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Friday 5 June 2026
TSMC says AI demand is straining the entire supply chain, not just chipmakers
TSMC chairman C.C. Wei said on Wednesday that AI demand is rising so quickly that the whole supply chain is struggling to keep up, with bottlenecks spanning power, chip capacity, equipment,...
Friday 5 June 2026
Hanmi Semiconductor eyes record sales in Computex debut as HBM4 demand grows
Hanmi Semiconductor is projecting record annual revenue this year, as rising demand for high-bandwidth memory equipment lifts prospects for the South Korean chip-equipment maker and...
Friday 5 June 2026
Foxconn says Nvidia's Vera Rubin AI products remain on track for 2026 shipment
Foxconn and Foxconn Industrial Internet (FII) said at Computex that production of Nvidia's next-generation AI products is progressing smoothly, with shipments expected before the end...
Thursday 4 June 2026
Foxconn, SK Group eye deeper AI infrastructure ties in Asia

Foxconn chairman Young Liu met SK Group chairman Chey Tae-won on June 3, as the two companies explore broader cooperation in AI servers,...

Thursday 4 June 2026
TSMC chairman dismisses rival cluster pushes, says Taiwan's supply chain remains unmatched
TSMC chairman C.C. Wei spoke at a media briefing on June 4, 2026, after the company's shareholders' meeting. South Korea's push to build a semiconductor cluster, Arizona's efforts...
Thursday 4 June 2026
Nvidia's Jensen Huang courts Korean giants in robotics expansion

Nvidia CEO Jensen Huang is visiting South Korea this week as the company seeks to expand its partnerships with major Korean conglomerates...

Thursday 4 June 2026
HBM4 supply in focus as SK's Chey meets TSMC's Wei
SK Group chairman Chey Tae-won met TSMC chairman C.C. Wei in Taiwan on June 3, as SK Hynix and TSMC map out future cooperation in HBM4 base dies, advanced logic processes, and custom...
Thursday 4 June 2026
TSMC sees no sign of capex slowdown as demand stays strong
TSMC chairman C.C. Wei told shareholders on June 4 that the company sees no reason to cut capital spending, citing strong demand for advanced chips, continuing expansion in the US,...
Wednesday 3 June 2026
Qisda chair eyes 2026 AI takeoff
Qisda Corp. chairman Peter Chen has pledged that the group will not miss out on the AI boom, with AI servers, 1.6T switches, cooling systems, and power solutions already in place....
Wednesday 3 June 2026
Delta highlights power gap as AI expansion pressures data centers worldwide
Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics...
Wednesday 3 June 2026
Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026
Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as...
Wednesday 3 June 2026
Nvidia and Infineon press supply chain co-design as AI power limits tighten
At the opening day of Computex 2026, Lite-On Technology hosted an AI industry summit under the theme "Powering the AI-driven Future," where DIGITIMES chairman Colley Hwang moderated...
Wednesday 3 June 2026
Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside...
Wednesday 3 June 2026
Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin
Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of...
Wednesday 3 June 2026
SK Hynix to double capacity over next 5 years, as Nvidia CEO leaves 'Please make more' note on Computex booth
SK Group chairman Tae-won Chey said SK Hynix plans to double its overall production capacity over the next five years, as strong demand for artificial intelligence (AI) drives a global...