Taiwan-based AI infrastructure software provider Infinitix signed a memorandum of understanding with Sarawak Information Systems Sdn. Bhd. (SAINS) to jointly promote AI infrastructure, GPU private cloud and AI cloud services in Malaysia and across Southeast Asia. The agreement was announced as both sides outlined plans to build a sovereign AI and AI Cloud ecosystem centered on a new computing model called a Token Factory.
Coretronic's latest sales update signals a mixed picture for the global electronics market, with demand improving in energy-saving products but lingering weakness in imaging. For international readers, the results highlight how tariffs, exchange-rate swings, and geopolitical risks continue to shape supply chains and customer demand across devices worldwide.
After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.
AI agents are changing enterprise operations and raising new cybersecurity risks, with identity authentication emerging as a key concern for IT teams. According to Palo Alto Networks, 99% of companies are now using autonomous, conversational and generative AI tools, while machine identities in corporate networks have already outnumbered human employees.
The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the next major battlegrounds in AI infrastructure.
Taiwan's PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates. Since 2025, several board makers and upstream material suppliers have launched large-scale fundraising plans at home and overseas, including three bellwethers: Zhen Ding Tech, Unimicron, and Compeq.
Greenfiltec said June 2026 consolidated revenue rose to NT$56.04 million (US$1.74 million), lifting first-half 2026 consolidated revenue to NT$311 million. That was up 14.87% in June and 18.35% for the first half from a year earlier, as higher shipments of AMC filters drove growth.
Hermes Testing Solutions said that its June 2026 revenue jumped sharply as rising demand for advanced chip testing lifted sales of its custom products, cleaning materials, and engineering services. The test interface supplier said the growth was driven by continued strength in high-end semiconductor testing activity.
South Korean space optics startup CSO is preparing to launch its high-resolution optical payload aboard DaejeonSat, a domestically developed CubeSat scheduled to lift off on South Korea's Nuri launch vehicle in the second half of 2026. The mission is expected to serve as a key in-orbit validation milestone as the company expands beyond its Kazakhstan Satellite Constellation program into the European and North American Earth observation markets.
Flytech Technology reported stronger June 2026 and second-quarter revenue as demand in the Americas and the commercial computing market continued to support shipments. The industrial computer maker said continued hardware volume and expanding software businesses should help sustain its growth trend.
Relay supplier Song Chuan Precision reported record June 2026 revenue as customer orders rose and its acquisition of solenoid valve maker Tai Hsing Electronics was folded into its books. The company said the second half should stay supported by demand in new energy and AI power applications.
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