Qisda is accelerating its transformation into an AI solutions provider amid the intensifying AI race. President Cally Ko has highlighted changes to the company's AI roadmap since taking the helm, aiming to build a full AI ecosystem spanning data centers, edge computing, and vertical applications by integrating hardware and software resources across the group.

After years of supplying camera modules for consumer electronics, Taiwanese imaging company Altek is betting its future on a different vision: helping robots, drones, and autonomous machines understand the physical world.

As artificial intelligence moves beyond cloud-based chatbots and into factories, hospitals and warehouses, industrial computing company Advantech is positioning itself at the center of what it sees as the next phase of the AI revolution: the rise of edge and physical AI.

Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.

Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.

Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1 star Faker — Lee Sang-hyeok — co-signed an RTX 5090 graphics card, and immediately set the internet on fire.

As artificial intelligence (AI) drives demand for more powerful computing systems and smarter machines, Taiwanese optics manufacturer Ability Opto-Electronics Technology is positioning itself at the intersection of two emerging technology frontiers: metalenses and optical interconnects.

Hiwin Technologies and Qualcomm Inc. announced a partnership at Computex 2026 to integrate Qualcomm Dragonwing Q6 series processors into Hiwin's Load Port products, delivering edge AI capabilities for semiconductor panel-level packaging (PLP) equipment. The collaboration positions Hiwin's Load Port as the smart edge node in front-end modules, aiming to improve real-time image processing, status sensing, and anomaly detection on the equipment side.

Industrial factories are likely to become the first major market for robots at scale, according to NXP chief executive Rafael Sotomayor, who said manufacturers want stable systems, dependable performance, and clear financial returns. This view suggests that the earliest gains from robotics may come in places where efficiency improvements are easiest to measure.

Senior US officials have begun exploring a highly unconventional idea: taking equity stakes in leading artificial intelligence companies and using the proceeds to share the gains of the AI boom with the American public.

As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture will become a critical battleground in the AI infrastructure race.

AI rack power density has increased 50 times in five years — and the next jump may be the hardest yet.

When Jensen Huang was asked in Taipei about Samsung Electronics' recent labor dispute, the Nvidia chief executive offered a characteristically direct response.

Anthropic has warned about the deepening capabilities of AI and called for the world to slow down research in frontier models. The startup said that the quickening pace of AI development may make models difficult to control in the coming years.

Alibaba is opening its Qwen AI assistant to external brands and third-party agents, turning the consumer app from a chatbot into a transactional platform for food orders, travel planning, and other everyday services.

As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most overlooked segments: passive components.

Meta has postponed the public release of the application programming interface (API) for its latest AI model, Muse Spark, multiple times since its April debut, according to a report by The Wall Street Journal. The delay comes as Meta seeks to turn massive AI investments into sustainable revenue streams and compete more directly with OpenAI, Anthropic, and Google.

Nvidia is moving deeper into humanoid robotics, combining robot hardware, secure computing, world models and developer platforms as AI shifts from digital workloads to physical AI.

South Korea has finalized the budget for a state-backed on-device AI chip development project at KRW800.23 billion (US$520 million), about KRW200 billion below an earlier proposal, as industry concerns persist over whether the chips developed under the program will reach commercial products, according to The Elec.

Taiwan's optics makers, traditionally absent from PC-focused trade shows, made a landmark appearance at COMPUTEX 2026. Industry leaders including Largan Precision, Ability Opto-Electronics Technology, Altek Corporation, and Ability Enterprise used the event to showcase their latest research and development breakthroughs. Their presence signals a strategic pivot from behind-the-scenes smartphone component suppliers to frontline architects of the rapidly expanding edge AI ecosystem.

Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal highlights Intel's bid to regain ground in artificial intelligence (AI), while broadening Foxconn's role in the global AI supply chain.

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly shaped by Nvidia's dominance in AI training and inference.

As AI pushes liquid cooling into mainstream server thermal design, suppliers are widening their focus beyond Nvidia's benchmark thermal designs. Industry players say pumps are emerging as a key lever for improving cooling efficiency, alongside flow rate and fluid speed.

Arm CEO Rene Haas told the COMPUTEX keynote on June 2 that Taiwan has been inseparable from Arm's growth over the past 30 years, while Nvidia CEO Jensen Huang said that agentic AI will trigger the biggest PC industry transformation in 40 years and could expand the global PC market by 10 times.