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Friday 5 June 2026

Foxconn deepens AI push with Intel on inference racks

Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal highlights Intel's bid to regain ground in artificial intelligence (AI), while broadening Foxconn's role in the global AI supply chain.

Friday 5 June 2026

Compal's server business surges, non-PC revenue eyes 50% by 2027

Compal Electronics is accelerating a shift away from its long-standing PC business as AI servers and other non-PC lines gain momentum. The move could have broad implications for global supply chains, data center capacity, and technology customers seeking more diversified hardware partners across Asia, the US, and Vietnam.

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly shaped by Nvidia's dominance in AI training and inference.

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 of the third quarter of 2026. The outlook matters globally because it signals faster AI hardware deployment, lower computing costs, and wider adoption across consumer, enterprise, and automotive markets.

Thursday 4 June 2026

Pegatron sees AI server expansion accelerating as organizational overhaul nears completion

Pegatron is betting that the AI server market will keep expanding, even though it entered later than some peers. The company said 2026 will mark the start of a full-speed push as generative AI shifts toward inference and both agentic and physical AI begin real-world deployment.

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 his meetings with TSMC chairman C.C. Wei and Nvidia CEO Jensen Huang. The reported talks could signal broader cooperation on AI infrastructure.

Wednesday 3 June 2026

Pegatron expands Nvidia ties from AI servers to robot dogs

Pegatron is expanding its work with Nvidia from AI servers into physical AI, digital twins, and robot simulation, using its second-generation quadruped robot dog Simba as an early testbed for future intelligent robotics.

Tuesday 2 June 2026

Foxconn expands AI role with token factories, robotics, and global data centers

Foxconn Technology Group used COMPUTEX 2026 to present a broader AI infrastructure push, signaling a move beyond AI server supply and into token factory services. The company highlighted its "3+3+3" transformation strategy spanning manufacturing, platform applications, robotics, healthcare, and space-related computing.

Tuesday 2 June 2026

Foxconn's Genesis AI manufacturing scales from pilot to plantwide deployment

Foxconn said its Genesis smart manufacturing project has delivered measurable gains in AI-driven factory operations, with production-line scheduling efficiency up 50%, misjudgment rates down 50%, and root-cause analysis accuracy rising to 90%. The company also said the time needed to build new plants and deploy production lines has been cut by more than 60%.

Monday 1 June 2026

India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing

India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects growing concern that the existing system has turned India into an assembly hub without building enough domestic manufacturing depth.

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 bottlenecks are likely to persist as demand continues to outstrip capacity.

Monday 1 June 2026

AI spillover puts CPUs and ASICs on Computex stage

Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation technologies. The event is likely to highlight a wider set of suppliers as AI moves deeper into inference, edge applications, and custom chips.

Monday 1 June 2026

Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins

The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more influence. Industry executives say the focus is shifting from whether share prices look expensive to whether companies have solid fundamentals and an indispensable role in the sector.

Monday 1 June 2026

Wistron invests in quantum computing and small satellites to power AI-era growth

Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum computer and plans to run an internal project that integrates the device with conventional computing systems. The firm also said its first in-house experimental CubeSat is scheduled to launch into low-Earth orbit in late June. That work on a national communications satellite manufacturing industrialization platform, awarded in the third quarter of 2025, was progressing on schedule.

Monday 1 June 2026

India roundup: EMS providers face margin pressure as Anthropic steps up local hiring

India's technology ecosystem is seeing parallel expansion across AI software adoption, electronics manufacturing, and semiconductor investment. Anthropic is scaling its India leadership to capture enterprise demand, while manufacturers move into higher-margin products. At the same time, Wi-Fi 7 production and fresh chip funding highlight deepening industrial capability across the ecosystem.

Monday 1 June 2026

Interview: Sharp CEO taps Foxconn ecosystem for brand revival

Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses, and accelerate globalization simultaneously. He outlined the strategy in an interview with DIGITIMES.

Friday 29 May 2026

Foxconn says its quantum computing unit aims for commercial takeoff around 2030

Foxconn has said its quantum computing work is drawing international attention, but the main challenge remains turning research into a commercial business. The company's quantum efforts could take about three years to reach an inflection point, with broader business potential expected around 2030, which may matter for industries and researchers worldwide.

Friday 29 May 2026

Foxconn chairman sets new profit target as 2025 earnings hit record high

Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised dividends to a new high, and set a more ambitious profit target, signaling stronger returns for shareholders and continued investment in artificial intelligence, electric vehicles, and semiconductors worldwide.

Friday 29 May 2026

Foxconn shifts gears from electronics maker to physical-industries powerhouse

Foxconn chairman Young Liu said the company is accelerating its move into electric vehicles, robotics, and smart cities, arguing that these businesses will drive its next phase of long-term growth.

Friday 29 May 2026

Wiwynn sees widening AI infrastructure bottlenecks beyond memory chips

Wiwynn Technology, a major server manufacturer for AI infrastructure, warned that shortages are emerging across a range of data-center components beyond memory, a shift that could slow global AI buildouts or push up costs over the coming years. Executives said demand for data-center hardware would remain strong for the next three to five years as large cloud and hyperscale customers continued to raise capital spending, and the company signaled the US would be a focal market for expansion.

Friday 29 May 2026

Wistron says AI market could expand more than tenfold, pledges GPU hours to academia and startups

Wistron told shareholders on May 29 that it expects artificial intelligence to be in the early stages of growth and could expand to more than 10 times its current scale, potentially accounting for over 10% of global GDP. The company disclosed at its shareholders' meeting that it had received authorization to issue up to 250 million new shares and to explore overseas depositary receipts to support anticipated increases in capital needs as revenue scales up.

Friday 29 May 2026

Foxconn tops 40% AI server share, CPO leadership in sight

Foxconn said its AI server business is scaling rapidly as global cloud spending rises and demand for computing infrastructure spreads worldwide. Chairman Young Liu said the company is positioning for continued growth in racks, optics, and semiconductors, while also advancing work in satellites and quantum computing.

Wednesday 27 May 2026

Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges

Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned that energy constraints and immature industry standards will pose significant hurdles. The Chinese electronics manufacturer compared the AI opportunity to the 2017 consumer electronics market and said it is accelerating AI infrastructure efforts through its communications business.

Monday 25 May 2026

India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits

India's electronics manufacturing industry, which has emerged as the world's second-largest mobile phone production hub after China, is facing growing pressure as slowing smartphone demand and rising component costs erode profitability, prompting manufacturers to expand into higher-margin sectors such as defense, industrial electronics, and medical devices.

Monday 25 May 2026

Global Electronics Policy Council formed to coordinate industry response to tariffs and export controls

The Global Electronics Association announced the formation of the Global Electronics Policy Council on Monday to centralize policy advocacy for the electronics supply chain in response to rising tariff volatility, export controls, and domestic-investment policies across multiple countries. Founding members include Taiwan Semiconductor Manufacturing Company, US electronics manufacturing services firms Jabil, Flex, and Plexus, and printed circuit board makers AT&S and TTM Technologies, and the council will operate with formal bylaws and a defined leadership structure.

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