Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments

Taiwanese laser processing equipment maker Laser Tek said that artificial intelligence(AI)-led investment in advanced packaging, testing, and passive components is boosting orders worldwide, but a persistent parts shortage is stretching delivery schedules and delaying some shipments. The company warned that tight supply could keep pressure on revenue in the near term.

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Micron SCA covers 7 auto customers, boosts supply chain

Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.

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AI server tracker: Taiwan’s testing and design service leaders surge on global chip demand

The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June 2026 financial performances of key supply chain players in Taiwan. Within this thriving ecosystem, IC testing and design services have emerged as pivotal backbones ensuring the physical viability and operational efficiency of next-generation silicon.

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Taiwan-Japan AI tech forum seeks closer partnerships

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI’s global marketing chief and head of the organization’s operations in Taiwan, told DIGITIMES before the event that IBM has already demonstrated 2nm chip manufacturing capability in the lab, but the biggest challenge for its licensed partner, Japanese chipmaker Rapidus, to achieve mass production in Hokkaido will be yield.

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WST targets AI optical boom as high-power CW laser shipments begin in 4Q26

Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in 2026. Chairman and President Sheau Chen said surging AI computing demand will continue to drive the transition from 400G to 800G and 1.6T optical interconnects, with the company positioning its high-power continuous-wave (CW) laser portfolio as its next growth engine.

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Montage Technology forecasts stronger first-half profit as AI demand lifts chip sales and discloses Korean prosecutors’ search

China-based Montage Technology said its first-half results are expected to rise sharply, underscoring continued demand for AI-linked memory and interconnect chips that matter to data centers and device makers worldwide. The company also disclosed a regulatory search in South Korea, adding an overhang that global investors will be watching closely.

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ABB to buy Rotork in US$5.5 billion cash deal

ABB said it has agreed to acquire Rotork in a recommended all-cash offer that would deepen the Swiss industrial group’s push into electrification and automation, with potential implications for infrastructure operators, manufacturers, and energy users worldwide. The deal would combine two suppliers of critical flow-control and automation technology.

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