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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...
Tuesday 2 June 2026
Agentic AI triggers widespread computing crunch across global supply chain
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
Tuesday 2 June 2026
HPE pulls forward long-term targets as AI infrastructure demand surges
Hewlett Packard Enterprise (HPE) reported a record second fiscal quarter of 2026, with management saying accelerating demand for AI infrastructure, networking, and enterprise modernization...
Tuesday 2 June 2026
Taiwan PCB output could top NT$1 trillion in 2026, but risks remain
Taiwan's printed circuit board (PCB) makers are expected to see domestic and overseas output rise 15.1% year-over-year to NT$1.05 trillion (approx. US$33.5 billion) in 2026, according...
Tuesday 2 June 2026
China's weak property market, soft domestic demand and sluggish factory investment keep growth under pressure
China's economy remained under pressure in 2026 as a weak property sector, sluggish domestic demand, and slow manufacturing investment outweighed resilient trade, according to research...
Tuesday 2 June 2026
Qualcomm CEO says AI agent era has arrived with Dragonfly data center platform
At his Copmutex 2026 keynote, Qualcomm CEO Cristiano Amon said the presentation was not about Qualcomm itself, but about all the companies driving technological progress, including...
Tuesday 2 June 2026
Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle
Twoway Group held its shareholders meeting on June 1, during which shareholders approved the company's 2025 financial statements and profit distribution plan.
Monday 1 June 2026
RoboSense dominates LiDAR for robotics with 1,458.8% YoY shipment surge in 1Q26
RoboSense Technology, an AI-driven robotics technology company, announced a historic first quarter of the year in which the robotics business exceeded 50% of total LiDAR shipments...
Monday 1 June 2026
Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028
Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity,...
Monday 1 June 2026
Zhen Ding sees AI reshaping PCB's role as demand accelerates
PCB maker Zhen Ding said AI is driving a structural shift in electronics, redefining the role of printed circuit boards from passive signal connections to critical platforms for high-performance...
Monday 1 June 2026
Nvidia expects AI boom to keep supply tight beyond 2027
Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain...
Monday 1 June 2026
MediaTek highlights supply chain advantage, says focus with Nvidia is product cooperation
MediaTek held a pre-Computex 2026 media event in Taipei, Taiwan, on May 29, after which president and COO Joe Chen and CFO and co-COO David Ku spoke with reporters. Ku shared his views...
Monday 1 June 2026
Actron moves into AI servers and power infrastructure after securing 70%+ global share in auto LLD/ULLD diodes
Taiwan-based Actron Technology expects stronger growth in its automotive semiconductor business as demand for its high-efficiency diode products has exceeded expectations amid tightening...
Monday 1 June 2026
Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins
The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...
Monday 1 June 2026
Advantech approves dividends, board election as it expands edge AI strategy
Advantech approved its 2025 financial statements and a new board at its annual shareholders' meeting in Taipei, while outlining a broader push into edge AI platforms. The industrial...