The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption.

IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services AI cloud contract. The deal forms part of its broader effort to expand AI compute capacity and shorten deployment timelines for large-scale GPU infrastructure.

Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements. He said full-year PC shipments in 2026 are expected to decline 6-9%, with a sharper drop in the second half than in the first half.

Industrial computer maker ICP DAS held an investor briefing on May 26 to outline a 2026 strategy focused on two main priorities: expanding semiconductor equipment controller operations and accelerating a shift into medical-grade thermoplastic polyurethane (TPU) semi-finished products. Executives said the moves aim to capture growing measurement and control-module demand from semiconductor-equipment customers and to open new TPU accounts in Japan, China, Europe, and the US.

Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.

Nvidia held an "employee town hall" on the morning of May 27 at the T17 and T18 sites in Beitou-Shilin Technology Park (BSTP), where CEO Jensen Huang met staff, gave away Dom Pérignon, and framed Taiwan as central to the company's AI expansion. Taipei Mayor Wayne Chiang attended only as a "guest."

Nvidia CEO Jensen Huang, who is visiting Taiwan for two weeks, stated that the island's manufacturing sector is developing rapidly and needs more electricity.

The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure. As a result, the broader server industry is set to post another strong year in 2026, while the AI server supply chain faces both booming demand and persistent shortages.

OpenAI is widening its ChatGPT advertising business beyond large brands, adding tools aimed at smaller marketers as it seeks to turn one of the world's most widely used AI products into a more measurable ad platform.

Taiwanese machinery component maker Hiwin has officially opened its new headquarters in Agrate Brianza for its Italian subsidiary, saying the site will serve as a key hub connecting Europe with global markets and strengthening its international service network. Chairman Eddie Chuo said that Hiwin Italy is not only an operating base, but also a critical bridge for broader regional integration.

Dropbox has announced a leadership transition: co-founder and CEO Andrew Houston will step down after 19 years. According to Reuters, Houston will share the responsibilities with internal executive Ashraf Alkarmi under a temporary co-CEO structure effective immediately, before transitioning into the role of Executive Chairman. Following this interim dual-leadership period, Alkarmi will assume sole control as chief executive.