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Wednesday 3 June 2026
SK Hynix to double capacity over next 5 years, as Nvidia CEO leaves 'Please make more' note on Computex booth
SK Group chairman Tae-won Chey said SK Hynix plans to double its overall production capacity over the next five years, as strong demand for artificial intelligence (AI) drives a global...
Tuesday 2 June 2026
Valeo builds second growth engine in AI data centers, robotics and defense as E/EA transition slows
As Europe and the US fall short of expectations for the automotive electrical/electronic architecture (E/EA) transition, traditional tier-1 suppliers are accelerating diversification...
Tuesday 2 June 2026
TSMC races to expand AI chip capacity while CPO and CoWoS move to center stage
Nvidia GTC Taipei opened on June 1 with a packed keynote by CEO Jensen Huang, who kicked off the event by unveiling the widely watched Taiwan supply chain board.
Tuesday 2 June 2026
ASE CEO says Taiwan's semiconductor ecosystem took 40 years to build — and will take years to replicate
When Marvell CEO Matt Murphy asked ASE Group CEO Tien Wu what makes Taiwan's technology ecosystem unique — and why it is so hard to replicate elsewhere — the answer was...
Tuesday 2 June 2026
Micron unveils AI memory and storage roadmap at COMPUTEX 2026
Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor...
Tuesday 2 June 2026
China's underwhelming holiday season shows memory hikes still weigh on consumer demand
After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
Tuesday 2 June 2026
Taiwan PCB output could top NT$1 trillion in 2026, but risks remain
Taiwan's printed circuit board (PCB) makers are expected to see domestic and overseas output rise 15.1% year-over-year to NT$1.05 trillion (approx. US$33.5 billion) in 2026, according...
Tuesday 2 June 2026
AI Inference Revolution: Wallace Kou on Memory Shifts

The global semiconductor landscape is undergoing a fundamental shift, moving from a focus on raw training power to the practical complexities of large-scale deployment...

Tuesday 2 June 2026
India's corporate giants race to build backbone of its AI economy
India's biggest business groups are ramping up spending on digital infrastructure, with Reliance Industries and Adani Group focusing on data centers, energy, and artificial intelligence...
Monday 1 June 2026
Formosa Plastics Group shifts to AI, semiconductors, and grid opportunities
Formosa Plastics Group (FPG) is stepping up its transformation into higher-value businesses, with AI, semiconductors, and power grid opportunities emerging as key new growth engines...
Monday 1 June 2026
Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028
Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity,...
Monday 1 June 2026
MediaTek highlights supply chain advantage, says focus with Nvidia is product cooperation
MediaTek held a pre-Computex 2026 media event in Taipei, Taiwan, on May 29, after which president and COO Joe Chen and CFO and co-COO David Ku spoke with reporters. Ku shared his views...
Monday 1 June 2026
SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure
SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...
Monday 1 June 2026
Skymizer launches HTX301 decode-first accelerator to bring large-model inference on-premises
Skymizer said it unveiled HTX301, a decode-first accelerator chip for on-premises AI inference, at COMPUTEX 2026, to shift large-model serving away from cloud GPU racks and onto single...
Monday 1 June 2026
Ion Electronic Materials ramps Miaoli plant to mass production of high-end specialty gases
Ion Electronic Materials announced that its Tongluo plant in Miaoli has completed construction of Phase 1 and Phase 2 and is entering a mass-production stage for new products and a...