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    Anduril boosts Taiwan sourcing 15x, considering local production
    10h 55min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    10h 55min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    10h 55min ago
    CPO production delay may boost growth of LPO and NPO
    10h 55min ago
    Taiwanese chips gain from non-China drone supply chain demand
    10h 55min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    10h 55min ago
    NEWS TAGGED BUSINESS
    Thursday 4 June 2026
    Nvidia's Jensen Huang courts Korean giants in robotics expansion

    Nvidia CEO Jensen Huang is visiting South Korea this week as the company seeks to expand its partnerships with major Korean conglomerates...

    Thursday 4 June 2026
    TSMC shareholders clear record 2025 results, putting AI capacity roadmap in focus
    TSMC shareholders approved the company's 2025 business report and financial statements at its 2026 annual shareholders' meeting on June 4, giving investors a formal look at a year...
    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
    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
    Meta expands AI push with Business Agent rollout as pricing speculation and enterprise competition intensify
    Meta Platforms has unveiled its Meta Business Agent, an artificial intelligence tool designed to help businesses automate customer interactions and expand into what it describes as...
    Thursday 4 June 2026
    Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations
    Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...
    Wednesday 3 June 2026
    Qisda chair eyes 2026 AI takeoff
    Qisda Corp. chairman Peter Chen has pledged that the group will not miss out on the AI boom, with AI servers, 1.6T switches, cooling systems, and power solutions already in place....
    Wednesday 3 June 2026
    GlobalFoundries completes acquisition of Synopsys' ARC processor IP business to build physical AI platform
    GlobalFoundries (GF) has completed its acquisition of Synopsys' ARC Processor IP Solutions business, the company announced on June 2. The acquisition adds to GF's existing MIPS subsidiary,...
    Wednesday 3 June 2026
    SK Group weighs pausing SK Siltron sale as AI chip demand lifts wafer strategy
    SK Group is reportedly placing AI and semiconductors at the center of its next round of business restructuring, prompting a fresh internal review of the strategic value of SK Siltron,...
    Wednesday 3 June 2026
    GSEO sees CPO business as potential second growth engine from 2027 to 2028
    Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
    Tuesday 2 June 2026
    Qisda deepens AI push as it eyes rebound in 2026
    Qisda Corporation is accelerating its AI strategy across its core businesses, with chairman Peter Chen saying the technology is still in its early stages but is already reshaping daily...
    Tuesday 2 June 2026
    Ennoconn expects AI business to surpass NT$10 billion in 2026
    Ennoconn, a Taiwan-based industrial PC (IPC) vendor, said on June 1 at a forum in Taipei that its physical AI business is expected to exceed NT$10 billion (US$318.93 million) in 2026,...
    Tuesday 2 June 2026
    Edimax Group to Showcase AI Edge Innovation at Expo 2026

    Edimax Group will host Expo 2026 during Computex 2026, bringing together its group companies, including EDIMAX Technology Co., Ltd. (TWSE: 3047, including its Edimax...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook