Intel is expanding its data center portfolio with new Xeon 6+ processors, Ethernet E835 networking products, and fresh details on its Crescent Island AI accelerator, positioning the CPU as a central control point for the next phase of AI infrastructure.

When Marvell CEO Matt Murphy asked ASE Group CEO Tien Wu what makes Taiwan's technology ecosystem unique — and why it is so hard to replicate elsewhere — the answer was less about technology than about time.

Nvidia CEO Jensen Huang made a surprise guest appearance during Marvell Technology CEO Matt Murphy's keynote at Computex 2026 in Taipei on June 2, joining Murphy on stage for about 10 minutes in what became the most-talked-about moment of the one-hour presentation.

SK Hynix is reportedly preparing to mass-produce a new generation of 200-layer-class NAND flash memory based on floating-gate (FG) architecture at its Dalian Phase 2 facility in China, as the company seeks to strengthen its position in the fast-growing enterprise SSD (eSSD) market for AI data centers.

Micron outlined a broad AI memory and storage strategy ahead of Computex 2026, saying surging demand across data centers and intelligent edge devices is reshaping the semiconductor landscape. The company announced solutions spanning high-bandwidth memory, low-power DRAM and PCIe Gen5 SSDs, and said these products address growing requirements for capacity, bandwidth and efficiency as AI workloads expand from training to large-scale inference and agentic systems.

In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes are running through the entire AI sector, pushing Nvidia's market value higher, lifting cloud revenue and profits at Amazon, Microsoft, and Google to record levels, and driving the valuations of AI startups OpenAI and Anthropic to nearly US$1 trillion.

Phison Electronics announced a collaboration with Intel to bring aiDAPTIV memory extension technology to Intel AI PC platforms running Intel Core Ultra processors, aiming to enable larger on-device AI workloads and reduce reliance on cloud processing. The partners said the effort, which includes support for the OpenVINO toolkit, will cover ISV software validation, technology demonstrations, and development of optimized workloads for local execution.

PCB manufacturer Zhen Ding announced it had joined Nvidia's MGX ecosystem to support the deployment of the chipmaker's third-generation MGX modular architecture, which uses a PCB-based design to enable fully modular, cable-free compute node trays and NVLink switch trays. The vendor said this collaboration was disclosed at Nvidia's AI Factory MGX ecosystem ceremony on May 29 in Taipei's Nangang Exhibition Center and positions Zhen Ding to supply ultra-high-layer-count, high-speed printed circuit boards for next-generation accelerated computing infrastructure.

Nvidia and MediaTek have formally entered the AI PC and Windows on Arm market with the unveiling of RTX Spark at Computex 2026, ending two years of low-profile development. The first products are expected from Dell, HP, Lenovo, and MSI in autumn 2026.

After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly from April, while the third-quarter memory contract price increase is expected to slow from a high base but remain firmly on an upward trend, with quarterly gains likely to stay in the double-digit 10-20% range.

Semiconductor testing company King Yuan Electronics (KYEC) recently convened its 2026 shareholders' meeting, during which it completed the election of nine board directors. Longtime chairman C.K. Lee unexpectedly stepped down from the chairmanship but remains a regular director. The board subsequently elected vice chairman Chi-chun Hsieh as the new chairman, a move that has drawn significant attention from the industry.