Pegatron June revenue rose 15.9% on server shipments and AI expansion

Pegatron reported June revenue of NT$91.296 billion (US$28.43 billion), up 15.9% year over year and down 4.9% from May, as shipments increased on the gradual rollout of its new server business. The Taiwan-based electronics manufacturer said the business mix shift had helped deliver double-digit annual growth for two straight months, while management expects AI-related revenue to keep rising steadily in 2026.

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Trump admin reportedly urged Apple to procure chips from Intel in exchange for dropping tariffs

Reports have emerged that Apple may have managed to avoid 100% tariffs imposed by US President Donald Trump, partly by agreeing to partner with Intel to manufacture its chips. While Apple could benefit from expanding its chip suppliers, the episode also shows the power of Intel’s government backing as the US seeks to reshore its semiconductor industry.

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TSMC June 2026 revenue surges 68% as AI demand continues to fuel growth

TSMC reported another month of strong revenue growth, underscoring continued demand for advanced chips used in AI applications. According to the company’s June revenue report, consolidated revenue reached NT$442.68 billion (approx. US$13.8 billion) in June, up 6.2% month-over-month and 67.9% year-over-year. For the first six months of 2026, revenue totaled NT$2.4 trillion, representing a 35.6% year-over-year increase.

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MiniMax bets US$2 billion on AI infrastructure as lock-up selloff deepens its split with Z.ai

Chinese artificial-intelligence developer MiniMax is raising HK$16 billion (approx. US$2.04 billion) through a share placement and convertible bonds to accelerate spending on AI infrastructure and large-model development, pressing ahead with its most capital-intensive phase even as its Hong Kong-listed stock slides and a lock-up expiry unleashes fresh selling. The move underscores how far MiniMax’s fortunes have diverged from those of rival Zhipu, the other big Chinese AI name to list in Hong Kong this year.

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