May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year over year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-on-year, and non-GAAP EPS was US$1.87, up 140% year-on-year. Both topped consensus estimates, with revenue near US$79 billion and non-GAAP EPS of US$1.77, S&P Global Market Intelligence reported.

With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what industry observers estimated could have triggered supply-chain disruptions worth more than KRW100 trillion (US$66.8 billion).

Peng Chen, business development director at Agibot, used the robotics session of the 5th Mobis Mobility Day in Sunnyvale to make a pointed argument: the humanoid robotics industry has moved past prototype competition into a phase where real-world deployment results are the only metric that matters.

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.