Yageo eyes AI liquid-cooling dealmaking, targets protection components

Yageo chairman Pierre Chen, who has become Taiwan’s richest man, reiterated at the company’s recent shareholders meeting that the group will not sit out opportunities in the AI applications market. He said Yageo will continue its long-running merger-and-acquisition strategy to drive transformation, raise product technology levels, and expand its full-spectrum integrated solutions.

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Silicon Motion lays out AI-focused storage roadmap for edge, enterprise and automotive

Silicon Motion Technology (SMI) has released a portfolio of AI-optimized storage controllers and products ahead of Ccmputex 2026, targeting edge inference, AI PCs, enterprise AI infrastructure and automotive AI systems. The company said it will demonstrate new Edge SSD controllers, embedded UFS and eMMC controllers, enterprise NVMe solutions and automotive-grade storage aimed at improving data movement, latency and sustained workload performance for AI deployments.

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AI demand and chip investment lift Taiwan exports and business outlook

Taiwan’s economic outlook improved in April 2026 as rising AI demand and receding Middle East geopolitical risks boosted manufacturers’ business sentiment, the National Development Council (NDC) said on May 28. The council reported gains in both its leading and coincident business climate indicators, signaling steady growth momentum for the island’s export-oriented economy.

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60% of smart factories underperform as South Korea expert eyes tacit knowledge for manufacturing AX

South Korea is treating AI transformation as a future test of manufacturing competitiveness. The challenge now is not only installing smart systems, but converting frontline workers’ tacit knowledge into standardized data that machines can use. For global industries, the outcome could shape how factories raise quality, productivity, and resilience.

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Taiwan Mobile sets sights on NT$1 trillion revenue as AI and enterprise services drive growth

Taiwan Mobile outlined plans to pursue a NT$1 trillion (US$31.88 billion) revenue target as it shifts emphasis to AI, enterprise services, and new technology businesses, executives said after the company’s shareholders’ meeting on May 29. Shareholders approved the 2025 financial report and a cash dividend of about NT$4.8 per share, while leadership framed the push into AI-enabled enterprise solutions as the next stage of growth.

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Nan Ya Plastics targets three new business pillars to lift electronic materials to 60% by 2026

Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 2026, driven by demand from AI infrastructure and high-performance computing.

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