CONNECT WITH US
Jun 23
Micron and Anthropic partner to advance next-gen AI infrastructure

Micron and Anthropic have announced a strategic agreement to scale the infrastructure needed to support increasingly powerful AI models, deepening ties between a leading memory supplier and one of the industry's fastest-growing AI developers.

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.

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.

Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders meeting, the injection molding equipment maker reported consolidated revenue of NT$5.083 billion, up 12.22% year over year, while net income attributable to the parent rose 27.56% to NT$100 million, resulting in earnings per share of NT$0.61.
Syncomm accelerates AIoT push on wireless audio strength
Jun 24, 07:10
Syncomm Technology has built solid momentum in wireless audio transmission chips and modules and is now accelerating its shift into AIoT applications across energy monitoring, elder care, and disaster prevention and security, General Manager Liang-Chun Huang said at a Taiwan Stock Exchange Innovation Board company briefing.
Spectrum Electrics opened its Guanyin second plant in Taoyuan on June 23, marking a strategic shift toward power equipment and electromechanical operations as the firm pursues overseas expansion and improved logistics. The facility began with office and warehouse functions after the company invested NT$1.204 billion (approx. US$38 million) in the site in May 2025, executives said.

As generative AI moves from pilot projects to large-scale deployment in 2026, enterprises are facing a growing problem: AI bill anxiety.

Gem Terminal Industrial Co. said its strategic transformation into specialty copper materials drove record quarterly profits in the first quarter of 2026 and positioned itself to pursue AI server cooling and high-end conductive applications. Executives presented results at the 2025 annual general meeting on June 23 and highlighted integrated production capabilities spanning casting, extrusion, rolling, and milling that underpinned the improved financial performance.

Well Shin Technology announced on June 23, 2026, that it had secured orders from cloud service providers in China for high-current AI server power cords and had entered normal shipment, executives said. The supplier disclosed the move after its shareholders' meeting and said it was accelerating its AI server power cord business as demand from cloud operators expanded.

SoftBank Group said it will prioritize building large-scale terrestrial AI data-center capacity rather than pursuing space-based data centers, with founder Masayoshi Son arguing that the decisive advantage in artificial intelligence will come from compute infrastructure deployed on Earth.

BenQ Materials is stepping up its medical push, with Chairman Z.C. Chen saying that its medical business is expected to account for 35% of revenue by the end of 2026, a record high. As sales continue to grow, he said its share could rise to 50% in 2-3 years, overtaking the company's polarizer business.
Samsung Display (SDC) has reportedly won Apple's production approval for the OLED modules used in its first foldable iPhone and has officially begun production for initial shipments. Along with LG Display (LGD), the two South Korean makers will handle OLED orders across Apple devices in the second half of 2026.