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Monday 8 June 2026

Nvidia and Doosan expand ties to target robotics and AI factory infrastructure

Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.

Monday 8 June 2026

Hitachi and Intel strike collaboration on physical AI and industrial infrastructure

Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.

Monday 8 June 2026

Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand

Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push into AI optical communications. The meeting could also indicate how quickly the lens maker can scale new technologies, and whether margin pressure is easing.

Monday 8 June 2026

India roundup: India state targets chip packaging hub as India courts Taiwanese electronics investment

Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.

Monday 8 June 2026

Largan posts 43% year-on-year May revenue rise

argan Technology reported consolidated May revenue of NT$4.593 billion on June 5, a 14% decline from April and a 43% increase from May 2025. First five-month revenue reached NT$25.495 billion, up 15% year on year. The company said it would hold an investor conference on June 9, where progress in common-package optics — CPO — is expected to be a primary focus.

Sunday 7 June 2026

Pegatron unit ASRock Rack wins order to supply 587 GPU servers for Thailand AI data center

ASRock Rack, a subsidiary of Pegatron Group's ASRock Inc., has won an order to supply 587 GPU servers equipped with Nvidia B200 accelerators to Japan-based AI infrastructure provider Datasection Inc., the two firms announced. The systems are contracted for deployment at Datasection's AI data center near Bangkok, Thailand, and will serve as a dedicated high-performance computing platform for US companies.

Sunday 7 June 2026

While China floods the humanoid market, America's top three are quietly building patent moats

Compared with China's crowded humanoid robot market, where competition is becoming increasingly intense, the US humanoid robot sector is still concentrated among a small number of brands, the three major being Figure AI, Agility Robotics, and Tesla. According to DIGITIMES' observations, these three leading US humanoid robot companies have actively expanded their patent portfolios in recent years, with the majority focusing on joint design, followed by software-related developments.

Sunday 7 June 2026

AI cooling lifts heat spreader shipments at Niching

AI-driven high-speed computing and data transmission are driving up chip performance and cooling requirements worldwide, and Niching Industrial Corp. said its acquisition of Ming June Yuan will help improve profitability as the market shifts toward larger, hotter-running chips and more advanced thermal materials.

Sunday 7 June 2026

Taiwan Mobile and GMI Cloud sign MOU to expand AI data center services into SEA and beyond

Taiwan Mobile announced at Computex 2026 that it signed a memorandum of understanding (MOU) with GMI Cloud to expand AI data center and high-end compute services across emerging markets in Southeast Asia, Northeast Asia, the Americas, and Europe. The firms said the agreement aims to deliver AI data center offerings that comply with local regulations and cybersecurity standards while competing for cross-border compute business.

Saturday 6 June 2026

Qisda accelerates pivot into AI solutions provider

Qisda is accelerating its transformation into an AI solutions provider amid the intensifying AI race. President Cally Ko has highlighted changes to the company's AI roadmap since taking the helm, aiming to build a full AI ecosystem spanning data centers, edge computing, and vertical applications by integrating hardware and software resources across the group.

Friday 5 June 2026

Metalenses move from lab concept to robotics opportunity

As artificial intelligence (AI) drives demand for more powerful computing systems and smarter machines, Taiwanese optics manufacturer Ability Opto-Electronics Technology is positioning itself at the intersection of two emerging technology frontiers: metalenses and optical interconnects.

Friday 5 June 2026

Samsung's biggest union loses majority status after bonus talks

Samsung Electronics is facing a new shift in labor relations after the Samsung Electronics branch of the Samsung Group Super-Enterprise Union reportedly lost its status as a majority union following a sharp drop in membership after bonus negotiations. The move weakens the union's representation and could further fragment future labor talks and union power at Samsung Electronics.

