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    Cerebras bets on speed as a product, racing to add data center capacity through 2027
    2min ago
    Bosch Taiwan hits record FY2025 revenue on AI demand
    12min ago
    MediaTek price hike signals more increases for Taiwan IC design firms in 2026
    Jun 23, 18:06
    Exynos 2700 aims for Galaxy flagship models to boost Samsung profitability
    Jun 23, 18:05
    Former SMIC CEO expands into photomasks after 12-inch silicon wafers
    Jun 23, 18:05
    AI servers lifted high-end PCB shipments, with Taiwan output forecast at NT$256.1 billion in 2Q26
    Jun 23, 18:05
    SK Hynix reportedly slows HBM4 expansion and shifts focus to general DRAM
    Jun 23, 18:05
    NEWS TAGGED CAPACITY
    Wednesday 10 June 2026
    Aker to expand capacity by 20% as auto demand drives growth

    Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...

    Wednesday 10 June 2026
    TSMC's May revenue grows 30% as AI demand and tight capacity support outlook
    TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
    Wednesday 10 June 2026
    Chang Wah says semiconductor inventory correction has ended, sees 2026 sales growth
    Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management...
    Wednesday 10 June 2026
    Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth
    Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35...
    Wednesday 10 June 2026
    EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
    EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
    Wednesday 10 June 2026
    AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech
    As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly,...
    Wednesday 10 June 2026
    HVLP4 copper foil battle heats up as Nvidia courts Co-Tech
    Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...
    Wednesday 10 June 2026
    Malaysia electronics exports seen rising through 2026 despite trade and cost pressures
    Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the...
    Tuesday 9 June 2026
    TSMC capacity crunch pushes Google, Nvidia closer to Intel
    TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup...
    Tuesday 9 June 2026
    SK Hynix orders Hanmi equipment for HBM4 capacity buildout
    SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand...
    Tuesday 9 June 2026
    Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity
    Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market...
    Tuesday 9 June 2026
    AI supply chain shortages shift from chips to equipment
    As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
    Tuesday 9 June 2026
    AI chip race lifts semiconductor equipment sales to record US$36.55bn
    Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
    Tuesday 9 June 2026
    LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
    LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
    Monday 8 June 2026
    China launches prefabricated power hub to speed data centers, cut costs

    China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed...

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    AsiaCPO
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook