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CXMT IPO may highlight Samsung's memory value, Korean media says

Tomorrow's Headlines

Tesla’s US-made LFP push faces China’s scale advantage

Tomorrow's Headlines

China's memory makers speed up capital moves as Biwin, Longsys expand

Tomorrow's Headlines

CXMT and YMTC advance IPOs as AI demand lifts memory growth

Tomorrow's Headlines

Google TPU orders shift as MediaTek, Marvell and Broadcom split the market

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HPSP reportedly wins Terafab order tied to Musk’s semiconductor project

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Jun

11

2026

Taiwan chips in as drone makers ditch China supply chains

MSI sees CPU shortages easing as margins recover

Amkor Korea weighs KRW1 trillion Gwangju expansion amid reported TSMC order growth

Applied Materials CEO: AI reshapes semiconductor innovation

Applied Materials expands Singapore base as AI supply-chain bottlenecks loom

Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full

Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth

Aleees reportedly wins long-term Tesla order as LFP supply chain shifts

Niching Industrial sees heat spreader revenue hit record on AI server demand

China red-chip crackdown forces IPO hopefuls to rethink offshore listings

Transsion turns from Africa phones to energy storage, but the harder fight is just starting

China unveils Long March 12B, a key step toward reusable space launches

Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens

GM bets on sodium-ion batteries to power the AI boom

AI boom drives capital inflows, but Taiwan sees low systemic risk

Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament

BizLink to buy Interplex Datacom in up to US$900 million deal

Apple's AI strategy gains scale as rivals race ahead

US lawmakers push ITC to enforce patent case involving TSMC

Taiwan auto parts makers see openings as China's car market resets

CPO delays may shift AI networking demand, not derail it

Xpeng CEO takes direct control of robotics unit ahead of humanoid robot launch

Singapore launches new supercomputer to expand AI and research capabilities

Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade

Taiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion

Meta and Reliance expand India partnership with AI data center plan

AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak

MicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan

OpenAI reportedly eyes IPO within a year as it readies new AI model and massive infrastructure push

Pegatron May revenue hits 2026 high as server business gains momentum

Anduril boosts Taiwan sourcing 15-fold, eyes local production

TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition

Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure

SuperAI Singapore: Google DeepMind opens its science AI toolkit to Asia-Pacific startups

ProLogium, OPmobility team up on solid-state EV battery modules

Oracle revenue surges, but heavy AI spending prompts investor concern

AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives

Taiwan optical suppliers target drones, robots as smart-camera demand grows

Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear

Grab's Taiwan push faces scrutiny over data security, antitrust concerns, and market overlap

Foxconn, Brookfield deepen Vietnam push with 1GW renewables plan

Commentary: BYD unveils new AI platform as China's EV race shifts beyond batteries

Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain

CanSemi IPO exposes strains in China's mature-node chip push

Taiwan deepens ties with Central and Eastern Europe as Taiwanese firms expand into Czech Republic, Poland

Unitree, Nvidia expose humanoid robotics' biggest question: who controls the body, brain and ecosystem?

China's EV boom slows at home, but BYD sees further room to grow

Applied Materials invests US$500 million in Singapore to meet AI chip demand

Largan's CPO play hinges on sub-0.3-micron precision, not perfect parts

DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers

Wistron ITS rebrands as WITS to scale chip and AI engineering in software-hardware integration pivot

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Sharp's AI server plan signals a broader shift in Japan electronics

Gudeng flags EUV supply constraints as advanced-chip expansion accelerates

Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention

How an alliance of Taiwanese chip suppliers cracked Intel's supply chain with a FOUP solution

China's embodied AI boom tests whether robots can repeat the EV miracle

PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

Apacer targets industrial memory demand as DDR4 shortages drive profits through 2027

Cerebras outpaces Nvidia in video showdown at SuperAI Singapore, making its case against GPU dominance

Jun

10

2026

Advanced semiconductor demand fuels Liying's fluorine recycling expansion

Infineon and VinRobotics sign partnership to advance humanoid robot development

TXC eyes 30% optical module share by 2027

Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender

WD pushes toward 100TB hard drives as AI storage demand surges

SuperAI Singapore: Frontier of AI shifts from model strength to deployment, cost, and applications

Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028

Aker to expand capacity by 20% as auto demand drives growth

OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute

Tech analyst unpacks why AI eats the world at SuperAI Singapore

Commentary: How AI boom gave Nokia and BlackBerry a second life

ByteDance takes direct aim at Claude Code and Codex at SuperAI Singapore

Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race

Powerchip taps AI-driven chip boom with US$833 million overseas fundraising push

Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns

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

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

TSMC's May revenue grows 30% as AI demand and tight capacity support outlook

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

World Cup demand and advertising economics keep TV prices stable despite rising memory costs

Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

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

AI equipment, telecom upgrades lift network equipment vendors in May

Chang Wah says semiconductor inventory correction has ended, sees 2026 sales growth

Trend Micro COO sees Taiwan as model for AI regulation

Trump administration reportedly halts public AI capability reports amid national security push

Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls

Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle

Grab eyes Taiwan as first move beyond SEA market

Apple's OLED MacBook push raises stakes for BOE and Samsung display race

Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

Apple moves private cloud compute to third party with Google Cloud AI

Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth

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

Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026

WinWay revenue rises on AI and HPC demand

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

India reportedly delays Starlink launch amid Iran war security concerns

Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips

AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech

HVLP4 copper foil battle heats up as Nvidia courts Co-Tech

Taiwan AI industry plan targets silicon photonics as new moat

Largan targets CPO multilayer stacking with first FAU pilot line

Malaysia electronics exports seen rising through 2026 despite trade and cost pressures

QBit Semiconductor to buy 60% of Singapore-based Sinchip to boost ASIC design services

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

Sysgration scales drone ground control and smart glasses as industrial edge revenue rises

Flytech pivots from POS hardware to all-scenario payment and edge-computing systems

GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%

COMPUTEX highlights a shift to prefabricated AI data centers

Posiflex sees orders through 3Q26, shuns price war

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

Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO

A COMPUTEX beyond PCs: Taiwanese suppliers target robot data and parts

PCIM 2026: Every company is now a semiconductor company

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

CATL locks in 770,000 tons of electrolyte supply as battery demand accelerates

AI use in PCB manufacturing has gone mainstream, but scaling remains lagging

Jun

9

2026

Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

Nvidia unveils AI PC vision as Intel offers reflection instead of product news

Analysis: E-paper moves beyond the shelf into smart mobility at COMPUTEX 2026

Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%

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

PCL Technologies targets CPO as Penang plant nears completion

Nvidia's ecosystem commands the conversation at COMPUTEX 2026

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

ELAN sees drone and AI PC push reshaping revenue mix

India's NoPo targets advanced materials gap in chip supply chain

Taiwan leverages tech ecosystem to bridge digital divide and lift SME AI adoption rates well past 12%

Chief Telecom eyes stronger second half on AI data center demand

SuperAlloy targets semiconductor supply chain with recycled aluminum push

Expansion beyond SEA: VinFast-backed Green SM targets India's ride-hailing market

Commentary: How Nvidia turned Computex into its own annual coronation

VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push

TSMC capacity crunch pushes Google, Nvidia closer to Intel

Onsemi launches Elite Pairing Studio to simplify power design

Nvidia and Hyundai deepen AI partnership in robotics and mobility

VinFast revenue rises 42%, but losses widen sharply in 1Q26

SK Hynix orders Hanmi equipment for HBM4 capacity buildout

Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam

Delta, Liteon tackle AI power and load stability needs

Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity

US Pentagon adds BYD, Alibaba to China military company list

Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships

Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron

OpenAI begins IPO process with confidential SEC filing

Topco monthly sales hit third-highest level on chip materials demand

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

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

Taiwan suppliers target physical AI platforms as robotics race moves beyond hardware

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

Yesiang begins shipping recycled filters as 2nm demand lifts AMC market

Apple's Siri AI reboot stirs optimism and doubt as Google Gemini role draws attention

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

Apple unveils Siri AI and next-generation Apple Intelligence at WWDC 2026

VinFast targets top-tier status in India as electric two-wheelers near launch

ELAN Microelectronics expands into AI PCs, drones, and optical chips

GSEO surpasses NT$10 billion in five-month revenue and plans July mass production

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

YMTC returns to South Korea's consumer SSD market after four-year absence

MAtek posts record May revenue as AI chip power and 2-nanometer nodes drive testing demand

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

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

AI supply chain shortages shift from chips to equipment

HiSilicon chip price hikes put China's AI compute supply chain back in focus

AI demand is turning memory chips into rationed assets, Morgan Stanley says

Microsoft shifts AI cost burden toward devices as cloud bills climb

Astrogate expands from wireless projection to AR and drones

AI chip race lifts semiconductor equipment sales to record US$36.55bn

LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply

Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst

Samsung is already shipping HBM4 for Vera Rubin — and is now negotiating HBM5 and next-gen foundry with Nvidia

Jun

8

2026

Molex expands in Taiwan as AI interconnect demand splits between copper and optics

Beijing backs orbital computing in bid for AI leadership

Bottlenecks for upstream digital camera components pose dilemma for supply chain players amid market renaissance

LCD monitor panel prices edge up as supply tightens and brand costs rise

Nvidia push into AI PCs comes as smartphone market faces steep downturn

LCD TV panel prices flatten as demand cools after early stockpiling

China introduces energy standards to curb growing EV size and weight

Nvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era

Apple M5 Pro teardown points to chiplet strategy shift

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

China analog IC maker Shanghai Belling raises prices by up to 30%, signaling chip market recovery

Exclusive: The semiconductor battle behind AI data centers and EVs

V2X data becomes latest target in rising geopolitical tensions

CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge

Uneec breaks into IT, liquid cooling racks on AI demand

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

Microloops May revenue rises 54% as CSP cooling module shipments start

NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

Huawei Cloud targets Agentic AI race with Ascend 950DT, smart driving compute, secure hybrid cloud

Exclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scale

Nvidia and LG Group team up on AI factory, robotics, and autonomous driving in expansive Korea partnership

India tablet market grows despite memory cost pressure

SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization

Wingtech sues Nexperia's Dutch entities as cross-border control dispute deepens

Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation

Exclusive: Nvidia drops dual-piece cooling architecture for Vera Rubin platform

Naver to build gigawatt-scale AI factories on Nvidia platform as Korea's sovereign AI push accelerates

Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics

Nvidia and Doosan expand ties to target robotics and AI factory infrastructure

Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea

Hitachi and Intel strike collaboration on physical AI and industrial infrastructure

Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand

KT Cloud speeds AI data center builds with modular construction and digital twin ops

Dassault Systèmes, QCT, and Nvidia push digital twins for AI factories

France attracted over EUR110 billion in AI and data center pledges but delivery faces power and approval hurdles

OpenAI to roll Codex, ChatGPT and Atlas into desktop superapp within weeks

Anthropic's Mythos finds far more vulnerabilities but drives sharply higher scanning costs

GE Aerospace advances megawatt-class hybrid engine testing

Murata launches smaller MLCC for electric and automated vehicles

LG Innotek expands Vietnam operations for AI packaging boom

India roundup: India state targets chip packaging hub as India courts Taiwanese electronics investment

Onsemi promotes 800 VDC power architecture for future AI infrastructure

T3EX expands Northeast Asia air freight to serve electronics and chip supply chains

Largan posts 43% year-on-year May revenue rise

CWTC's May revenue hits record high as new plant targets late 2026 launch

xAI recruits Chinese AI tutors in push into China

Blaize, Winmate target drones and defense with rugged computing platform

Jun

7

2026

South Korea data center market to hit KRW11T by 2029

Zhen Ding posts strongest May revenue as server optical module shipments surge

Pegatron unit ASRock Rack wins order to supply 587 GPU servers for Thailand AI data center

Samsung Foundry turns to 5nm, 8nm orders as 2nm comeback takes shape

JCET opens 3D packaging plant to target AI power modules, CPO demand

BOE says glass-based packaging substrate pilot line has yet to reach mass-production yield

Aspeed sees 2027 demand surge as agentic AI tightens supply chain capacity

Transcend says Samsung DDR4 supply secured through 2027 as memory prices rise

Japan injects JPY150B into Rapidus to push for 2nm production by 2027

While China floods the humanoid market, America's top three are quietly building patent moats

Taiwan becomes first overseas hub for US drone supply chain certification

Sercomm posts record first five months as North America drives 2026 revenue surge

China’s space-computing push draws chipmakers, satellite firms, and rocket companies

ADATA goes global with data centers, eyes 1Q27 payoff

Electric bus with e-paper exterior displays hits road

AI cooling lifts heat spreader shipments at Niching

Aewin pushes two-phase direct liquid cooling for high-density AI racks and gaming

Taiwan Mobile and GMI Cloud sign MOU to expand AI data center services into SEA and beyond

Jun

6

2026

Qisda accelerates pivot into AI solutions provider

Taiwan’s Altek sees growth in the emerging market for physical AI

Advantech pushes ecosystem strategy as edge AI gains momentum

AI smart glasses brand breaks Japan crowdfunding record, adds Gemini Flash 3.5 and enters Australia

Phison shifts to system AI solutions with 2027 memory crunch looming

AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

Nvidia built its empire on gamers; Jensen Huang just reminded the world why that still matters

Jensen Huang shouts 'Everyone loves HBM' at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products

From Taiwan's supply chain to South Korea's Faker: how Jensen Huang reads different markets