DIGITIMES Asia: News and Insight of the Global Supply Chain

Jensen Huang joins Marvell CEO on Computex stage, hails it as 'the next trillion-dollar company'

DIGITIMES — Tue, 2 Jun 2026 04:04:50 GMT

Nvidia CEO Jensen Huang made a surprise guest appearance during Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei on June 2, joining Murphy on stage for about 10 minutes in what became the most-talked-about moment of the one-hour presentation.

Data Image to show rugged high-brightness displays for AI unmanned vehicles at COMPUTEX

DIGITIMES — Tue, 2 Jun 2026 03:43:37 GMT

Data Image will exhibit rugged outdoor display solutions for AI unmanned vehicles at BenQ Qisda Group's "AI in Action" pavilion during Computex 2026, the company announced. The firm will showcase 10.1-inch and 15.6-inch models that combine high-brightness panels, zoned backlight control, and weather-resistant construction to support handheld controllers and ground control stations.

Alphabet signals heavier AI capex cycle with US$80 billion infrastructure raise

DIGITIMES — Tue, 2 Jun 2026 03:33:20 GMT

Alphabet said it will raise US$80 billion in equity to fund a rapid expansion of artificial intelligence infrastructure as demand for its services accelerates, signaling a more capital-intensive phase of growth that could reshape global cloud and chip supply chains. Berkshire Hathaway separately agreed to invest US$10 billion, underscoring investor conviction in the company's long-term AI build-out.

SK Hynix reportedly preparing Dalian fab for 200-layer FG NAND to capture AI storage demand

DIGITIMES — Tue, 2 Jun 2026 03:31:45 GMT

SK Hynix is reportedly preparing to mass-produce a new generation of 200-layer-class NAND flash memory based on floating-gate (FG) architecture at its Dalian Phase 2 facility in China, as the company seeks to strengthen its position in the fast-growing enterprise SSD (eSSD) market for AI data centers.

OpenAI expands robotics ambitions, recruiting engineers for hardware and AI development

DIGITIMES — Tue, 2 Jun 2026 03:30:38 GMT

OpenAI is expanding its robotics efforts and recruiting engineers across hardware, operations, systems, and machine learning to develop robots capable of performing useful tasks in the physical world.

Micron unveils AI memory and storage roadmap at COMPUTEX 2026

DIGITIMES — Tue, 2 Jun 2026 03:26:19 GMT

Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor landscape. The company announced solutions spanning high-bandwidth memory, low-power DRAM and PCIe Gen5 SSDs, and said these products address growing requirements for capacity, bandwidth and efficiency as AI workloads expand from training to large-scale inference and agentic systems.

Agentic AI triggers widespread computing crunch across global supply chain

Lily Hess — Tue, 2 Jun 2026 03:25:12 GMT

In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes are running through the entire AI sector, pushing Nvidia's market value higher, lifting cloud revenue and profits at Amazon, Microsoft, and Google to record levels, and driving the valuations of AI startups OpenAI and Anthropic to nearly US$1 trillion.

Foxconn and Nvidia scale agentic AI and nursing robots across Taiwan's hospitals

DIGITIMES — Tue, 2 Jun 2026 03:23:00 GMT

Foxconn and Nvidia announced at Nvidia GTC Taipei that they would expand agentic AI deployments across Taiwan's major medical centers this year to support the government-backed Healthy Taiwan initiative, aiming to move hospital AI from isolated pilots to coordinated multi-agent systems. The rollout pairs Foxconn's Nurabot nursing collaboration robot and surgical scrub bots with CoDoctor software agents to handle clinical reasoning, record-keeping, logistics, and real-time procedure support.

Tuf One debuts micro harmonic reducers and joint modules at COMPUTEX 2026

DIGITIMES — Tue, 2 Jun 2026 03:20:31 GMT

Precision reducer manufacturer Turvo International entered COMPUTEX 2026 to showcase its shift from single-part manufacturing to end-to-end precision engineering services targeted at physical AI and robotics. The company exhibited a micro harmonic reducer and an integrated joint module designed for robot shoulders and wrists, and displayed a concept humanoid robot demonstrating full-system integration of its reducers.

Airoha and E Ink unveil world's first 4.2-inch Ripple electronic shelf label at Computex

DIGITIMES — Tue, 2 Jun 2026 03:18:03 GMT

Airoha Technology, a subsidiary of MediaTek Group, said it will make its global debut of a 4.2-inch Ripple electronic shelf label ( ESL) application at the ePaper zone of Computex 2026, marking the company's expansion from Bluetooth audio into short-range wireless retail displays. The company announced the Ripple ESL was developed in collaboration with E Ink and leverages Airoha's two decades of wireless experience to target retail, logistics, and advertising use cases with improved transmission reliability and anti-interference performance.

Advantech and Nvidia roll out agentic AI factory brain to automate real-time operations

DIGITIMES — Tue, 2 Jun 2026 03:17:16 GMT

Advantech on June 1 said it deepened its strategic partnership with Nvidia and launched an AI-native factory architecture centered on an agentic multi-agent system called AI Factory Brain, aimed at extending AI decision-making into real-time factory operations. The announcement described the move as a shift from hardware supply to integrated solutions, with Advantech using its own factories as validation sites for the new platform.

Phison and Intel roll out aiDAPTIV to boost local AI on Intel AI PC platforms

DIGITIMES — Tue, 2 Jun 2026 03:16:01 GMT

Phison Electronics announced a collaboration with Intel to bring aiDAPTIV memory extension technology to Intel AI PC platforms running Intel Core Ultra processors, aiming to enable larger on-device AI workloads and reduce reliance on cloud processing. The partners said the effort, which includes support for the OpenVINO toolkit, will cover ISV software validation, technology demonstrations, and development of optimized workloads for local execution.

GCS Shenzhen connects Chinese brands with global markets

DIGITIMES — Tue, 2 Jun 2026 03:15:47 GMT

Global Connect Show Shenzhen 2026 (GCS SZ 2026) was successfully held on June 1 in Shenzhen, China's innovation hub. Under the theme "Where Global Innovation Meets Market Opportunity," the event brought together more than 80 mainstream technology editors, key opinion leaders (KOLs), channel partners, and business associations from North America, the UK, Europe, and Southeast Asia, alongside over 100 Chinese enterprises expanding into international markets.

Foxconn, Nvidia advance robotaxi fleet plans, eye 2028 southern Taiwan launch

Eifeh Strom — Tue, 2 Jun 2026 03:10:32 GMT

Nvidia announced at its GTC Taipei 2026 event that it will significantly expand the ecosystem of its Nvidia Drive Hyperion robotaxi-ready platform, bringing together global automakers, autonomous driving software developers, and shared mobility service providers.

Zhen Ding joins Nvidia MGX ecosystem to supply cable-free PCB technology for AI factories

DIGITIMES — Tue, 2 Jun 2026 03:10:06 GMT

PCB manufacturer Zhen Ding announced it had joined Nvidia's MGX ecosystem to support the deployment of the chipmaker's third-generation MGX modular architecture, which uses a PCB-based design to enable fully modular, cable-free compute node trays and NVLink switch trays. The vendor said this collaboration was disclosed at Nvidia's AI Factory MGX ecosystem ceremony on May 29 in Taipei's Nangang Exhibition Center and positions Zhen Ding to supply ultra-high-layer-count, high-speed printed circuit boards for next-generation accelerated computing infrastructure.

Analysis: Nvidia's RTX Spark launch could intensify competition in AI PCs and Windows on Arm

Jingyue Hsiao — Tue, 2 Jun 2026 03:09:36 GMT

Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first products are expected from Dell, HP, Lenovo, and MSI in autumn 2026.

Solomon integrates Nvidia NemoClaw to enable more autonomous humanoid robots

DIGITIMES — Tue, 2 Jun 2026 03:06:59 GMT

Solomon, an AI 3D vision company, announced at COMPUTEX 2026 that it had integrated Nvidia's NemoClaw architecture to coordinate multiple AI agents for humanoid robots, combining inference, perception, sensor fusion, mobility, and manipulation into a single workflow. The firm said the integration leverages Nvidia's open-source foundation models, together with Solomon's active perception technology, to enable robots to understand task requirements, adjust viewing angles, optimize grasping positions, and respond dynamically to changing environments.

China's underwhelming holiday season shows memory hikes still weigh on consumer demand

Charlene Chen — Tue, 2 Jun 2026 02:41:16 GMT

After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly from April, while the third-quarter memory contract price increase is expected to slow from a high base but remain firmly on an upward trend, with quarterly gains likely to stay in the double-digit 10-20% range.

KYEC chair CK Lee steps down; vice chair Chi-chun Hsieh takes over

Eifeh Strom — Tue, 2 Jun 2026 02:41:13 GMT

Semiconductor testing company King Yuan Electronics (KYEC) recently convened its 2026 shareholders' meeting, during which it completed the election of nine board directors. Longtime chairman C.K. Lee unexpectedly stepped down from the chairmanship but remains a regular director. The board subsequently elected vice chairman Chi-chun Hsieh as the new chairman, a move that has drawn significant attention from the industry.

YMTC SSDs target Asia-Pacific consumer market from Taiwan

Jingyue Hsiao — Tue, 2 Jun 2026 02:35:01 GMT

Yangtze Memory Technology is moving its retail SSD brand into the Asia-Pacific consumer market, beginning with Taiwan and later expanding to Singapore and South Korea. The shift comes as memory supply remains tight, prices stay high, and global markets face a storage landscape shaped by rising AI, gaming, and PC demand.

HPE pulls forward long-term targets as AI infrastructure demand surges

DIGITIMES — Tue, 2 Jun 2026 02:29:20 GMT

Hewlett Packard Enterprise (HPE) reported a record second fiscal quarter of 2026, with management saying accelerating demand for AI infrastructure, networking, and enterprise modernization has pushed the company two years ahead of its original fiscal 2028 financial targets.

Nvidia and MediaTek reveal how RTX Spark came together — and why Jensen Huang insisted on NVLink from day one

Joseph(C) Chen — Tue, 2 Jun 2026 02:21:01 GMT

Nvidia CEO Jensen Huang held a global media session on June 2 with an unusual guest: MediaTek vice chairman and CEO Rick Tsai, who joined Huang to share the inside story of how the two companies developed RTX Spark, the AI PC platform that Huang described as the beginning of the agent computing era.

Nvidia's Vera CPU is built for agents, not humans; Jensen Huang says it opens a market that never existed before

DIGITIMES — Tue, 2 Jun 2026 02:10:46 GMT

Nvidia CEO Jensen Huang announced at GTC Taipei on June 1st that the company is launching Vera, a new CPU designed specifically for agentic AI workloads. The announcement reframes the CPU market around a simple but consequential argument: every CPU built until now was designed for human users. Vera is designed for AI agents.

Taiwan PCB output could top NT$1 trillion in 2026, but risks remain

Jingyue Hsiao — Tue, 2 Jun 2026 01:53:25 GMT

Taiwan's printed circuit board (PCB) makers are expected to see domestic and overseas output rise 15.1% year-over-year to NT$1.05 trillion (approx. US$33.5 billion) in 2026, according to the Taiwan Printed Circuit Board Association (TPCA), as AI demand and advanced packaging continue to drive double-digit growth. But the sector is also confronting rising risks that could affect costs, supply chains, and expansion plans.

Enterprise AI spending slows as token costs outpace measurable returns

DIGITIMES — Tue, 2 Jun 2026 01:51:00 GMT

Corporate adoption of artificial intelligence tools has cooled as firms across technology and consumer sectors flagged soaring token costs and uncertain returns, according to recent reporting by The Information, Axios, and Fortune. Executives said mounting compute expenses have, in many cases, exceeded labor costs, prompting moves to curb usage and rethink vendor choices as cost-control measures accelerated in the first half of 2026.

China bars AI as official reason for layoffs, pushing firms to hide cuts and retrain staff

DIGITIMES — Tue, 2 Jun 2026 01:48:59 GMT

China moved in late 2025 to prohibit companies from citing AI adoption as a reason for layoffs, directing employers to justify any workforce reductions as unrelated to AI, executives said. The policy followed meetings between senior officials and major employers to assess AI's impact on jobs and aimed to avoid social instability as firms accelerate AI deployment.

Honor launches entry-level X6d 5G in Taiwan as low-end competition heats up

DIGITIMES — Tue, 2 Jun 2026 01:46:28 GMT

Honor expanded its Taiwan lineup with the launch of the Honor X6d 5G after entering the market in April 2026 with a flagship model, the company announced, seeking to capitalize on demand in the entry-level segment as component-driven retail price increases cooled low- and mid-range sales. The handset maker said the X6d targets students, senior users, and value-conscious buyers with a long-lasting battery, large storage, multi-level display dimming for eye protection, and a large screen.

Naver launches defense AI unit to pursue military data and decision-making market

DIGITIMES — Tue, 2 Jun 2026 01:44:40 GMT

South Korean internet giant Naver said it has formed a dedicated defense AI organization to pursue military AI transformation, deploy field engineers to client sites, and develop defense-specific AI capabilities. The move was disclosed by South Korean media outlets Seoul Economic Daily and Maeil Business Newspaper, which reported that Naver Cloud has established a "Defense AX Special Task Force" to commercialize AI services for defense customers.