Friday 5 June 2026

Foxconn posts record May revenue as AI rack demand fuels growth

Computex 2026 closed on June 5 with Nvidia CEO Jensen Huang reaffirming the scale of AI infrastructure demand in his keynote — and Foxconn, as the world's largest electronics contract manufacturer, is among the most direct beneficiaries of that buildout.

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.

Friday 5 June 2026

Foxconn deepens AI push with Intel on inference racks

Intel and Foxconn have signed a memorandum of understanding (MoU) to cooperate on AI rack infrastructure, edge AI, physical AI platforms, and custom chip design services. The deal highlights Intel's bid to regain ground in artificial intelligence (AI), while broadening Foxconn's role in the global AI supply chain.

Friday 5 June 2026

Analysis: Intel turns to Foxconn partnership to strengthen position in evolving AI market

Foxconn and Intel have announced a strategic partnership focused on AI racks, Edge AI, and Physical AI. The move signals Intel's effort to rebuild competitiveness in a market increasingly shaped by Nvidia's dominance in AI training and inference.

Friday 5 June 2026

AI cooling demand is pushing server pumps into sharper focus

As AI pushes liquid cooling into mainstream server thermal design, suppliers are widening their focus beyond Nvidia's benchmark thermal designs. Industry players say pumps are emerging as a key lever for improving cooling efficiency, alongside flow rate and fluid speed.

Friday 5 June 2026

Hiwin targets logistics automation with Dexterity dual-arm robot

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.

Friday 5 June 2026

South Korea's only SRAM-CIM IP firm Articron targets edge AI

South Korean semiconductor IP startup Articron is challenging the traditional AI chip design bottleneck by using a memory-centric architecture, with its self-developed SRAM-CIM compute chip IP "ART" now in testing and aimed at the power- and area-sensitive edge AI device market. The company says it expects to launch a commercial product in about two years.

Friday 5 June 2026

RTX Spark rekindles memory shortages, TeamGroup shifts to industrial control

Although PC market sales have slumped amid rising memory prices, Nvidia's "N1X" RTX Spark superchip is also fueling hopes for AI PC potential. TeamGroup General Manager Gerry Chen said the N1X can be configured with up to 128GB of memory, but there is simply not enough memory available right now, meaning supply shortages will grow even more severe.

Thursday 4 June 2026

Chenbro targets server rack global leadership in 3 years

Server chassis maker Chenbro is continuing to evolve, aiming to perfect the craftsmanship of mechanical components to become the world's top rack supplier, according to company CEO Corona Chen.

Thursday 4 June 2026

Adlink ramps robotics and edge AI expansion as US market drives growth

Adlink Technologies said it pushed into a growth phase for robotics, edge AI, and vertical markets in 2026 as the US became its largest revenue engine, accounting for more than 30% of sales. The industrial PC maker reported broad-based demand across healthcare, transportation, defense, energy, and industrial automation and said design-in projects will start contributing shipments from 2026 into 2027.

Thursday 4 June 2026

Nvidia's Jensen Huang courts Korean giants in robotics expansion

Nvidia CEO Jensen Huang is visiting South Korea this week as the company seeks to expand its partnerships with major Korean conglomerates beyond semiconductors and into robotics, autonomous driving, and industrial automation, ETNews reported.

Thursday 4 June 2026

BYD joins race to build humanoid robots

BYD is quietly developing humanoid robots, according to people familiar with the matter, signaling that China's largest electric vehicle (EV) maker is preparing to extend its ambitions beyond automobiles and into one of technology's most closely watched emerging industries.

Thursday 4 June 2026

Ability wins surprise Japanese OEM camera order, to boost fourth-quarter 2026 revenue

Ability said it secured a new OEM order from a long-established Japanese camera brand for the second half of the year, a deal the company expects will begin ramping in the fourth quarter of 2026 and provide a significant revenue boost. The company announced the order alongside a major presence at COMPUTEX 2026, where it highlighted AIoT edge computing, smart city deployments, smart retail, and commercial robotics.

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