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Commentary: WF6 supply tightens as CXMT moves into overseas markets

Tomorrow's Headlines

TSMC builds PLP supply chain to challenge Samsung in advanced packaging

Tomorrow's Headlines

Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix

Tomorrow's Headlines

Google seeks faster InP substrate expansion as supply chain security outweighs price

Tomorrow's Headlines

WF6 prices surge as Japanese plants shut and AI demand tightens supply

Tomorrow's Headlines

SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain

Tomorrow's Headlines

Jun

15

2026

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

Samsung foundry chief sees 2028 profit path as bonus costs mount

Micron CEO turns visa rejection into US$1 trillion milestone

NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump

CoPoS and FOPLP accelerate as Manz delivers its first 310mm electrochemical deposition equipment

Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

BESS boom supply chain reshuffle: Automakers pivot to stationary battery systems

Taiwan urges tech gains for traditional industries

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

Galatek opens Penang hub to meet surging semiconductor equipment demand

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

South Korea's chip equipment players ride the HBM4 wave

Taiwan's IC design sector posts sharpest gains in years; May data hints at further acceleration into 2H26

China's new EV rules push European luxury PHEVs to the exit

Southeast Asia shifts from test-and-pack to multi-center advanced packaging hub

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

InnoScience wins China patent ruling, Infineon GaN sales banned

Wus Printed Circuit sees turnaround on high-end PCB demand

Exclusive: Wiwynn triples capital, president says it signals confidence

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

Visionox pushes ViP OLED commercialization as China's flexible OLED utilization slumps

Google's TPU diversification challenges MediaTek and other ASIC partners

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

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

AI power race lifts transformer demand, gives Fortune Electric pricing edge

SK Hynix readies HBM4 packaging push as Nvidia demand grows

Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges

LG Energy Solution secures patent licensing deal with Sunwoda, ending two-year dispute

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

Weekly news roundup: Samsung foundry profit rebound may come in 3Q26; Nvidia unveils AI PC vision

PCIM 2026: How customized AI agents are demystifying EMC design

Taiwan's UBright broadens beyond optical films with push into semiconductors, passives and smart acoustics

China eases InP substrate exports, lifting compound semiconductor supply

Exclusive: Wiwynn president rallies AI ecosystem to tackle power, cooling, optics

The great chip bazaar: India's fragmented fight to build a tech empire

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

Machine tool suppliers forge alliances to offer one-stop solutions

India advances rare earth supply chain as major local conglomerates show interest

Commentary: EU eco-design rules set new bar for smartphone durability and repairability

LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

India roundup: Meta-Reliance AI data centers, Anthropic-TCS tie-up, EV expansion, Starlink delay and supply chain shifts

Fortune Electric sees export-led growth as global AI power demand tightens transformer supply

Tsang Yow plans Malaysia plant as semiconductor demand shifts to Southeast Asia

CATL maps three-stage battery strategy as US blacklist grows

Jun

14

2026

TM Technology pushes into physical intelligence with its first humanoid robot

Taiwan's Eris expects order surge after sanctions on Chinese competitor

Taiwan's screen giants look beyond LCDs for their next act

Chunghwa Leading Photonics targets SWIR testing demand in advanced packaging

SpeedTech's shift toward assembly and systems work could reshape 2026 revenue mix

SAP highlights agentic AI push as enterprises move from demos to daily operations

Jun

13

2026

Anthropic is complying with a government order to pull its top AI models — and says the rationale is wrong

Taiwan drone suppliers push into Western defense chains as Ukraine demand climbs

Tesla-linked expansion by Taiwan's Aleees underscores shifts in global battery supply chains

Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

Samsung to review strategy as memory boom pressures devices

Alibaba Cloud opens new Malaysia region to meet rising AI demand

Taiwan IC distributor Edom eyes four growth engines beyond cloud AI

AI demand and grid upgrades are reshaping the outlook for Linkage's power equipment business

Commentary: Five things I noticed at SuperAI Singapore that the keynotes did not tell you

Linkotech: FOPLP rollout is gaining early traction

India eases import rules in special economic zones to boost semiconductor manufacturing

ITE Tech wins design slots in US AI computing platform, raising global PC supply chain stakes

SK Hynix weighs supplier price hikes as HBM boom lifts equipment makers

DeepSeek hiring points to AI infrastructure ambitions beyond rented compute

PCIM 2026: Why Western carmakers cannot have 'China-free' SiC at subsidized prices

Commentary: The cost of over-concentration—How TSMC's liquidity dominance is reshaping Taiwan's banking system

Nvidia turns to Vera CPU in China as H200 sales stall

Jun

12

2026

Shin-Etsu plans rare earth plant in Japan to counter China supply curbs

Taiwan PMIC maker Global Mixed-mode to raise prices as chip shortages persist

Samsung's packaging gap clouds chip comeback as TSMC, Intel push ahead

Second fire in less than two weeks disrupts SK Hynix's Cheongju chip campus

Taiwan compute suppliers rise on booming AI demand, with several firms extending strong growth

South Korea taps LG to localize robot simulation tech

South Korea concrete strike clouds chip supply: Samsung, SK Hynix fabs construction reportedly stalls

Aver South Korea push signals a broader bid for direct sales, local service, and higher-end AV demand

Meta unwinds Manus AI deal after China order, signaling tighter global scrutiny

Accton says AI networking demand is rising as it expands capacity for optical products

Ubiqconn, AV sign pact to develop universal unmanned systems controller

5G upgrades, AIDC projects boost Taiwan telcos in May

Silicon Labs expands India presence as smart infrastructure demand grows ahead of TI acquisition

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan AI infrastructure suppliers see broad sales gains in May

Google weighs Samsung's role in next AI chip as TSMC capacity tightens

Boston Dynamics highlights diverse strategies in humanoid robotics amid Nvidia-Unitree collab

PCIM 2026: Accepting local component deficits for system-level benefits

Sigurd revenue hits record as AI and chip demand lift operations

Weblink International reports strong growth as AI demand lifts sales

LG Display and Tianma strike patent license deal, end OLED, LCD dispute

Asus begins local gaming laptop production in India

Alibaba's stealth model launch, Meitu's outsourcing play — China's visual AI market defies a single playbook

Government pushes south Taiwan AI ecosystem, unveils 120 smart health applications

OpenAI to acquire Ona to expand Codex for persistent agent work

TSMC hit by US patent suit, Taiwan ministry pledges support

Hanwha Qcells expands from US solar manufacturing into lunar testing, highlighting supply-chain and technology implications

Hanmi Semiconductor to invest in SpaceX as Terafab bets grow

MediaTek May 2026 revenue rises nearly 5% ahead of ASIC ramp

Cadence deepens Intel Foundry partnership on next-generation chip design

Malaysia, Japan expand rare earth and energy cooperation

HPSP reportedly receives test equipment order for Musk's Terafab

SK Hynix readies 375-layer NAND as US listing plan advances

SuperAI 2026: From turbine backlogs to copper limits, AMD maps infrastructure walls closing in on AI

Chinese chip foundry United Nova bets US$3B on AI power, optical interconnects

China tightens EV safety rules as new standards target battery fires and crash risks

Korean battery equipment makers expand India push as EV supply chain globalizes

Coretronic sees June shipments rebound after May revenue rises

Powerlogic says AI server demand and rising memory costs hit May 2026 revenue

TSS Holdings warns long-term US operating costs are the main barrier for Taiwan suppliers

Qualcomm opens China auto chip ecosystem to challenge Horizon Robotics, Nvidia

Lite-On posts May 2026 revenue jump as AI server power demand boosts sales

Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery

Largan keeps smartphone lens business on growth path as launch schedules shift

Taiwan advances next-generation communications plan for 6G

Aurotek expands robot and automation footprint as non-humanoid demand surges

Jiin Ming highlights tactical fixed-wing drones as Taiwan pushes non-red supply chain expansion

T3EX Global Holdings posts May revenue gain as China shipments and high-tech logistics recover

Amphenol to raise connector prices by 5% in July 2026

Catcher maintains cautious outlook for 2026 as supply bottlenecks and cost pressures persist

J&V Energy moves into AI data center power infrastructure to tap Taiwan's AI electricity boom

Official think tank lays out 2035 roadmap to reduce India's reliance on imported chips

PCIM 2026: Overcoming thermal warping in direct-cooled EV power modules

Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support

CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground

Tesla's US-made LFP battery push faces China's scale advantage

Anthropic expands footprint in India via major IT partnerships

China's memory firms chase capital as AI storage demand lifts Biwin, Longsys

CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation

Taiwan OSAT firms gain from AI chip demand and foundry spillover

Google TPU orders shift as MediaTek, Marvell, and Broadcom split market

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

China squeezes InP supplies, jolting US-Taiwan optics chain

Power semiconductors race to cut resistance for GPU cooling

Alibaba's DingTalk ousts founder CEO after AI overhaul exposes management rift

Ennoconn boosts Kontron stake to target physical AI

Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain

Nextron says AI supply chain is in place as orders extend to 2027

Cloud migration alone is not enough for AI adoption, said SAP

Sharp lays out 2026 growth strategy with AI servers as top priority

DDR4 shortage tightens as Nanya capacity fills and prices climb

SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand

Jun

11

2026

Taiwan chips in as drone makers ditch China supply chains

MSI sees CPU shortages easing as margins recover

Amkor Korea weighs KRW1 trillion Gwangju expansion amid reported TSMC order growth

Applied Materials CEO: AI reshapes semiconductor innovation

Applied Materials expands Singapore base as AI supply-chain bottlenecks loom

Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full

Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth

Aleees reportedly wins long-term Tesla order as LFP supply chain shifts

Niching Industrial sees heat spreader revenue hit record on AI server demand

China red-chip crackdown forces IPO hopefuls to rethink offshore listings

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

China unveils Long March 12B, a key step toward reusable space launches

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

GM bets on sodium-ion batteries to power the AI boom

AI boom drives capital inflows, but Taiwan sees low systemic risk

Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament

BizLink to buy Interplex Datacom in up to US$900 million deal

Apple's AI strategy gains scale as rivals race ahead

US lawmakers push ITC to enforce patent case involving TSMC

Taiwan auto parts makers see openings as China's car market resets

CPO delays may shift AI networking demand, not derail it

Xpeng CEO takes direct control of robotics unit ahead of humanoid robot launch

Singapore launches new supercomputer to expand AI and research capabilities

Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Taiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion

Meta and Reliance expand India partnership with AI data center plan

AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak

MicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan

OpenAI reportedly eyes IPO within a year as it readies new AI model and massive infrastructure push

Pegatron May revenue hits 2026 high as server business gains momentum

Anduril boosts Taiwan sourcing 15-fold, eyes local production

TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

SuperAI Singapore: Google DeepMind opens its science AI toolkit to Asia-Pacific startups

ProLogium, OPmobility team up on solid-state EV battery modules

Oracle revenue surges, but heavy AI spending prompts investor concern

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

Taiwan optical suppliers target drones, robots as smart-camera demand grows

Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Grab's Taiwan push faces scrutiny over data security, antitrust concerns, and market overlap

Foxconn, Brookfield deepen Vietnam push with 1GW renewables plan

Commentary: BYD unveils new AI platform as China's EV race shifts beyond batteries

Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain

CanSemi IPO exposes strains in China's mature-node chip push

Taiwan deepens ties with Central and Eastern Europe as Taiwanese firms expand into Czech Republic, Poland

Unitree, Nvidia expose humanoid robotics' biggest question: who controls the body, brain and ecosystem?

China's EV boom slows at home, but BYD sees further room to grow

Applied Materials invests US$500 million in Singapore to meet AI chip demand

Largan's CPO play hinges on sub-0.3-micron precision, not perfect parts

DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers

Wistron ITS rebrands as WITS to scale chip and AI engineering in software-hardware integration pivot

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Sharp's AI server plan signals a broader shift in Japan electronics

Gudeng flags EUV supply constraints as advanced-chip expansion accelerates

Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention

How an alliance of Taiwanese chip suppliers cracked Intel's supply chain with a FOUP solution

China's embodied AI boom tests whether robots can repeat the EV miracle

PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

Apacer targets industrial memory demand as DDR4 shortages drive profits through 2027

Cerebras outpaces Nvidia in video showdown at SuperAI Singapore, making its case against GPU dominance

Jun

10

2026

Advanced semiconductor demand fuels Liying's fluorine recycling expansion

Infineon and VinRobotics sign partnership to advance humanoid robot development

TXC eyes 30% optical module share by 2027

Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender

WD pushes toward 100TB hard drives as AI storage demand surges

SuperAI Singapore: Frontier of AI shifts from model strength to deployment, cost, and applications

Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028

Aker to expand capacity by 20% as auto demand drives growth

OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute

Tech analyst unpacks why AI eats the world at SuperAI Singapore

Commentary: How AI boom gave Nokia and BlackBerry a second life

ByteDance takes direct aim at Claude Code and Codex at SuperAI Singapore

Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race

Powerchip taps AI-driven chip boom with US$833 million overseas fundraising push

Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns

Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge

China's CNY2tn data center plan puts domestic AI chips at the core

TSMC's May revenue grows 30% as AI demand and tight capacity support outlook

Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers

World Cup demand and advertising economics keep TV prices stable despite rising memory costs

Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand

AI equipment, telecom upgrades lift network equipment vendors in May

Chang Wah says semiconductor inventory correction has ended, sees 2026 sales growth

Trend Micro COO sees Taiwan as model for AI regulation

Trump administration reportedly halts public AI capability reports amid national security push

Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls

Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle

Grab eyes Taiwan as first move beyond SEA market

Apple's OLED MacBook push raises stakes for BOE and Samsung display race

Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

Apple moves private cloud compute to third party with Google Cloud AI

Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth

Supermicro's US$7 billion fundraising shines spotlight on mounting governance and compliance challenges

Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026

WinWay revenue rises on AI and HPC demand

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

India reportedly delays Starlink launch amid Iran war security concerns

Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips

AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech

HVLP4 copper foil battle heats up as Nvidia courts Co-Tech

Taiwan AI industry plan targets silicon photonics as new moat

Largan targets CPO multilayer stacking with first FAU pilot line

Malaysia electronics exports seen rising through 2026 despite trade and cost pressures

QBit Semiconductor to buy 60% of Singapore-based Sinchip to boost ASIC design services

Column: Robotics' razor's edge is finally cutting into the real world

Sysgration scales drone ground control and smart glasses as industrial edge revenue rises

Flytech pivots from POS hardware to all-scenario payment and edge-computing systems

GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%

COMPUTEX highlights a shift to prefabricated AI data centers

Posiflex sees orders through 3Q26, shuns price war

Chenbro Micom posts May revenue jump and projects strong second-half momentum

Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO

A COMPUTEX beyond PCs: Taiwanese suppliers target robot data and parts

PCIM 2026: Every company is now a semiconductor company

Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it

CATL locks in 770,000 tons of electrolyte supply as battery demand accelerates

AI use in PCB manufacturing has gone mainstream, but scaling remains lagging

Jun

9

2026

Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

Nvidia unveils AI PC vision as Intel offers reflection instead of product news

Analysis: E-paper moves beyond the shelf into smart mobility at COMPUTEX 2026

Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%

Adata, Macronix report record May revenue amid rising memory demand, prices

PCL Technologies targets CPO as Penang plant nears completion

Nvidia's ecosystem commands the conversation at COMPUTEX 2026

Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems

ELAN sees drone and AI PC push reshaping revenue mix

India's NoPo targets advanced materials gap in chip supply chain

Taiwan leverages tech ecosystem to bridge digital divide and lift SME AI adoption rates well past 12%

Chief Telecom eyes stronger second half on AI data center demand

SuperAlloy targets semiconductor supply chain with recycled aluminum push

Expansion beyond SEA: VinFast-backed Green SM targets India's ride-hailing market

Commentary: How Nvidia turned Computex into its own annual coronation

VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push

TSMC capacity crunch pushes Google, Nvidia closer to Intel

Onsemi launches Elite Pairing Studio to simplify power design

Nvidia and Hyundai deepen AI partnership in robotics and mobility

VinFast revenue rises 42%, but losses widen sharply in 1Q26

SK Hynix orders Hanmi equipment for HBM4 capacity buildout

Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam

Delta, Liteon tackle AI power and load stability needs

Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity

US Pentagon adds BYD, Alibaba to China military company list

Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships

Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron

OpenAI begins IPO process with confidential SEC filing

Topco monthly sales hit third-highest level on chip materials demand

Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output

AMD commits up to GBP2 billion to speed AI research in the UK

Taiwan suppliers target physical AI platforms as robotics race moves beyond hardware

Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea

Yesiang begins shipping recycled filters as 2nm demand lifts AMC market

Apple's Siri AI reboot stirs optimism and doubt as Google Gemini role draws attention

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

Apple unveils Siri AI and next-generation Apple Intelligence at WWDC 2026

VinFast targets top-tier status in India as electric two-wheelers near launch

ELAN Microelectronics expands into AI PCs, drones, and optical chips

GSEO surpasses NT$10 billion in five-month revenue and plans July mass production

Taiwan server makers post strong May sales as AI demand continues to drive orders

YMTC returns to South Korea's consumer SSD market after four-year absence

MAtek posts record May revenue as AI chip power and 2-nanometer nodes drive testing demand

Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half

Panasonic raises SP-Cap prices as AI drives passive component demand

AI supply chain shortages shift from chips to equipment

HiSilicon chip price hikes put China's AI compute supply chain back in focus

AI demand is turning memory chips into rationed assets, Morgan Stanley says

Microsoft shifts AI cost burden toward devices as cloud bills climb

Astrogate expands from wireless projection to AR and drones

AI chip race lifts semiconductor equipment sales to record US$36.55bn

LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply

Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst

Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia