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Tuesday 9 June 2026

Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

Alibaba Group Holding has created a new artificial intelligence unit called Token Foundry, putting it directly under CEO Eddie Wu as the Chinese technology giant further consolidates its model-development teams and pushes AI applications toward commercialization.

Tuesday 9 June 2026

Adata, Macronix report record May revenue amid rising memory demand, prices

Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.

Tuesday 9 June 2026

Taiwan leverages tech ecosystem to bridge digital divide and lift SME AI adoption rates well past 12%

Following the successful conclusion of Computex 2026, Taiwan is mobilizing its technology giants to spearhead a nationwide digital transformation. Facing a stark disparity where small and medium-sized enterprises (SMEs) lag at an 11.9% AI adoption rate compared to 40% in large corporations, the government is leveraging its leading tech firms to accelerate deployment across the broader economy.

Tuesday 9 June 2026

Commentary: How Nvidia turned Computex into its own annual coronation

Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."

Tuesday 9 June 2026

TSMC capacity crunch pushes Google, Nvidia closer to Intel

TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.

Tuesday 9 June 2026

Nvidia and Hyundai deepen AI partnership in robotics and mobility

Nvidia and Hyundai Motor Group have agreed to deepen their collaboration in artificial intelligence, robotics, and future mobility technologies as the two companies seek to accelerate the commercialization of physical AI and expand South Korea's role in next-generation AI infrastructure.

Tuesday 9 June 2026

Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam

Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the HarmonyOS ecosystem, the market is also watching AI agents as a key test of Huawei's broader AI roadmap.

Tuesday 9 June 2026

Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity

Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market. The package was designed to fund the rental of Tensor Processing Units developed with Alphabet's Google and Broadcom and closed this week, according to Financial Times and Bloomberg.

Tuesday 9 June 2026

US Pentagon adds BYD, Alibaba to China military company list

The US Department of Defense has updated its list of companies identified as Chinese military companies operating in the US, adding a wide range of technology, telecom, semiconductor, drone, and artificial intelligence firms.

Tuesday 9 June 2026

Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships

Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.

Tuesday 9 June 2026

OpenAI begins IPO process with confidential SEC filing

OpenAI has taken its clearest step yet toward becoming a publicly traded company, announcing that it has confidentially submitted a draft S-1 registration statement to the US Securities and Exchange Commission (SEC).

Tuesday 9 June 2026

AMD commits up to GBP2 billion to speed AI research in the UK

AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.

Tuesday 9 June 2026

Taiwan suppliers target physical AI platforms as robotics race moves beyond hardware

Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.

Tuesday 9 June 2026

Jensen Huang deepens LG alliance as Nvidia expands its AI ambitions in South Korea

After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI development.

Tuesday 9 June 2026

Apple's Siri AI reboot stirs optimism and doubt as Google Gemini role draws attention

Apple's annual developer conference on June 8 served as a long-awaited stage for the company to lay out its artificial intelligence (AI) roadmap, headlined by a rebuilt Siri called Siri AI and a broader set of Apple Intelligence updates. Reaction from analysts and industry watchers was broadly cautious but not dismissive — a recurring theme being that Apple has moved in the right direction, but the most consequential capabilities remain months away from reaching consumers.

Tuesday 9 June 2026

Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns

Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive the full suite of new features at launch. The reasons differ significantly between the two regions, and industry watchers say the gap poses a strategic risk for a company whose AI pitch depends on delivering a consistent, platform-wide experience.

Tuesday 9 June 2026

Apple unveils Siri AI and next-generation Apple Intelligence at WWDC 2026

On June 8, Apple launched its most ambitious AI initiative to date, integrating the next generation of Apple Intelligence across its entire ecosystem. Featuring a groundbreaking partnership with Google and a privacy-focused architecture, the company introduced Siri AI, an advanced conversational assistant, alongside major software updates like macOS Golden Gate and iOS 27.

Tuesday 9 June 2026

Taiwan server makers post strong May sales as AI demand continues to drive orders

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to continued momentum in the second and third quarters, even as notebook markets remain weak and broader personal computer demand remains subdued.

Tuesday 9 June 2026

Panasonic raises SP-Cap prices as AI drives passive component demand

Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.

Tuesday 9 June 2026

Microsoft shifts AI cost burden toward devices as cloud bills climb

Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model.

Monday 8 June 2026

Nvidia push into AI PCs comes as smartphone market faces steep downturn

Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.

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 to South Korean media, including Edaily. The partnership is also raising concerns in South Korea about its role in the next phase of the global semiconductor and AI market.

Monday 8 June 2026

Dreame under scrutiny for breakneck expansion pace and state-owned funding

A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors.

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 business in 2026, with plans to enter the IT rack and liquid cooling rack sectors. President Charles Lo added that its double-wide "fat" rack has already completed validation and can be shipped at any time to meet customer demand.

Monday 8 June 2026

Huawei Cloud targets Agentic AI race with Ascend 950DT, smart driving compute, secure hybrid cloud

Huawei Cloud is tying its next phase of cloud growth to Agentic AI, domestic computing power, and industry-specific deployment, launching a new infrastructure framework at its 2026 Huawei Cloud Inspire conference in Shanghai as it seeks a larger role in enterprise AI and smart driving.

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