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Wednesday 24 June 2026
AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$245.6 billion (US$7.8 billion) in the first quarter of 2026, up 19.6% from a year earlier and the highest level for the same period on record.
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 pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three years that have left stockpiles too low, AI-related applications are surging rapidly, and a shift away from Chinese supply chains is gaining momentum amid geopolitical shifts.
Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices have remained stable, and orders have continued climbing to record highs. The divergence has intensified debate over whether AI robots will first break through via humanoid or non-humanoid models.

Wednesday 24 June 2026
Column: Physical AI commercialization's safety gap

The race to commercialize physical AI and autonomous robots is running into a fundamental challenge: existing robot safety frameworks were designed for deterministic systems operating in controlled environments, not for autonomous machines making decisions in dynamic, unstructured ones.

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 by government representatives and industry partners. Total investment in the Ciaotou Science Park plant is expected to be capped at NT$3.25 billion (approx. US$103 million), making it Kaori's largest production base, with a development scale exceeding the combined size of its existing sites.
Tuesday 23 June 2026
South Korea takes physical AI push from policy to practice

South Korea has moved its Physical AI Alliance from a policy-setting body into an operational platform, as the government and companies such as Naver deepen cooperation with Nvidia on physical AI, AI factories and large-scale computing infrastructure.

Tuesday 23 June 2026
AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan suppliers across cooling, assembly, and slide rails for a shipment ramp that could extend into early 2027, according to supply chain sources.

Tuesday 23 June 2026
Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Korea reported.

Monday 22 June 2026
AI server supply chain expansion accelerates across Southeast Asia
AI server orders are surging, and suppliers across the global supply chain are rapidly expanding capacity in Southeast Asia. Thailand, Malaysia, and Vietnam have emerged as the main hubs, with manufacturers racing to build plants, add lines, and secure positions in a market being reshaped by demand from cloud and AI customers.
Monday 22 June 2026
Tesla files Megapod trademark in modular AI data center push

According to a trademark application filed with the United States Patent and Trademark Office (USPTO), Tesla has submitted an intent-to-use application for a new product name: Megapod. The trademark explicitly covers modular data center hardware systems engineered for AI computing, and the system is designed to bundle computer servers, AI data processing hardware, networking equipment, power distribution units (PDUs), and advanced cooling systems into a single, integrated physical unit.

Monday 22 June 2026
Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.

Monday 22 June 2026
Tongtai expands aerospace, AI and semiconductor push under new board

Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced manufacturing sectors despite a challenging operating environment.

Saturday 20 June 2026
Surging AI power demand pushes data centers toward higher-voltage designs

As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.

Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
Friday 19 June 2026
Samsung Foundry to make Claros power-management chips for AI data centers

Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.

Thursday 18 June 2026
SiC cuts AI data center costs; 5% efficiency gain saves US$5 billion
Power is now compute, and it is becoming a major driver of AI data center build costs. Renesas technical director Mu-Sen Lin said traditional data centers rely on low-voltage AC (LVAC), long wiring runs, and repeated AC-to-DC conversions through uninterruptible power supply (UPS) systems, reducing energy transmission efficiency.
Thursday 18 June 2026
SpaceX acquires Cursor to bolster xAI and court AI developers

SpaceX has agreed to acquire AI coding tool developer Cursor for US$60 billion, in a deal that underscores how competition in the AI industry is extending beyond foundation models into the application layer and developer ecosystems. The purchase gives SpaceX direct access to enterprise customers, developer communities, and high-value code data instead of rebuilding a product from scratch. Markets see it as a key addition to Elon Musk's AI strategy.

Thursday 18 June 2026
Taiwan 2026 GDP could top 10%, says Minister of Economic Affairs
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
Thursday 18 June 2026
WUS and its subsidiary keep complementary AI partnership
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
Thursday 18 June 2026
UC San Diego researchers turn retired Pixel phones into low-cost computing cluster

Backed by Google, researchers at the University of California, San Diego, are repurposing retired Pixel phones into a computing cluster that could lower costs and cut e-waste. The project matters far beyond one campus, as it points to a possible model for affordable, local cloud infrastructure that could interest schools and smaller organizations worldwide.

Wednesday 17 June 2026
WinWay buys California property to support US expansion in AI and HPC
WinWay Technologies has bought real estate in California for US$2.28 million to create a local manufacturing and office base, a move that underscores how Asian suppliers are expanding closer to US customers as demand rises for AI, high-performance computing, and chip testing services worldwide.
Wednesday 17 June 2026
Bull and Foxconn to build Nvidia's latest AI servers in Europe

Bull, the French computing company, and Foxconn announced Tuesday that they will manufacture systems based on Nvidia's Vera Rubin NVL72 platform in Europe — the first concrete output of a partnership the two companies unveiled just two weeks ago.

Wednesday 17 June 2026
Exclusive: Largan taps Han's Laser equipment as optics makers target FAU growth

Taiwan optical leader Largan Precision has disclosed an equipment order worth about NT$650 million (US$20.6 million) from Chinese laser-processing equipment maker Han's Laser Technology Industry Group. DIGITIMES has exclusively confirmed with sources inside Han's Laser that the equipment covers automation and glass solutions.

Wednesday 17 June 2026
Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
Wednesday 17 June 2026
Superior Plating Technology turns to AI liquid cooling and CPO

Superior Plating Technology chairman Lei-Je Hua said the company is shifting more resources into AI liquid cooling, CPO communication modules, and nearline HDDs for AI data centers, while expanding production in Thailand and adding a new manufacturing base in Vietnam to build a multinational supply chain and meet customers' capacity-relocation needs. After years focused on precision metal surface treatment, the company said its revenue exposure to major smartphone customers has fallen sharply as it aligns with its group's long-term strategy. It is now targeting a more diversified, higher-margin product mix.

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