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Jun 5

Foxconn posts record May revenue as AI rack demand fuels growth

Computex 2026 closed on June 5 with Nvidia CEO Jensen Huang reaffirming the scale of AI infrastructure demand in his keynote — and Foxconn, as the world's largest electronics contract manufacturer, is among the most direct beneficiaries of that buildout.

From 10kW to 1MW per rack in five years: Flex CTO says the hardest leap is still ahead

Jun 5

Infineon sees early quantum computing gains as finance leads adoption

Jun 5

COMPUTEX 2026: Taiwan optics leaders pivot from smartphone bottlenecks to edge AI supply chain

Jun 5

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Jun 5

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PC, CENvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era

Jun 8, 15:44

Nvidia and Microsoft have teamed up to launch RTX Spark, an AI PC superchip that could reshape personal computer architecture and intensify competition for AI leadership, according to South Korean media, including Edaily. The partnership is also raising concerns in South Korea about its role in the next phase of the global semiconductor and AI market.

PC, CEDreame under scrutiny for breakneck expansion pace and state-owned funding

Jun 8, 15:32

A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors.

SERVER, IPC, CLOUD COMPUTING, IOTUneec breaks into IT, liquid cooling racks on AI demand

Jun 8, 14:50

Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack business in 2026, with plans to enter the IT rack and liquid cooling rack sectors. President Charles Lo added that its double-wide "fat" rack has already completed validation and can be shipped at any time to meet customer demand.

SERVER, IPC, CLOUD COMPUTING, IOTChina launches prefabricated power hub to speed data centers, cut costs

Jun 8, 14:46

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed to shorten data-center construction times and reduce land and infrastructure costs as demand for computing capacity rises.

IT COMPONENTS, PERIPHERALSMicroloops May revenue rises 54% as CSP cooling module shipments start

Jun 8, 13:55

Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier. Revenue for the first five months of 2026 totaled NT$1.4 billion, a year-over-year increase of 14.9%.

AIHuawei Cloud targets Agentic AI race with Ascend 950DT, smart driving compute, secure hybrid cloud

Jun 8, 12:40

Huawei Cloud is tying its next phase of cloud growth to Agentic AI, domestic computing power, and industry-specific deployment, launching a new infrastructure framework at its 2026 Huawei Cloud Inspire conference in Shanghai as it seeks a larger role in enterprise AI and smart driving.

AIExclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scale

Jun 8, 12:14

US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.

AINvidia and LG Group team up on AI factory, robotics, and autonomous driving in expansive Korea partnership

Jun 8, 12:10

Nvidia and LG Group announced a wide-ranging partnership on June 7 covering AI factory infrastructure, home robotics, autonomous driving components, and sovereign AI model development, making it one of the broadest single-company collaborations Nvidia has announced during Jensen Huang's South Korea visit.

PC, CEIndia tablet market grows despite memory cost pressure

Jun 8, 11:53

India's tablet market grew 5% year-over-year in the first quarter of 2026, even as memory prices rose and macroeconomic conditions remained uncertain. For global consumers and manufacturers, the results suggest sustained demand for larger, more capable tablets, alongside stronger local production and exports that could shape regional supply chains.

AISpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization

Jun 8, 11:30

SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The deal not only secures a major recurring revenue stream ahead of SpaceX's IPO but also highlights persistent demand for AI capacity as technology companies race to meet surging enterprise adoption.

PC, CEWeekly news roundup: Taiwan ecosystem strengthens AI chip supply chain as MediaTek, Nvidia deepen cooperation

Jun 8, 11:02

Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:

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