Without Nvidia’s Jensen Huang, does Computex still compute?

Fueled by the global AI surge, Computex has enjoyed three straight years of star power from Nvidia CEO Jensen Huang. This year’s record-breaking edition again centered on Huang, who revealed a new Taiwan office in the Beitou Shilin Technology Park (BSTP) and addressed AI chip sanctions and energy policy post-show. In contrast, other exhibitors struggled to capture attention. Supply chain insiders warn that without Huang in 2026, the event’s momentum could sharply decline.

Continue reading

Hanmi engineers return to SK Hynix after US$30.7 million TCB order resolves dispute

The protracted dispute between Hanmi Semiconductor and SK Hynix regarding the supply of Thermo Compression Bonding (TCB) equipment has reached a resolution, with Hanmi Semiconductor confirming the return of its engineering personnel to SK Hynix’s facilities. This marks a significant thaw in the strained relationship between the two industry giants, following a month-long absence of Hanmi’s engineers from SK Hynix’s production lines.

Continue reading

Huawei assembles China’s Merck: Zhuhai Cornerstone to secure chipmaking materials

Huawei is reportedly supporting Zhuhai Cornerstone Technologies Co. in a strategic effort to localize chipmaking materials and reduce reliance on foreign suppliers. Founded in 2022, the company is emerging as a potential rival to global chemical giants including Shin-Etsu Chemical, JSR Corporation, Merck KGaA, DuPont, and Dow Chemical. As reported by Nikkei Asia, Zhuhai Cornerstone is being positioned as an “end-to-end” semiconductor chemical supplier, aligned with China’s broader push for supply chain independence amid tightening US export controls.

Continue reading

Yageo chairman optimistic about 2H25 outlook, reaffirms commitment to Shibaura acquisition

Yageo chairman Pierre Chen has expressed an optimistic outlook for the second half of 2025, despite global uncertainties surrounding tariffs and exchange rate fluctuations. Speaking at the company’s recent shareholders’ meeting, Chen reassured investors that the company is in a strong position to navigate these challenges, with controllable risks tied to the impact of currency fluctuations and tariffs. Chen also reaffirmed Yageo’s unwavering commitment to acquiring Shibaura Electronics, stressing that while the company may adjust the timeline and specifics of the acquisition strategy, its long-term objective remains unchanged: to fully integrate Shibaura Electronics into the Yageo Group and eventually delist the Japanese company.

Continue reading

Alpha Networks sees operational momentum in 2H25, plans to sample 1.6T switch by year-end

Networking company Alpha Networks (Alpha) held its shareholders meeting on May 27, 2025, where it expressed optimism about the continued strengthening of shipment momentum for its core products in the second half of 2025. Coupled with active expansion into emerging telecom markets and accelerated development of high-end products, Alpha maintains a cautiously positive outlook for its business growth this year.

Continue reading

Luxury EV market in China nonexistent, says Porsche

Xiaomi has previously leveraged the technical know-how of China’s EV industry by packaging it into a sleek Porsche-like body at an affordable price with its SU7, and has followed the formula with its latest YU7, which evokes the luxury aesthetics of Ferrari and Aston Martin. Although pricing has yet to be determined, the announcement of the new model has generated significant excitement across China’s internet.

Continue reading