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Jun 8, 16:12
Nvidia push into AI PCs comes as smartphone market faces steep downturn
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan operations to support the region's AI hardware supply chain.
Digital camera demand has made a striking comeback as younger consumers, social media creators, and the streaming economy inject new momentum into a market many had considered obsolete. The resurgence is prompting suppliers to restart idle production lines and invest heavily in new tooling, even as uncertainty remains over how long the boom will last.
A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors.
Uneec breaks into IT, liquid cooling racks on AI demand
Jun 8, 14:50
Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack business in 2026, with plans to enter the IT rack and liquid cooling rack sectors. President Charles Lo added that its double-wide "fat" rack has already completed validation and can be shipped at any time to meet customer demand.

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed to shorten data-center construction times and reduce land and infrastructure costs as demand for computing capacity rises.

Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier. Revenue for the first five months of 2026 totaled NT$1.4 billion, a year-over-year increase of 14.9%.
India's tablet market grew 5% year-over-year in the first quarter of 2026, even as memory prices rose and macroeconomic conditions remained uncertain. For global consumers and manufacturers, the results suggest sustained demand for larger, more capable tablets, alongside stronger local production and exports that could shape regional supply chains.
SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The deal not only secures a major recurring revenue stream ahead of SpaceX's IPO but also highlights persistent demand for AI capacity as technology companies race to meet surging enterprise adoption.
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.