China's weak property market, soft domestic demand and sluggish factory investment keep growth under pressure

DIGITIMES — Tue, 2 Jun 2026 01:42:10 GMT

China's economy remained under pressure in 2026 as a weak property sector, sluggish domestic demand, and slow manufacturing investment outweighed resilient trade, according to research institutes and market forecasters. Taiwan's Directorate-General of Budget, Accounting and Statistics sharply raised its 2026 growth forecast for Taiwan on May 29, projecting expansion of 9.64% after revising 2025 growth to 8.76%, while S&P Global forecasted China's 2026 GDP at 4.4%, down 0.1 percentage point from its prior outlook.

Qualcomm CEO says AI agent era has arrived with Dragonfly data center platform

Levi Li — Tue, 2 Jun 2026 01:28:34 GMT

At his Copmutex 2026 keynote, Qualcomm CEO Cristiano Amon said the presentation was not about Qualcomm itself, but about all the companies driving technological progress, including suppliers and development partners. Reflecting that message, the stage backdrop prominently featured numerous Taiwanese supply chain partners and customers.

Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle

DIGITIMES — Tue, 2 Jun 2026 01:27:23 GMT

Twoway Group held its shareholders meeting on June 1, during which shareholders approved the company's 2025 financial statements and profit distribution plan.

Broadcom, Samsung launch Wi-Fi 8, 5G platform to bring fiber-grade FWA to mass market

DIGITIMES — Tue, 2 Jun 2026 01:16:23 GMT

Broadcom and Samsung Electronics have announced a broadband-optimized reference platform for the global fixed wireless access (FWA) market, integrating Broadcom's BCM6776 Wi-Fi 8 system-on-chip with Samsung's B1320 5G modem. The platform combines 3GPP Release 17 connectivity with the Wi-Fi 8 standard to deliver high reliability and consistent throughput, the companies said at Computex 2026.

DeepSeek's pricing move could redistribute value across AI hardware market

Jingyue Hsiao — Mon, 1 Jun 2026 23:37:06 GMT

Chinese AI startup DeepSeek said it will permanently cut the API price of its flagship model by 75% from June 1, prompting debate across the global AI industry. Amazon AWS said the move may matter less as a price war than as a bid to change how AI infrastructure is built and sold.

Pixverse AI exhibits fast, affordable AI video generation; ethical concerns persist

DIGITIMES — Mon, 1 Jun 2026 23:36:48 GMT

During Global Connect Show (GCS) 2026 in Shenzhen, China, Pixverse AI presented and demoed its AI video platform, reflecting the exceptional rate at which AI video is transforming. According to the Chief Representative of Singapore and Global PR Head at Pixverse AI, Robyn Tan, the platform supports three creation paths: text-to-video, image-to-video, and multi-image cinematic production.

India's chip startups move from design to pilot production, raising stakes for local semiconductor push

DIGITIMES — Mon, 1 Jun 2026 23:36:21 GMT

India's emerging semiconductor startups are entering a crucial phase as companies such as Netrasemi, Mindgrove Technologies, and Agnit Semiconductors move from research into customer pilots and prepare for larger-scale production. The shift comes as supply-chain constraints and testing risks continue to determine how quickly the sector can scale.

Foxconn's Genesis AI manufacturing scales from pilot to plantwide deployment

Lily Hess — Mon, 1 Jun 2026 23:35:40 GMT

Foxconn said its Genesis smart manufacturing project has delivered measurable gains in AI-driven factory operations, with production-line scheduling efficiency up 50%, misjudgment rates down 50%, and root-cause analysis accuracy rising to 90%. The company also said the time needed to build new plants and deploy production lines has been cut by more than 60%.

GSEO sees 2H26 demand lifts from smartphones, AI glasses, and high-end optics

Jingyue Hsiao — Mon, 1 Jun 2026 23:35:19 GMT

GSEO expects a traditional peak season in the second half as smartphone camera customers prepare to ramp new-model orders from mid- to late June, while AI glasses have become its second-largest product line behind mobile phones.

