Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity, reliability requirements and product gross margins higher, leading the firm to expect significant revenue and profit growth in 2027 and 2028. The company held its 2026 annual shareholders meeting where executives outlined the strategic shift toward AI servers, high-end switches, satellite communications and optical communications as core growth drivers.

Nvidia CEO Jensen Huang unveiled RTX Spark at Computex Taipei this morning, announcing a new superchip designed to power a generation of Windows laptops and compact desktops built around on-device AI agents. The announcement, made at GTC Taipei on May 31, comes as Computex 2026 opens in Taipei with AI hardware dominating the show floor. Devices from major PC manufacturers are expected to ship this fall.

India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country’s electronics strategy. The shift reflects growing concern that the existing system has turned India into an assembly hub without building enough domestic manufacturing depth.