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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...
Tuesday 2 June 2026
Nvidia's N1X chip adds pressure to x86 PCs as AI demand reshapes the market
Nvidia's new N1X processor, developed with MediaTek, signals a broader shift in PC computing as AI agents gain traction worldwide. The Arm-based chip could boost supply choices, intensify...
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
Unimicron's new chair refocuses resources on AI substrate bottleneck
Unimicron Technology has completed a full board re-election, with newly appointed chairman SC Chien formally taking charge as the IC substrate supplier prepares for a new phase of...
Tuesday 2 June 2026
Alphabet signals heavier AI capex cycle with US$80 billion infrastructure raise
Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive...