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Sunday 7 June 2026
South Korea data center market to hit KRW11T by 2029
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.
Sunday 7 June 2026
Pegatron unit ASRock Rack wins order to supply 587 GPU servers for Thailand AI data center
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.
Sunday 7 June 2026
JCET opens 3D packaging plant to target AI power modules, CPO demand
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.
Sunday 7 June 2026
Aspeed sees 2027 demand surge as agentic AI tightens supply chain capacity
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.
Sunday 7 June 2026
Aewin pushes two-phase direct liquid cooling for high-density AI racks and gaming
Aewin announced a push into two-phase direct liquid cooling to address rising data center thermal demands as rack power consumption moves past 100kW, with demonstrations and product plans shown at COMPUTEX 2026 and a roadmap targeting commercial shipments in 2026 and scaled volume in 2027. The company positioned its two-phase direct liquid cooling, or 2P DLC, as a core element of a broader cooling stack that spans data centers to edge sites and as an infrastructure contributor to Qisda Group’s AI strategy.
Sunday 7 June 2026
Taiwan Mobile and GMI Cloud sign MOU to expand AI data center services into SEA and beyond
Taiwan Mobile announced at Computex 2026 that it signed a memorandum of understanding (MOU) with GMI Cloud to expand AI data center and high-end compute services across emerging markets in Southeast Asia, Northeast Asia, the Americas, and Europe. The firms said the agreement aims to deliver AI data center offerings that comply with local regulations and cybersecurity standards while competing for cross-border compute business.
Saturday 6 June 2026
Qisda accelerates pivot into AI solutions provider
Qisda is accelerating its transformation into an AI solutions provider amid the intensifying AI race. President Cally Ko has highlighted changes to the company's AI roadmap since taking the helm, aiming to build a full AI ecosystem spanning data centers, edge computing, and vertical applications by integrating hardware and software resources across the group.
Saturday 6 June 2026
Taiwan’s Altek sees growth in the emerging market for physical AI
After years of supplying camera modules for consumer electronics, Taiwanese imaging company Altek is betting its future on a different vision: helping robots, drones, and autonomous machines understand the physical world.
Saturday 6 June 2026
Advantech pushes ecosystem strategy as edge AI gains momentum
As artificial intelligence moves beyond cloud-based chatbots and into factories, hospitals and warehouses, industrial computing company Advantech is positioning itself at the center of what it sees as the next phase of the AI revolution: the rise of edge and physical AI.
Saturday 6 June 2026
Phison shifts to system AI solutions with 2027 memory crunch looming
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
Saturday 6 June 2026
Nvidia built its empire on gamers. Jensen Huang just reminded the world why that still matters
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia's future. But his first stop was none of them.
Saturday 6 June 2026
From Taiwan's supply chain to South Korea's Faker: how Jensen Huang reads different markets
Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1 star Faker — Lee Sang-hyeok — co-signed an RTX 5090 graphics card, and immediately set the internet on fire.
Friday 5 June 2026
Metalenses move from lab concept to robotics opportunity
As artificial intelligence (AI) drives demand for more powerful computing systems and smarter machines, Taiwanese optics manufacturer Ability Opto-Electronics Technology is positioning itself at the intersection of two emerging technology frontiers: metalenses and optical interconnects.
Friday 5 June 2026
Hiwin and Qualcomm bring edge AI to PLP equipment with Load Port tie-up at Computex
Hiwin Technologies and Qualcomm Inc. announced a partnership at Computex 2026 to integrate Qualcomm Dragonwing Q6 series processors into Hiwin's Load Port products, delivering edge AI capabilities for semiconductor panel-level packaging (PLP) equipment. The collaboration positions Hiwin's Load Port as the smart edge node in front-end modules, aiming to improve real-time image processing, status sensing, and anomaly detection on the equipment side.
Friday 5 June 2026
NXP chief says factories will lead robot adoption globally
Industrial factories are likely to become the first major market for robots at scale, according to Rafael Sotomayor, NXP President and CEO, who said manufacturers want stable systems, dependable performance, and clear financial returns. This view suggests that the earliest gains from robotics may come in places where efficiency improvements are easiest to measure.
Friday 5 June 2026
US officials explore an AI dividend for American households
Senior US officials have begun exploring a highly unconventional idea: taking equity stakes in leading artificial intelligence companies and using the proceeds to share the gains of the AI boom with the American public.
Friday 5 June 2026
FADU wins new contracts as AI workloads reshape data storage
As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture will become a critical battleground in the AI infrastructure race.
Friday 5 June 2026
From 10kW to 1MW per rack in five years: Flex CTO says the hardest leap is still ahead
AI rack power density has increased 50 times in five years — and the next jump may be the hardest yet.
Friday 5 June 2026
Analysis: How Jensen Huang pays top-dollar talent to keep Nvidia on top
When Jensen Huang was asked in Taipei about Samsung Electronics' recent labor dispute, the Nvidia chief executive offered a characteristically direct response.
Friday 5 June 2026
Anthropic calls for AI research slowdown as model capabilities accelerate
Anthropic has warned about the deepening capabilities of AI and called for the world to slow down research in frontier models. The startup said that the quickening pace of AI development may make models difficult to control in the coming years.
Friday 5 June 2026
Alibaba opens Qwen to KFC, Luckin Coffee, and airlines in AI agent battle
Alibaba is opening its Qwen AI assistant to external brands and third-party agents, turning the consumer app from a chatbot into a transactional platform for food orders, travel planning, and other everyday services.
Friday 5 June 2026
AI servers and MLCC recovery drive growth at Ample Electronic
As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most overlooked segments: passive components.
Friday 5 June 2026
Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation with local companies broadens beyond high-bandwidth memory into robotics, automobiles, gaming, and cloud infrastructure.

Friday 5 June 2026
Meta's delayed Muse Spark API raises questions over AI monetization strategy
Meta has postponed the public release of the application programming interface (API) for its latest AI model, Muse Spark, multiple times since its April debut, according to a report by The Wall Street Journal. The delay comes as Meta seeks to turn massive AI investments into sustainable revenue streams and compete more directly with OpenAI, Anthropic, and Google.
Friday 5 June 2026
Nvidia deepens humanoid robotics role with Unitree and Cosmos 3, secures AI chips
Nvidia is moving deeper into humanoid robotics, combining robot hardware, secure computing, world models and developer platforms as AI shifts from digital workloads to physical AI.