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Wednesday 3 June 2026
Delta highlights power gap as AI expansion pressures data centers worldwide
Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics...
Wednesday 3 June 2026
Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026
Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as...
Wednesday 3 June 2026
AI cooling demand keeps booming, lifting suppliers' outlook through 2029
Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....
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
NAND market hits record as YMTC closes in on global rivals
The global NAND flash memory market reached a record US$46 billion in revenue in the first quarter of 2026, driven by AI infrastructure demand, higher enterprise SSD shipments, and...
Wednesday 3 June 2026
Tech giants step up investments in Taiwan as government vows supply chain stability
As Computex 2026 opened in Taipei on June 2, Taiwanese President Ching-te Lai said major international tech companies are increasing investment in Taiwan, underscoring confidence in...
Wednesday 3 June 2026
Ampak pushes AI SOM, 5G RedCap and drone edge solutions as revenue mix shifts
Ampak Technology unveiled plans to further pivot into AIoT and Edge AI integrated solutions at COMPUTEX 2026, announcing product launches including an AI system-on-module, 5G Reduced...
Wednesday 3 June 2026
AI inference and agents push data centers to secure on-site power and storage
At COMPUTEX 2026, energy and data center executives warned that the industry shift from AI training to inference and agentic AI has driven a sharp rise in electricity demand and tightened...
Wednesday 3 June 2026
Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin
Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of...
Wednesday 3 June 2026
Acer chair says AI agents could reignite PC demand
Acer and Taipei Computer Association (TCA) Chairman Jason Chen said Nvidia's AI PCs, designed specifically for agentic AI functions, point to a new usage model in the AI era and could...
Wednesday 3 June 2026
Intel Foundry makes progress in advance processes, CEO Tan calls TSMC a key partner
Intel CEO Lip-Bu Tan said Intel Foundry is making steady progress in advanced process technology, adding that Taiwan Semiconductor Manufacturing Company (TSMC) is one of Intel's most...
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
AI PCs and low-end MacBooks stir weak notebook market
The global notebook market is entering a new phase of competition as AI-driven products reshape demand, even as the broader recovery has fallen short of expectations. Apple is pressuring...
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
Strong AI token demand will continue to drive hardware shipments, says TAITRA chair
COMPUTEX 2026 is underway in Taipei, and this year's edition has distinguished itself with an unusually dense lineup of top tech company CEOs on the speakers' roster, according to...