Commentary: Five things I noticed at SuperAI Singapore that the keynotes did not tell you

Ten thousand attendees. One hundred and fifty speakers. Three exhibition floors. Two days. SuperAI Singapore 2026 generated enough keynote content, panel discussion, and product announcements to fill a week of coverage. But some of the most telling observations from the conference floor had nothing to do with any of it. Here is what I actually noticed.

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Linkotech: FOPLP rollout is gaining early traction

Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.

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PCIM 2026: Why Western carmakers cannot have ‘China-free’ SiC at subsidized prices

During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic realities of international trade protectionism, regional resilience mandates, and aggressive tariffs.

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Commentary: The cost of over-concentration—How TSMC’s liquidity dominance is reshaping Taiwan’s banking system

TSMC’s financial dominance has reached unprecedented heights, with the world’s leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that exceed its borrowing costs.

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AOC AGON Pro AGP497UCZD debuts with a 49″ 240Hz super-ultra-wide QD-OLED display

The AOC AGON Pro AGP497UCZD is the latest flagship monitor by AOC’s high-end sub-brand AGON. Designed to deliver a cinematic field of view, elite‑tier responsiveness, and creator‑grade color accuracy, the new model targets gamers, multitaskers, and professionals who demand both immersion and precision. The display uses a UL TrueBright‑certified QD‑OLED panel with over 20 million self‑emissive…

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