AI data center boom drives Taiwan passive component makers to record sales

Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan’s two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.

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Foxconn chairman maps out Taiwan’s global AI and manufacturing expansion strategy

Taiwan’s electronics industry is stepping up its global ambitions as AI, data center infrastructure, and advanced manufacturing reshape supply chains. Speaking at the Chinese National Association of Industry and Commerce (CNAIC) on June 18, 2026, Foxconn chairman and Taiwan Electrical and Electronic Manufacturers’ Association (TEEMA) chairman Young Liu outlined a strategy that combines overseas industrial parks, AI-driven transformation and next-generation factory automation.

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NIO founder warns China’s auto market could shrink by 20% this year

Nio founder and chairman William Li warned at the 2026 China Auto Chongqing Summit that China’s auto industry has entered its “most brutal final stage,” saying 2026 passenger-vehicle retail sales in China could fall 15% to 20% from last year. He urged the industry to prepare early as the Chinese new energy vehicle market enters a more severe phase of competition.

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Darwin organ chip joins Nvidia AI medical push

Backlight module maker Darwin held its shareholders’ meeting on June 17, 2026, and said it remains cautiously optimistic about 2026 revenue as its new businesses continue to gain traction. The company cited fresh commercial display orders in the US market and said organ-chip partner Anivance AI is also listed on an “Nvidia backdrop,” adding momentum to its medical technology push.

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Tim Cook says Apple price hikes are unavoidable as AI squeezes memory supply

In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is preparing to raise product prices because memory and storage costs have surged to a point Apple can no longer absorb. He said Apple has spent the past stretch trying to shield customers from these cost increases, but the situation has become “unsustainable.”

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