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Sunday 28 June 2026

Sunrise builds integrated energy platform as AI data center demand rises

Sino-American Silicon (SAS) Products' Sunrise is expanding its integrated smart energy business as artificial intelligence (AI) and data center demand for high-performance computing drives higher electricity demand worldwide. The company said its combined offering could help global firms secure greener, more resilient power supplies while meeting net-zero, RE100, and supply-chain carbon goals.

Sunday 28 June 2026

AI attacks scale up as annual security checks lag

AI is reshaping cyber offense and defense at an unprecedented pace, shrinking attack preparation that once took hackers weeks or months and making threats easier to scale. As a result, companies are facing a more complex and less predictable threat environment, while annual cybersecurity verification is increasingly unable to keep up.

Saturday 27 June 2026

Zettabyte urges new standard for quality AI compute as demand surges over two years

AI infrastructure firm Zettabyte said AI token generation exploded more than 330-fold over two years and urged that compute be measured by delivered useful work rather than raw hardware specs or hourly price. According to Alphabet's Google, monthly AI token generation grew from about 9.7 trillion to more than 3.2 quadrillion, and Zettabyte presented its quality-compute framework at a seminar hosted by Taiwan's Industrial Technology Research Institute.

Friday 26 June 2026

Qualcomm HBC takes aim at HBM costs in AI data centers

Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.

Friday 26 June 2026

Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

Humanoid robotics and physical AI pioneer Agility Robotics has announced plans to pursue a public listing, drawing significant attention from global capital markets and the technology industry. Behind the IPO, however, lies a notable Taiwanese supply-chain presence that adds broader strategic significance to the company's public market debut.

Friday 26 June 2026

Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising a second question: whether investors are pricing a real technology shift or a thin-float capital-market fever.

Friday 26 June 2026

AuthenX targets AI data center interconnects with plug-and-play FAU for CPO

AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array units (FAU) and external laser sources (ELS).

Friday 26 June 2026

OpenAI to release GPT 5.6 model on staggered basis in face of US regulatory uncertainty

OpenAI CEO Sam Altman told staff that its latest model, GPT 5.6, would be released on a staggered basis, with a small group of entities first gaining preview access to it after approval by the US government. The case highlights the regulatory uncertainty many local AI developers are facing after US President Donald Trump announced a voluntary review system before the release of frontier models, with the industry remaining concerned that it is not so voluntary after all.

Friday 26 June 2026

OpenAI, Anthropic, and Google turn to deployment engineers as AI focus shifts to enterprise use

AI companies are racing to hire forward deployed engineers, or FDEs, as the industry shifts from model-building to implementation. For global readers, the trend signals that the next wave of AI competition may hinge less on smarter systems and more on whether businesses can actually use them effectively at scale.

Friday 26 June 2026

How big tech is nudging cloud emissions on customers

In a corporate interview, Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), promoted the tech giant's latest environmental milestones and tools built to track data center carbon metrics. This includes the AWS Sustainability Console, a tracking hub launched to build on the Customer Carbon Footprint Tool (CCFT).

Friday 26 June 2026

Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap

Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.

Friday 26 June 2026

Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI

Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.

Friday 26 June 2026

Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook

US humanoid robotics startup Agility Robotics announced it will list on the Nasdaq as early as September 2026, which would make it the first publicly traded humanoid robotics company in the US.

Friday 26 June 2026

Amazon raises India bet to US$48 billion, adds US$13 billion for AI and cloud

Amazon on June 25 announced an additional US$13 billion investment in India's AI and cloud infrastructure by 2030, the third major commitment the company has made in as many years and one that brings its total planned spending across all India businesses to US$48 billion between 2026 and 2030. CEO Andy Jassy announced in New Delhi, following a meeting with Prime Minister Narendra Modi, that the pledge is a direct response to surging demand across Amazon's e-commerce, AI, and cloud operations in the country.

Friday 26 June 2026

Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance

The rapid rise of artificial intelligence is reshaping the dynamics of competition in the global technology landscape. From hyperscale data center expansion and government-backed sovereign AI initiatives to surging enterprise demand for high-performance computing, AI-driven investment in infrastructure and applications has become the industry's primary growth engine. In this race, companies that secure key positions across the AI supply chain are expected to hold a competitive advantage for years to come.

Friday 26 June 2026

Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration

The robotics industry is moving from proof-of-concept projects to large-scale deployment. During Computex 2026, IPC maker Nexcom showcased its edge AI solutions at booths of major tech companies including Nvidia, Intel, and Qualcomm. Through product demonstrations, the company strengthened its positioning as a full-spectrum edge AI deployment partner, attracting interest from industry players seeking deeper collaboration and investment opportunities.

Thursday 25 June 2026

Taiwan electronics production jumps 93% in first five months of 2026 on AI boom

Taiwan's Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan's computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.

Thursday 25 June 2026

IntelliEPI targets record 2026 revenue amid InP substrate shortages

Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to keep rising in 2026 and set another record. The company's biggest challenge remains a shortage of InP substrates, prompting it to rely mainly on Japanese suppliers while helping German manufacturers accelerate mass production of InP substrates.

Thursday 25 June 2026

Europe's AI infrastructure: the cost gap that policy cannot paper over

The EU currently hosts roughly 5% of the world's AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024 to 35 GW by 2030 — a tripling driven almost entirely by AI. The infrastructure to close that gap does not yet exist, and building it in Europe costs substantially more than building the equivalent in the US.

Thursday 25 June 2026

SambaNova targets US$10B valuation as demand rises for cheaper AI inference

AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.

Thursday 25 June 2026

ADATA explores Thailand role in AI computing expansion

ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.

Thursday 25 June 2026

Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem

Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.

Thursday 25 June 2026

Coplus developing Nvidia-backed AI headlights

Coplus took a cautiously optimistic view of the second half of 2026 during an investors conference on June 24. The Taiwan-based auto parts supplier said it has lined up countermeasures after its first-quarter 2026 operations were hit by US tariffs and geopolitical tensions, and is moving from traditional automotive lighting into AIoT.

Thursday 25 June 2026

JD.com targets 700,000 workers for retraining as robots reshape logistics

Founder and chairman of Chinese e-commerce platform JD.com Qiangdong Liu said at the 2026 APEC Business Leaders China Forum that logistics and delivery work will gradually be handled by robots, with many courier jobs likely to be replaced by automation. He added that JD.com has launched an internal program called the "Nirvana Plan" to help about 700,000 logistics and blue-collar employees retrain and transition as AI reshapes the industry.

Thursday 25 June 2026

China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos

Chinese cybersecurity company 360 Security Technology has unveiled a pair of AI-powered cybersecurity tools that it says can match the capabilities of Anthropic's highly restricted Mythos system, marking China's latest effort to narrow the gap with leading US AI technologies.

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