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Jun 3
OpenAI eyes CUDA killer to push AI infrastructure beyond Nvidia's grip
OpenAI is weighing whether to publicly release software designed to make advanced AI workloads run more easily across chips from multiple providers, a move that could weaken one of Nvidia's most durable advantages: the CUDA software ecosystem that has helped lock developers into its GPUs.
Foxconn, SK Group eye deeper AI infrastructure ties in Asia
Jun 4, 16:34

Foxconn chairman Young Liu met SK Group chairman Chey Tae-won on June 3, as the two companies explore broader cooperation in AI servers, data centers, and energy solutions.

Tripo AI said it has completed its Series A+ and Series A++ financing rounds, raising nearly US$200 million as it pushes deeper into AI 3D foundation models and world models.
Chenbro targets server rack global leadership in 3 years
Jun 4, 15:38
Server chassis maker Chenbro is continuing to evolve, aiming to perfect the craftsmanship of mechanical components to become the world's top rack supplier, according to company CEO Corona Chen.
Adlink Technologies said it pushed into a growth phase for robotics, edge AI, and vertical markets in 2026 as the US became its largest revenue engine, accounting for more than 30% of sales. The industrial PC maker reported broad-based demand across healthcare, transportation, defense, energy, and industrial automation and said design-in projects will start contributing shipments from 2026 into 2027.

Nvidia CEO Jensen Huang is visiting South Korea this week as the company seeks to expand its partnerships with major Korean conglomerates beyond semiconductors and into robotics, autonomous driving, and industrial automation, ETNews reported.

TSMC shareholders approved the company's 2025 business report and financial statements at its 2026 annual shareholders' meeting on June 4, giving investors a formal look at a year in which the world's largest contract chipmaker converted the AI semiconductor boom into record-scale earnings.
Global PC shipments are forecast to fall by 11.3% in 2026, as the PC market worldwide suffers under a memory crunch that is not expected to ease until the end of 2027. However, Apple has emerged as the only company to shine amid the bleak landscape, driven by surprisingly strong demand for its MacBook Neo.
Nvidia CEO Jensen Huang introduced RTX Spark, co-developed with MediaTek, at Nvidia GTC Taipei, with PC brands expected to launch products in the third quarter of 2026. While widely seen as Nvidia's return to Windows on Arm after a 15-year absence and a challenge to Qualcomm, RTX Spark points to a larger fight over AI-era endpoints.
Formosa Chemicals & Fibre Corp. announced plans to expand into high-value semiconductor and AI data center materials and will debut these businesses at COMPUTEX TAIPEI 2026. The company said it has shipped a high-RTI flame-retardant polycarbonate material for backup battery modules and cooling fans since 2025, is developing deep ultraviolet photoresist precursor materials, and is advancing a high-purity low-carbon hydrogen project to support semiconductor fabs.
BYD joins race to build humanoid robots
Jun 4, 12:10
BYD is quietly developing humanoid robots, according to people familiar with the matter, signaling that China's largest electric vehicle (EV) maker is preparing to extend its ambitions beyond automobiles and into one of technology's most closely watched emerging industries.
AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing utilization rates return to high or full-capacity levels. The market is now showing signs of a renewed boom for the first time since the 2018 "super cycle."