Nvidia’s Rubin CPX plans clouded as Groq gains bigger inference role
China tightens travel bans on private-sector AI to stem tech leaks
Samsung foundry targets robotics, auto AI chips with Cadence platform
Computex 2026 adds robotics zone, Taiwan supply chain gathers
China Airlines rides Taiwan’s AI boom to record cargo profits
China Airlines said demand tied to artificial intelligence (AI) infrastructure and semiconductor shipments is helping fuel a strong rebound in air cargo, underscoring Taiwan’s growing importance at the center of the global technology supply chain.
Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26
Yageo tops Murata in AI-driven passive component orders
Yageo, one of the world’s largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
UMC readies price hikes, kicks off 2027 customer talks
Ezconn moves up AI optics chain with CPO and silicon photonics
Ezconn expects US cloud providers’ AI data center expansion to sustain demand for high core count optical products through at least 2029, according to President Ying-hua Chang.