Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.

Ten thousand attendees. One hundred and fifty speakers. Three exhibition floors. Two days. SuperAI Singapore 2026 generated enough keynote content, panel discussion, and product announcements to fill a week of coverage. But some of the most telling observations from the conference floor had nothing to do with any of it. Here is what I actually noticed.

TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that exceed its borrowing costs.

Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating costs, adding that TSMC does not rule out moderate price adjustments. Those comments have drawn close attention across the industry.

Apple's WWDC 2026 keynote pointed to a major shift in the company's platform strategy, as Apple Intelligence, Siri, and Safari moved to the center while the operating system played a far smaller role. For observers used to Apple's annual software showcase, the event looked less like an OS update and more like a preview of a cross-device AI ecosystem.

During COMPUTEX 2026 and Nvidia GTC Taipei, energy once again dominated the AI data center conversation — only this time the question was not whether enough electricity existed, but whether it could arrive on time, arrive clean, and sustain 24/7 carbon-free operations.

Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms, edge AI, and application solutions. This reflects Taiwan's strengths in ICT and semiconductors, as well as the hurdles facing commercial humanoid robots worldwide.

The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology have climbed as demand for AI memory chips continues to surge.

YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.

In early June in Vienna, a robotics startup used its keynote at ICRA 2026 — the International Conference on Robotics and Automation — to show a robotic arm slowly and precisely shaving its founder's face.

Computex Taipei 2026, held from June 2 to 5 under the theme "AI Together," drew more than 1,500 exhibitors from 33 countries and set a new record in scale. The show underscored a new AI industry reality: competition has moved far beyond standalone chip compute and into a systems-level battle spanning compute, connectivity, power, and cooling.

At COMPUTEX 2026, e-paper moved beyond e-readers and electronic shelf labels, finding new applications in vehicles, signage, and smart mobility. The technology's expansion signals a widening role in low-power displays as AI and transport applications continue to grow.

One of the clearest shifts at COMPUTEX 2026 was that suppliers across the AI supply chain were no longer talking only about GPUs. The conversation has moved toward how CPUs, GPUs, DPUs, and networking operate together. In other words, the next phase of AI cluster competition will not be defined simply by stacking more GPUs, but by whole-system optimization.

Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."

Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same four products he had unveiled in Taipei. "Nvidia introduced four new products this week," he told reporters in Seoul.