Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board (PCB) markets.

The US has begun implementing non-semiconductor tariff relief under the Taiwan-US investment memorandum of understanding, a move that will lower duties on Taiwanese auto parts, wood products, and aircraft components. The change could strengthen Taiwan's exporters and reshape supply chains for global manufacturers and airlines that rely on these inputs.

Lenovo is betting that rising cloud AI costs and privacy risks will drive enterprises toward on-device AI, reshaping corporate PC buying and upkeep globally. The vendor's 2026 AI agent system and ThinkPad hardware upgrades aim to cut costs, boost performance, and shape IT strategies across industries and regions.

Snowflake, the cloud data company at the center of the artificial intelligence boom, said on Wednesday that it would spend US$6 billion over the next five years on Amazon Web Services infrastructure, deepening a partnership aimed at helping corporations move from experimental AI projects to large-scale deployment of autonomous software agents.

As Moore's Law nears its limits, Huawei is promoting its "Tau (τ) Law" as a post-Moore chip framework that shifts the focus from nanometer process nodes to shorter signal transmission times across electronic systems.

Since opening its Taipei office in January 2026, customer relationship management (CRM) technology firm Salesforce has continued to expand its Taiwan-based team, shifting from remote support via its Singapore subsidiary to local operations. According to Salesforce Taiwan general manager Chia-shen Hsu, the company is aiming for double-digit growth in both revenue and headcount in 2026, as it devotes more resources toward the market in Taiwan.

Apple's introduction of the MacBook Neo has intensified competition in the low-end notebook market, putting pressure on Windows-based manufacturers across both education and consumer segments, according to industry executives and analysts.

ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.

During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners working together toward shared goals.

TECO Electric & Machinery said it is making AI data center infrastructure its main growth focus, with expansion plans in North America and Southeast Asia that could affect global supply chains, energy systems, and digital infrastructure. The company is leaning on modular construction, power equipment, and energy management to win more hyperscale projects.