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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.
Thursday 11 June 2026
PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check

While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks are clashing with marketing hype cycles.

Wednesday 10 June 2026
Advanced semiconductor demand fuels Liying's fluorine recycling expansion
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite (calcium fluoride), helping semiconductor customers meet carbon reduction and ESG goals in advanced manufacturing.
Wednesday 10 June 2026
TXC eyes 30% optical module share by 2027
AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability. Quartz component maker TXC sees AI and automotive as its main growth engines in 2026, and expects AI to account for 16% of full-year revenue this year. TXC currently holds a 20–30% share of the optical module market and aims to break above 30% in 2027.
Wednesday 10 June 2026
Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth
Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35 billion commitment aimed at accelerating AI infrastructure deployment. According to The Wall Street Journal, the platform is designed to support more than 20GW of AI compute capacity by 2028 using Broadcom's chips and networking technologies, with customers including Anthropic and OpenAI.
Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring efforts as it navigates increasingly complex regulatory environments in both the US and China.

Wednesday 10 June 2026
EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The company said deferred April orders helped shipments, and it expects capacity to stay tight, margins to improve, and full-year growth to remain in double digits.
Wednesday 10 June 2026
AI shift to inference opens new supply-chain opportunities for InWin and Y.S. Tech
As AI moves from large-model training to inference, more applications and business models are emerging across the supply chain. InWin is expanding from components into system assembly, while Y.S. Tech is ramping up production as it expects AI-related growth momentum to build in 2027.
Wednesday 10 June 2026
Flytech pivots from POS hardware to all-scenario payment and edge-computing systems
Flytech announced a strategic shift from being primarily a point-of-sale hardware supplier toward a systems-provider model focused on payments, edge computing, and recurring services. At Computex 2026, the firm unveiled a full payment solution covering counter POS, self-service kiosks, and handheld payment terminals designed for retail and food service, and said the move reflects changing customer mixes and a push to embed computing power across store operations.
Wednesday 10 June 2026
GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density increased, and described the result as evidence of strong long-term momentum for its materials transformation strategy.
Wednesday 10 June 2026
PCIM 2026: Every company is now a semiconductor company
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to build a unified "digital thread." With the fast-moving advancement of generative models set against modern supply chain complexity, Schwarz delivered a reality check for OEMs and EMS providers navigating the global market.
Wednesday 10 June 2026
Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new AI industry reality: competition has moved far beyond standalone chip compute and into a systems-level battle spanning compute, connectivity, power, and cooling.
Tuesday 9 June 2026
SuperAlloy targets semiconductor supply chain with recycled aluminum push
SuperAlloy reported that rising demand from global luxury and supercar manufacturers, alongside green procurement policies, drove higher sales of recycled aluminum in May, lifting group momentum into the first half of 2026. The company said consolidated revenue for May reached NT$635 million (US$20.14 million) — up 6.7% from April and 18.74% from the same month in 2025. Cumulative consolidated revenue for January through May 2026 totaled NT$3.103 billion, up 2.86% year over year, returning the company to positive growth for the period.
Tuesday 9 June 2026
Commentary: How Nvidia turned Computex into its own annual coronation
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."
Tuesday 9 June 2026
Delta, Liteon tackle AI power and load stability needs
As AI shifts from training to inference and agents, computing and power demand are growing exponentially, putting energy supply and load stability at the center of the industry's next challenge. At the recently concluded Computex 2026, Delta Electronics and Liteon Technology showcased power supply solutions as data centers grapple with "tokens per watt" efficiency metrics and sharp current peaks.
Tuesday 9 June 2026
OpenAI begins IPO process with confidential SEC filing
OpenAI has taken its clearest step yet toward becoming a publicly traded company, announcing that it has confidentially submitted a draft S-1 registration statement to the US Securities and Exchange Commission (SEC).
Tuesday 9 June 2026
Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output
Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to ripple beyond North Carolina by reinforcing domestic manufacturing and the networks that support cloud services, artificial intelligence, and digital infrastructure worldwide.
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