Asus broadens its AI push as servers, AI PCs, and robots become strategic bets

Jingyue Hsiao — Mon, 1 Jun 2026 23:34:54 GMT

Asus chairman Jonney Shih said the company is extending its AI strategy beyond servers into agentic AI, edge AI, and physical AI, while treating humanoid robots as a major future market. He said the company's AI server shipments are surging and that physical AI has already been made a long-term priority.

Commentary: Intel turns AI packaging crunch into foundry comeback test

Levi Li — Mon, 1 Jun 2026 22:59:51 GMT

Intel's foundry revival may depend less on beating TSMC at the most advanced process nodes than on whether it can turn AI-driven demand into a profitable advanced packaging business.

Analysis: Advanced packaging shifts from TSMC dominance to industry collaboration

Charlene Chen — Mon, 1 Jun 2026 22:59:37 GMT

Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges, TSMC, Samsung Electronics, SK Hynix, Micron, and other top semiconductor makers are also reshaping their supply-chain strategy to deepen cooperation on mature-node foundry services and advanced packaging.

Huawei's Tau Law faces its hardest test: chip yield, not theory

DIGITIMES — Mon, 1 Jun 2026 22:59:22 GMT

Huawei has introduced Tau Law, a semiconductor design framework built around LogicFolding, as a potential route for China to improve chip performance under US technology restrictions. The idea is to shorten critical signal paths and extend gains as Moore's Law slows, but its commercial value will hinge on yield, cost, and heat dissipation — not theory.

India's corporate giants race to build backbone of its AI economy

DIGITIMES — Mon, 1 Jun 2026 22:59:09 GMT

India's biggest business groups are ramping up spending on digital infrastructure, with Reliance Industries and Adani Group focusing on data centers, energy, and artificial intelligence. Their plans point to a wider shift in the Indian industry toward building the infrastructure needed for AI domestically.

Chinese brands fight for global trust amidst geopolitical turbulence

Emily Kuo — Mon, 1 Jun 2026 22:58:58 GMT

Chinese consumer electronics and tech brands have made significant strides in quality and innovation over the past few years, yet trust remains a persistent challenge in Western markets. Ongoing geopolitical tensions and media framing have added further complexity to that dynamic.

Commentary: Will AI sink or save the planet?

DIGITIMES — Mon, 1 Jun 2026 22:58:47 GMT

AI holds enormous potential to benefit the environment, but it simultaneously consumes massive amounts of water and energy. One generative AI data center can use up to 5 million gallons of water a day, and AI as a whole draws as much power as 100,000 households. A single AI query can use up to 1,000 times more electricity than a traditional Google search. The result is an urgent paradox: AI is becoming one of the most sophisticated tools ever built to combat climate change, yet it is also one of the fastest-growing strains on the planet's resources.

Interview: Agentic AI moves from copilot to co-worker in enterprise procurement— Pactum's case for autonomous execution

DIGITIMES — Mon, 1 Jun 2026 22:58:34 GMT

Agentic AI is reshaping corporate procurement by moving beyond decision support to autonomous execution. Pactum is using it to automate tasks such as requisition handling, supplier communication, and compliance checks, helping enterprises manage procurement more efficiently across large supplier networks.

Lenovo expands Tianjin AI server hub with 2027 mass production plan

Levi Li — Mon, 1 Jun 2026 22:58:22 GMT

Lenovo Group is stepping up its AI infrastructure push. Lenovo chairman and CEO Yuanqing Yang said on May 28 at the 2026 World Intelligence Expo that the company will invest in Tianjin to build a next-generation AI computing product R&D and manufacturing center, with mass production planned for 2027, as Lenovo seeks a larger share of the AI infrastructure market.

Nvidia's Jensen Huang says no need to compare or choose between Taiwan and South Korea

Eifeh Strom — Mon, 1 Jun 2026 22:58:01 GMT

At a Korea Partner Night event held in Taipei, Taiwan, ahead of Computex 2026, Nvidia CEO Jensen Huang said Taiwan and South Korea occupy distinctly different positions in the technology industry and do not need to be compared nor does a choice between the two need to be made.

Taiwan networking firms begin Wi-Fi 8 validation ahead of standard finalisation

Levi Li — Mon, 1 Jun 2026 09:18:13 GMT

Wi-Fi 7 has yet to reach mass adoption, but the networking supply chain is already preparing for the next generation. Sercomm, WNC, Zyxel, and Gemtek have showcased Wi-Fi 8 technology roadmaps at major international trade shows such as CES and MWC, while some networking equipment makers, including CyberTAN, have included Wi-Fi 8 routers and mesh products in their development plans.