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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 11 June 2026
    Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
    Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment...
    Thursday 11 June 2026
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
    Thursday 11 June 2026
    Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
    AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
    Thursday 11 June 2026
    AI boom drives capital inflows, but Taiwan sees low systemic risk
    Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...
    Thursday 11 June 2026
    US lawmakers push ITC to enforce patent case involving TSMC

    Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node...

    Thursday 11 June 2026
    CPO delays may shift AI networking demand, not derail it

    Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future...

    Thursday 11 June 2026
    Montage Tech samples 9200 MT/s DDR5 RCD06 chip for AI server memory upgrade
    Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation...
    Thursday 11 June 2026
    Taiwan Mask sells Zhunan plant to Siliconware Precision Industries for NT$2.8 billion
    Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure...
    Thursday 11 June 2026
    MicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan
    MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals...
    Thursday 11 June 2026
    AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
    AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
    Thursday 11 June 2026
    Questions emerge over timing of Nvidia's 800V data center push, but suppliers say plans remain unclear
    Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year,...
    Thursday 11 June 2026
    CanSemi IPO exposes strains in China's mature-node chip push
    CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
    Thursday 11 June 2026
    Taiwan deepens ties with Central and Eastern Europe as Taiwanese firms expand into Czech Republic, Poland
    The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines...
    Thursday 11 June 2026
    Applied Materials invests US$500 million in Singapore to meet AI chip demand
    As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking...
    Thursday 11 June 2026
    Largan's CPO play hinges on sub-0.3-micron precision, not perfect parts
    Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new...
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    biz
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook