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    Taiwanese chips gain from non-China drone supply chain demand
    Jun 10, 19:51
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Jun 10, 19:51
    NEWS TAGGED ICT MANUFACTURING
    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...
    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...
    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...
    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,...
    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...
    Thursday 11 June 2026
    PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

    While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric...

    Wednesday 10 June 2026
    Advanced semiconductor demand fuels Liying's fluorine recycling expansion
    As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid...
    Wednesday 10 June 2026
    TXC eyes 30% optical module share by 2027
    AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....
    Wednesday 10 June 2026
    Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth
    Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35...
    Wednesday 10 June 2026
    Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

    Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring...

    Wednesday 10 June 2026
    EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
    EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
    Wednesday 10 June 2026
    AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech
    As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...
    Wednesday 10 June 2026
    Flytech pivots from POS hardware to all-scenario payment and edge-computing systems
    Flytech announced a strategic shift from being primarily a point-of-sale hardware supplier toward a systems-provider model focused on payments, edge computing, and recurring services...
    Wednesday 10 June 2026
    GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
    GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
    Wednesday 10 June 2026
    PCIM 2026: Every company is now a semiconductor company
    Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made...
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    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