CONNECT WITH US
Jun 12
Alibaba's stealth model launch, Meitu's outsourcing play — China's visual AI market defies a single playbook

One of China's largest visual AI consumer platforms has deliberately chosen not to build its own models; a startup competing against ByteDance and Alibaba is pursuing a strategy of making its models cheaper rather than better; and Alibaba launched one of its video generation models under a pseudonymous brand before revealing its identity — what its executive described as "a very big branding moment." Those were among the more pointed observations to emerge from a panel discussion on the visual AI stack at SuperAI Singapore 2026 on Thursday.

Taiwanese companies sharply increased enterprise AI investment and adoption in 2026, yet critical gaps in technology architecture and measurable return on investment risk blunting business impact, according to Dun & Bradstreet's latest Enterprise AI Maturity Index. The index surveyed more than 300 Taiwanese firms across 17 industries as part of a global study of over 10,000 C-level executives in 32 advanced countries, finding momentum rising in the second quarter of 2026 but persistent operational hurdles.

The Supreme People's Court in China rejected Infineon's reconsideration request on June 12, 2026, upholding a Suzhou Intermediate People's Court injunction that found Infineon had infringed two of InnoScience's core GaN invention patents. The ruling bars the affected products from being sold, imported, or offered for sale in China, and awards InnoScience approximately NT$45 million (US$1.4 million) in damages.

Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026. President William Lin said the move is meant to show the market that the company is optimistic about the future. Wiwynn's capital will jump from NT$1.858 billion (approx. US$59 million) to NT$5.574 billion, a move that Lin said is rare among technology companies. He called the company "very bold," adding, "This is also telling the market that we are very optimistic about the future."
SK Hynix said it is evaluating external generative AI models, including ChatGPT Enterprise and Microsoft Copilot, as it pilots broader AI use across the company, following Samsung Electronics' recent rollout of external generative AI services for employees. The move was disclosed during an internal briefing on the semiconductor maker's AI transformation plans and is aimed at extending AI from support tasks into decision-making, research and development, and wider operations.
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end wafer manufacturing to broaden its capacity sources.
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and image-generation workloads.
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across the heavy electrical equipment sector. As the "power is computing" trend takes hold, lead time has become a key pricing factor for transformers.
Exclusive: Wiwynn sees no AI bubble for 4 years as capex surges
Jun 15, 12:04
Wiwynn president William Lin says AI demand has exceeded expectations, with orders so strong that even rapid global expansion still feels too slow. The server maker is expanding capacity across the Americas and Asia in 2026 and plans to add Europe as customers push hard to keep up with surging AI workloads.
On South Korea's Google Play store, the X app (formerly Twitter) was reclassified to "19 and up" after the social platform updated its community guidelines to permit consensual adult content and embedded the Grok AI model. The change was reported on June 3, and the reclassification added warnings including "not allowed for teenagers" and "extreme violence," according to Chosun Biz.
Below are the most-read DIGITIMES Asia stories from the week of June 8-14, 2026: