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    Qualcomm unveiled Dragonfly data center push, with Microsoft and Meta orders in hand
    1h 54min ago
    BOE added to US military-linked list as South Korean panel makers see an opening
    1h 54min ago
    Taiwan revives NT$210 billion drone procurement plan amid industry hopes and concerns
    1h 55min ago
    SK Hynix pushes 2027 launch for Yongin triple-deck fab
    1h 55min ago
    Gwangju eyes a Taiwan-style semiconductor cluster
    1h 55min ago
    Google lost two AI stars as talent concerns deepened
    1h 55min ago
    NEWS TAGGED COPPER
    Thursday 25 June 2026
    MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G
    MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide...
    Wednesday 24 June 2026
    Gem Terminal bets on specialty copper to capture AI server cooling demand

    Gem Terminal Industrial Co. said its strategic transformation into specialty copper materials drove record quarterly profits in the...

    Thursday 18 June 2026
    SiC cuts AI data center costs; 5% efficiency gain saves US$5 billion
    Power is now compute, and it is becoming a major driver of AI data center build costs. Renesas technical director Mu-Sen Lin said traditional data centers rely on low-voltage AC (LVAC),...
    Thursday 18 June 2026
    Interview: MicroLED and SiPh eye 3.2T AI data race
    The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away...
    Wednesday 17 June 2026
    Gem Terminal eyes new growth curve in 2026 with shipments of AI-related thermal materials
    Gem Terminal Industry is seeing the results of its recent efforts in developing new copper materials, with expectations of sequential quarterly growth in 2026 as production capacity...
    Friday 12 June 2026
    PCIM 2026: Accepting local component deficits for system-level benefits

    In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth),...

    Friday 12 June 2026
    SuperAI 2026: From turbine backlogs to copper limits, AMD maps infrastructure walls closing in on AI
    The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every...
    Friday 12 June 2026
    Amphenol to raise connector prices by 5% in July 2026
    Amphenol, a global leader in electronic and fiber-optic connectors, cables, and interconnect systems, has notified customers that it will raise prices by 5% on selected products starting...
    Wednesday 10 June 2026
    GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
    GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
    Monday 8 June 2026
    Molex expands in Taiwan as AI interconnect demand splits between copper and optics
    Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan...
    Monday 8 June 2026
    Exclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scale
    US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook...
    Tuesday 2 June 2026
    Marvell CEO says copper wall is moving inside the rack, and co-packaged optics is the only way through
    On the first day of Computex 2026 in Taipei, Marvell Technology CEO Matt Murphy made a pointed argument to an audience of industry insiders: the next major bottleneck in AI infrastructure...
    Tuesday 2 June 2026
    Jensen Huang joins Marvell CEO on Computex stage, hails it as 'the next trillion-dollar company'
    Nvidia CEO Jensen Huang made a surprise guest appearance during Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei on June 2, joining Murphy on stage for about...
    Monday 1 June 2026
    AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
    Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
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    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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook