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Thursday 11 June 2026
CPO delays may shift AI networking demand, not derail it

Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future...

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
MicroIP's new Kaohsiung R&D base points to broader AI push in southern Taiwan
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals...
Thursday 11 June 2026
Pegatron May revenue hits 2026 high as server business gains momentum
Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...
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
TDK bets on AI data center cooling with US$400 million Fabric8Labs acquisition

Japanese electronics manufacturer TDK is acquiring US-based metal 3D-printing startup Fabric8Labs for up to US$400 million, marking its...

Thursday 11 June 2026
Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure
Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...
Thursday 11 June 2026
DATOTEK Showcases Sustainable AI Storage at COMPUTEX 2026

DATOTEK INTERNATIONAL CO., LTD., a Taiwan-based memory and storage manufacturer, showcased its latest AI-powered sustainable storage solutions and AI infrastructure technologies...

Wednesday 10 June 2026
Tech analyst unpacks why AI eats the world at SuperAI Singapore
Sam Altman's vision of artificial intelligence as a utility bought by the meter — like electricity — may be the wrong model entirely, and the telecommunications industry's...
Wednesday 10 June 2026
ByteDance takes direct aim at Claude Code and Codex at SuperAI Singapore
ByteDance's enterprise technology arm took a direct shot at Anthropic and OpenAI's coding tools at SuperAI Singapore 2026 on Wednesday, with Kan Yang, head of solutions at BytePlus,...
Wednesday 10 June 2026
Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns
The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was...
Wednesday 10 June 2026
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny...
Wednesday 10 June 2026
Apple's OLED MacBook push raises stakes for BOE and Samsung display race
Apple's anticipated adoption of OLED screens in MacBook Pro models is set to lift demand for notebook panels, as Samsung Display and BOE prepare to begin mass production of 8.6-generation...
Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring...

Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...