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Tuesday 23 June 2026
Nvidia targets robot safety as humanoids edge toward factory floors

Getting humanoid robots into factories and warehouses has always depended on two things: making them smart enough to be useful and safe enough to work alongside people.

Tuesday 23 June 2026
NYCU, Phison join forces to build AI heterogeneous computing resource management platform
Taiwan's National Yang Ming Chiao Tung University (NYCU) and Phison Electronics are teaming up to build a GPU resource management platform to improve the efficiency of computing resource utilization on campus.
Tuesday 23 June 2026
Kaori's Kaohsiung plant targets 2027 output for AI cooling and green energy demand
Kaori Heat Treatment held a groundbreaking ceremony for its new plant at Kaohsiung's Ciaotou Science Park on June 23. Chairman Dr. Allen Wu led the management team at the event, joined by government representatives and industry partners. Total investment in the Ciaotou Science Park plant is expected to be capped at NT$3.25 billion (approx. US$103 million), making it Kaori's largest production base, with a development scale exceeding the combined size of its existing sites.
Tuesday 23 June 2026
South Korea takes physical AI push from policy to practice

South Korea has moved its Physical AI Alliance from a policy-setting body into an operational platform, as the government and companies such as Naver deepen cooperation with Nvidia on physical AI, AI factories and large-scale computing infrastructure.

Tuesday 23 June 2026
Microsoft's Satya Nadella warns against AI profits being absorbed by just a few companies
Microsoft CEO Satya Nadella warned against allowing only a handful of companies to economically profit from the new AI era. In an interview with Bloomberg, he critiqued the current trajectory of the AI race while predicting that the next phase of the industry would rely more on cheaper models.
Tuesday 23 June 2026
AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026

Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan suppliers across cooling, assembly, and slide rails for a shipment ramp that could extend into early 2027, according to supply chain sources.

Tuesday 23 June 2026
Micron and Anthropic partner to advance next-gen AI infrastructure

Micron and Anthropic have announced a strategic agreement to scale the infrastructure needed to support increasingly powerful AI models, deepening ties between a leading memory supplier and one of the industry's fastest-growing AI developers.

Tuesday 23 June 2026
SK Hynix Cheongju plant accidents raise HBM expansion safety concerns

SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.

Tuesday 23 June 2026
IBM and OpenAI partner to bring frontier AI to enterprise cyber defense

IBM has announced a partnership with OpenAI aimed at helping enterprises defend against increasingly sophisticated cyber threats by integrating frontier AI into security operations and workflows. The collaboration comes as organizations face a growing challenge from attackers that are also leveraging advanced AI tools to accelerate cyberattacks.

Tuesday 23 June 2026
SpaceX expands AI infrastructure business with US$6.3 billion Reflection AI deal
SpaceX has signed a major computing infrastructure agreement with open-source AI startup Reflection AI, underscoring the growing value of AI compute as one of the industry's most strategic resources.
Tuesday 23 June 2026
Midjourney launches full-body ultrasound scanner and plans wellness spas with aggressive scale targets
Midjourney is moving into medical devices with a full-body ultrasound scanner and a companion wellness business, a shift that could affect how health data is collected and used worldwide. The company says the system aims to offer fast, low-cost scans at scale, while raising questions about regulation, privacy, and future diagnostic access.
Tuesday 23 June 2026
Japan puts robotics at heart of US$2.3 trillion chip revival

Japan is preparing a sweeping public-private investment strategy totaling more than JPY370 trillion (US$2.3 trillion) by fiscal 2040, spanning 17 strategic sectors including AI, semiconductors, aerospace, and energy-related industries.

Tuesday 23 June 2026
Commentary: Google defines AI path to ASI, validates chip boom
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding at an exponential pace.
Tuesday 23 June 2026
High-end fiberglass cloth supply tightens; shortages to persist through 2027

Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.

Monday 22 June 2026
AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure

AI is no longer a localized software novelty. It is now aggressively wiping out traditional hardware infrastructure across Europe. According to new market intelligence reports from CONTEXT World, there has been an unprecedented displacement of legacy systems. Driven by complex professional workflows, massive public sector procurement, and a fundamental restructuring of telecommunications networks, AI-optimized hardware has transitioned from a progressive choice to an absolute operational necessity.

Monday 22 June 2026
How physical AI and ADAS-cockpit fusion are rewiring China's smart driving supply chain

Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China's autonomous driving and smart cockpit supply chains, according to the latest report from DIGITIMES Research. Under this trend, automakers and tech companies are accelerating the deployment of world models and LLMs, with a new wave of mass production and commercial pilot runs expected in the second half of 2026.

Monday 22 June 2026
Anthropic joins US$915 million Frontier push to scale carbon removal
Anthropic joined Frontier, the carbon removal procurement coalition, becoming the first AI startup to participate as surging power demand from AI data centers made corporate climate pledges harder to meet. The announcement came with Frontier securing an additional US$915 million in funding commitments, raising the coalition’s total to US$1.8 billion, according to Reuters and Bloomberg.
Monday 22 June 2026
Google loses Gemini co-lead as engineering VP joins OpenAI to research model building
Google Vice President of Engineering and Gemini model co-lead Noam Shazeer has left the company to join OpenAI, where he will focus on research into model-building methods, executives announced. The move was reported by multiple outlets and was confirmed by a public post from OpenAI leadership.
Monday 22 June 2026
Groq CEO sees GPU and LPU as complementary as AI compute demand grows
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
Monday 22 June 2026
Tesla files Megapod trademark in modular AI data center push

According to a trademark application filed with the United States Patent and Trademark Office (USPTO), Tesla has submitted an intent-to-use application for a new product name: Megapod. The trademark explicitly covers modular data center hardware systems engineered for AI computing, and the system is designed to bundle computer servers, AI data processing hardware, networking equipment, power distribution units (PDUs), and advanced cooling systems into a single, integrated physical unit.

Monday 22 June 2026
Column: Physical AI shifts from feature robots to smart robots
Over the past decade, annual venture capital invested in physical AI and robotics startups has surged from a few hundred million US dollars to nearly US$25 billion, more than a 10x increase concentrated in recent years.
Monday 22 June 2026
China opens STAR Market pathway for AI model firms amid funding race
China's artificial intelligence (AI) industry has received another major policy boost. At the 2026 Lujiazui Forum in Shanghai, China Securities Regulatory Commission (CSRC) Chairman Wu Qing announced that the STAR Market's fifth listing standard will be formally expanded to cover large language model (LLM) companies.
Monday 22 June 2026
Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.

Monday 22 June 2026
Microsoft considers DeepSeek as OpenAI costs mount

Microsoft is reportedly considering introducing a fine-tuned version of the Chinese open-source model DeepSeek V4 into its enterprise artificial intelligence (AI) tool Copilot Cowork, as a lower-cost alternative to models from OpenAI and Anthropic. According to a report by Axios, the company is expected to finalize and announce its decision in the coming weeks.

Monday 22 June 2026
Interview: MetaComp on its KYA framework and the agentic future of finance
Agentic AI is entering the financial sector, and a future where agents make purchases and manage wealth on people's behalf is appearing on the horizon – but is the financial system ready for this?