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Thursday 11 June 2026
Taiwan optical suppliers target drones, robots as smart-camera demand grows
Taiwan's optical suppliers are entering the smart-camera market along two main paths: some are pushing deeper into system integration and software, while others are concentrating on...
Thursday 11 June 2026
Sharp's AI server plan signals a broader shift in Japan electronics
Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
Wednesday 10 June 2026
Nvidia's AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply...
Wednesday 10 June 2026
China's CNY2tn data center plan puts domestic AI chips at the core
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...
Wednesday 10 June 2026
Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen...
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company...

Wednesday 10 June 2026
Flytech pivots from POS hardware to all-scenario payment and edge-computing systems
Flytech announced a strategic shift from being primarily a point-of-sale hardware supplier toward a systems-provider model focused on payments, edge computing, and recurring services...
Wednesday 10 June 2026
Posiflex sees orders through 3Q26, shuns price war

Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware...

Wednesday 10 June 2026
PCIM 2026: Every company is now a semiconductor company
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made...
Tuesday 9 June 2026
Taiwan suppliers target physical AI platforms as robotics race moves beyond hardware
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed...
Tuesday 9 June 2026
Microsoft shifts AI cost burden toward devices as cloud bills climb
Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy...
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
Dassault Systèmes, QCT, and Nvidia push digital twins for AI factories
Dassault Systèmes, Quanta Cloud Technology, and Nvidia are advancing industrial digital twins for AI factories, a shift that could shape how companies worldwide build, run,...
Monday 8 June 2026
Blaize, Winmate target drones and defense with rugged computing platform
Blaize and Taiwan's Winmate are deepening a partnership in rugged edge computing, pairing Blaize's power-efficient AI chips with Winmate's industrial hardware platforms to target defense,...
Saturday 6 June 2026
Qisda accelerates pivot into AI solutions provider
Qisda is accelerating its transformation into an AI solutions provider amid the intensifying AI race. President Cally Ko has highlighted changes to the company's AI roadmap since taking...