04
Jun
Andhra Pradesh is making its most concrete move yet in semiconductors, zeroing in on packaging as the immediate entry point into the chip supply chain. Speaking on the sidelines of the Computex technology expo in Taipei, Bhaskar Katamneni, Secretary to the Government for ITE&C, acknowledged that wafer fabrication remains a long-term “seven or eight-year journey,” but said packaging work is already well underway — with four PCB manufacturers having already begun operations, according to him.
04
Jun
Taiwan’s Walsin Technology gains pricing power from AI demand
Walsin Technology, one of Taiwan’s leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will raise prices on resistors and selected capacitor products beginning June 1, citing mounting cost pressures and robust demand from AI-related applications. The move makes Walsin one of the first Taiwanese MLCC suppliers to formally implement a new round of price increases, and a sign that the inflationary effects of the artificial intelligence (AI) boom are spreading deeper into the electronics supply chain.
04
Jun
Huawei’s Tau Law exposes China’s EDA gap; Empyrean advances memory chip design tools
Huawei’s recently proposed Tau Law has drawn attention across the semiconductor industry, with the company arguing that chip performance can be improved by reducing the internal signal transmission time constant, known as τ, through multi-layer optimization across devices, circuits, architectures, systems, and algorithms.
04
Jun
E Ink and BMW advance automotive color-changing tech toward market readiness
Taiwan-based electronic paper leader E Ink Holdings is preparing to bring its color-changing vehicle technology to market after overcoming key regulatory and technical hurdles with BMW. The milestone marks a significant step in the company’s strategy to extend e-paper beyond displays and into vehicle exteriors, consumer products, and large-scale architectural surfaces.
03
Jun
Notebook shipment update, April 2026
Affected by weakened channel stocking momentum and a high base period, shipments of the top five notebook brands fell 33% sequentially in April 2026.
03
Jun
MIPS CEO makes the case for RISC-V in physical AI at Computex forum
Sameer Wasson, CEO of MIPS by GlobalFoundries, spoke at the MIPS Forum at Computex 2026 on June 3 in Taipei, held at the Taipei Courtyard by Marriott Nangang — one day after his company announced the completion of its acquisition of Synopsys’ ARC Processor IP Solutions business.
03
Jun
Qisda chair eyes 2026 AI takeoff
Qisda Corp. chairman Peter Chen has pledged that the group will not miss out on the AI boom, with AI servers, 1.6T switches, cooling systems, and power solutions already in place. With orders already in hand and some products ready to ship, Qisda expects its AI business to begin taking off in 2026.
03
Jun
Physical AI must act before it thinks, NXP CEO argues at Computex
As robots and autonomous systems move from factory floors into hospitals, warehouses, and public spaces, NXP Semiconductors CEO Rafael Sotomayor used his Computex 2026 keynote to argue that the defining challenge of physical AI is not raw intelligence, but the ability to act in milliseconds without waiting for instructions from the cloud.
03
Jun
Micron’s HBM4 push signals bigger Nvidia supply role
Micron Technology may supply more HBM4 memory for Nvidia’s next-generation Vera Rubin platform than the market currently expects, as the US memory maker ramps up equipment investment for the new technology, according to sources in South Korea’s memory equipment industry.
03
Jun
Liteon: RTX Spark could turn AI PCs into personal assistants
Liteon Technology showcased AI power management and liquid cooling solutions at COMPUTEX 2026, highlighting technologies aimed at supporting both AI PCs and next-generation AI data centers.