Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
Chinese 3D vision sensor maker Orbbec is expanding its global manufacturing network with a new production base in Vietnam, as robotics suppliers increase overseas capacity to strengthen supply chain resilience and serve international customers.
China has imposed new export control measures on 40 Japanese entities, placing 20 organizations on its export control list and another 20 on a separate watchlist, citing national security concerns and the need to strengthen oversight of exports of dual-use items.
Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals how global supply chains are shifting to support faster deployment of AI hardware, with California emerging as a key hub for its customers globally.
With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue from its server-related business has risen from 4.5% of total revenue in 2025 to 13.5%, a significant jump that reflects strong momentum in the segment. The company also remains optimistic about continued expansion in the AI, automotive, and motor control markets. Order transfers from Western manufacturers seeking to reduce reliance on China are also materializing.
Taiwan's Hsinchu Science Park is still attracting semiconductor service companies even as major foundries run short of land, underscoring the park's role in a global supply chain centered on advanced chips. New approvals for testing, materials, and equipment research point to rising demand for services that support production at below 2nm nodes.
Chinese artificial intelligence developer Zhipu AI, also known as Z.ai, is narrowing the performance gap with leading US AI companies in cybersecurity-focused models, underscoring intensifying technological competition as Washington tightens oversight of advanced AI systems.
As Physical AI moves closer to commercial reality, its global impact may depend less on humanoid robots that can run or dance and more on their ability to safely grasp, lift, and manipulate objects. A Massachusetts Institute of Technology professor said the central challenge is touch, force, and real-world control, not simply bigger models or faster computing.
Synopsys celebrated the 35th anniversary of its Taiwan operations and the opening of its new Hsinchu office on June 15. During the event, Synopsys CEO Sassine Ghazi sat down with DIGITIMES to discuss how agentic AI is transforming electronic design automation (EDA), semiconductor development, and the future of engineering work.
