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Friday 26 June 2026

Qualcomm HBC takes aim at HBM costs in AI data centers

Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.

Friday 26 June 2026

Agility Robotics IPO strengthens Foxconn's long-term robotics ambitions

Humanoid robotics and physical AI pioneer Agility Robotics has announced plans to pursue a public listing, drawing significant attention from global capital markets and the technology industry. Behind the IPO, however, lies a notable Taiwanese supply-chain presence that adds broader strategic significance to the company's public market debut.

Friday 26 June 2026

Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?

Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising a second question: whether investors are pricing a real technology shift or a thin-float capital-market fever.

Friday 26 June 2026

AuthenX targets AI data center interconnects with plug-and-play FAU for CPO

AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array units (FAU) and external laser sources (ELS).

Friday 26 June 2026

OpenAI to release GPT 5.6 model on staggered basis in face of US regulatory uncertainty

OpenAI CEO Sam Altman told staff that its latest model, GPT 5.6, would be released on a staggered basis, with a small group of entities first gaining preview access to it after approval by the US government. The case highlights the regulatory uncertainty many local AI developers are facing after US President Donald Trump announced a voluntary review system before the release of frontier models, with the industry remaining concerned that it is not so voluntary after all.

Friday 26 June 2026

OpenAI, Anthropic, and Google turn to deployment engineers as AI focus shifts to enterprise use

AI companies are racing to hire forward deployed engineers, or FDEs, as the industry shifts from model-building to implementation. For global readers, the trend signals that the next wave of AI competition may hinge less on smarter systems and more on whether businesses can actually use them effectively at scale.

Friday 26 June 2026

How big tech is nudging cloud emissions on customers

In a corporate interview, Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), promoted the tech giant's latest environmental milestones and tools built to track data center carbon metrics. This includes the AWS Sustainability Console, a tracking hub launched to build on the Customer Carbon Footprint Tool (CCFT).

Friday 26 June 2026

Japan puts JPY101.6 trillion AI chip push at heart of JPY370 trillion growth roadmap

Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.

Friday 26 June 2026

Qualcomm's Dragonfly push highlights shift from mobile chips toward cloud AI

Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.

Friday 26 June 2026

Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook

US humanoid robotics startup Agility Robotics announced it will list on the Nasdaq as early as September 2026, which would make it the first publicly traded humanoid robotics company in the US.

Friday 26 June 2026

Amazon raises India bet to US$48 billion, adds US$13 billion for AI and cloud

Amazon on June 25 announced an additional US$13 billion investment in India's AI and cloud infrastructure by 2030, the third major commitment the company has made in as many years and one that brings its total planned spending across all India businesses to US$48 billion between 2026 and 2030. CEO Andy Jassy announced in New Delhi, following a meeting with Prime Minister Narendra Modi, that the pledge is a direct response to surging demand across Amazon's e-commerce, AI, and cloud operations in the country.

Friday 26 June 2026

Analysis: Sidelined by Nvidia's Asia tour, Japan bets on Foxconn-Sharp for AI relevance

The rapid rise of artificial intelligence is reshaping the dynamics of competition in the global technology landscape. From hyperscale data center expansion and government-backed sovereign AI initiatives to surging enterprise demand for high-performance computing, AI-driven investment in infrastructure and applications has become the industry's primary growth engine. In this race, companies that secure key positions across the AI supply chain are expected to hold a competitive advantage for years to come.

Friday 26 June 2026

Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration

The robotics industry is moving from proof-of-concept projects to large-scale deployment. During Computex 2026, IPC maker Nexcom showcased its edge AI solutions at booths of major tech companies including Nvidia, Intel, and Qualcomm. Through product demonstrations, the company strengthened its positioning as a full-spectrum edge AI deployment partner, attracting interest from industry players seeking deeper collaboration and investment opportunities.

Thursday 25 June 2026

Taiwan electronics production jumps 93% in first five months of 2026 on AI boom

Taiwan's Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan's computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.

Thursday 25 June 2026

IntelliEPI targets record 2026 revenue amid InP substrate shortages

Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to keep rising in 2026 and set another record. The company's biggest challenge remains a shortage of InP substrates, prompting it to rely mainly on Japanese suppliers while helping German manufacturers accelerate mass production of InP substrates.

Thursday 25 June 2026

Europe's AI infrastructure: the cost gap that policy cannot paper over

The EU currently hosts roughly 5% of the world's AI compute capacity. The US holds close to 75%. McKinsey projects European data center demand will grow from 10 GW of IT load in 2024 to 35 GW by 2030 — a tripling driven almost entirely by AI. The infrastructure to close that gap does not yet exist, and building it in Europe costs substantially more than building the equivalent in the US.

Thursday 25 June 2026

SambaNova targets US$10B valuation as demand rises for cheaper AI inference

AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.

Thursday 25 June 2026

ADATA explores Thailand role in AI computing expansion

ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.

Thursday 25 June 2026

Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem

Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.

Thursday 25 June 2026

Coplus developing Nvidia-backed AI headlights

Coplus took a cautiously optimistic view of the second half of 2026 during an investors conference on June 24. The Taiwan-based auto parts supplier said it has lined up countermeasures after its first-quarter 2026 operations were hit by US tariffs and geopolitical tensions, and is moving from traditional automotive lighting into AIoT.

Thursday 25 June 2026

JD.com targets 700,000 workers for retraining as robots reshape logistics

Founder and chairman of Chinese e-commerce platform JD.com Qiangdong Liu said at the 2026 APEC Business Leaders China Forum that logistics and delivery work will gradually be handled by robots, with many courier jobs likely to be replaced by automation. He added that JD.com has launched an internal program called the "Nirvana Plan" to help about 700,000 logistics and blue-collar employees retrain and transition as AI reshapes the industry.

Thursday 25 June 2026

China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos

Chinese cybersecurity company 360 Security Technology has unveiled a pair of AI-powered cybersecurity tools that it says can match the capabilities of Anthropic's highly restricted Mythos system, marking China's latest effort to narrow the gap with leading US AI technologies.

Thursday 25 June 2026

Nvidia's Huang puts national security first as he touts an AI factory boom at the annual meeting

At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.

Thursday 25 June 2026

MediaTek, Google reportedly deepen ASIC ties as SerDes race hits 448G

MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.

Thursday 25 June 2026

Qualcomm integrates Dragonfly data center systems into expanded Hugging Face AI partnership

Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.

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