Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.

After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI development.

Apple's annual developer conference on June 8 served as a long-awaited stage for the company to lay out its artificial intelligence (AI) roadmap, headlined by a rebuilt Siri called Siri AI and a broader set of Apple Intelligence updates. Reaction from analysts and industry watchers was broadly cautious but not dismissive — a recurring theme being that Apple has moved in the right direction, but the most consequential capabilities remain months away from reaching consumers.

Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive the full suite of new features at launch. The reasons differ significantly between the two regions, and industry watchers say the gap poses a strategic risk for a company whose AI pitch depends on delivering a consistent, platform-wide experience.

On June 8, Apple launched its most ambitious AI initiative to date, integrating the next generation of Apple Intelligence across its entire ecosystem. Featuring a groundbreaking partnership with Google and a privacy-focused architecture, the company introduced Siri AI, an advanced conversational assistant, alongside major software updates like macOS Golden Gate and iOS 27.

Genius Electronic Optical reported consolidated revenue of NT$1.629 billion (US$51.5 million) in May 2026, marking a month-on-month decline from NT$2.314 billion in April but a 30.24% increase from NT$1.251 billion in May 2025. For the period from January through May 2026, cumulative consolidated revenue reached NT$10.084 billion, exceeding NT$10 billion and representing a 19.67% rise from NT$8.426 billion in the same period of 2025.

Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to continued momentum in the second and third quarters, even as notebook markets remain weak and broader personal computer demand remains subdued.

Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling component shipments in the second half of 2026, driven by a shift from air cooling to liquid cooling in data centers. The firm reported consolidated revenue of NT$761 million in May 2026, flat month-over-month and up 27% from May 2025, and cumulative revenue of NT$3.805 billion for the first five months of 2026, a 17% year-over-year increase.

Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.

Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model.

Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan operations to support the region's AI hardware supply chain.