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    Commentary: Behind Micron's bet for a long memory demand cycles
    9h 46min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    9h 46min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    9h 46min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    9h 46min ago
    MCU price hike expectations drive early 1H26 pull-ins
    9h 46min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    9h 46min ago
    NEWS TAGGED MANAGEMENT
    Monday 29 June 2026
    Potens expands into AI cooling and power markets, server revenue share hits double digits

    With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

    Monday 29 June 2026
    Jih Lin rides AI power demand to clip packaging
    Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...
    Friday 26 June 2026
    GlobalFoundries expands Singapore role as it targets physical AI hardware wave
    GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation...
    Thursday 25 June 2026
    China wafer champion turns to US$1.6B overhaul to stop losses
    National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai...
    Thursday 25 June 2026
    Power-Win expands into EV battery recycling as Jiadong plant ramps up
    Power-Win Technology Co. Chairman Lin Pei-yi said following the company's June 23 shareholders meeting that its core battery recycling and processing business has benefited from process...
    Wednesday 24 June 2026
    Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
    Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...
    Wednesday 24 June 2026
    Cerebras bets on speed as a product, racing to add data center capacity through 2027
    Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...
    Wednesday 24 June 2026
    Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins
    Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...
    Wednesday 24 June 2026
    AI server VRM shifts drive power shortages and stretch lead times past 6 months
    The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads...
    Tuesday 23 June 2026
    NYCU, Phison join forces to build AI heterogeneous computing resource management platform
    Taiwan's National Yang Ming Chiao Tung University (NYCU) and Phison Electronics are teaming up to build a GPU resource management platform to improve the efficiency of computing resource...
    Tuesday 23 June 2026
    Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
    Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined...
    Tuesday 23 June 2026
    SK Hynix Cheongju plant accidents raise HBM expansion safety concerns

    SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over...

    Tuesday 23 June 2026
    Taipei startups showcase AI martech and fintech tools at NextRise 2026 to court South Korea partners
    Taipei-backed startups showcased AI martech, fintech, and digital-transformation tools at NextRise 2026 in South Korea, seeking investors, partners, and accelerators across Asia. The...
    Monday 22 June 2026
    Panjit upgrades hot swap tech to drive 2H26 growth
    AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to...
    Monday 22 June 2026
    Robot batteries diverge from EVs as A-PRO backs swap systems
    South Korean battery equipment maker A-PRO says robot battery design differs sharply from electric vehicles (EVs), with hot-swap battery replacement, dual-battery setups, and autonomous...
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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook