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    Nvidia’s hold on AI inference chips strengthened as in-house rivals failed to bite
    11h 55min ago
    Largan and Sunny Optical accelerate FAU push, with Han's Laser as key supplier
    11h 55min ago
    InnoScience wins GaN patent case against Infineon in China
    11h 55min ago
    Foxconn teams with major power equipment players to expand into AI data centers
    11h 55min ago
    Xiaomi Auto executive says Tesla’s true moat is manufacturing
    11h 55min ago
    NEWS TAGGED COST
    Tuesday 16 June 2026
    AMD to acquire MEXT to expand AI memory optimization tools
    AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...
    Monday 15 June 2026
    Google's TPU diversification challenges MediaTek and other ASIC partners
    Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports...
    Friday 12 June 2026
    HPSP reportedly receives test equipment order for Musk's Terafab

    Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly...

    Friday 12 June 2026
    Powerlogic says AI server demand and rising memory costs hit May 2026 revenue
    Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales,...
    Friday 12 June 2026
    TSS Holdings warns long-term US operating costs are the main barrier for Taiwan suppliers
    TSS Holdings and an alliance of 18 Taiwanese semiconductor materials, components and equipment firms said on June 9 that the primary challenge for small and medium-sized suppliers...
    Friday 12 June 2026
    Qualcomm opens China auto chip ecosystem to challenge Horizon Robotics, Nvidia

    Qualcomm recently held its 2026 Automotive Technology and Cooperation Summit in Wuxi, Jiangsu province, marking the fourth consecutive...

    Friday 12 June 2026
    Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery
    LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...
    Friday 12 June 2026
    Amphenol to raise connector prices by 5% in July 2026
    Amphenol, a global leader in electronic and fiber-optic connectors, cables, and interconnect systems, has notified customers that it will raise prices by 5% on selected products starting...
    Friday 12 June 2026
    Catcher maintains cautious outlook for 2026 as supply bottlenecks and cost pressures persist
    Catcher Technology, a metal chassis maker, said it remained cautiously conservative about its 2026 operations due to ongoing supply-chain bottlenecks, rising costs and uncertain end-market...
    Thursday 11 June 2026
    Applied Materials CEO: AI reshapes semiconductor innovation
    Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials...
    Wednesday 10 June 2026
    SuperAI Singapore: Frontier of AI shifts from model strength to deployment, cost, and applications
    The frontier of AI is shifting from model training and accuracy to real-world deployment and other emerging factors, according to a panel held on June 10 comprising AI leaders in Asia...
    Friday 5 June 2026
    China's EV makers are learning that growth comes at a cost
    After briefly flirting with profitability late last year, China's leading electric-vehicle (EV) startups have once again slipped into the red, highlighting the mounting challenges...
    Friday 5 June 2026
    India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher
    India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on...
    Friday 5 June 2026
    HBM is too expensive, DRAM can't scale — Kioxia tells Computex SSDs are the answer for agentic AI
    Koichi Fukuda, technology executive for applied SSD technology at Kioxia, used a Computex 2026 forum session on June 4 to argue that as enterprise AI shifts toward agentic systems,...
    Friday 5 June 2026
    Marvell says SerDes and packaging are key hurdles in switch chip development
    Marvell says the next gains in switch chip performance will depend on faster SerDes and better packaging — issues that affect network capacity, signal quality, and cost across...
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    AsiaCPO2
    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
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook