29
Jun
AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI infrastructure worldwide. The server rack maker said it will continue deepening technology and global customer ties, while expecting full-year 2026 revenue to keep growing by double digits.
29
Jun
Taiwan electronics sector stays upbeat as AI demand lifts exports
Taiwan’s electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services continues to support trade. The latest survey suggests the benefits are spreading through supply chains, with implications for manufacturers and consumers worldwide.
29
Jun
CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage
CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium energy storage system aimed at global grid markets.
29
Jun
Goertek’s 12-inch AR wafer fab could double waveguide output, cut AI glasses costs
Goertek has begun mass production at China’s first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and speed up mass-market adoption.
29
Jun
Samsung slows next-gen memory push as price surge rewards existing lines
Samsung Electronics is slowing its investment schedule for 1d DRAM, the seventh-generation 10nm-class DRAM node, as a sharp surge in memory prices makes it more profitable to squeeze output from existing production lines than to rush costly next-generation processes to market, The Bell reported on June 23.
29
Jun
LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom
As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented industry standards, LG Electronics is expanding its liquid-cooling portfolio while leveraging broader group resources and exploring partnerships with Taiwanese server makers to strengthen its position in the fast-growing market.
29
Jun
FIT consolidates EV charging brands, builds Saudi plant to localize supply
Foxconn Interconnect Technology (FIT) unveiled its global automotive platform brand One Mobility at The smarter E Europe 2026, the continent’s largest energy industry trade alliance, marking FIT’s first appearance under the new brand and its third consecutive year at the event. The company said the rebrand consolidated its vehicle charging businesses under a single identity to boost market recognition and address rising competition in the electric vehicle charging infrastructure market.
29
Jun
Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators
Qualcomm officially unveiled its Dragonfly data center platform at this week’s annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other connectivity technologies gained through its Alphawave acquisition; ASICs; AI accelerators; and CPUs. The company also said its Modular acquisition added key assets for an AI software stack.
29
Jun
India roundup: Global tech giants deepen India investments
India is attracting fresh technology investment as global companies expand AI, cloud and semiconductor commitments, reinforcing the country’s growing role as a strategic manufacturing and digital infrastructure hub.
29
Jun
Taiwan joins post-HBM memory race with Intel, SoftBank
Taiwan’s semiconductor ecosystem has entered the race to develop a possible post-HBM memory architecture, with Powerchip Semiconductor Manufacturing Corp. (PSMC) and AP Memory appearing alongside Intel and SoftBank subsidiary SAIMEMORY in a nine-layer 3D high-bandwidth DRAM demonstration.