CPU computing power plays a key role in AI, with Global server shipments in 2026 expected to see a significant yearly growth of 19.2%.

As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China’s restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing’s effort to counter US-led AI development.

Taiwan-based Tripartite Therapeutics, Inc. (TTI) is positioning itself at the forefront of the global antibody-drug conjugate (ADC) race with a proprietary technology platform aimed at overcoming long-standing barriers in targeted cancer therapies. Ahead of its listing on the Taipei Exchange’s Emerging Stock Board on May 20, the company says its integrated linker and payload technologies could help international drugmakers develop safer, more effective, and commercially scalable ADC treatments.

The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data center construction. Prices and capacity are rising together as demand for fiber, a core material for data transmission, keeps climbing.

TSMC’s decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation strategy centered on AI.

Everlight Electronics said it will invest an additional US$56.5 million in its Thai subsidiary to buy land, build a plant, and add equipment, as the LED packaging firm moves to strengthen its presence in the automotive supply chain. The company also reported that first-quarter 2026 profit fell to NT$403 million (US$12.83 million), down 30.99% year on year, as higher raw material costs weighed on margins.