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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
EU's EUR20B AI gigafactory ambition faces delays as global rivals surge ahead
The European Union's (EU) plan to mobilize EUR20 billion (US$23.3 billion) for a network of large-scale AI "gigafactories" is running into delays and funding uncertainty, stoking concerns...
Wednesday 3 June 2026
Tech giants step up investments in Taiwan as government vows supply chain stability
As Computex 2026 opened in Taipei on June 2, Taiwanese President Ching-te Lai said major international tech companies are increasing investment in Taiwan, underscoring confidence in...
Wednesday 3 June 2026
Largan makes first Computex appearance with CPO push for AI data centers
Largan Precision's debut at Computex 2026 signals a broader push into optical communications that could matter for AI data center supply chains worldwide. The Taiwan company is seeking...
Wednesday 3 June 2026
Indian states pitch for Taiwan's electronics exodus during COMPUTEX
Five of India's most industrialized states sent high-level officials to pitch their regions as the next anchors for global electronics and AI supply chains this week at the 2026 Taiwan–India...
Wednesday 3 June 2026
AI inference and agents push data centers to secure on-site power and storage
At COMPUTEX 2026, energy and data center executives warned that the industry shift from AI training to inference and agentic AI has driven a sharp rise in electricity demand and tightened...
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
Samsung Foundry eyes Anthropic as OpenAI chip project reportedly stalls

Samsung Electronics is seeking to secure major artificial intelligence (AI) logic-chip customers as its reported preliminary work on...

Wednesday 3 June 2026
Intel Foundry makes progress in advance processes, CEO Tan calls TSMC a key partner
Intel CEO Lip-Bu Tan said Intel Foundry is making steady progress in advanced process technology, adding that Taiwan Semiconductor Manufacturing Company (TSMC) is one of Intel's most...
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...
Tuesday 2 June 2026
Intel CEO Lip-Bu Tan anchors AI comeback on 18A, x86, and Taiwan ties at Computex 2026
Intel CEO Lip-Bu Tan used his Computex 2026 keynote in Taipei to frame Intel's AI-era reset around execution, infrastructure, and deeper ties with Taiwan's PC and semiconductor supply...
Tuesday 2 June 2026
Intel CEO Lip-Bu Tan's Computex keynote: 1,000 steps up Elephant Mountain and a live demo with Perplexity's CEO
Intel CEO Lip-Bu Tan opened his Computex 2026 keynote in Taipei on June 2 with a personal note that set him apart from every Intel CEO before him.
Tuesday 2 June 2026
Valeo builds second growth engine in AI data centers, robotics and defense as E/EA transition slows
As Europe and the US fall short of expectations for the automotive electrical/electronic architecture (E/EA) transition, traditional tier-1 suppliers are accelerating diversification...
Tuesday 2 June 2026
Strong AI token demand will continue to drive hardware shipments, says TAITRA chair
COMPUTEX 2026 is underway in Taipei, and this year's edition has distinguished itself with an unusually dense lineup of top tech company CEOs on the speakers' roster, according to...
Tuesday 2 June 2026
Agentic computing could reshape data centers, PCs, robots, and vehicles, says Nvidia CEO
Nvidia CEO Jensen Huang said the computing industry is entering an era of "agentic computing," in which data centers, personal computers, autonomous vehicles, humanoid robots, and...