary pressures on its gross profit margins.
Thursday 11 June 2026
Oracle revenue surges, but heavy AI spending prompts investor concern
Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling growth in its cloud infrastructure division. Yet shares fell roughly 5% in after-hours trading as investors focused on a capital spending bill that came in higher than the company had previously projected.
Thursday 11 June 2026
AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
Thursday 11 June 2026
Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
Thursday 11 June 2026
Taiwan deepens ties with Central and Eastern Europe as Taiwanese firms expand into Czech Republic, Poland
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
Thursday 11 June 2026
DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers
During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed, but whether it could arrive on time, arrive clean, and sustain 24/7 carbon-free operations.
Thursday 11 June 2026
Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.

Thursday 11 June 2026
Sharp's AI server plan signals a broader shift in Japan electronics
Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers in fiscal 2027, signaling a shift in both its business model and its role in Japan's AI infrastructure market.
Thursday 11 June 2026
Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention
Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms, edge AI, and application solutions. This reflects Taiwan's strengths in ICT and semiconductors, as well as the hurdles facing commercial humanoid robots worldwide.
Wednesday 10 June 2026
Infineon and VinRobotics sign partnership to advance humanoid robot development
Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia's growing role in automation across industry, services, and the home.
Wednesday 10 June 2026
Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply for data-center buildouts, according to supply-chain sources. The pressure is already rippling through DRAM and NAND markets, with OEMs and module makers warning of tighter availability and weaker room for additional orders.
Wednesday 10 June 2026
Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge
Taiwan's exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on June 9.
Wednesday 10 June 2026
China's CNY2tn data center plan puts domestic AI chips at the core
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg.
Wednesday 10 June 2026
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows.