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Thursday 28 May 2026

Iteq sees AI data center demand lift M7+ CCL shipments

Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board (PCB) markets.

Thursday 28 May 2026

FuriosaAI and Broadcom partner on AI inference platform for agentic computing era

South Korean AI chip startup FuriosaAI has announced a partnership with Broadcom to develop a next-generation AI inference platform aimed at large-scale agentic AI deployments, as demand grows for infrastructure optimized for AI reasoning and high-volume inference workloads.

Thursday 28 May 2026

Amazon and Snowflake expand alliance amid agentic AI race

Snowflake, the cloud data company at the center of the artificial intelligence boom, said on Wednesday that it would spend US$6 billion over the next five years on Amazon Web Services infrastructure, deepening a partnership aimed at helping corporations move from experimental AI projects to large-scale deployment of autonomous software agents.

Thursday 28 May 2026

Huawei chip chief says post-Moore race is no longer just about nanometers

As Moore's Law nears its limits, Huawei is promoting its "Tau (τ) Law" as a post-Moore chip framework that shifts the focus from nanometer process nodes to shorter signal transmission times across electronic systems.

Thursday 28 May 2026

Salesforce Taiwan targets double-digit growth on AI applications and services

Since opening its Taipei office in January 2026, customer relationship management (CRM) technology firm Salesforce has continued to expand its Taiwan-based team, shifting from remote support via its Singapore subsidiary to local operations. According to Salesforce Taiwan general manager Chia-shen Hsu, the company is aiming for double-digit growth in both revenue and headcount in 2026, as it devotes more resources toward the market in Taiwan.

Thursday 28 May 2026

CXMT cleared for IPO listing; could boost China's memory supply chain

ChangXin Memory Technologies (CXMT), China's top DRAM maker, has been cleared by China's securities regulator for its highly anticipated IPO, which could raise funds worth CNY29.5 billion (approx. US$4.4 billion) for the company. The Shanghai Stock Exchange said on May 27 that it had cleared a listing review for its STAR Board.

Thursday 28 May 2026

Semiconductors and AI are pillars of Taiwan's global prosperity, says Taiwanese president

During the 2026 Europe Day Dinner, Taiwanese President Ching-te Lai referenced how coal and steel formed the foundation of peace in Europe, comparing that to how semiconductors and AI shape global prosperity and democratic security for Taiwan. He said Taiwan's semiconductor ecosystem integrates critical technologies from leading European companies, praising the nature of like-minded partners working together toward shared goals.

Thursday 28 May 2026

Peking University's true-3D EDA tool gives Huawei's LogicFolding chip roadmap critical design link

Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.

Thursday 28 May 2026

Nvidia's Rubin CPX plans clouded as Groq gains bigger inference role

Nvidia's plan to launch Rubin CPX, an inference-focused graphics processing unit for its Vera Rubin platform, has become increasingly uncertain as supply-chain activity around the product appears to have stalled, according to The Elec.

Thursday 28 May 2026

Commentary: China's AI chip certification becomes new market gatekeeper

China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.

Thursday 28 May 2026

China's LLM price war puts DeepSeek, Xiaomi on a collision course with OpenAI

China's large language model (LLM) market is coming under mounting pricing pressure, as domestic AI model developers cut fees closer to cost, while the gap with international model pricing widens to dozens of times.

Thursday 28 May 2026

ByteDance's chip ambition grows with US$70 billion capex plan

ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make it one of China's most aggressive investors in data centers, servers, and custom chips.

Thursday 28 May 2026

Qualcomm wins ASIC customers beyond ByteDance

Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloomberg and other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.

Thursday 28 May 2026

Formosa Chemicals maps turnaround through hydrogen, AI, and semiconductor materials

Formosa Chemicals & Fibre Corporation said it is accelerating restructuring and diversification efforts after posting losses in 2025, as the petrochemical major pivots toward higher-value materials, including semiconductor-related products such as polyimide (PI) and silicon carbide (SiC), with early results expected by 2027.

Thursday 28 May 2026

Nvidia's move into Beitou-Shilin Tech Park raises AI power demand; Taipower uses dual-track strategy to push substation development

Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.

Thursday 28 May 2026

Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices

Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer ceramic capacitor (MLCC) makers, Japan's Murata Manufacturing and South Korea's Samsung Electro-Mechanics (Semco), have recently issued price increase notices to customers and distributors.

Thursday 28 May 2026

China tightens travel bans on private-sector AI to stem tech leaks

China has expanded its state travel controls into the private technology sector, deliberately blocking top AI talent from leaving the country without explicit government authorization.

Thursday 28 May 2026

China Airlines rides Taiwan's AI boom to record cargo profits

China Airlines said demand tied to artificial intelligence (AI) infrastructure and semiconductor shipments is helping fuel a strong rebound in air cargo, underscoring Taiwan's growing importance at the center of the global technology supply chain.

Thursday 28 May 2026

Asia Optical bets on robot lenses and AR/VR push for 2026 growth

Asia Optical reported 2025 consolidated revenue of about NT$26.44 billion and net profit attributable to the parent of NT$1.843 billion, producing earnings per share of NT$6.6, the company announced at its shareholders' meeting on May 27.

Thursday 28 May 2026

Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026

Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.

Wednesday 27 May 2026

Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners

Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.

Wednesday 27 May 2026

Unitree sprints toward IPO as profits crumble under rising costs

Chinese humanoid robot maker Unitree Robotics is moving quickly toward an initial public offering, but its latest prospectus points to the commercial challenges still facing the sector.

Wednesday 27 May 2026

From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory's earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who controls the bandwidth backbone of artificial intelligence.

Wednesday 27 May 2026

Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply

The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.

Wednesday 27 May 2026

IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity

IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services AI cloud contract. The deal forms part of its broader effort to expand AI compute capacity and shorten deployment timelines for large-scale GPU infrastructure.

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