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Friday 12 June 2026
Nextron says AI supply chain is in place as orders extend to 2027
Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
Friday 12 June 2026
DDR4 shortage tightens as Nanya capacity fills and prices climb

DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking...

Thursday 11 June 2026
Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment...
Thursday 11 June 2026
Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
Thursday 11 June 2026
Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to...
Thursday 11 June 2026
Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament
Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...
Thursday 11 June 2026
BizLink to buy Interplex Datacom in up to US$900 million deal
BizLink Holding has agreed to acquire Interplex Datacom, the data communications business of Interplex Group, in a deal that will expand its presence in the data center interconnect...
Thursday 11 June 2026
Xpeng CEO takes direct control of robotics unit ahead of humanoid robot launch

Xpeng Chairman and Chief Executive He Xiaopeng said he will personally take charge of the company's robotics division as the Chinese...

Thursday 11 June 2026
AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak
Aerospace Industrial Development Corp. said on June 10 that it had secured NT$12.8 billion (approx. US$400 million) in new orders in the first half of 2026, driven by demand for aircraft...
Thursday 11 June 2026
Anduril boosts Taiwan sourcing 15-fold, eyes local production

Anduril Industries has sharply expanded its Taiwan supply chain, increasing direct purchases from local suppliers 15-fold in 2025 as the...

Thursday 11 June 2026
Foxconn, Brookfield deepen Vietnam push with 1GW renewables plan

Foxconn and Brookfield Asset Management announced on June 9, 2026, that they will jointly invest in and develop up to 1GW of renewable...

Thursday 11 June 2026
Volkswagen plans Europe-made Samsung SDI square batteries to diversify supply chain
Volkswagen is preparing a new three-way lithium battery supply chain that would add Samsung SDI as a Europe-based supplier of standardized square batteries as early as 2027, executives...
Thursday 11 June 2026
CanSemi IPO exposes strains in China's mature-node chip push
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
Thursday 11 June 2026
Largan's CPO play hinges on sub-0.3-micron precision, not perfect parts
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new...
Thursday 11 June 2026
DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers
During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed,...