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Monday 29 June 2026

Taiwan electronics sector stays upbeat as AI demand lifts exports

Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services continues to support trade. The latest survey suggests the benefits are spreading through supply chains, with implications for manufacturers and consumers worldwide.

Monday 29 June 2026

AIC sees double-digit growth as AI infrastructure shifts to rack-level systems

AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI infrastructure worldwide. The server rack maker said it will continue deepening technology and global customer ties, while expecting full-year 2026 revenue to keep growing by double digits.

Monday 29 June 2026

LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom

As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented industry standards, LG Electronics is expanding its liquid-cooling portfolio while leveraging broader group resources and exploring partnerships with Taiwanese server makers to strengthen its position in the fast-growing market.

Monday 29 June 2026

India roundup: Global tech giants deepen India investments

India is attracting fresh technology investment as global companies expand AI, cloud and semiconductor commitments, reinforcing the country's growing role as a strategic manufacturing and digital infrastructure hub.

Monday 29 June 2026

Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other connectivity technologies gained through its Alphawave acquisition; ASICs; AI accelerators; and CPUs. The company also said its Modular acquisition added key assets for an AI software stack.

Sunday 28 June 2026

Kaori fuel cell orders extend to 1 year; expanding capacity in Taiwan and overseas

Fuel cells are emerging as one of the key solutions for future energy supply. Kaori Heat Treatment, one of the suppliers in the Bloom Energy supply chain, said that its fuel cell order visibility has extended from the previous six months to one year. To meet growing demand for fuel cells, liquid cooling systems, and plate heat exchangers, the company plans simultaneous capacity expansions in Kaohsiung, Taoyuan, Taiwan, and Thailand.

Sunday 28 June 2026

Sunrise builds integrated energy platform as AI data center demand rises

Sino-American Silicon (SAS) Products' Sunrise is expanding its integrated smart energy business as artificial intelligence (AI) and data center demand for high-performance computing drives higher electricity demand worldwide. The company said its combined offering could help global firms secure greener, more resilient power supplies while meeting net-zero, RE100, and supply-chain carbon goals.

Friday 26 June 2026

Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

Humanoid robotics and physical AI pioneer Agility Robotics has announced plans to pursue a public listing, drawing significant attention from global capital markets and the technology industry. Behind the IPO, however, lies a notable Taiwanese supply-chain presence that adds broader strategic significance to the company's public market debut.

Friday 26 June 2026

AuthenX targets AI data center interconnects with plug-and-play FAU for CPO

AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array units (FAU) and external laser sources (ELS).

Friday 26 June 2026

How big tech is nudging cloud emissions on customers

In a corporate interview, Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), promoted the tech giant's latest environmental milestones and tools built to track data center carbon metrics. This includes the AWS Sustainability Console, a tracking hub launched to build on the Customer Carbon Footprint Tool (CCFT).

Friday 26 June 2026

Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI

Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.

Friday 26 June 2026

Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook

US humanoid robotics startup Agility Robotics announced it will list on the Nasdaq as early as September 2026, which would make it the first publicly traded humanoid robotics company in the US.

Friday 26 June 2026

Amazon raises India bet to US$48 billion, adds US$13 billion for AI and cloud

Amazon on June 25 announced an additional US$13 billion investment in India's AI and cloud infrastructure by 2030, the third major commitment the company has made in as many years and one that brings its total planned spending across all India businesses to US$48 billion between 2026 and 2030. CEO Andy Jassy announced in New Delhi, following a meeting with Prime Minister Narendra Modi, that the pledge is a direct response to surging demand across Amazon's e-commerce, AI, and cloud operations in the country.

Thursday 25 June 2026

Taiwan electronics production jumps 93% in first five months of 2026 on AI boom

Taiwan's Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan's computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.

Thursday 25 June 2026

SambaNova targets US$10B valuation as demand rises for cheaper AI inference

AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.

Thursday 25 June 2026

ADATA explores Thailand role in AI computing expansion

ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.

Thursday 25 June 2026

Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem

Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.

Thursday 25 June 2026

JD.com targets 700,000 workers for retraining as robots reshape logistics

Founder and chairman of Chinese e-commerce platform JD.com Qiangdong Liu said at the 2026 APEC Business Leaders China Forum that logistics and delivery work will gradually be handled by robots, with many courier jobs likely to be replaced by automation. He added that JD.com has launched an internal program called the "Nirvana Plan" to help about 700,000 logistics and blue-collar employees retrain and transition as AI reshapes the industry.

Thursday 25 June 2026

Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting

At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.

Thursday 25 June 2026

MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G

MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.

Thursday 25 June 2026

Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership

Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.

Thursday 25 June 2026

Nvidia and AWS deepen push to simplify AI infrastructure at scale

Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.

Wednesday 24 June 2026

SoftBank to build domestic AI server base as Japan pushes for sovereign compute

SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal 2027 at the former Sharp Sakai plant in Osaka.

Wednesday 24 June 2026

China's LineShine supercomputer tops TOP500, but AI lead remains unclear

China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system built around domestic processors, interconnects, and software.

Wednesday 24 June 2026

Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation

Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told The Wall Street Journal.

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