The Taiwanese government has approved the Southern Taiwan Silicon Valley Program, aiming to use AI to drive smart transformation across healthcare, long-term care, and other industries while steering R&D toward local demand and strengthening the industrial ecosystem in the southern regions of the country. The National Science and Technology Council (NSTC) said that 120 AI smart health applications will be formally unveiled at an event on June 12, with Premier Cho Jung-tai and other officials set to attend.

OpenAI said it will acquire Ona, a cloud execution and orchestration startup, in a move that could broaden how businesses worldwide use AI. The deal is aimed at making Codex more secure, persistent, and useful for longer tasks across cloud environments, not just on a single device or in one session.

The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation at SuperAI Singapore 2026 on Thursday.

Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first five months of NT$479 million, a 39.99% decline year-over-year.

TSS Holdings and an alliance of 18 Taiwanese semiconductor materials, components and equipment firms said on June 9 that the primary challenge for small and medium-sized suppliers building factories in the US is not localization but the heavy long-term operating cost burden. The group, formed to respond to the Taiwan+1 de-risking trend, warned that regional differences in labor culture, infrastructure efficiency and hidden expenses make US operations particularly costly over the next 10 to 20 years.

Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and cloud high-end server power supplies and high-efficiency backup battery systems. The firm said revenue for the first five months of 2026 reached NT$77.5 billion, a 23% increase year-over-year.

Largan Technology said its smartphone lens business remains on a steady growth track, even as key customer launch timing shifts into 2026 and 2027. The change could reshape seasonal demand patterns for global smartphone supply chains, while memory price inflation and AI-related pressure add uncertainty for manufacturers and component suppliers.

Aurotek reported accelerating revenue and is pivoting its product strategy toward large-scale robot automation as demand from AI infrastructure, AI servers and advanced semiconductor manufacturing climbed in 2026. The firm said it completed a leadership transition in 2026 after the former chairman stepped down, and a new chairman took the helm following the completion of a staged handover.

T3EX Global Holdings reported consolidated revenue of NT$2.099 billion (approx. US$66.4 million) in May 2026, up 11.13% month-over-month and 10.70% year-over-year, driven by a rebound in high-tech logistics and cross-border transport, the firm announced. The company said cumulative consolidated revenue for January-May 2026 totaled NT$8.835 billion, a 3.73% decline from the same period a year earlier.

Amphenol, a global leader in electronic and fiber-optic connectors, cables, and interconnect systems, has notified customers that it will raise prices by 5% on selected products starting July 1, 2026. The company said sustained global demand and the conflict between the US and Iran have driven sharp increases in key raw material costs over the past six months, prompting the move.

Catcher Technology, a metal chassis maker, said it remained cautiously conservative about its 2026 operations due to ongoing supply-chain bottlenecks, rising costs and uncertain end-market demand. The firm reported May 2026 consolidated group revenue of NT$918 million, down 4.3% month-over-month and down 48.3% year-over-year, and cumulative revenue for the first five months of the year of NT$5.65 billion, down 26.0% year-over-year.