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Tuesday 2 June 2026

Intel unveils Xeon 6+ to power agentic AI inference, challenges GPU-centric infrastructure

Intel is expanding its data center portfolio with new Xeon 6+ processors, Ethernet E835 networking products, and fresh details on its Crescent Island AI accelerator, positioning the CPU as a central control point for the next phase of AI infrastructure.

Tuesday 2 June 2026

ASE CEO says Taiwan's semiconductor ecosystem took 40 years to build — and will take years to replicate

When Marvell CEO Matt Murphy asked ASE Group CEO Tien Wu what makes Taiwan's technology ecosystem unique — and why it is so hard to replicate elsewhere — the answer was less about technology than about time.

Tuesday 2 June 2026

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

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.

Tuesday 2 June 2026

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

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.

Tuesday 2 June 2026

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

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.

Tuesday 2 June 2026

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

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.

Tuesday 2 June 2026

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

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.

Tuesday 2 June 2026

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

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.

Tuesday 2 June 2026

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

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.

Monday 1 June 2026

ByteDance reportedly developing Groq-style chip with InnoStar

ByteDance is creating a new chip similar to those made by Nvidia partner Groq to help the Chinese creator of TikTok handle its AI inference loads, according to The Information. Its expansion into language processing units (LPUs) marks another step in the development of its domestic AI infrastructure.

Monday 1 June 2026

Eight PC brands commit to Nvidia-MediaTek RTX Spark as AI agent laptops take shape for fall

Nvidia CEO Jensen Huang unveiled RTX Spark at Computex Taipei this morning, announcing a new superchip designed to power a generation of Windows laptops and compact desktops built around on-device AI agents. The announcement, made at GTC Taipei on May 31, comes as Computex 2026 opens in Taipei with AI hardware dominating the show floor. Devices from major PC manufacturers are expected to ship this fall.

Monday 1 June 2026

Nvidia expects AI boom to keep supply tight beyond 2027

Nvidia chief executive Jensen Huang said the artificial intelligence industry is entering a rapid growth phase that could keep revenue rising sharply into 2027, while supply-chain bottlenecks are likely to persist as demand continues to outstrip capacity.

Monday 1 June 2026

AI spillover puts CPUs and ASICs on Computex stage

Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation technologies. The event is likely to highlight a wider set of suppliers as AI moves deeper into inference, edge applications, and custom chips.

Monday 1 June 2026

US moves to block Nvidia AI chips from reaching Chinese firms overseas

The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to obtain advanced AI chips, including Nvidia's Blackwell processors, through subsidiaries outside China, according to Reuters.

Monday 1 June 2026

Nvidia courts Korea's industrial giants ahead of Computex

Nvidia chief executive Jensen Huang's pre-Computex meetings in Taipei are drawing close attention from South Korean companies seeking a bigger role in the global AI supply chain. With demand for AI infrastructure rising, their interest reflects how the next phase of AI development could shape worldwide competition, partnerships, and technology access.

Monday 1 June 2026

MediaTek touts One MediaTek strategy, upbeat on ASIC ASPs

MediaTek held a media event ahead of Computex, with several top executives taking part as the company highlighted progress in AI data centers and its broader "One MediaTek" strategy. The event opened with Rahul Sandil, newly appointed general manager of global marketing and communications, followed by speeches from president and COO Joe Chen, corporate vice president of the data center and compute business group Vince Hu, and vice president and general manager of the auto business Mike Chang.

Monday 1 June 2026

Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of Taiwan's exports to the US, Taipei is seeking tariff-free quotas and company-specific exemptions before any new duties are imposed.

Monday 1 June 2026

Analysis: Huawei's Tau Law masks a bigger target — TSMC's node gap and Nvidia's compute moat

Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei can combine LogicFolding, optical interconnects, and system-level scaling to reduce China's reliance on Nvidia.

Monday 1 June 2026

MediaTek eyes AI glasses, PCs, and home servers as computing shifts beyond the cloud

MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could reshape global demand for chips, data privacy, and device design, as companies race to build the next wave of AI hardware.

Monday 1 June 2026

Skymizer launches HTX301 decode-first accelerator to bring large-model inference on-premises

Skymizer said it unveiled HTX301, a decode-first accelerator chip for on-premises AI inference, at COMPUTEX 2026, to shift large-model serving away from cloud GPU racks and onto single PCIe cards that enterprises can run in their own environments. The firm announced a partnership with Taiwan's Institute for Information Industry to upgrade Taiwan's AI industry from edge AI to enterprise on-prem AI, and executives framed the product as aimed at regulated, low-latency settings such as hospitals, banks, government agencies, and factories where data must remain on-site.

Monday 1 June 2026

AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028

Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical limitations of legacy copper cabling have created a severe, industry-wide obstacle that is disrupting financial and operational roadmaps, prompting companies to lock down silicon photonics foundry capacity through 2028.

Monday 1 June 2026

India roundup: EMS providers face margin pressure as Anthropic steps up local hiring

India's technology ecosystem is seeing parallel expansion across AI software adoption, electronics manufacturing, and semiconductor investment. Anthropic is scaling its India leadership to capture enterprise demand, while manufacturers move into higher-margin products. At the same time, Wi-Fi 7 production and fresh chip funding highlight deepening industrial capability across the ecosystem.

Sunday 31 May 2026

Aspeed and Lattice announce partnership on programmable server management chip

Aspeed Technology and Lattice Semiconductor have formed a strategic partnership that could reshape how servers are managed in data centers worldwide. The collaboration aims to combine platform control and programmability into a single chip, a move that may help operators adapt more quickly to changing AI, cloud, and infrastructure demands.

Saturday 30 May 2026

Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing

SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.

Friday 29 May 2026

Airoha deepens focus on networking and wireless edge AI

Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.

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