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Thursday 11 June 2026
China red-chip crackdown forces IPO hopefuls to rethink offshore listings

China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that powered a decade of overseas listings by Chinese technology groups.

Thursday 11 June 2026
Commentary: At WWDC 2026, Apple's AI platform eclipses the OS

Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved to the center while the operating system played a far smaller role. For observers used to Apple's annual software showcase, the event looked less like an OS update and more like a preview of a cross-device AI ecosystem.

Thursday 11 June 2026
Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure
Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the fourth-quarter and fiscal-year 2026 earnings call, held on June 10, executives outlined plans for a record-breaking US$70 billion investment in infrastructure, even as the company navigates temporary pressures on its gross profit margins.
Thursday 11 June 2026
Oracle revenue surges, but heavy AI spending prompts investor concern
Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling growth in its cloud infrastructure division. Yet shares fell roughly 5% in after-hours trading as investors focused on a capital spending bill that came in higher than the company had previously projected.
Thursday 11 June 2026
Grab's Taiwan push faces scrutiny over data security, antitrust concerns, and market overlap
Grab is seeking to enter Taiwan through an acquisition of Foodpanda, but the deal remains under regulatory review. If approved, the transaction is expected to close in the second half of 2026, though concerns have already emerged over data security, antitrust risks, and Grab's links to Huawei and Uber.
Thursday 11 June 2026
Wistron ITS rebrands as WITS to scale chip and AI engineering in software-hardware integration pivot
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
Wednesday 10 June 2026
Trend Micro COO sees Taiwan as model for AI regulation
Trend Micro COO Kevin Simzer believes Taiwan has the potential to become a global model for AI regulation, as AI technologies evolve from simple tools to become autonomous agentic systems capable of handling complex tasks and decision-making.
Wednesday 10 June 2026
Grab eyes Taiwan as first move beyond SEA market
Grab is preparing to enter Taiwan, and once its acquisition of foodpanda is approved by regulators, Taiwan will become the company's first market outside Southeast Asia. Grab's Operating Director and Managing Director Yee Wee Tang recently visited Taiwan to outline the company's post-deal operating plans, as it braces for a full transition of foodpanda users to its platform.
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company INFINITIX is expanding in South Korea with GPU optimization software, aiming to meet demand for localized infrastructure and sovereign AI development.

Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring efforts as it navigates increasingly complex regulatory environments in both the US and China.

Wednesday 10 June 2026
PCIM 2026: Every company is now a semiconductor company
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to build a unified "digital thread." With the fast-moving advancement of generative models set against modern supply chain complexity, Schwarz delivered a reality check for OEMs and EMS providers navigating the global market.
Wednesday 10 June 2026
Column: Computex 2026 shows Taiwan rewriting its role — from building AI to designing it
Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new AI industry reality: competition has moved far beyond standalone chip compute and into a systems-level battle spanning compute, connectivity, power, and cooling.
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
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.
Sunday 7 June 2026
South Korea data center market to hit KRW11T by 2029
South Korea's private data center market is set to expand rapidly as generative AI demand drives a global investment boom, with AI infrastructure, power supply, geographic dispersion, and data sovereignty reshaping the industry's development path. Jong-hyun Shin, a researcher at the Korea Data Center Council (KDCC), said 2028 is expected to be the peak year for data centers finishing construction.
Friday 5 June 2026
FADU wins new contracts as AI workloads reshape data storage
As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture will become a critical battleground in the AI infrastructure race.
Friday 5 June 2026
Huawei's Tau Law stirs debate over China's post-Moore's Law chip path

Huawei has formally introduced its "Tau Law," proposing a shift from traditional process-node scaling to "time scaling," a model aimed at improving chip performance through optimisation across components, circuits, chips, and systems, even under mature process technologies.

Friday 5 June 2026
Meta's delayed Muse Spark API raises questions over AI monetization strategy
Meta has postponed the public release of the application programming interface (API) for its latest AI model, Muse Spark, multiple times since its April debut, according to a report by The Wall Street Journal. The delay comes as Meta seeks to turn massive AI investments into sustainable revenue streams and compete more directly with OpenAI, Anthropic, and Google.
Thursday 4 June 2026
EU launches Technology Sovereignty Package to strengthen chips, AI, and cloud infrastructure
The European Commission has unveiled a comprehensive Technology Sovereignty Package aimed at strengthening Europe's capabilities in semiconductors, AI, cloud infrastructure, open-source software, and digital energy systems.
Thursday 4 June 2026
Huawei's MineHarmony OS links 935 mining devices in China's smart mining push
Huawei's MineHarmony (Mine Harmony OS), a mining-focused industrial Internet of Things operating system jointly developed with China Energy Group, has surpassed 200 ecosystem partners and 935 certified devices, highlighting the growing adoption of domestically developed industrial software in China's mining sector.
Thursday 4 June 2026
Meta expands AI push with Business Agent rollout as pricing speculation and enterprise competition intensify
Meta Platforms has unveiled its Meta Business Agent, an artificial intelligence tool designed to help businesses automate customer interactions and expand into what it describes as "agentic" workflows, according to its official press release dated June 3, 2026.
Wednesday 3 June 2026
OpenAI eyes CUDA killer to push AI infrastructure beyond Nvidia's grip
OpenAI is weighing whether to publicly release software designed to make advanced AI workloads run more easily across chips from multiple providers, a move that could weaken one of Nvidia's most durable advantages: the CUDA software ecosystem that has helped lock developers into its GPUs.
Wednesday 3 June 2026
Microsoft details Azure and AI roadmap to build, run, and govern agents at Build 2026
At Microsoft Build 2026 on June 2, Microsoft outlined how its Azure cloud and broader AI portfolio are being re-engineered for agentic AI — software agents that reason, retrieve knowledge, take actions, and run continuously rather than responding to one-off prompts. Spanning silicon, databases, runtimes, developer frameworks, and governance standards, the announcements describe a stack designed to enable organizations to build agents, deploy them in production, and keep them under control.
Wednesday 3 June 2026
Microsoft expands its model lineup and management tools at Build 2026
At Microsoft Build 2026 on June 2, Microsoft broadened the range of AI models available through its Foundry platform, adding four first-party models, deepening partner access, and introducing tools designed to help developers choose, tune, and manage models across their lifecycle.
Wednesday 3 June 2026
Microsoft uses Build 2026 to reposition Windows and Surface for the agentic AI era
At Microsoft Build 2026 on June 2, Microsoft outlined how it is reshaping its Windows and Surface portfolios around AI agents — software that acts autonomously on a user's behalf rather than waiting for manual commands. Across four announcements spanning silicon, devices, the cloud, and operating-system security, the company framed a shift it described as moving "from apps to agents — from software you open to intelligence you invoke."