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Friday 5 June 2026
Arm says Taiwan powers its rise as agentic AI lifts PC growth
Arm CEO Rene Haas told the COMPUTEX keynote on June 2 that Taiwan has been inseparable from Arm's growth over the past 30 years, while Nvidia CEO Jensen Huang said that agentic AI will trigger the biggest PC industry transformation in 40 years and could expand the global PC market by 10 times.
Friday 5 June 2026
Hiwin targets logistics automation with Dexterity dual-arm robot
Motion control component maker Hiwin made its first cross-sector appearance at COMPUTEX 2026, showcasing a full technology stack spanning precision transmission, actuator modules, and system integration. The company also unveiled a dual-arm logistics robot developed in partnership with US logistics firm Dexterity for the first time.
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 gives it a prominent stage for its Computex debut.
Thursday 4 June 2026
Ventec wins spillover high-speed CCL orders, revenue rises
Ventec International said May 2026 revenue kept growing, driven by sustained demand for high-margin aerospace polyimide (PI) materials, the start of mass production after high-speed material certifications, and record-high sales of non-flow PP sheets. The copper-clad laminate (CCL) maker also benefited from strong demand for high-end drilling applications and a rising European distribution business, lifting revenue across its niche businesses.
Thursday 4 June 2026
Samsung's rumored CIS production shift highlights industry debate over fab ownership
Samsung Electronics' decision to place a key image sensor production line under its System LSI division highlights a broader question facing the CMOS image sensor (CIS) industry: whether chip designers should own manufacturing capacity or rely on external foundries as competition intensifies across smartphones, automotive systems, and AI-enabled devices.
Thursday 4 June 2026
LG Innotek targets Intel EMIB substrate chain with SK Hynix samples

LG Innotek is seeking to enter the supply chain for substrates used in Intel's EMIB advanced-packaging technology, supplying early samples to SK Hynix as it tries to move deeper into high-end semiconductor substrates, according to ZDNet Korea.

Thursday 4 June 2026
Taiwan test interface maker CHPT rides AI chip orders to record May revenue
Chunghwa Precision Test Tech. (CHPT), a supplier of semiconductor test interfaces, reported revenue in May 2026 that reached another monthly record, supported by sustained orders from major AI chipmakers as global demand for AI applications continued to rise. Overall operations in the second quarter of 2026 remained on a growth track, the company said.
Thursday 4 June 2026
AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle
AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing utilization rates return to high or full-capacity levels. The market is now showing signs of a renewed boom for the first time since the 2018 "super cycle."
Thursday 4 June 2026
Huawei's Tau Law shifts AI chip race to glass substrates, advanced packaging
Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route for China to extend AI chip performance in the post-Moore's Law era.
Thursday 4 June 2026
Exclusive: China tightens its grip on Silicon Carbide as the industry shifts to 8-inch wafers
At Computex 2026, much of the spotlight fell on the rapid evolution of AI data center infrastructure. Among the technologies drawing renewed attention was silicon carbide (SiC), a compound semiconductor material whose ability to handle high voltages and large currents has made it a critical enabler of the industry's shift toward 800-volt high-voltage direct current (HVDC) power systems.
Thursday 4 June 2026
xMEMS tackles data center heat with chip-level cooling tech
Surging demand for artificial intelligence computing has accelerated the buildout of data centers, pushing system cooling closer to its limits. As power consumption rises, heat-related slowdowns are becoming a growing bottleneck for both computing performance and data-transfer efficiency.
Thursday 4 June 2026
Goldkey targets NT$10B funding to lock in memory supply as prices surge
Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising contract prices fuel a memory supercycle. The company also plans to accelerate a shift into higher-value segments such as industrial control, AI, and edge computing after posting a 30% gross margin and 27.4% operating margin in the first quarter of 2026.
Thursday 4 June 2026
Interview: Andhra Pradesh moves to become India's semiconductor packaging hub
Andhra Pradesh is making its most concrete move yet in semiconductors, zeroing in on packaging as the immediate entry point into the chip supply chain. Speaking on the sidelines of the Computex technology expo in Taipei, Bhaskar Katamneni, Secretary to the Government for ITE&C, acknowledged that wafer fabrication remains a long-term "seven or eight-year journey," but said packaging work is already well underway — with four PCB manufacturers having already begun operations, according to him.
Thursday 4 June 2026
Taiwan's Walsin Technology gains pricing power from AI demand

Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will raise prices on resistors and selected capacitor products beginning June 1, citing mounting cost pressures and robust demand from AI-related applications. The move makes Walsin one of the first Taiwanese MLCC suppliers to formally implement a new round of price increases, and a sign that the inflationary effects of the artificial intelligence (AI) boom are spreading deeper into the electronics supply chain.

Wednesday 3 June 2026
Physical AI must act before it thinks, NXP CEO argues at Computex
As robots and autonomous systems move from factory floors into hospitals, warehouses, and public spaces, NXP Semiconductors CEO Rafael Sotomayor used his Computex 2026 keynote to argue that the defining challenge of physical AI is not raw intelligence, but the ability to act in milliseconds without waiting for instructions from the cloud.
Wednesday 3 June 2026
xMEMS sees 2027 debut for cooling chips as AI glasses, SSDs face heat limits

xMEMS Labs is preparing to move its MEMS-based µCooling technology toward commercial production in 2027, with AI glasses and data-center SSDs expected to be among the first applications as sustained AI workloads push thermal constraints beyond GPUs.

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 a cross-industry panel with Nvidia, Infineon Technologies, and Gigabyte subsidiary Giga Computing at the exhibition venue.
Wednesday 3 June 2026
Middle East war drives LME aluminum to 4-year high, squeezing chip equipment margins
Rising global geopolitical risk and tightening supply in some markets have pushed London Metal Exchange (LME) aluminum prices higher in volatile trading, adding cost pressures to industries across electronics components, semiconductor equipment, automobiles, and energy infrastructure.
Tuesday 2 June 2026
Unimicron's new chair refocuses resources on AI substrate bottleneck
Unimicron Technology has completed a full board re-election, with newly appointed chairman SC Chien formally taking charge as the IC substrate supplier prepares for a new phase of PCB demand driven by AI.
Tuesday 2 June 2026
Zhen Ding joins Nvidia MGX ecosystem to supply cable-free PCB technology for AI factories
PCB manufacturer Zhen Ding announced it had joined Nvidia's MGX ecosystem to support the deployment of the chipmaker's third-generation MGX modular architecture, which uses a PCB-based design to enable fully modular, cable-free compute node trays and NVLink switch trays. The vendor said this collaboration was disclosed at Nvidia's AI Factory MGX ecosystem ceremony on May 29 in Taipei's Nangang Exhibition Center and positions Zhen Ding to supply ultra-high-layer-count, high-speed printed circuit boards for next-generation accelerated computing infrastructure.
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 to the Taiwan Printed Circuit Board Association (TPCA), as AI demand and advanced packaging continue to drive double-digit growth. But the sector is also confronting rising risks that could affect costs, supply chains, and expansion plans.
Monday 1 June 2026
Foxconn expands France push with Tessalia chip-packaging venture, Bull AI project

Foxconn is expanding its footprint in France through two projects spanning artificial intelligence infrastructure and semiconductor packaging, as the Taiwanese electronics manufacturer deepens its role in Europe's efforts to build advanced computing and chip capabilities.

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, reliability requirements and product gross margins higher, leading the firm to expect significant revenue and profit growth in 2027 and 2028. The company held its 2026 annual shareholders meeting where executives outlined the strategic shift toward AI servers, high-end switches, satellite communications and optical communications as core growth drivers.
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 computing and system integration. Chairman Charles Shen made the remarks at the company's 2026 annual shareholders' meeting.
Monday 1 June 2026
Top memory maker executives gather in Taiwan in preparation for Computex 2026
After Nvidia CEO Jensen Huang wrapped up his "trillion-dollar banquet" for Taiwan AI supply-chain giants, GTC Taipei is set to become a highlight of Computex 2026. Nvidia will also host its first "South Korean partners night" in Taiwan.