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Jun 16
Nvidia sells US$25 billion in bonds as investors seek foothold in AI boom
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are responding to investor excitement and a need for cash to capitalize on the AI boom.
Alibaba Group has unveiled its first suite of artificial intelligence (AI) models for robots, taking its Qwen family beyond chatbots and software agents into machines that can navigate, simulate, and manipulate the physical world.
InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power component leader Infineon in China. Supply-chain sources said the two sides' GaN patent fight has stretched from the US and Germany to China, and the ruling makes it even harder for Infineon within China's increasingly cutthroat market.

Apple's first foldable iPhone could arrive later than some market expectations, with supply chain sources indicating the device may not reach consumers until early 2027, pushing back the launch schedule for the company's entry into the foldable smartphone segment.

SpaceX has agreed to acquire Anysphere, the San Francisco company behind AI coding agent Cursor, in an all-stock deal valuing the startup at US$60 billion, giving Elon Musk's newly public company a stronger foothold in enterprise AI tools and software development.

India's PC market expanded sharply in the first quarter of 2026, a shift with implications that reach beyond the country's borders as vendors, buyers, and policymakers all responded to rising component costs. Strong notebook demand, government education tenders, and inventory front-loading lifted shipments, even as desktops weakened and the tablet market showed mixed trends.

Taiwan optical leader Largan Precision has disclosed an equipment order worth about NT$650 million (US$20.6 million) from Chinese laser-processing equipment maker Han's Laser Technology Industry Group. DIGITIMES has exclusively confirmed with sources inside Han's Laser that the equipment covers automation and glass solutions.

Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled this flawed strategy.

World models are rapidly emerging as one of AI's most closely watched frontiers. While major AI figures such as Fei-Fei Li and Yann LeCun have recently championed the concept, a new launch in China highlights how the technology is beginning to move beyond research and into embodied AI applications.

AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
EssilorLuxottica and Applied Materials have agreed to a long-term partnership to speed development of intelligent optical systems for augmented reality and AI-powered smart eyewear, a move that could help shape future consumer devices used by people around the world. The companies said the effort aims to make advanced display glasses lighter, more capable, and easier to manufacture at scale.

Superior Plating Technology chairman Lei-Je Hua said the company is shifting more resources into AI liquid cooling, CPO communication modules, and nearline HDDs for AI data centers, while expanding production in Thailand and adding a new manufacturing base in Vietnam to build a multinational supply chain and meet customers' capacity-relocation needs. After years focused on precision metal surface treatment, the company said its revenue exposure to major smartphone customers has fallen sharply as it aligns with its group's long-term strategy. It is now targeting a more diversified, higher-margin product mix.