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Wednesday 17 June 2026
WinWay buys California property to support US expansion
in AI and HPC
WinWay Technologies has bought real estate in California for US$2.28 million to create a local manufacturing and office base, a move that underscores how Asian suppliers are expanding closer to US customers as demand rises for AI, high-performance computing, and chip testing services worldwide.
Wednesday 17 June 2026
Ta Tun Electric Wire and Cable opens Arizona office to target US chip and AI demand
Ta Tun Electric Wire and Cable is expanding into North America as semiconductor factories and AI data centers drive stronger demand for high-capacity power infrastructure worldwide. The company said its Arizona office and US certification push are meant to support chipmakers, cloud operators, and the broader energy needs of advanced computing facilities.
Wednesday 17 June 2026
Shihlin Electric plans North America-focused plant as five business lines drive double-digit growth
Shihlin Electric said on June 17 that it expected double-digit revenue and profit growth for 2026, driven by momentum across five business lines: Taiwan Power grid resilience projects, energy transition initiatives, the AI data center supply chain, turnkey transportation and public works, and exports. Executives at the shareholders' meeting announced that a rising export mix should reduce seasonality between the first and second halves of the year.
Wednesday 17 June 2026
Alibaba moves Qwen AI into robotics with first embodied intelligence suite
Alibaba Group has unveiled its first suite of artificial intelligence (AI) models for robots, taking its Qwen family beyond chatbots and software agents into machines that can navigate, simulate, and manipulate the physical world.
Wednesday 17 June 2026
Omega-EVA signals China's push to bring world models into real-world robotics

World models are rapidly emerging as one of AI's most closely watched frontiers. While major AI figures such as Fei-Fei Li and Yann LeCun have recently championed the concept, a new launch in China highlights how the technology is beginning to move beyond research and into embodied AI applications.

Wednesday 17 June 2026
Nvidia highlights role of optical networking as Coherent breaks ground on Texas AI chip facility
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
Wednesday 17 June 2026
Superior Plating Technology turns to AI liquid cooling and CPO

Superior Plating Technology chairman Lei-Je Hua said the company is shifting more resources into AI liquid cooling, CPO communication modules, and nearline HDDs for AI data centers, while expanding production in Thailand and adding a new manufacturing base in Vietnam to build a multinational supply chain and meet customers' capacity-relocation needs. After years focused on precision metal surface treatment, the company said its revenue exposure to major smartphone customers has fallen sharply as it aligns with its group's long-term strategy. It is now targeting a more diversified, higher-margin product mix.

Wednesday 17 June 2026
Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain
Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations of water contamination regulations. The decision removes the threat of a shutdown, but it also underscores the operational and regulatory risks still facing Apple's suppliers in India.
Wednesday 17 June 2026
Hiwin unit Matrix Precision deepens Japan cooperation as demand for high-precision gears rises
Matrix Precision, a unit of Hiwin Technologies, said it deepened cooperation with Japan after a delegation from the Japan Gear Manufacturers Association visited its facilities as gear machining demand rose due to geopolitical shifts, supply chain restructuring and manufacturing upgrades. The firm announced the visit reinforced Taiwan-Japan ties and helped both sides reach a deeper consensus on future development in high-precision gearmaking.
Wednesday 17 June 2026
Huawei raises end-consumer product prices from July
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
Wednesday 17 June 2026
China's six-network plan signals a long-term infrastructure and technology self-reliance push

China's elevation of six infrastructure categories to national strategic priority status could reshape its industrial base, reduce its reliance on foreign suppliers, and strengthen its position in artificial intelligence, telecommunications, and advanced manufacturing. The framework bundles water, power, compute, communications, urban pipelines, and logistics into a single planning system.

Tuesday 16 June 2026
Murata and Synopsys deepen simulation integration as electronics design complexity grows

Murata Manufacturing has partnered with Synopsys to make its latest electromagnetic and thermal simulation models directly accessible through Synopsys' Ansys HFSS and Ansys Icepak environments, simplifying engineers' workflows as they develop increasingly complex electronic systems.

Tuesday 16 June 2026
Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based manufacturers as AI deployments accelerate. Walrus Pump aims to achieve a 10% revenue share from liquid cooling by year-end 2026, supported by growing orders, technology pumps, and broader industrial demand.

Tuesday 16 June 2026
Kioxia surpasses Toyota, eyes M&A push in face of AI boom
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.

Tuesday 16 June 2026
Tata iPhone components plant faces pollution probe as India supply chain risks rise
Indian regulators allege wastewater contamination at a key Apple supplier site in Tamil Nadu, raising fresh questions over environmental compliance and the stability of India's fast-expanding iPhone manufacturing ecosystem.
Tuesday 16 June 2026
Yaskawa eyes physical AI boom with JPY25 billion capex
Yaskawa Electric is betting heavily on physical AI, the field that enables robots to operate autonomously, as it positions itself for a boom in AI robots. Since starting work with Nvidia in 2023, the company has completed proof-of-concept tests with more than 100 companies and is now seeking an effective commercial model.
Monday 15 June 2026
Micron CEO turns visa rejection into US$1 trillion milestone
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
Monday 15 June 2026
Taiwan urges tech gains for traditional industries
The Ministry of Economic Affairs (MOEA) convened its industrial advisory committee on June 12, 2026, with Minister Ming-Hsin Kung saying participants focused on how to help traditional industries upgrade and transform through semiconductor supply chain spillover, practical AI adoption, and industry alliances.
Monday 15 June 2026
SpaceX's US$2T debut forces Wall Street to tear up mega-cap map

SpaceX has broken through the US$2 trillion market-cap mark after completing the largest initial public offering (IPO) in history, surpassing Elon Musk's other companies Tesla and Meta, and prompting Wall Street to reconsider the long-used "Magnificent Seven" framework.

Monday 15 June 2026
Taiwan firms ramped AI investment but must fix architecture to realize ROI

Taiwanese companies sharply increased enterprise AI investment and adoption in 2026, yet critical gaps in technology architecture and measurable return on investment risk blunting business impact, according to Dun & Bradstreet's latest Enterprise AI Maturity Index. The index surveyed more than 300 Taiwanese firms across 17 industries as part of a global study of over 10,000 C-level executives in 32 advanced countries, finding momentum rising in the second quarter of 2026 but persistent operational hurdles.

Monday 15 June 2026
InnoScience wins China patent ruling, Infineon GaN sales banned

The Supreme People's Court in China rejected Infineon's reconsideration request on June 12, 2026, upholding a Suzhou Intermediate People's Court injunction that found Infineon had infringed two of InnoScience's core GaN invention patents. The ruling bars the affected products from being sold, imported, or offered for sale in China, and awards InnoScience approximately NT$45 million (US$1.4 million) in damages.

Monday 15 June 2026
Exclusive: Wiwynn triples capital, president says it signals confidence
Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026. President William Lin said the move is meant to show the market that the company is optimistic about the future. Wiwynn's capital will jump from NT$1.858 billion (approx. US$59 million) to NT$5.574 billion, a move that Lin said is rare among technology companies. He called the company "very bold," adding, "This is also telling the market that we are very optimistic about the future."
Monday 15 June 2026
AI power race lifts transformer demand, gives Fortune Electric pricing edge
AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across the heavy electrical equipment sector. As the "power is computing" trend takes hold, lead time has become a key pricing factor for transformers.
Monday 15 June 2026
Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity across the Americas and Asia in 2026 and plans to add Europe as customers push hard to keep up with surging AI workloads.