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    Anduril boosts Taiwan sourcing 15x, considering local production
    6h 54min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    6h 54min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    6h 54min ago
    CPO production delay may boost growth of LPO and NPO
    6h 54min ago
    Taiwanese chips gain from non-China drone supply chain demand
    6h 54min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    6h 54min ago
    NEWS TAGGED MARKET
    Wednesday 10 June 2026
    TXC eyes 30% optical module share by 2027
    AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....
    Wednesday 10 June 2026
    Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
    Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone...
    Wednesday 10 June 2026
    Grab eyes Taiwan as first move beyond SEA market
    Grab is preparing to enter Taiwan, and once its acquisition of foodpanda is approved by regulators, Taiwan will become the company's first market outside Southeast Asia. Grab's Operating...
    Wednesday 10 June 2026
    India reportedly delays Starlink launch amid Iran war security concerns

    India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global...

    Wednesday 10 June 2026
    HVLP4 copper foil battle heats up as Nvidia courts Co-Tech
    Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...
    Wednesday 10 June 2026
    China rejects US military-linked listing of Alibaba, Baidu and BYD, calls move unjustified
    The US Department of Defense has added major Chinese companies, including Alibaba Group, Baidu, and BYD, to its Chinese Military Companies list, drawing swift public rejection from...
    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
    Chenbro Micom posts May revenue jump and projects strong second-half momentum
    Server chassis maker Chenbro Micom reported that May 2026 revenue reached NT$2.51 billion (approx. US$79 million), up 37.3% year-over-year and 21.8% month-over-month, and said it expects...
    Wednesday 10 June 2026
    CATL locks in 770,000 tons of electrolyte supply as battery demand accelerates
    China's battery materials supply chain is showing fresh signs of tightening as major electrolyte producers secure multiyear contracts with the world's largest electric-vehicle battery...
    Tuesday 9 June 2026
    ELAN sees drone and AI PC push reshaping revenue mix
    Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...
    Tuesday 9 June 2026
    Expansion beyond SEA: VinFast-backed Green SM targets India's ride-hailing market
    Vietnamese electric taxi operator Green SM has launched operations in India, marking its first expansion beyond Southeast Asia and opening a new front in one of the world's fastest-growing...
    Tuesday 9 June 2026
    Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam
    Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the...
    Tuesday 9 June 2026
    Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity
    Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market...
    Tuesday 9 June 2026
    Yesiang begins shipping recycled filters as 2nm demand lifts AMC market
    Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes...
    Tuesday 9 June 2026
    VinFast targets top-tier status in India as electric two-wheelers near launch
    During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business...
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    AsiaCPO2
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook