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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    6h 30min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    6h 30min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    6h 30min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    6h 30min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    6h 31min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
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    NEWS TAGGED 2026
    Friday 12 June 2026
    J&V Energy moves into AI data center power infrastructure to tap Taiwan's AI electricity boom
    J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure...
    Friday 12 June 2026
    PCIM 2026: Overcoming thermal warping in direct-cooled EV power modules
    As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing...
    Friday 12 June 2026
    Anthropic expands footprint in India via major IT partnerships
    US AI firm Anthropic has deepened its presence in India's tech sector through a new strategic alliance with Tata Consultancy Services (TCS), the nation's top software exporter, reports...
    Friday 12 June 2026
    Taiwan OSAT firms gain from AI chip demand and foundry spillover
    The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers...
    Friday 12 June 2026
    Ennoconn boosts Kontron stake to target physical AI
    Ennoconn held a board meeting on June 10, 2026, and approved a voluntary cash tender offer for ordinary shares of German-listed Kontron AG at EUR23.5 (US$27.14) per share. The deal...
    Friday 12 June 2026
    Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
    Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...
    Friday 12 June 2026
    Nextron says AI supply chain is in place as orders extend to 2027
    Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
    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...
    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...

    Thursday 11 June 2026
    Global smartphone industry, 1Q 2026

    Introduction

    Thursday 11 June 2026
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
    Thursday 11 June 2026
    Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth
    Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom...
    Thursday 11 June 2026
    Niching Industrial sees heat spreader revenue hit record on AI server demand
    AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....
    Thursday 11 June 2026
    AI boom drives capital inflows, but Taiwan sees low systemic risk
    Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...
    Thursday 11 June 2026
    Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

    Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved...

    4/236 pages
    AsiaCPO
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook