11
Jun
Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom and networking markets that could matter for global broadband customers, suppliers, and investors. The company said growth is being driven by AI-enabled applications, new products, and expansion into additional markets.
11
Jun
Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
A reported long-term order from Tesla could give Taiwan’s Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to China-linked materials. The deal may support new production capacity, reshape sourcing patterns, and influence future battery supply for global markets.
11
Jun
Niching Industrial sees heat spreader revenue hit record on AI server demand
AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business. The company reported record May revenue from the product line, while signaling that larger-format shipments and supply-chain changes could reshape its earnings mix.
11
Jun
China red-chip crackdown forces IPO hopefuls to rethink offshore listings
China’s tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that powered a decade of overseas listings by Chinese technology groups.
11
Jun
Transsion turns from Africa phones to energy storage, but the harder fight is just starting
Transsion Holdings, Africa’s long-time “king of mobile phones,” is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become a real energy business, or whether it will become just another low-margin hardware extension.
11
Jun
China unveils Long March 12B, a key step toward reusable space launches
China has successfully launched a new commercial heavy-lift rocket designed to support the country’s rapidly expanding satellite-constellation ambitions, marking another step in Beijing’s effort to build a lower-cost alternative to Western space-launch providers.
11
Jun
Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
11
Jun
GM bets on sodium-ion batteries to power the AI boom
For years, Detroit’s automakers viewed batteries primarily as the key to an electric-vehicle future. Now, as artificial intelligence drives an unprecedented buildout of data centers and strains power grids worldwide, batteries are becoming something else entirely: an energy infrastructure business.
11
Jun
AI boom drives capital inflows, but Taiwan sees low systemic risk
Taiwan’s export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
11
Jun
Commentary: At WWDC 2026, Apple’s AI platform eclipses the OS
Apple’s WWDC 2026 keynote pointed to a major shift in the company’s platform strategy, as Apple Intelligence, Siri, and Safari moved to the center while the operating system played a far smaller role. For observers used to Apple’s annual software showcase, the event looked less like an OS update and more like a preview of a cross-device AI ecosystem.