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NEWS TAGGED 2026
Thursday 4 June 2026
AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle
AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing...
Thursday 4 June 2026
Laster posts April profit as it refocuses automotive orders and eyes Mexico plant
LED automotive module maker Laster reported a return to profitability in April after restructuring its order mix to emphasize higher-value products. The company announced consolidated...
Thursday 4 June 2026
Ability wins surprise Japanese OEM camera order, to boost fourth-quarter 2026 revenue
Ability said it secured a new OEM order from a long-established Japanese camera brand for the second half of the year, a deal the company expects will begin ramping in the fourth quarter...
Thursday 4 June 2026
Exclusive: China tightens its grip on Silicon Carbide as the industry shifts to 8-inch wafers
At Computex 2026, much of the spotlight fell on the rapid evolution of AI data center infrastructure. Among the technologies drawing renewed attention was silicon carbide (SiC), a...
Thursday 4 June 2026
MiTAC Computing confident in 2026 growth amid AI server expansion
MiTAC Computing Technology, a subsidiary of MiTAC Holdings, has no doubt that operations will grow in 2026, according to company president Rick Hwang. The company has two new US facilities...
Thursday 4 June 2026
Pegatron sees AI server expansion accelerating as organizational overhaul nears completion
Pegatron is betting that the AI server market will keep expanding, even though it entered later than some peers. The company said 2026 will mark the start of a full-speed push as generative...
Thursday 4 June 2026
Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business
At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...
Thursday 4 June 2026
Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative
Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...
Thursday 4 June 2026
800VDC could reshape data center power markets as regulation and supply chains lag
Data center power systems are nearing a major transition as GPU rack densities rise toward the 600 kW range. A new report from SemiAnalysis said 800VDC direct-current distribution...
Thursday 4 June 2026
BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek
Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...
Thursday 4 June 2026
Goldkey targets NT$10B funding to lock in memory supply as prices surge
Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...
Thursday 4 June 2026
RISC-V will be 'default ISA of choice' for all new chip designs, architecture's CEO predicts
Andrea Gallo, CEO of RISC-V International, used his appearance at the MIPS Forum during Computex 2026 to declare that RISC-V has completed its transition from academic project to industrial...
Thursday 4 June 2026
Taiwan courts the world's AI startups in a bid to secure chip future
Taiwan is stepping up its efforts to position itself as a global hub for artificial intelligence and semiconductor innovation, deepening ties between international startups and its...
Wednesday 3 June 2026
Notebook shipment update, April 2026

Introduction

Wednesday 3 June 2026
MIPS CEO makes the case for RISC-V in physical AI at Computex forum
Sameer Wasson, CEO of MIPS by GlobalFoundries, spoke at the MIPS Forum at Computex 2026 on June 3 in Taipei, held at the Taipei Courtyard by Marriott Nangang — one day after...