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Tuesday 9 June 2026
AI chip race lifts semiconductor equipment sales to record US$36.55bn
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
Tuesday 9 June 2026
LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
Tuesday 9 June 2026
Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst
Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same...
Monday 8 June 2026
Molex expands in Taiwan as AI interconnect demand splits between copper and optics
Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan...
Monday 8 June 2026
Nvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era
Nvidia and Microsoft have teamed up to launch RTX Spark, an AI PC superchip that could reshape personal computer architecture and intensify competition for AI leadership, according...
Monday 8 June 2026
V2X data becomes latest target in rising geopolitical tensions
Vehicle-to-everything (V2X) data management has become the latest battlefront in geopolitical tensions, with recent maneuvering in China, the US, and Europe drawing the most attention...
Monday 8 June 2026
Uneec breaks into IT, liquid cooling racks on AI demand
Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack...
Monday 8 June 2026
NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese...

Monday 8 June 2026
Nvidia and LG Group team up on AI factory, robotics, and autonomous driving in expansive Korea partnership
Nvidia and LG Group announced a wide-ranging partnership on June 7 covering AI factory infrastructure, home robotics, autonomous driving components, and sovereign AI model development,...
Monday 8 June 2026
Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
Monday 8 June 2026
Naver to build gigawatt-scale AI factories on Nvidia platform as Korea's sovereign AI push accelerates
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale...
Monday 8 June 2026
Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman...
Monday 8 June 2026
Nvidia and Doosan expand ties to target robotics and AI factory infrastructure
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort...
Monday 8 June 2026
Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom...
Monday 8 June 2026
KT Cloud speeds AI data center builds with modular construction and digital twin ops
KT Cloud is accelerating its artificial intelligence data center rollout in South Korea with modular construction, alternative power sourcing, and a digital twin operations platform...