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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

Huawei's Tau Law stirs debate over China's post-Moore's Law chip path

Huawei has formally introduced its "Tau Law," proposing a shift from traditional process-node scaling to "time scaling," a model aimed at improving chip performance through optimisation across components, circuits, chips, and systems, even under mature process technologies.

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.

Thursday 4 June 2026

EU launches Technology Sovereignty Package to strengthen chips, AI, and cloud infrastructure

The European Commission has unveiled a comprehensive Technology Sovereignty Package aimed at strengthening Europe's capabilities in semiconductors, AI, cloud infrastructure, open-source software, and digital energy systems.

Thursday 4 June 2026

Huawei's MineHarmony OS links 935 mining devices in China's smart mining push

Huawei's MineHarmony (Mine Harmony OS), a mining-focused industrial Internet of Things operating system jointly developed with China Energy Group, has surpassed 200 ecosystem partners and 935 certified devices, highlighting the growing adoption of domestically developed industrial software in China's mining sector.

Thursday 4 June 2026

Meta expands AI push with Business Agent rollout as pricing speculation and enterprise competition intensify

Meta Platforms has unveiled its Meta Business Agent, an artificial intelligence tool designed to help businesses automate customer interactions and expand into what it describes as "agentic" workflows, according to its official press release dated June 3, 2026.

Wednesday 3 June 2026

OpenAI eyes CUDA killer to push AI infrastructure beyond Nvidia's grip

OpenAI is weighing whether to publicly release software designed to make advanced AI workloads run more easily across chips from multiple providers, a move that could weaken one of Nvidia's most durable advantages: the CUDA software ecosystem that has helped lock developers into its GPUs.

Wednesday 3 June 2026

Microsoft details Azure and AI roadmap to build, run, and govern agents at Build 2026

At Microsoft Build 2026 on June 2, Microsoft outlined how its Azure cloud and broader AI portfolio are being re-engineered for agentic AI — software agents that reason, retrieve knowledge, take actions, and run continuously rather than responding to one-off prompts. Spanning silicon, databases, runtimes, developer frameworks, and governance standards, the announcements describe a stack designed to enable organizations to build agents, deploy them in production, and keep them under control.

Wednesday 3 June 2026

Microsoft expands its model lineup and management tools at Build 2026

At Microsoft Build 2026 on June 2, Microsoft broadened the range of AI models available through its Foundry platform, adding four first-party models, deepening partner access, and introducing tools designed to help developers choose, tune, and manage models across their lifecycle.

Wednesday 3 June 2026

Microsoft uses Build 2026 to reposition Windows and Surface for the agentic AI era

At Microsoft Build 2026 on June 2, Microsoft outlined how it is reshaping its Windows and Surface portfolios around AI agents — software that acts autonomously on a user's behalf rather than waiting for manual commands. Across four announcements spanning silicon, devices, the cloud, and operating-system security, the company framed a shift it described as moving "from apps to agents — from software you open to intelligence you invoke."

Wednesday 3 June 2026

Kentec aims to shorten the timeline for AI data center deployment

As artificial intelligence (AI) infrastructure grows larger and more complex, the challenge is no longer simply building data centers. It is building them fast enough.

Tuesday 2 June 2026

Agentic computing could reshape data centers, PCs, robots, and vehicles, says Nvidia CEO

Nvidia CEO Jensen Huang said the computing industry is entering an era of "agentic computing," in which data centers, personal computers, autonomous vehicles, humanoid robots, and satellite systems will share a common AI architecture. He framed the shift as a broad reworking of how future devices will operate.

Tuesday 2 June 2026

Naver launches defense AI unit to pursue military data and decision-making market

South Korean internet giant Naver said it has formed a dedicated defense AI organization to pursue military AI transformation, deploy field engineers to client sites, and develop defense-specific AI capabilities. The move was disclosed by South Korean media outlets Seoul Economic Daily and Maeil Business Newspaper, which reported that Naver Cloud has established a "Defense AX Special Task Force" to commercialize AI services for defense customers.

Monday 1 June 2026

GTC Taipei 2026: As AI automates its own development, demand shifts to human judgment

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.

Monday 1 June 2026

RoboSense dominates LiDAR for robotics with 1,458.8% YoY shipment surge in 1Q26

RoboSense Technology, an AI-driven robotics technology company, announced a historic first quarter of the year in which the robotics business exceeded 50% of total LiDAR shipments for the first time in the company's history. Its dual-engine strategy across ADAS and robotics continues to drive growth, building on its first-ever profitable quarter in the fourth quarter of 2025.

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.

Sunday 31 May 2026

Taiwan Mobile sets sights on NT$1 trillion revenue as AI and enterprise services drive growth

Taiwan Mobile outlined plans to pursue a NT$1 trillion (US$31.88 billion) revenue target as it shifts emphasis to AI, enterprise services, and new technology businesses, executives said after the company's shareholders' meeting on May 29. Shareholders approved the 2025 financial report and a cash dividend of about NT$4.8 per share, while leadership framed the push into AI-enabled enterprise solutions as the next stage of growth.

Friday 29 May 2026

IBM targets AI-era trust with open source security, quantum computing bets

IBM and Red Hat are committing US$5 billion to Project Lightwell, a new enterprise security initiative designed to protect open source software supply chains as AI accelerates both software development and vulnerability discovery.

Friday 29 May 2026

Anthropic reaches US$965B valuation, placing it ahead of OpenAI

Anthropic's post-money valuation has reached US$965 billion after its newest funding round, more than doubling its value since February 2026 and putting it past its rival ChatGPT as the two aim to reach IPO status this year.

Friday 29 May 2026

Big tech goes all-in on AI — but the next gen has reservations

This graduation season, high-profile tech elites speaking at ceremonies celebrating the AI revolution have not been met with polite applause, but with hostility.

Friday 29 May 2026

Export controls cast a shadow over AI's optical communications supply chain

The Taiwanese semiconductor materials company Visual Photonics Epitaxy, a supplier of compound semiconductor wafers used in optical communications, said demand tied to artificial intelligence data centers was accelerating rapidly as the industry prepares for the transition from 800-gigabit to 1.6-terabit optical networks.

Thursday 28 May 2026

Salesforce Taiwan targets double-digit growth on AI applications and services

Since opening its Taipei office in January 2026, customer relationship management (CRM) technology firm Salesforce has continued to expand its Taiwan-based team, shifting from remote support via its Singapore subsidiary to local operations. According to Salesforce Taiwan general manager Chia-shen Hsu, the company is aiming for double-digit growth in both revenue and headcount in 2026, as it devotes more resources toward the market in Taiwan.

Thursday 28 May 2026

Peking University's true-3D EDA tool gives Huawei's LogicFolding chip roadmap critical design link

Peking University researchers have unveiled a prototype electronic design automation (EDA) tool built for "true-3D" chip design, offering a potential missing link for Huawei's LogicFolding architecture and its broader Tau (τ) Scaling Law roadmap.

Thursday 28 May 2026

China tightens travel bans on private-sector AI to stem tech leaks

China has expanded its state travel controls into the private technology sector, deliberately blocking top AI talent from leaving the country without explicit government authorization.

Wednesday 27 May 2026

OpenAI targets smaller advertisers in push to make ChatGPT ads pay off

OpenAI is widening its ChatGPT advertising business beyond large brands, adding tools aimed at smaller marketers as it seeks to turn one of the world's most widely used AI products into a more measurable ad platform.

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