AOC GU27B36 is launched with a dual-mode 160Hz 4K Fast UPS display
Intel qualifies High-NA EUV for Panther Lake; ASML preps TSMC and Samsung for next wave
AI server tracker: Power and thermal suppliers lead June revenue growth
Taiwan’s AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard management controller (BMC) vendors continuing to benefit from strong AI infrastructure demand. Optical module suppliers, meanwhile, delivered a more mixed performance, with several companies posting triple-digit or strong double-digit annual growth while others remained under pressure.
Lenovo says US ThinkBook models do not use YMTC SSDs
JCET forecasts higher first-half profit on AI-driven chip demand
SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant
SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer plant in South Korea, Newsis reported, as the company ramps up supplies of 300mm silicon wafers used to manufacture advanced memory chips.
Rethinking motorcycle IoT as the hype cools
MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth
Apple’s MacBook Neo is selling briskly, lifting the company’s notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.