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HP disclosed for the first time that AI PCs now account for 44% of its total PC shipments, up from 35% the previous quarter. (AP)

HP's AI PC Shipments Hit 44%, Igniting Broadest Tech Upgrade Cycle in a Decade

Nvidia CEO Jensen Huang (黃仁勳) held a global press Q&A in Taipei on June 2, addressing the N1X platform co-developed with MediaTek. Huang said the N1X is not a one-off product, with Nvidia already planning follow-on N2X and N3X generations, and committed t

Jensen Huang Points to Optical. Taiwan's BE Epitaxy Is Already There.

Among stocks receiving foreign broker upgrades, IC test handler maker Hon Precision stands out as the most notable. From left: General Manager Chang Chien Jung-li, Senior Vice President Weng De-kui, Chairman Hsieh Min-ta, and Vice President Chao Chen-ming

Foreign Brokers Bet Big on Taiwan's AI Test Leader Hon Precision

Zenithtek Chairman Kevin Tu (涂俊宏) said that, driven by shipments of high-end inductors, the company's AI-related revenue share is expected to surpass 60% this year. (Photo by Sean Wei)

Taiwan's Zenithtek Powers Into AI With Blackwell and Venice Wins — 60% Revenue Target in Sight

Lian Bao General Manager Tan Wei-jie (left) and Lian Bao President Tan Ming-zhu (right). (Photo by Wei Xin-yang)

Not just GPUs: LinkCom eyes H2 silicon photonics, LEO satellite wins amid AI buildout