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Friday 12 June 2026
Ubiqconn, AV sign pact to develop universal unmanned systems controller

Ubiqconn Technology and AeroVironment have agreed to jointly develop a next-generation universal controller, a move that could make unmanned systems easier to operate across borders and manufacturers. The plan targets defense, public safety, and emergency response users, where interoperability and reliability are becoming increasingly important worldwide.

Friday 12 June 2026
AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as some companies are seeing only modest gains while others tied more closely to AI server racks, liquid cooling, and high-value interconnects are growing much faster.
Friday 12 June 2026
Boston Dynamics highlights diverse strategies in humanoid robotics amid Nvidia-Unitree collab
Boston Dynamics, one of the leading humanoid robotics companies in the US, during a recent visit to Taiwan, addressed Nvidia's announcement that it will partner with Chinese humanoid robot maker Unitree Robotics.
Friday 12 June 2026
Weblink International reports strong growth as AI demand lifts sales

Weblink International Inc. said rising global demand for artificial intelligence applications and digital transformation is boosting its business, underscoring how enterprise technology spending is reshaping markets for customers and suppliers worldwide. The company said it is expanding its AI focus and adjusting its product mix to respond to changing demand.

Friday 12 June 2026
Asus begins local gaming laptop production in India

Asus has announced plans to begin making gaming laptops in India this financial year — a move that could reshape supply chains, pricing, and availability in one of the world's fastest-growing PC markets. The shift underscores a broader trend of global technology brands localizing manufacturing to deepen market reach and reduce import dependence, according to the Hindu Business Line.

Friday 12 June 2026
Malaysia, Japan expand rare earth and energy cooperation

Malaysian Prime Minister Anwar Ibrahim concluded a three-day visit to Japan, during which he met with Japanese Prime Minister Sanae Takaichi. The two leaders pledged to strengthen cooperation in critical minerals.

Friday 12 June 2026
Lite-On posts May 2026 revenue jump as AI server power demand boosts sales
Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and cloud high-end server power supplies and high-efficiency backup battery systems. The firm said revenue for the first five months of 2026 reached NT$77.5 billion, a 23% increase year-over-year.
Friday 12 June 2026
Largan keeps smartphone lens business on growth path as launch schedules shift
Largan Technology said its smartphone lens business remains on a steady growth track, even as key customer launch timing shifts into 2026 and 2027. The change could reshape seasonal demand patterns for global smartphone supply chains, while memory price inflation and AI-related pressure add uncertainty for manufacturers and component suppliers.
Friday 12 June 2026
T3EX Global Holdings posts May revenue gain as China shipments and high-tech logistics recover
T3EX Global Holdings reported consolidated revenue of NT$2.099 billion (approx. US$66.4 million) in May 2026, up 11.13% month-over-month and 10.70% year-over-year, driven by a rebound in high-tech logistics and cross-border transport, the firm announced. The company said cumulative consolidated revenue for January-May 2026 totaled NT$8.835 billion, a 3.73% decline from the same period a year earlier.
Friday 12 June 2026
Amphenol to raise connector prices by 5% in July 2026
Amphenol, a global leader in electronic and fiber-optic connectors, cables, and interconnect systems, has notified customers that it will raise prices by 5% on selected products starting July 1, 2026. The company said sustained global demand and the conflict between the US and Iran have driven sharp increases in key raw material costs over the past six months, prompting the move.
Friday 12 June 2026
Official think tank lays out 2035 roadmap to reduce India's reliance on imported chips
India's official think tank NITI Aayog has outlined a 2035 roadmap for India to become a more central part of the global semiconductor industry, warning that continued reliance on imports leaves the country exposed to cost, supply, and security risks.
Friday 12 June 2026
Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support

Anthropic is moving to take greater control of the infrastructure powering its AI models, signing more than a dozen preliminary agreements to lease US data center facilities while exploring arrangements under which Google could backstop some of its lease obligations, according to a report by The Information.

Friday 12 June 2026
China squeezes InP supplies, jolting US-Taiwan optics chain

China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global AI data-center buildouts and squeezing the optical supply chain across the US and Taiwan. The restrictions have triggered shortages and delayed export licenses, while sending prices soaring for a material with no substitute in photonics. InP is a core material for high-speed optical chips and is irreplaceable in photonics technologies that transmit signals over fiber, making it a potent "materials choke point" weapon in Beijing's US-China trade war.

Friday 12 June 2026
Ennoconn boosts Kontron stake to target physical AI
Ennoconn held a board meeting on June 10, 2026, and approved a voluntary cash tender offer for ordinary shares of German-listed Kontron AG at EUR23.5 (US$27.14) per share. The deal is still subject to regulatory approval and is expected to close by the end of August 2026. The move goes beyond regulatory compliance and signals Ennoconn's intent to further increase its stake and strengthen its control over operations.
Friday 12 June 2026
Nextron says AI supply chain is in place as orders extend to 2027
Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends into 2027, underscoring how global AI spending is supporting longer production planning, wider supplier networks, and steadier revenue expectations for customers and markets.
Friday 12 June 2026
Sharp lays out 2026 growth strategy with AI servers as top priority
Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching Japan's technology sector. The company said AI servers will anchor its next expansion, alongside connected home services, corporate IT, and emerging mobility, satellite, and display businesses worldwide.
Friday 12 June 2026
SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand

Robotics has progressed rapidly in the past few years, but major obstacles — including data collection and trust infrastructure — remain barriers to widespread deployment. This was the takeaway from a recent panel of robotics experts at SuperAI Singapore, where they discussed the present and future of the industry.

Thursday 11 June 2026
Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial Development Corporation (AIDC) continuing to secure orders while upstream suppliers, especially chipmakers, are quietly expanding their deployments and market share. For military and commercial drones in particular, Taiwanese chip vendors are now working closely with local customers as well as customers in Europe and the US to integrate a range of on-board image-processing and AI recognition modules, plus applications such as flight control and ground control stations.

Thursday 11 June 2026
Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to China-linked materials. The deal may support new production capacity, reshape sourcing patterns, and influence future battery supply for global markets.
Thursday 11 June 2026
Niching Industrial sees heat spreader revenue hit record on AI server demand
AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business. The company reported record May revenue from the product line, while signaling that larger-format shipments and supply-chain changes could reshape its earnings mix.
Thursday 11 June 2026
Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament
Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting a meaningful pickup in orders starting from 2026 as procurement programs move from planning to execution.
Thursday 11 June 2026
Pegatron May revenue hits 2026 high as server business gains momentum
Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the company's three major product lines of information technology, consumer electronics, and communications helped drive operating momentum.
Thursday 11 June 2026
Taiwan deepens ties with Central and Eastern Europe as Taiwanese firms expand into Czech Republic, Poland
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
Thursday 11 June 2026
DIGITIMES Insight: Power, not chips, is now the binding constraint for AI data centers
During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed, but whether it could arrive on time, arrive clean, and sustain 24/7 carbon-free operations.
Thursday 11 June 2026
Sharp's AI server plan signals a broader shift in Japan electronics
Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers in fiscal 2027, signaling a shift in both its business model and its role in Japan's AI infrastructure market.