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Jun 11
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.

Ubiqconn Technology and AeroVironment have agreed to jointly develop a next-generation universal controller, a move that could make unmanned systems easier to operate across borders and manufacturers. The plan targets defense, public safety, and emergency response users, where interoperability and reliability are becoming increasingly important worldwide.

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.
Taiwan AI infrastructure suppliers see broad sales gains in May
Jun 12, 12:38

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.

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.
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.

Weblink International Inc. said rising global demand for artificial intelligence applications and digital transformation is boosting its business, underscoring how enterprise technology spending is reshaping markets for customers and suppliers worldwide. The company said it is expanding its AI focus and adjusting its product mix to respond to changing demand.

Asus has announced plans to begin making gaming laptops in India this financial year — a move that could reshape supply chains, pricing, and availability in one of the world's fastest-growing PC markets. The shift underscores a broader trend of global technology brands localizing manufacturing to deepen market reach and reduce import dependence, according to the Hindu Business Line.

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.

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.
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.
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.