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Jun 23
Micron and Anthropic partner to advance next-gen AI infrastructure

Micron and Anthropic have announced a strategic agreement to scale the infrastructure needed to support increasingly powerful AI models, deepening ties between a leading memory supplier and one of the industry's fastest-growing AI developers.

As Taiwan's first pure electric scooter brand, Gogoro has continued to attract market attention for both its technological innovation and its influence on industrial development and supply chain changes. After the launch event for its new scooter model "Luna," Gogoro CEO Henry Chiang said in an interview that the team is highly confident in the new model. He joked that even if the development timeline had been extended further, it would be difficult at this stage to identify additional areas where the product could be significantly improved. However, he emphasized that Gogoro will continue exploring new technologies that align with the product's positioning and market demand.
DJI and distributor Synnex Technology International unveiled the Osmo Pocket 4P in Taiwan as the company pushed into higher-end consumer imaging to meet rising demand for short-form video and Vlog production. The device was previewed on June 23 and was scheduled to go on sale in Taiwan on the evening of June 29, with Synnex positioning the 4P as a pocket-sized option that approaches pro camera specifications.
Taiwan's export orders climbed sharply in May 2026, underscoring how artificial intelligence demand and overseas production are reshaping supply chains for readers worldwide. The Ministry of Economic Affairs said the gains reflected a strong global appetite for AI servers, electronic components, and integrated circuit services, while officials projected further momentum ahead.
Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other markets, aggressive promotions have not revived replacement demand, leaving flexible AMOLED panels under the heaviest pressure into the third quarter.
Asus said it kept its 2026 notebook shipment target unchanged, citing stronger commercial demand and expanded after-sales services as the reasons it could aim for growth despite a weakening global PC market. The announcement came as DRAM and NAND Flash price spikes, widening supply gaps and uneven CPU availability cooled end-market demand and prompted industry forecasts of more than a 10% decline in full-year 2026 PC shipments.
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three years that have left stockpiles too low, AI-related applications are surging rapidly, and a shift away from Chinese supply chains is gaining momentum amid geopolitical shifts.

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices have remained stable, and orders have continued climbing to record highs. The divergence has intensified debate over whether AI robots will first break through via humanoid or non-humanoid models.

Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders meeting, the injection molding equipment maker reported consolidated revenue of NT$5.083 billion, up 12.22% year over year, while net income attributable to the parent rose 27.56% to NT$100 million, resulting in earnings per share of NT$0.61.
Syncomm accelerates AIoT push on wireless audio strength
Jun 24, 07:10
Syncomm Technology has built solid momentum in wireless audio transmission chips and modules and is now accelerating its shift into AIoT applications across energy monitoring, elder care, and disaster prevention and security, General Manager Liang-Chun Huang said at a Taiwan Stock Exchange Innovation Board company briefing.
Spectrum Electrics opened its Guanyin second plant in Taoyuan on June 23, marking a strategic shift toward power equipment and electromechanical operations as the firm pursues overseas expansion and improved logistics. The facility began with office and warehouse functions after the company invested NT$1.204 billion (approx. US$38 million) in the site in May 2025, executives said.