SK Group chairman Chey Tae-won met TSMC chairman C.C. Wei in Taiwan on June 3, as SK Hynix and TSMC map out future cooperation in HBM4 base dies, advanced logic processes, and custom AI memory.
Taiwan Semiconductor Manufacturing Co. (TSMC) told shareholders on June 4 that the AI surge is creating major opportunities, but also leaving TSMC with the bulk of the investment and operating burden. Chairman C.C. Wei said the company's long-term edge still rests on technology, manufacturing efficiency, and customer trust.
Nvidia CEO Jensen Huang introduced RTX Spark, co-developed with MediaTek, at Nvidia GTC Taipei, with PC brands expected to launch products in the third quarter of 2026. While widely seen as Nvidia's return to Windows on Arm after a 15-year absence and a challenge to Qualcomm, RTX Spark points to a larger fight over AI-era endpoints.
Driven by the booming semiconductor industry, the Southern Taiwan Science Park (STSP) posted revenue of nearly NT$1.1 trillion (approx. US$35.04 billion) for January to April 2026, up 21.3% compared with the same period in 2025, surpassing the NT$1 trillion mark. This performance not only underscores the park's strong expansion momentum but has also reinforced its position at the core of the global high-tech supply chain.
AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing utilization rates return to high or full-capacity levels. The market is now showing signs of a renewed boom for the first time since the 2018 "super cycle."
TSMC chairman C.C. Wei told shareholders on June 4 that the company sees no reason to cut capital spending, citing strong demand for advanced chips, continuing expansion in the US, and growing interest in robots and autonomous vehicles.
Applied Materials plans to expand its Southeast Asia workforce by about 25% this year, adding at least 1,000 workers mainly in Singapore as the city-state becomes a more important manufacturing, logistics, and advanced-packaging hub for the US chip-equipment maker, Nikkei Asia reported.
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.
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.
Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route for China to extend AI chip performance in the post-Moore's Law era.
China's silicon carbide (SiC) substrate manufacturers continue to slash prices despite already operating on razor-thin margins, underscoring the intensity of a price war reshaping the global compound semiconductor industry.
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