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Thursday 21 May 2026
Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country despite recent US export license approvals.
Thursday 21 May 2026
OpenAI picks Singapore for first overseas applied AI lab

OpenAI will commit more than S$300 million (approx. US$235 million) to expand Singapore's artificial intelligence (AI) ecosystem, choosing the city-state for its first applied AI lab outside the US as Singapore pushes to strengthen its position as a regional AI hub.

Thursday 21 May 2026
South Korea bets on KIST, LG to catch up in humanoid robots
South Korea has launched a five-year public-private project to build a domestic AI humanoid robot platform, bringing together KIST, LG affiliates, universities, and a hospital as the country looks to narrow the gap with the US and China in next-generation robotics.
Thursday 21 May 2026
Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO

Moonshot AI, the Beijing-based generative AI unicorn behind the widely popular Kimi chatbot, has informed its shareholders that it intends to dismantle its offshore corporate framework to clear a regulatory path for an initial public offering (IPO), likely in Hong Kong.

Thursday 21 May 2026
OSE targets AI server SMT growth as memory demand lifts outlook
Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.
Thursday 21 May 2026
Column: Agentic AI's autonomy problem—the security risks from machines that act
Artificial intelligence is undergoing a fundamental shift. Generative AI — passive, prompt-dependent, inert without input — has given way to agentic systems that reason, plan, and act on their own. The change is not incremental. It is architectural.
Thursday 21 May 2026
Nvidia revenue surges 85% as data center sales jump 92%
May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year, and non-GAAP EPS was US$1.87, up 140% year-over-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.
Thursday 21 May 2026
Agibot claims 100% success rate in factory deployment as humanoid race shifts to real-world validation
Peng Chen, business development director at Agibot, used the robotics session of the 5th Mobis Mobility Day in Sunnyvale to make a pointed argument: the humanoid robotics industry has moved past prototype competition into a phase where real-world deployment results are the only metric that matters.
Wednesday 20 May 2026
ASML to deliver first High-NA chips within months despite cost concerns
ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
Wednesday 20 May 2026
SpaceX to purchase Cursor one month after potentially record-breaking IPO
SpaceX plans to follow through with its acquisition of Cursor, which provides AI coding tools, 30 days after the space company launches its IPO. The deal, worth US$60 billion, would shore up SpaceX's recently acquired xAI unit, whose Grok models are reportedly considered to be behind those of competitors Anthropic and OpenAI.
Wednesday 20 May 2026
Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890
Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group accelerates its push into full-stack AI infrastructure for the agentic AI era.
Wednesday 20 May 2026
Tech Forum 2026: Physical AI poised to accelerate autonomous driving and robotics, analysts say
Physical AI is set to reshape autonomous driving and robotics. At the DIGITIMES Tech Forum 2026, held ahead of COMPUTEX 2026, analysts said advances in perception, decision-making, and motion control are opening new doors across industries.
Wednesday 20 May 2026
Amazon's AI chip push gains ground as Nvidia remains central to AWS

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements, tight GPU supply, and cost pressure prompt more developers to test the company's Trainium processors, according to The Information.

Wednesday 20 May 2026
From boardrooms to bedside: AI cameras climb the value chain
AI camera demand is being propelled by enterprise digital transformation, smart healthcare, and cross-border collaboration, turning cameras from simple video recorders into intelligent sensing endpoints with far-reaching implications for suppliers across the optics and semiconductor ecosystem.
Wednesday 20 May 2026
Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028
The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of Samsung Electronics' Device Solutions (DS) division and currently a standing advisor to Samsung, has cautioned against overly optimistic sentiment in the memory market.
Wednesday 20 May 2026
Google and Blackstone could lift ASIC demand with TPU leasing joint venture
Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.
Wednesday 20 May 2026
Taiwan to boost AI and strategic-industry spending to increase competitiveness
Taiwan's cabinet announced plans to expand public spending on AI and other strategic industries to protect the island's high-tech manufacturing lead, strengthen economic security and stimulate domestic demand, the premier said at a government press conference on May 19 in Taipei. The initiative includes 13 designated strategic industries, each to receive a flagship project, and a set of 10 major AI construction projects scheduled to begin in 2026.
Wednesday 20 May 2026
Ex-OpenAI and Tesla AI lead joins Anthropic to accelerate Claude pretraining research
Anthropic said it hired a high-profile AI researcher who will join its pretraining team to accelerate large-language-model pretraining research using Claude, as announced in May 2026. The hire came as Anthropic disclosed a compute rental agreement to use SpaceX-linked resources from xAI's Colossus 1 data center in Memphis, Tennessee, and followed earlier talent additions, the company stated.
Wednesday 20 May 2026
Commentary: China hardens AI self-reliance push after Trump-Xi talks
After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a clear signal of where Beijing wants its technology policy to move over the next three years.
Wednesday 20 May 2026
Taiwan suppliers look past Tesla as China's robot makers scale up

Tesla remains a bellwether for humanoid robots, but its delayed production timeline is prompting Taiwanese suppliers to reassess where near-term opportunities may emerge in the robotics supply chain.

Wednesday 20 May 2026
Interview: Governments are losing the AI cybersecurity race, and Palo Alto Networks thinks it has the answer
Governments are losing the race against AI. That is the blunt assessment of Nicole Quinn, vice president of policy and government affairs for Asia-Pacific at Palo Alto Networks. Policy moves too slowly, she argues, and overly rigid rules only make things worse.
Wednesday 20 May 2026
AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships
Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside the US, drawing large crowds of Chinese artificial intelligence (AI) developers, supply chain partners, and corporate customers.
Wednesday 20 May 2026
Taiwan robotics hub aims to move suppliers beyond components

Taiwan has opened a new robotics R&D center in southern Taiwan, aiming to help local manufacturers move beyond component supply and into higher-value robotics systems as automation demand spreads across healthcare, logistics, food service, and public safety.

Wednesday 20 May 2026
Anthropic buys Stainless, forcing OpenAI and Google to rebuild or migrate SDK tooling
Anthropic acquired developer tools startup Stainless and shut down its public SDK generator, removing an automated API-to-SDK workflow used by major AI providers and forcing rivals to absorb engineering costs to rebuild or migrate their tooling, the firm announced, and reports confirmed. The acquisition price was not disclosed, though The Information reported the deal exceeded US$300 million.
Wednesday 20 May 2026
Microsoft warns GitHub could be displaced as rivals gain ground with AI coding tools
Microsoft has warned internally that GitHub faces an existential risk as competing AI coding tools from Cursor, Anthropic's Claude Code, and OpenAI threaten to erode GitHub's Copilot advantage and potentially the repository model itself, according to reporting from The Information and The Verge. The concern centers on developers shifting to integrated IDEs and terminal-based assistants that reduce the need to upload code to GitHub.