MiniMax has started preparations to sell yuan-denominated shares on China's stock market, a step that could give onshore investors exposure to AI model companies beyond chipmakers and extend the company's listing presence beyond Hong Kong.
Below are the most-read DIGITIMES Asia stories from the week of May 25-31, 2026:
The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more influence. Industry executives say the focus is shifting from whether share prices look expensive to whether companies have solid fundamentals and an indispensable role in the sector.
MediaTek said it expects artificial intelligence (AI) to move from centralized cloud systems into consumer devices, home servers, and new products such as AI glasses. The shift could reshape global demand for chips, data privacy, and device design, as companies race to build the next wave of AI hardware.
Advantech approved its 2025 financial statements and a new board at its annual shareholders' meeting in Taipei, while outlining a broader push into edge AI platforms. The industrial computer (IPC) maker also raised dividends and set out succession and logistics upgrades that could shape its global operations.
Asustek Computer (Asus) chairman Jonney Shih outlined the company's artificial intelligence (AI) strategy roadmap and also commented on whether Apple's entry-level MacBook Neo could challenge the mainstream Windows notebook market at a company shareholders meeting on May 29.
Wistron said it has been building capabilities in quantum computing and satellite technology as potential growth engines in the AI era, announcing the purchase of a 32-qubit quantum computer and plans to run an internal project that integrates the device with conventional computing systems. The firm also said its first in-house experimental CubeSat is scheduled to launch into low-Earth orbit in late June. That work on a national communications satellite manufacturing industrialization platform, awarded in the third quarter of 2025, was progressing on schedule.
Skymizer said it unveiled HTX301, a decode-first accelerator chip for on-premises AI inference, at COMPUTEX 2026, to shift large-model serving away from cloud GPU racks and onto single PCIe cards that enterprises can run in their own environments. The firm announced a partnership with Taiwan's Institute for Information Industry to upgrade Taiwan's AI industry from edge AI to enterprise on-prem AI, and executives framed the product as aimed at regulated, low-latency settings such as hospitals, banks, government agencies, and factories where data must remain on-site.
As Computex opens this week, Nvidia CEO Jensen Huang has arrived in Taiwan early to meet supply-chain partners. For global readers, the message from local industry leaders is clear: in the AI boom, competitiveness is increasingly shaped by coordinated ecosystems rather than individual companies.
Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical limitations of legacy copper cabling have created a severe, industry-wide obstacle that is disrupting financial and operational roadmaps, prompting companies to lock down silicon photonics foundry capacity through 2028.
A defense industry forum in Taiwan signaled growing interest among US military tech companies in Taiwan's supply chain, particularly as a new era of warfare defined by AI and unmanned systems takes shape. Speakers at the event noted a need to shift from governments relying solely on traditional weapons procurement to supply chain integration between companies.
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