Arm CEO Rene Haas told the COMPUTEX keynote on June 2 that Taiwan has been inseparable from Arm's growth over the past 30 years, while Nvidia CEO Jensen Huang said that agentic AI will trigger the biggest PC industry transformation in 40 years and could expand the global PC market by 10 times.

Motion control component maker Hiwin made its first cross-sector appearance at COMPUTEX 2026, showcasing a full technology stack spanning precision transmission, actuator modules, and system integration. The company also unveiled a dual-arm logistics robot developed in partnership with US logistics firm Dexterity for the first time.

This year's Global Connect Show (GSC) in Shenzhen, China, has become a medium for local tech brands to showcase AI wearable innovation. Two leading brands at GCS, Rokid and INMO, demoed their feature-packed AI glasses. Many companies featured AI translation as their flagship capability, paired with lightweight hardware, hands-free controls, customizable designs, and flexible model support. While on-site demos proved these up-and-coming brands' AI glasses may outperform dominant players such as Meta and Apple, there are still lingering flaws, such as battery life and privacy ethics, that stand in the way of mainstream mass adoption.

As the global demand for AI accelerates, a new industrial challenge has emerged: the sheer scale of energy required to power the "AI factories" of the future. This concern was the centerpiece of presentations by several industry figures at Computex in Taipei, where they presented solutions under development, from raw material innovations to shrinking component sizes.

In a move set to reshape the global robotics landscape, Nvidia announced at GTC Taipei that it will partner with Chinese humanoid robot pioneer Unitree Robotics to launch the world's first open humanoid robot reference design. By deeply integrating advanced AI with physical hardware, the collaboration aims to drastically lower development barriers across the industry.

Global AI computing demand is sweeping through the infrastructure market. Kentec, the AI data center (AIDC) system integrator and turnkey solution provider under Kenmec Mechanical Engineering, expects first-half 2026 revenue to rise more than 200% year on year, with the real surge concentrated in the second half of the year.

Taiwan's state-owned defense research body, the National Chung-Shan Institute of Science & Technology (NCSIST), has unveiled three military robot dog variants developed on a platform from US firm Ghost Robotics, highlighting its ability to integrate mission payload systems. The showcase underscores Taiwan-US technology cooperation and NCSIST's push to build a non-red supply chain.

Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising contract prices fuel a memory supercycle. The company also plans to accelerate a shift into higher-value segments such as industrial control, AI, and edge computing after posting a 30% gross margin and 27.4% operating margin in the first quarter of 2026.

Taiwan-based electronic paper leader E Ink Holdings is preparing to bring its color-changing vehicle technology to market after overcoming key regulatory and technical hurdles with BMW. The milestone marks a significant step in the company's strategy to extend e-paper beyond displays and into vehicle exteriors, consumer products, and large-scale architectural surfaces.

At the opening day of Computex 2026, Lite-On Technology hosted an AI industry summit under the theme "Powering the AI-driven Future," where DIGITIMES chairman Colley Hwang moderated a cross-industry panel with Nvidia, Infineon Technologies, and Gigabyte subsidiary Giga Computing at the exhibition venue.

Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029. Nvidia is driving a shift from air cooling to liquid cooling in AI servers, boosting both revenue and profits for cooling module makers.

SK Group is reportedly placing AI and semiconductors at the center of its next round of business restructuring, prompting a fresh internal review of the strategic value of SK Siltron, a major global silicon wafer maker. The planned sale of SK Siltron, once seen as a move to improve SK Group's financial structure, now faces uncertainty as the group reconsiders whether to push ahead with the deal.

Rising global geopolitical risk and tightening supply in some markets have pushed London Metal Exchange (LME) aluminum prices higher in volatile trading, adding cost pressures to industries across electronics components, semiconductor equipment, automobiles, and energy infrastructure.

Power Integrations (PI) has announced two ultra-thin, compact auxiliary power supply (PSU) reference designs built for 800VDC AI data centers. PI principal training engineer Jason Yan said the ultra-compact solution, designed for Nvidia Kyber liquid-cooled blade-rack systems, uses a highly integrated GaN design that saves 30% of PCB space and reduces component count by 30% compared with conventional silicon carbide (SiC) solutions.

Foxconn said its Genesis smart manufacturing project has delivered measurable gains in AI-driven factory operations, with production-line scheduling efficiency up 50%, misjudgment rates down 50%, and root-cause analysis accuracy rising to 90%. The company also said the time needed to build new plants and deploy production lines has been cut by more than 60%.

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.

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.

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of Taiwan's exports to the US, Taipei is seeking tariff-free quotas and company-specific exemptions before any new duties are imposed.

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.

LinkerBot, a leading Chinese developer of robotic dexterous hands, has acquired Jingling Zhikang in a strategic move that could push AI-powered bionic hands from high-cost rehabilitation devices into a broader assistive technology market.

E Ink Holdings said it will showcase multiple color e-paper technologies and complete solutions at Computex 2026, presenting products aimed at outdoor and indoor advertising, smart retail and product-surface design. The exhibit will open around a premium shopping mall theme to demonstrate how e-paper can be applied across spatial and object surfaces for retail media networks and commercial signage.

Merry Electronics completed a board reshuffle after its 2026 annual general meeting on May 26, with the board electing Keng-Pin Liao as the new chairman effective immediately. Former chairman Lu-Lee Liao and vice chairman Wen-Chieh Wei stepped down from executive roles, but will remain on the board as directors.

The humanoid robotics industry is looking beyond mechanical structures for its next wave of innovation, with materials emerging as a potential focus for new market opportunities. A Google-backed humanoid robot startup is exploring electronic paper as a next-generation display technology for robot skin, with Taiwan-based E Ink Holdings (EIH) entering the supply chain.

Amazon Web Services (AWS) won a US$6 billion AI infrastructure agreement with Snowflake, announcing expanded deployment of its in-house Graviton CPUs and AI compute capacity as cloud providers shift focus beyond GPU-centric large language model workloads. Executives said the deal, reported by Bloomberg, The Wall Street Journal, and CNBC, reflects a broader market move toward agentic AI that places growing compute demand on CPUs for orchestration, tool calls, and continuous data movement.