Taiwan-based AI infrastructure software provider Infinitix signed a memorandum of understanding with Sarawak Information Systems Sdn. Bhd. (SAINS) to jointly promote AI infrastructure, GPU private cloud and AI cloud services in Malaysia and across Southeast Asia. The agreement was announced as both sides outlined plans to build a sovereign AI and AI Cloud ecosystem centered on a new computing model called a Token Factory.

After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry’s AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains.

Taiwan’s PCB industry is entering a new expansion cycle as investment in AI data centers and other emerging applications accelerates. Since 2025, several board makers and upstream material suppliers have launched large-scale fundraising plans at home and overseas, including three bellwethers: Zhen Ding Tech, Unimicron, and Compeq.

Greenfiltec said June 2026 consolidated revenue rose to NT$56.04 million (US$1.74 million), lifting first-half 2026 consolidated revenue to NT$311 million. That was up 14.87% in June and 18.35% for the first half from a year earlier, as higher shipments of AMC filters drove growth.