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Wednesday 24 June 2026
Imoo overtakes Samsung to become No. 4 smartwatch brand
Imoo beat Samsung Electronics, Oppo, and Garmin to rank as the world's No. 4 smartwatch brand in global smartwatch sales in the first quarter of 2026. In fact, imoo's global smartwatch shipments have matched Samsung's in recent years, according to Counterpoint.
Wednesday 24 June 2026
SoftBank to build domestic AI server base as Japan pushes for sovereign compute
SoftBank, the telecom arm of SoftBank Group (SBG), is moving to localize a larger part of Japan's AI infrastructure stack, with plans to begin domestic AI server production in fiscal 2027 at the former Sharp Sakai plant in Osaka.
Wednesday 24 June 2026
China's LineShine supercomputer tops TOP500, but AI lead remains unclear

China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system built around domestic processors, interconnects, and software.

Wednesday 24 June 2026
Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation
Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told The Wall Street Journal.
Wednesday 24 June 2026
IBM targets Anderon venture to anchor quantum wafer supply
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
Wednesday 24 June 2026
China's idle EVs could become AI token factories, says CATL chairman
CATL chairman Robin Zeng said on June 23 at the World Economic Forum (WEF) in Dalian that many electric vehicles (EVs) in China could be turned into computing infrastructure for the large-scale production of AI tokens by using their onboard batteries and AI chips.
Wednesday 24 June 2026
Dassault Systèmes brings virtual twins and sovereign cloud to Europe's health-tech startups
Dassault Systèmes, a major provider of 3D digital twin technology, has partnered with PariSanté Campus, France's healthcare-focused AI and digital innovation hub, to support health-tech startups in France and across Europe.
Wednesday 24 June 2026
Meta and EssilorLuxottica launch budget AI glasses line as smart eyewear portfolio expands to four products
Meta and EssilorLuxottica announced on June 23 the launch of Meta Glasses, a new co-branded AI glasses collection starting at $299, positioned as the more accessible entry point in a portfolio that now spans four distinct product lines.
Wednesday 24 June 2026
Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
Wednesday 24 June 2026
US demands Meta oversight as defense conflict escalates

According to The New York Times, the Trump administration is putting pressure on Meta to submit its latest AI models for voluntary national security reviews. Meta remains the only major US developer that has not yet reached a formal agreement to share its technology with the federal government's newly established Center for AI Standards and Innovation (CAISI). While rivals like OpenAI, Google, Microsoft, and xAI have quietly complied, Meta's policy team remains locked in tense negotiations with the Department of Commerce (DOC).

Wednesday 24 June 2026
Alibaba sues US Defense Department over military company label, raising contract and free-speech concerns
Alibaba Group Holding and its US subsidiary filed a suit on June 23, 2026, in federal court in California, seeking to overturn the Department of Defense's designation of Alibaba as a "Chinese military company." The case could affect the company's access to US government contracts and its standing in broader US supply chains.
Wednesday 24 June 2026
AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$245.6 billion (US$7.8 billion) in the first quarter of 2026, up 19.6% from a year earlier and the highest level for the same period on record.
Wednesday 24 June 2026
Cerebras bets on speed as a product, racing to add data center capacity through 2027
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
Wednesday 24 June 2026
Bosch Taiwan hits record FY2025 revenue on AI demand
Bosch Taiwan posted another record in fiscal year 2025, with revenue reaching NT$43.3 billion (US$1.37 billion), up 18.6% year on year. Growth was driven by strategic portfolio expansion, AI adoption and deeper sustainability efforts.
Wednesday 24 June 2026
Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
Wednesday 24 June 2026
AI server VRM shifts drive power shortages and stretch lead times past 6 months
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three years that have left stockpiles too low, AI-related applications are surging rapidly, and a shift away from Chinese supply chains is gaining momentum amid geopolitical shifts.
Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices have remained stable, and orders have continued climbing to record highs. The divergence has intensified debate over whether AI robots will first break through via humanoid or non-humanoid models.

Wednesday 24 June 2026
Syncomm accelerates AIoT push on wireless audio strength
Syncomm Technology has built solid momentum in wireless audio transmission chips and modules and is now accelerating its shift into AIoT applications across energy monitoring, elder care, and disaster prevention and security, General Manager Liang-Chun Huang said at a Taiwan Stock Exchange Innovation Board company briefing.
Wednesday 24 June 2026
Column: Spain's Multiverse Computing builds case for on-device AI to curb soaring cloud costs

As generative AI moves from pilot projects to large-scale deployment in 2026, enterprises are facing a growing problem: AI bill anxiety.

Wednesday 24 June 2026
SoftBank rejects space data centers and commits to Earth-based AI compute

SoftBank Group said it will prioritize building large-scale terrestrial AI data-center capacity rather than pursuing space-based data centers, with founder Masayoshi Son arguing that the decisive advantage in artificial intelligence will come from compute infrastructure deployed on Earth.

Wednesday 24 June 2026
Column: Physical AI commercialization's safety gap

The race to commercialize physical AI and autonomous robots is running into a fundamental challenge: existing robot safety frameworks were designed for deterministic systems operating in controlled environments, not for autonomous machines making decisions in dynamic, unstructured ones.

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.

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