Formosa Plastics Group (FPG) is stepping up its transformation into higher-value businesses, with AI, semiconductors, and power grid opportunities emerging as key new growth engines as the petrochemical industry faces a downcycle that started in 2023.

Microsoft used Nvidia GTC to preview Surface Laptop Ultra and its broader Windows platform strategy ahead of Build, highlighting a shift toward on-device AI agents and developer workloads. The company emphasized deeper Windows 11 integration with Nvidia hardware, aiming to unify performance, security, and AI tooling across next-generation PCs.

Artificial intelligence is reshaping how industries define talent. In the next phase of AI, the most valuable workers may not be those who train models, but those who understand demand, define problems, judge value, and oversee the direction of AI development, according to National Taiwan University electrical engineering professor Hung-Yi Lee.

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.

PCB maker Zhen Ding said AI is driving a structural shift in electronics, redefining the role of printed circuit boards from passive signal connections to critical platforms for high-performance computing and system integration. Chairman Charles Shen made the remarks at the company's 2026 annual shareholders' meeting.

Delta Electronics president and COO Simon Chang said the company's long investment cycle in power technology is positioning it for rising AI data center demand and a broader manufacturing shift. He made the remarks on June 1 during a pre-event dialogue ahead of Nvidia GTC Taipei.

Meta is reportedly accelerating its push into AI-powered hardware with plans that include a wearable AI pendant, an expanded lineup of smart glasses, and a new enterprise-focused service, according to a report by The Information. The initiative underscores Meta's effort to establish a broader ecosystem around its AI services as competition intensifies among major technology companies seeking to define the next generation of consumer computing devices.

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.

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.

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.

China's State Council announced new regulations on June 1 that will tighten controls on overseas investment, restricting the export and transfer of prohibited goods, technologies, services and related data. The regulations were approved at the State Council's 83rd executive meeting on April 17 and will take effect on July 1, 2026, the announcement said, requiring firms and investors to comply with approval, filing, information reporting and cross-border capital registration procedures when investing abroad.

SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest AI infrastructure bases in Europe. The first phase targets 3.1GW in the Hauts-de-France region by 2031.

MiniMax has started preparations to sell yuan-denominated shares on China's stock market, a step that could give onshore investors exposure to AI model companies beyond chipmakers and extend the company's listing presence beyond Hong Kong.

Below are the most-read DIGITIMES Asia stories from the week of May 25-31, 2026:

The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more influence. Industry executives say the focus is shifting from whether share prices look expensive to whether companies have solid fundamentals and an indispensable role in the sector.

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.

Asustek Computer (Asus) chairman Jonney Shih outlined the company's artificial intelligence (AI) strategy roadmap and also commented on whether Apple's entry-level MacBook Neo could challenge the mainstream Windows notebook market at a company shareholders meeting on May 29.

Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum computer and plans to run an internal project that integrates the device with conventional computing systems. The firm also said its first in-house experimental CubeSat is scheduled to launch into low-Earth orbit in late June. That work on a national communications satellite manufacturing industrialization platform, awarded in the third quarter of 2025, was progressing on schedule.

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.

As Computex opens this week, Nvidia CEO Jensen Huang has arrived in Taiwan early to meet supply-chain partners. For global readers, the message from local industry leaders is clear: in the AI boom, competitiveness is increasingly shaped by coordinated ecosystems rather than individual companies.

A defense industry forum in Taiwan signaled growing interest among US military tech companies in Taiwan's supply chain, particularly as a new era of warfare defined by AI and unmanned systems takes shape. Speakers at the event noted a need to shift from governments relying solely on traditional weapons procurement to supply chain integration between companies.

Taiwan's economy has become one of the most closely watched in the world, riding a surge in global demand for semiconductors and advanced AI servers that have powered exports and private investment to new highs. But that prosperity has a sharp edge. Much of the growth has been concentrated in the technology sector and among wealthier households, while traditional industries, small businesses, and lower-income workers have seen far more limited gains.

Sharp President and CEO Tetsuji Kawamura said the company has eased some long-standing management pressures, but its main challenge now is to expand its brand, develop new businesses, and accelerate globalization simultaneously. He outlined the strategy in an interview with DIGITIMES.

Falling inference prices and tightening data regulations are pushing AI compute beyond the hyperscale data center — reshaping infrastructure decisions for enterprises, governments, and device makers worldwide