DIGITIMES Asia: News and Insight of the Global Supply Chain

Exclusive: Nvidia drops dual-piece cooling architecture for Vera Rubin platform

Elaine Chen — Mon, 8 Jun 2026 02:20:27 GMT

Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.

Naver to build gigawatt-scale AI factories on Nvidia platform as Korea's sovereign AI push accelerates

DIGITIMES — Mon, 8 Jun 2026 02:05:15 GMT

Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.

Nvidia and SK Hynix announce multiyear memory partnership covering AI servers, PCs, and robotics

DIGITIMES — Mon, 8 Jun 2026 01:50:03 GMT

Nvidia and SK Hynix formally announced a multiyear technology partnership on June 7 at SK's Seorin Building in Seoul, during Jensen Huang's third public meeting with SK Group chairman Chey Tae-won on this Korea trip. The agreement covers next-generation memory co-development across Nvidia's full product roadmap and extends into semiconductor design, AI factory infrastructure and digital manufacturing.

Nvidia and Doosan expand ties to target robotics and AI factory infrastructure

DIGITIMES — Mon, 8 Jun 2026 01:44:12 GMT

Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.

Nvidia, SK Telecom plan gigawatt-scale AI cloud in Korea

DIGITIMES — Mon, 8 Jun 2026 01:34:49 GMT

According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.

Hitachi and Intel strike collaboration on physical AI and industrial infrastructure

DIGITIMES — Mon, 8 Jun 2026 01:29:55 GMT

Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.

Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand

Jingyue Hsiao — Mon, 8 Jun 2026 01:17:59 GMT

Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push into AI optical communications. The meeting could also indicate how quickly the lens maker can scale new technologies, and whether margin pressure is easing.

KT Cloud speeds AI data center builds with modular construction and digital twin ops

DIGITIMES — Mon, 8 Jun 2026 00:52:51 GMT

KT Cloud is accelerating its artificial intelligence data center rollout in South Korea with modular construction, alternative power sourcing, and a digital twin operations platform. The move highlights how long permitting timelines, grid limits, and evolving GPU demands could shape AI infrastructure availability for users far beyond Korea.

France attracted over EUR110 billion in AI and data center pledges but delivery faces power and approval hurdles

DIGITIMES — Mon, 8 Jun 2026 00:47:28 GMT

France secured more than EUR110 billion (US$126.8 billion) in artificial intelligence and data center investment commitments at the recent Choose France summit, with the largest single pledge totaling EUR75 billion for three northern data centers, but officials and investors warned that grid constraints and administrative approvals could delay delivery. According to Financial Times and Reuters, the summit produced a record level of investment promises that together aim to add about 10 GW of computing capacity.

OpenAI to roll Codex, ChatGPT and Atlas into desktop superapp within weeks

DIGITIMES — Mon, 8 Jun 2026 00:45:52 GMT

OpenAI said it would merge Codex, ChatGPT and the Atlas browser into a single desktop superapp within weeks as part of a push into the enterprise market. The company repositioned Codex from a developer-only tool into an enterprise productivity platform and added new enterprise features to serve growing non-developer usage.

Anthropic's Mythos finds far more vulnerabilities but drives sharply higher scanning costs

DIGITIMES — Mon, 8 Jun 2026 00:44:39 GMT

Anthropic's AI model Mythos identified roughly five times more critical vulnerabilities than existing scanners during early enterprise trials, but its use generated sharply higher token expenses that forced companies to rethink deployment and budgeting, executives and reporting showed. The demonstrations and policy changes unfolded in May and June as Anthropic broadened access to its Project Glasswing security program for vetted organizations across critical infrastructure sectors.

GE Aerospace advances megawatt-class hybrid engine testing

DIGITIMES — Mon, 8 Jun 2026 00:43:40 GMT

GE Aerospace has completed ground testing in Ohio of a megawatt-class hybrid-electric engine system backed by NASA, a step that could accelerate flight testing and eventual commercial use. The milestone matters beyond the US because it signals how aviation electrification may reshape aircraft efficiency, emissions, and operating costs worldwide.

Murata launches smaller MLCC for electric and automated vehicles

DIGITIMES — Mon, 8 Jun 2026 00:41:30 GMT

Murata Manufacturing said it has begun mass production of a new automotive capacitor designed to help automakers cope with shrinking circuit-board space as electrification, advanced driver-assistance systems, and autonomous driving expand worldwide. The part targets rising 48V vehicle systems, higher power demand, and tighter packaging needs across global automotive electronics markets.

LG Innotek expands Vietnam operations for AI packaging boom

DIGITIMES — Sun, 7 Jun 2026 23:43:15 GMT

LG Innotek is accelerating its push into advanced semiconductor packaging, announcing plans to expand its substrate manufacturing operations in Vietnam as it seeks to transform the business into a key growth engine and generate more than KRW3 trillion (approx. US$1.9 billion) in annual revenue by 2030.

India roundup: India state targets chip packaging hub as India courts Taiwanese electronics investment

DIGITIMES — Sun, 7 Jun 2026 23:42:52 GMT

Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.

Onsemi promotes 800 VDC power architecture for future AI infrastructure

DIGITIMES — Sun, 7 Jun 2026 23:42:26 GMT

As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.

T3EX expands Northeast Asia air freight to serve electronics and chip supply chains

Lily Hess — Sun, 7 Jun 2026 23:42:10 GMT

Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.

Largan posts 43% year-on-year May revenue rise

DIGITIMES — Sun, 7 Jun 2026 23:41:48 GMT

argan Technology reported consolidated May revenue of NT$4.593 billion on June 5, a 14% decline from April and a 43% increase from May 2025. First five-month revenue reached NT$25.495 billion, up 15% year on year. The company said it would hold an investor conference on June 9, where progress in common-package optics — CPO — is expected to be a primary focus.

CWTC's May revenue hits record high as new plant targets late 2026 launch

Emily Kuo — Sun, 7 Jun 2026 23:41:36 GMT

Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market demand for power management components is steadily increasing, driving growth in lead frame shipments. Demand for microcontrollers (MCUs) used in PCs, networking equipment, industrial control systems, and electric vehicles has recovered, boosting orders for QFP lead frame products. This has kept CWTC's overall capacity utilization at a high level and contributed to revenue growth.

xAI recruits Chinese AI tutors in push into China

Lily Hess — Sun, 7 Jun 2026 23:41:23 GMT

Elon Musk's xAI has quietly posted a new "AI Tutor-Chinese" role on its Greenhouse hiring platform, signaling a push to strengthen Grok's multilingual audio capabilities and position the chatbot for entry into the China market. The job offers US$35 to US$45 an hour and allows for global remote work on a full-time, part-time, or project basis, with an average commitment of just 10 hours a week.

Blaize, Winmate target drones and defense with rugged computing platform

Sherri Wang — Sun, 7 Jun 2026 23:41:00 GMT

Blaize and Taiwan's Winmate are deepening a partnership in rugged edge computing, pairing Blaize's power-efficient AI chips with Winmate's industrial hardware platforms to target defense, industrial automation, and low-altitude drone applications.

South Korea data center market to hit KRW11T by 2029

Lily Hess — Sun, 7 Jun 2026 02:40:57 GMT

South Korea's private data center market is set to expand rapidly as generative AI demand drives a global investment boom, with AI infrastructure, power supply, geographic dispersion, and data sovereignty reshaping the industry's development path. Jong-hyun Shin, a researcher at the Korea Data Center Council (KDCC), said 2028 is expected to be the peak year for data centers finishing construction.

Zhen Ding posts strongest May revenue as server optical module shipments surge

DIGITIMES — Sun, 7 Jun 2026 02:40:35 GMT

Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-year.

Pegatron unit ASRock Rack wins order to supply 587 GPU servers for Thailand AI data center

DIGITIMES — Sun, 7 Jun 2026 02:40:18 GMT

ASRock Rack, a subsidiary of Pegatron Group's ASRock Inc., has won an order to supply 587 GPU servers equipped with Nvidia B200 accelerators to Japan-based AI infrastructure provider Datasection Inc., the two firms announced. The systems are contracted for deployment at Datasection's AI data center near Bangkok, Thailand, and will serve as a dedicated high-performance computing platform for US companies.

Samsung Foundry turns to 5nm, 8nm orders as 2nm comeback takes shape

DIGITIMES — Sun, 7 Jun 2026 02:38:45 GMT

Samsung Electronics is pursuing a two-track foundry strategy, accelerating its 2nm push for future customers while asking partners to step up sales of its 5nm and 8nm processes to support near-term utilization, according to ZDNet Korea.

JCET opens 3D packaging plant to target AI power modules, CPO demand

DIGITIMES — Sun, 7 Jun 2026 02:38:24 GMT

JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.

BOE says glass-based packaging substrate pilot line has yet to reach mass-production yield

DIGITIMES — Sun, 7 Jun 2026 02:38:06 GMT

BOE Technology Group's push into glass-based packaging substrates remains short of mass production, even as the Chinese display maker expands into new materials and advanced display technologies to build growth beyond conventional panels.

Aspeed sees 2027 demand surge as agentic AI tightens supply chain capacity

Jingyue Hsiao — Sun, 7 Jun 2026 02:37:48 GMT

Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.

Transcend says Samsung DDR4 supply secured through 2027 as memory prices rise

Sherri Wang — Sun, 7 Jun 2026 02:37:27 GMT

Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.

Japan injects JPY150B into Rapidus to push for 2nm production by 2027

DIGITIMES — Sun, 7 Jun 2026 02:37:10 GMT

Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technology Promotion Agency, according to reports by Nikkei and Reuters.

While China floods the humanoid market, America's top three are quietly building patent moats

Emily Kuo — Sun, 7 Jun 2026 02:36:48 GMT

Compared with China's crowded humanoid robot market, where competition is becoming increasingly intense, the US humanoid robot sector is still concentrated among a small number of brands, the three major being Figure AI, Agility Robotics, and Tesla. According to DIGITIMES' observations, these three leading US humanoid robot companies have actively expanded their patent portfolios in recent years, with the majority focusing on joint design, followed by software-related developments.

Taiwan becomes first overseas hub for US drone supply chain certification

Emily Kuo — Sun, 7 Jun 2026 02:36:26 GMT

The Industrial Technology Research Institute (ITRI) has announced the signing of an authorization, assessment, and service agreement with the Association for Uncrewed Vehicle Systems International (AUVSI) for the "Green Uncrewed Aircraft Systems" (Green UAS) program. Taiwan will become an AUVSI-recognized third-party assessment body and the first overseas accredited Green UAS evaluation organization outside the US, opening a direct path for Taiwanese companies to obtain certification and enter the US market.

Sercomm posts record first five months as North America drives 2026 revenue surge

DIGITIMES — Sun, 7 Jun 2026 02:36:09 GMT

Sercomm Corporation reported May 2026 revenue of NT$6.48 billion (approx. US$205 million), up 70% year-over-year, and said cumulative revenue from January to May reached NT$30 billion, a 55.3% increase that set new company records for both monthly and year-to-date sales. The telecom broadband equipment maker attributed the gains to stronger North American demand and accelerating orders tied to AI-driven network traffic growth, executives said.

China’s space-computing push draws chipmakers, satellite firms, and rocket companies

Elaine Chen — Sun, 7 Jun 2026 02:35:53 GMT

As artificial intelligence drives an insatiable demand for computing power, China is beginning to look beyond terrestrial data centers and edge computing toward a new frontier: space.

ADATA goes global with data centers, eyes 1Q27 payoff

Emily Kuo — Sun, 7 Jun 2026 02:35:29 GMT

Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company expects this move to significantly increase its AI value content, reduce reliance on memory industry cycles, and enter a harvesting phase for revenue growth starting in the first quarter of 2027. The benefits are expected to emerge over the next two years.