The G7 debate over AI has moved beyond regulation and safety pledges into a harder fight over frontier model access: who can use the most powerful systems, under what conditions, and whether governments can switch that access off.

As global EV market growth slows, motor makers that once relied on EV power systems are moving faster to find new growth engines. Fukuta has extended its accumulated design, integration, and manufacturing capabilities in automotive all-in-one power systems into miniaturized power module applications such as drones and quadruped robot dogs, reflecting a broader shift in resource allocation amid cooling EV growth.

Founded in 2014, Oppstar is one of the few Malaysian companies operating at the front end of the semiconductor value chain as an IC design house. The company was established by three founders with extensive experience in the IC design industry: Meng Thai Ng, Hun Wah Cheah, and Chun Chiat Tan. Headquartered in Bayan Lepas, Penang, Oppstar opened an office in Kuala Lumpur, Malaysia, in 2022. From its inception, the company positioned itself as a one-stop IC design service provider, initially focusing on 16nm design nodes.

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.

Physical AI is emerging as a new frontier of model development. Any model, however, is only as good as the data used to train it. Because of this, Japanese startup APTO is launching a physical AI infrastructure lab to help plug the data gap needed to create vision-language-action (VLA) models, with a focus on imitation learning.

Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity across the Americas and Asia in 2026 and plans to add Europe as customers push hard to keep up with surging AI workloads.

AI is reshaping Taiwan into the center of a technological revolution, and the upstream and downstream supply chain is running at full speed. In an exclusive interview with DIGITIMES, Wiwynn president William Lin said AI data centers now face "three major challenges": power, cooling, and connectivity.

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.