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Friday 12 June 2026
AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as some companies are seeing only modest gains while others tied more closely to AI server racks, liquid cooling, and high-value interconnects are growing much faster.
Friday 12 June 2026
Taiwan AI infrastructure suppliers see broad sales gains in May

Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers, data-center networking, optical communications, and advanced cooling. The figures suggest demand remains driven by the buildout of AI infrastructure, with higher power loads, faster interconnects, and more complex thermal systems boosting orders and product mix.

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, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first five months of NT$479 million, a 39.99% decline year-over-year.
Friday 12 June 2026
Lite-On posts May 2026 revenue jump as AI server power demand boosts sales
Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and cloud high-end server power supplies and high-efficiency backup battery systems. The firm said revenue for the first five months of 2026 reached NT$77.5 billion, a 23% increase year-over-year.
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 as artificial intelligence, semiconductors, and data centers drive sustained growth in electricity demand.
Friday 12 June 2026
Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support

Anthropic is moving to take greater control of the infrastructure powering its AI models, signing more than a dozen preliminary agreements to lease US data center facilities while exploring arrangements under which Google could backstop some of its lease obligations, according to a report by The Information.

Friday 12 June 2026
SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.

Friday 12 June 2026
Power semiconductors race to cut resistance for GPU cooling
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
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 Japan's technology sector. The company said AI servers will anchor its next expansion, alongside connected home services, corporate IT, and emerging mobility, satellite, and display businesses worldwide.
Friday 12 June 2026
SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand

Robotics has progressed rapidly in the past few years, but major obstacles — including data collection and trust infrastructure — remain barriers to widespread deployment. This was the takeaway from a recent panel of robotics experts at SuperAI Singapore, where they discussed the present and future of the industry.

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 swings, and memory price surges weighed on profitability last year. Inventory clearing and more stable end-product pricing supported the rebound.

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 a meaningful pickup in orders starting from 2026 as procurement programs move from planning to execution.
Thursday 11 June 2026
BizLink to buy Interplex Datacom in up to US$900 million deal
BizLink Holding has agreed to acquire Interplex Datacom, the data communications business of Interplex Group, in a deal that will expand its presence in the data center interconnect and infrastructure market.
Thursday 11 June 2026
Singapore launches new supercomputer to expand AI and research capabilities
Singapore launched ASPIRE 2B on June 8, its latest national supercomputer, as part of efforts to strengthen the country's artificial intelligence (AI) and advanced computing capabilities.
Thursday 11 June 2026
Meta and Reliance expand India partnership with AI data center plan

Meta and Reliance Industries are expanding their partnership with plans for an AI-enabled data center in India. The move could strengthen digital infrastructure for one of the world's fastest-growing internet markets. The agreement also includes major clean energy contracts, highlighting how global tech investment is increasingly tied to power, water, and sustainability.

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 company's three major product lines of information technology, consumer electronics, and communications helped drive operating momentum.
Thursday 11 June 2026
TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition

Japanese electronics manufacturer TDK is acquiring US-based metal 3D-printing startup Fabric8Labs for up to US$400 million, marking its latest push into the fast-growing AI infrastructure market. According to TDK, the deal consists of an upfront cash payment and a multi-year earnout tied to performance targets. Once regulatory approvals are secured, Fabric8Labs will become a wholly owned subsidiary of the Japanese company.

Thursday 11 June 2026
Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure
Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the fourth-quarter and fiscal-year 2026 earnings call, held on June 10, executives outlined plans for a record-breaking US$70 billion investment in infrastructure, even as the company navigates temporary pressures on its gross profit margins.
Thursday 11 June 2026
Oracle revenue surges, but heavy AI spending prompts investor concern
Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling growth in its cloud infrastructure division. Yet shares fell roughly 5% in after-hours trading as investors focused on a capital spending bill that came in higher than the company had previously projected.
Thursday 11 June 2026
AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
Thursday 11 June 2026
Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
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 during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
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, but whether it could arrive on time, arrive clean, and sustain 24/7 carbon-free operations.
Thursday 11 June 2026
Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.

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 in fiscal 2027, signaling a shift in both its business model and its role in Japan's AI infrastructure market.