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Wednesday 10 June 2026

Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge

Taiwan's exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on June 9.

Wednesday 10 June 2026

China's CNY2tn data center plan puts domestic AI chips at the core

Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg.

Wednesday 10 June 2026

Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers

Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows.

Wednesday 10 June 2026

Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand

Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments and growing demand for artificial intelligence (AI) infrastructure simultaneously affect energy supply and demand.

Wednesday 10 June 2026

Supermicro's US$7 billion fundraising shines spotlight on mounting governance and compliance challenges

According to Bloomberg and Reuters, Supermicro said it plans to raise US$7 billion through a series of equity and equity-linked offerings to support purchases of components needed to fulfill a growing backlog of artificial intelligence server orders, marking the latest chapter in a turbulent period for the company.

Wednesday 10 June 2026

Delta and Lite-On poised to benefit as AI pushes data centers toward megawatt power levels

AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends well beyond servers and semiconductors.

Wednesday 10 June 2026

Column: Robotics' razor's edge is finally cutting into the real world

In early June in Vienna, a robotics startup used its keynote at ICRA 2026 — the International Conference on Robotics and Automation — to show a robotic arm slowly and precisely shaving its founder's face.

Wednesday 10 June 2026

Posiflex sees orders through 3Q26, shuns price war

Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware supplier is taking a cautious view of the fourth quarter as component supply, geopolitical risks, and broader market conditions remain uncertain.

Wednesday 10 June 2026

Chenbro Micom posts May revenue jump and projects strong second-half momentum

Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects robust operating momentum in the second half of 2026. The firm disclosed that consolidated revenue for the first five months of 2026 totaled NT$11.69 billion, a 46.8% increase compared with the same period last year, and attributed near-term strength to smooth handovers between legacy and new projects.

Wednesday 10 June 2026

Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it

Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new AI industry reality: competition has moved far beyond standalone chip compute and into a systems-level battle spanning compute, connectivity, power, and cooling.

Tuesday 9 June 2026

Adata, Macronix report record May revenue amid rising memory demand, prices

Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.

Tuesday 9 June 2026

Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems

One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs, DPUs, and networking operate together. In other words, the next phase of AI cluster competition will not be defined simply by stacking more GPUs, but by whole-system optimization.

Tuesday 9 June 2026

Chief Telecom eyes stronger second half on AI data center demand

Chief Telecom reported May 2026 revenue of NT$334 million (US$10.61 million), down 25.22% from a year earlier, but the decline largely reflected a high comparison base created by one-off income booked in the same month last year.

Tuesday 9 June 2026

Commentary: How Nvidia turned Computex into its own annual coronation

Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."

Tuesday 9 June 2026

Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output

Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to ripple beyond North Carolina by reinforcing domestic manufacturing and the networks that support cloud services, artificial intelligence, and digital infrastructure worldwide.

Tuesday 9 June 2026

AMD commits up to GBP2 billion to speed AI research in the UK

AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.

Tuesday 9 June 2026

Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea

After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI development.

Tuesday 9 June 2026

Taiwan server makers post strong May sales as AI demand continues to drive orders

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to continued momentum in the second and third quarters, even as notebook markets remain weak and broader personal computer demand remains subdued.

Tuesday 9 June 2026

Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half

Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling component shipments in the second half of 2026, driven by a shift from air cooling to liquid cooling in data centers. The firm reported consolidated revenue of NT$761 million in May 2026, flat month-over-month and up 27% from May 2025, and cumulative revenue of NT$3.805 billion for the first five months of 2026, a 17% year-over-year increase.

Tuesday 9 June 2026

Panasonic raises SP-Cap prices as AI drives passive component demand

Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.

Tuesday 9 June 2026

Microsoft shifts AI cost burden toward devices as cloud bills climb

Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model.

Monday 8 June 2026

Beijing backs orbital computing in bid for AI leadership

China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth.

Monday 8 June 2026

Dreame under scrutiny for breakneck expansion pace and state-owned funding

A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors.

Monday 8 June 2026

Uneec breaks into IT, liquid cooling racks on AI demand

Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack business in 2026, with plans to enter the IT rack and liquid cooling rack sectors. President Charles Lo added that its double-wide "fat" rack has already completed validation and can be shipped at any time to meet customer demand.

Monday 8 June 2026

China launches prefabricated power hub to speed data centers, cut costs

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed to shorten data-center construction times and reduce land and infrastructure costs as demand for computing capacity rises.

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