ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.

Apple's new Chief Hardware Officer, Johny Srouji, has launched a reorganization of the company's device development division. The move shifts executive responsibilities over core product design to accelerate future hardware cycles. According to Bloomberg, the changes integrate the previously independent domains of hardware engineering and hardware technologies under a single leadership structure. The realignment is part of a broader succession plan, following Apple's announcement that John Ternus — longtime senior vice president of hardware engineering — will become Chief Executive Officer on September 1, 2026.

Microsoft's data center expansion in India represents the continuation of a strategic regional investment trajectory, updating previously announced capital commitments rather than introducing new funding. The company is accelerating infrastructure deployment in India's fast-growing AI market, where it competes with Alphabet and Amazon for dominance in cloud services and artificial intelligence.

Physical AI is set to reshape autonomous driving and robotics. At the DIGITIMES Tech Forum 2026, held ahead of COMPUTEX 2026, analysts said advances in perception, decision-making, and motion control are opening new doors across industries.

AI camera demand is being propelled by enterprise digital transformation, smart healthcare, and cross-border collaboration, turning cameras from simple video recorders into intelligent sensing endpoints with far-reaching implications for suppliers across the optics and semiconductor ecosystem.

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become more expensive and manufacturers adjust portfolios. The company also withheld an ultra-thin, Apple Air-style device after concluding trade-offs would harm battery life and camera performance.

Quanta Cloud Technology announced that its subsidiary QMN purchased a 10-year right-of-use asset for a California facility lease for US$61.71 million to support expanding manufacturing capacity for AI servers and other operations in the US. The transaction was disclosed as part of the firm's ongoing expansion of US manufacturing, where the company has grown its California campus to more than 20 buildings.

Taiwan's cabinet announced plans to expand public spending on AI and other strategic industries to protect the island's high-tech manufacturing lead, strengthen economic security and stimulate domestic demand, the premier said at a government press conference on May 19 in Taipei. The initiative includes 13 designated strategic industries, each to receive a flagship project, and a set of 10 major AI construction projects scheduled to begin in 2026.

Tatung announced at the IEEE PES T&D 2026 exhibition in Chicago that it has expanded its North American footprint with a mix of large-transformer contracts and mass-production orders for the US renewables and data-center markets. The company said it secured a 345 kV order for a US renewable energy site with delivery slated for mid-2027 and additional solar project orders that will ship between 2026 and 2027, positioning Tatung as a supplier across both long-cycle and fast-turn segments.

Anthropic said it hired a high-profile AI researcher who will join its pretraining team to accelerate large-language-model pretraining research using Claude, as announced in May 2026. The hire came as Anthropic disclosed a compute rental agreement to use SpaceX-linked resources from xAI's Colossus 1 data center in Memphis, Tennessee, and followed earlier talent additions, the company stated.