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    Rumor: Amazon AWS has stepped up procurement of AI server racks, both amount and speed, after raising its 2026 capex to US$220 billion from $200B, media report, citing unnamed supply chain sources. -Increased 3nm custom ASIC training and inference chip orders to TSMC (via AWS chip design partner Alchip) -AI server partner Wiwynn boosts rack and switch tray production -Foxconn won CPU tray orders $AMZN https://t.co/wjURz5BH4B $AMZN https://t.co/wjURz5BH4B

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    Taiwan prosecutors raided a plant owned by ABF substrate giant Unimicron on Friday over the alleged import of substrates and printed circuit boards (PCBs) made at its China plants and then re-labelling them ‘Made in Taiwan’, media report. Some employees are suspected of crimes including document forgery and product origin fraud. The head of Unimicron’s PCB division was released Saturday on bail of NT$15 million (US$475,000). Several other managers were also released for lower amounts. $NVDA $GOOGL $AMZN $MSFT $META https://t.co/4BvJx3TID4