Anthropic's claim that Alibaba "illicitly" harvested its Claude model marks the biggest alleged case yet of a Chinese firm copying a top US lab, sharpening a national-security debate in Washington over AI intellectual property — even as Anthropic, valued at US$965 billion and eyeing an IPO, feuds with the White House over its own export limits.

OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.

Acer Gadget said momentum in its core PC peripherals and smart living accessories businesses drove a record revenue start to 2026, signaling potential improvement in operating performance later this year. For global consumers and retailers, the company's gains highlight how cross-border e-commerce, pricing pressure, and product mix shifts are shaping demand across major online platforms.

E.Comis Technology, a subsidiary of E Ink Holdings Group, said it has scaled a self-developed, solvent-free optically clear adhesive to meet growing demand for thinner displays, better image quality, and more sustainable manufacturing. The development could affect display products sold worldwide, as brands and suppliers seek materials that improve performance, durability, and lower-carbon production.

Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.

On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constraints are expected to support pricing and profitability through at least 2027.

Foxconn announced on June 24 that it signed a memorandum of strategic cooperation with Japan's Sharp Corp., with both companies centering the partnership on complementary strengths and resource integration under Foxconn's "3+3+3" strategic framework.

China's personal computer market weakened in the first quarter of 2026, with shipments down 2% from a year earlier, according to Omdia. The decline reflects softer consumer demand, economic uncertainty, and rising component costs, trends that may affect global PC supply, pricing, and vendor strategy throughout the year.

Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.

SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddaily reported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date was kept confidential.

EverFocus Electronics has announced a North America market expansion that includes participation in Automate 2026 and inclusion in Nvidia's official Interactive Ecosystem Map, aimed at bringing Taiwan supplier edge AI vision technology into US advanced manufacturing and logistics. The firm said it will leverage an Nvidia-based edge AI platform to demonstrate multimodal integration of imaging and voice, and to showcase a mobile robot connection model for smart factory inspections.