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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
Commentary: COMPUTEX 2026 shows AI race moving from GPUs to ecosystems
One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs, DPUs, and networking operate together. In other words, the next phase of AI cluster competition will not be defined simply by stacking more GPUs, but by whole-system optimization.
Tuesday 9 June 2026
Chief Telecom eyes stronger second half on AI data center demand
Chief Telecom reported May 2026 revenue of NT$334 million (US$10.61 million), down 25.22% from a year earlier, but the decline largely reflected a high comparison base created by one-off income booked in the same month last year.
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
Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output
Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to ripple beyond North Carolina by reinforcing domestic manufacturing and the networks that support cloud services, artificial intelligence, and digital infrastructure worldwide.
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
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
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
Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half
Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling component shipments in the second half of 2026, driven by a shift from air cooling to liquid cooling in data centers. The firm reported consolidated revenue of NT$761 million in May 2026, flat month-over-month and up 27% from May 2025, and cumulative revenue of NT$3.805 billion for the first five months of 2026, a 17% year-over-year increase.
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
Beijing backs orbital computing in bid for AI leadership
China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth.
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
China launches prefabricated power hub to speed data centers, cut costs

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed to shorten data-center construction times and reduce land and infrastructure costs as demand for computing capacity rises.

Monday 8 June 2026
Microloops May revenue rises 54% as CSP cooling module shipments start
Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier. Revenue for the first five months of 2026 totaled NT$1.4 billion, a year-over-year increase of 14.9%.
Monday 8 June 2026
NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese partners to accelerate the international expansion of IOWN, its next-generation communications platform based on optical technology, Yomiuri reported.

Monday 8 June 2026
SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization
SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The deal not only secures a major recurring revenue stream ahead of SpaceX's IPO but also highlights persistent demand for AI capacity as technology companies race to meet surging enterprise adoption.
Monday 8 June 2026
Weekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
Monday 8 June 2026
Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics
Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation memory co-development across Nvidia's full product roadmap and extends into semiconductor design, AI factory infrastructure and digital manufacturing.
Monday 8 June 2026
Nvidia and Doosan expand ties to target robotics and AI factory infrastructure
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
Monday 8 June 2026
Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.
Monday 8 June 2026
KT Cloud speeds AI data center builds with modular construction and digital twin ops
KT Cloud is accelerating its artificial intelligence data center rollout in South Korea with modular construction, alternative power sourcing, and a digital twin operations platform. The move highlights how long permitting timelines, grid limits, and evolving GPU demands could shape AI infrastructure availability for users far beyond Korea.
Monday 8 June 2026
Dassault Systèmes, QCT, and Nvidia push digital twins for AI factories
Dassault Systèmes, Quanta Cloud Technology, and Nvidia are advancing industrial digital twins for AI factories, a shift that could shape how companies worldwide build, run, and scale generative AI systems. The effort targets more efficient inference, stronger lifecycle control, and lower energy use as demand for accelerated computing rises globally.
Monday 8 June 2026
France attracted over EUR110 billion in AI and data center pledges but delivery faces power and approval hurdles
France secured more than EUR110 billion (US$126.8 billion) in artificial intelligence and data center investment commitments at the recent Choose France summit, with the largest single pledge totaling EUR75 billion for three northern data centers, but officials and investors warned that grid constraints and administrative approvals could delay delivery. According to Financial Times and Reuters, the summit produced a record level of investment promises that together aim to add about 10 GW of computing capacity.