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Wednesday 3 June 2026
AI cooling demand keeps booming, lifting suppliers' outlook through 2029
Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....
Wednesday 3 June 2026
NAND market hits record as YMTC closes in on global rivals
The global NAND flash memory market reached a record US$46 billion in revenue in the first quarter of 2026, driven by AI infrastructure demand, higher enterprise SSD shipments, and...
Wednesday 3 June 2026
Ampak pushes AI SOM, 5G RedCap and drone edge solutions as revenue mix shifts
Ampak Technology unveiled plans to further pivot into AIoT and Edge AI integrated solutions at COMPUTEX 2026, announcing product launches including an AI system-on-module, 5G Reduced...
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
GSEO sees CPO business as potential second growth engine from 2027 to 2028
Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
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
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
LianDe Holdings to mass produce liquid-cooling floating fittings for US chipmaker supply chain
LianDe Holdings-KY moved into AI server liquid-cooling components and secured a spot in a US chipmaker supply chain, the firm announced, with product validation underway and volume...
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
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
MiniMax's A-share move could widen funding options for China's AI model companies
MiniMax has started preparations to sell yuan-denominated shares on China's stock market, a step that could give onshore investors exposure to AI model companies beyond chipmakers...
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...
Monday 1 June 2026
Ion Electronic Materials ramps Miaoli plant to mass production of high-end specialty gases
Ion Electronic Materials announced that its Tongluo plant in Miaoli has completed construction of Phase 1 and Phase 2 and is entering a mass-production stage for new products and a...