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Friday 12 June 2026
Taiwan compute suppliers rise on booming AI demand, with several firms extending strong growth
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
Friday 12 June 2026
South Korea taps LG to localize robot simulation tech

South Korea has launched a two-year, KRW34 billion (US$22.22 million) project to develop domestic world model and robot foundation model technologies, aimed at reducing reliance on foreign simulation platforms for physical AI systems used in real-world environments.

Friday 12 June 2026
Meta unwinds Manus AI deal after China order, signaling tighter global scrutiny
Meta Platforms has fully severed operational and data-sharing ties with agentic AI startup Manus after Chinese regulators ordered the transaction canceled. The move affects global investors and AI developers, as it highlights how Beijing's intervention can reshape cross-border deals, block system access, and force companies to unwind technology integration after a deal closes.
Friday 12 June 2026
AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers
Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as some companies are seeing only modest gains while others tied more closely to AI server racks, liquid cooling, and high-value interconnects are growing much faster.
Friday 12 June 2026
Taiwan AI infrastructure suppliers see broad sales gains in May

Taiwan's AI infrastructure technology suppliers posted stronger sales in May, led by firms tied to artificial intelligence servers, data-center networking, optical communications, and advanced cooling. The figures suggest demand remains driven by the buildout of AI infrastructure, with higher power loads, faster interconnects, and more complex thermal systems boosting orders and product mix.

Friday 12 June 2026
Google weighs Samsung's role in next AI chip as TSMC capacity tightens
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
Friday 12 June 2026
Boston Dynamics highlights diverse strategies in humanoid robotics amid Nvidia-Unitree collab
Boston Dynamics, one of the leading humanoid robotics companies in the US, during a recent visit to Taiwan, addressed Nvidia's announcement that it will partner with Chinese humanoid robot maker Unitree Robotics.
Friday 12 June 2026
Alibaba's stealth model launch, Meitu's outsourcing play — China's visual AI market defies a single playbook

One of China's largest visual AI consumer platforms has deliberately chosen not to build its own models; a startup competing against ByteDance and Alibaba is pursuing a strategy of making its models cheaper rather than better; and Alibaba launched one of its video generation models under a pseudonymous brand before revealing its identity — what its executive described as "a very big branding moment." Those were among the more pointed observations to emerge from a panel discussion on the visual AI stack at SuperAI Singapore 2026 on Thursday.

Friday 12 June 2026
Government pushes south Taiwan AI ecosystem, unveils 120 smart health applications
The Taiwanese government has approved the Southern Taiwan Silicon Valley Program, aiming to use AI to drive smart transformation across healthcare, long-term care, and other industries while steering R&D toward local demand and strengthening the industrial ecosystem in the southern regions of the country. The National Science and Technology Council (NSTC) said that 120 AI smart health applications will be formally unveiled at an event on June 12, with Premier Cho Jung-tai and other officials set to attend.
Friday 12 June 2026
OpenAI to acquire Ona to expand Codex for persistent agent work
OpenAI said it will acquire Ona, a cloud execution and orchestration startup, in a move that could broaden how businesses worldwide use AI. The deal is aimed at making Codex more secure, persistent, and useful for longer tasks across cloud environments, not just on a single device or in one session.
Friday 12 June 2026
Malaysia, Japan expand rare earth and energy cooperation

Malaysian Prime Minister Anwar Ibrahim concluded a three-day visit to Japan, during which he met with Japanese Prime Minister Sanae Takaichi. The two leaders pledged to strengthen cooperation in critical minerals.

Friday 12 June 2026
SuperAI 2026: From turbine backlogs to copper limits, AMD maps infrastructure walls closing in on AI
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation at SuperAI Singapore 2026 on Thursday.
Friday 12 June 2026
Lite-On posts May 2026 revenue jump as AI server power demand boosts sales
Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and cloud high-end server power supplies and high-efficiency backup battery systems. The firm said revenue for the first five months of 2026 reached NT$77.5 billion, a 23% increase year-over-year.
Friday 12 June 2026
Aurotek expands robot and automation footprint as non-humanoid demand surges
Aurotek reported accelerating revenue and is pivoting its product strategy toward large-scale robot automation as demand from AI infrastructure, AI servers and advanced semiconductor manufacturing climbed in 2026. The firm said it completed a leadership transition in 2026 after the former chairman stepped down, and a new chairman took the helm following the completion of a staged handover.
Friday 12 June 2026
J&V Energy moves into AI data center power infrastructure to tap Taiwan's AI electricity boom
J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure as artificial intelligence, semiconductors, and data centers drive sustained growth in electricity demand.
Friday 12 June 2026
Anthropic reportedly eyes direct data center leases, deepens infrastructure bet with Google support

Anthropic is moving to take greater control of the infrastructure powering its AI models, signing more than a dozen preliminary agreements to lease US data center facilities while exploring arrangements under which Google could backstop some of its lease obligations, according to a report by The Information.

Friday 12 June 2026
Anthropic expands footprint in India via major IT partnerships
US AI firm Anthropic has deepened its presence in India's tech sector through a new strategic alliance with Tata Consultancy Services (TCS), the nation's top software exporter, reports Reuters.
Friday 12 June 2026
Taiwan OSAT firms gain from AI chip demand and foundry spillover
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
Friday 12 June 2026
SuperAI Singapore: Arm and Cerebras push system-wide fixes to cut inference AI bottlenecks

Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.

Friday 12 June 2026
Alibaba's DingTalk ousts founder CEO after AI overhaul exposes management rift
Alibaba-owned DingTalk is facing renewed scrutiny after a management controversy at the intelligent workplace platform triggered a leadership shake-up. Alibaba Group announced on June 11 that DingTalk founder Chen Hang, also known internally as "Wu Zhao," had stepped down as CEO and would be replaced by Chen Yusen.
Friday 12 June 2026
Cloud migration alone is not enough for AI adoption, said SAP
Many companies have moved enterprise systems to the cloud. Still, global readers are now seeing a broader lesson: without cleaner data, tighter governance, and better integration, AI can remain stuck at the pilot stage. SAP said the real challenge is not just deploying tools, but rebuilding the foundations that let them scale.
Friday 12 June 2026
Sharp lays out 2026 growth strategy with AI servers as top priority
Foxconn affiliate Sharp said in Tokyo that it has moved beyond restructuring and onto a new growth phase, with global implications for customers, suppliers, and enterprise buyers watching Japan's technology sector. The company said AI servers will anchor its next expansion, alongside connected home services, corporate IT, and emerging mobility, satellite, and display businesses worldwide.
Friday 12 June 2026
SuperAI Singapore: Physical AI accelerates as cheaper hardware and AI models drive robot data demand

Robotics has progressed rapidly in the past few years, but major obstacles — including data collection and trust infrastructure — remain barriers to widespread deployment. This was the takeaway from a recent panel of robotics experts at SuperAI Singapore, where they discussed the present and future of the industry.

Thursday 11 June 2026
Applied Materials CEO: AI reshapes semiconductor innovation
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
Thursday 11 June 2026
Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.