Ability said it secured a new OEM order from a long-established Japanese camera brand for the second half of the year, a deal the company expects will begin ramping in the fourth quarter of 2026 and provide a significant revenue boost. The company announced the order alongside a major presence at COMPUTEX 2026, where it highlighted AIoT edge computing, smart city deployments, smart retail, and commercial robotics.

The European Commission has unveiled a comprehensive Technology Sovereignty Package aimed at strengthening Europe's capabilities in semiconductors, AI, cloud infrastructure, open-source software, and digital energy systems.

Taiwan's state-owned defense research body, the National Chung-Shan Institute of Science & Technology (NCSIST), has unveiled three military robot dog variants developed on a platform from US firm Ghost Robotics, highlighting its ability to integrate mission payload systems. The showcase underscores Taiwan-US technology cooperation and NCSIST's push to build a non-red supply chain.

Delta Electronics warned that existing AC-DC power architectures will face fundamental challenges within the next one to two years as AI server rack power approaches megawatt levels, and said high-voltage direct current power designs are emerging as the key solution. The company announced the PowerCycle MW-class HVDC supply that supports 800V and ±400V architectures and uses flexible rack deployment of power and battery backup modules to optimize space, cooling, resilience, and scalability.

MiTAC Computing Technology, a subsidiary of MiTAC Holdings, has no doubt that operations will grow in 2026, according to company president Rick Hwang. The company has two new US facilities scheduled to begin operations by the end of the third quarter of 2026, while a new plant in Vietnam started mass production in April.

Pegatron is betting that the AI server market will keep expanding, even though it entered later than some peers. The company said 2026 will mark the start of a full-speed push as generative AI shifts toward inference and both agentic and physical AI begin real-world deployment.

Data center power systems are nearing a major transition as GPU rack densities rise toward the 600 kW range. A new report from SemiAnalysis said 800VDC direct-current distribution is moving beyond hyperscale trials and could alter how data centers are built, powered, and regulated.

At the close of his keynote address at the Humanoids Summit in Tokyo, Hiroshi Ishiguro — one of the pioneers of humanoid robotics — offered a candid assessment of the industry's progress: despite decades of investment and research, Japan has yet to produce a truly transformative, mass-market application for robotics.

As the artificial intelligence industry moves beyond chatbots and text generation, a new question is emerging: what happens when AI can act on the physical world, not just understand it?

Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics chairman Ping Cheng said the bottleneck is already delaying projects, pushing operators toward self-owned power systems and off-grid microgrids.

Lightmatter has joined Nvidia's NVLink Fusion ecosystem, a move that could accelerate the rollout of high-performance optical links for AI infrastructure worldwide. The collaboration is aimed at easing data-center bottlenecks, improving bandwidth, and giving global customers more options for building energy-efficient AI systems at scale.

At the opening day of Computex 2026, Lite-On Technology hosted an AI industry summit under the theme "Powering the AI-driven Future," where DIGITIMES chairman Colley Hwang moderated a cross-industry panel with Nvidia, Infineon Technologies, and Gigabyte subsidiary Giga Computing at the exhibition venue.

Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029. Nvidia is driving a shift from air cooling to liquid cooling in AI servers, boosting both revenue and profits for cooling module makers.

COMPUTEX drew major AI supply chain players to Taiwan, and industry sources said SK Group chairman Chey Tae-won was set for a private meeting with Foxconn chairman Young Liu, alongside his meetings with TSMC chairman C.C. Wei and Nvidia CEO Jensen Huang. The reported talks could signal broader cooperation on AI infrastructure.

As Computex 2026 opened in Taipei on June 2, Taiwanese President Ching-te Lai said major international tech companies are increasing investment in Taiwan, underscoring confidence in the country's industrial efficiency and democratic system. He said protecting peace and stability across the Taiwan Strait is the government's most responsible commitment to the global supply chain that relies on Taiwan's AI industry ecosystem.

Largan Precision's debut at Computex 2026 signals a broader push into optical communications that could matter for AI data center supply chains worldwide. The Taiwan company is seeking new growth beyond lenses, and its co-packaged optics efforts reflect rising industry interest in faster, denser, and more efficient connectivity.

Delta Electronics said at COMPUTEX 2026 that it has launched a prefabricated AI modular data center designed to speed deployment of AI infrastructure by cutting IT build time by about 60%. The move underscores how vendors are racing to support global demand for denser, faster, and more power-efficient AI facilities.

Five of India's most industrialized states sent high-level officials to pitch their regions as the next anchors for global electronics and AI supply chains this week at the 2026 Taiwan–India Investment Partnership Forum.

At COMPUTEX 2026 in Taipei, HOMEE AI, Osense Technology, and Senao International unveiled new AI products aimed at shifting deployment from cloud training to real-world inference and edge applications. HOMEE AI presented a spatial AI ecosystem that combines 3D scanning, digital twins, and spatial computing to link home viewing, interior design, purchasing, and space management, while Osense and Senao showcased video generation, customer service, and enterprise edge computing offerings designed for rapid commercial rollout.

As artificial intelligence (AI) infrastructure grows larger and more complex, the challenge is no longer simply building data centers. It is building them fast enough.

Acer and Taipei Computer Association (TCA) Chairman Jason Chen said Nvidia's AI PCs, designed specifically for agentic AI functions, point to a new usage model in the AI era and could create fresh demand in the PC market. He said the PC industry, which had been stuck in stagnation or decline for years following a pandemic-era boom due to a shift toward working and studying from home, now has a chance to rebound as AI shifts from training to inference.

Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually rival smartphone lenses as a second major revenue source.

Pegatron announced a new generation of AI infrastructure products and an AI Factory validation framework at Computex 2026, showcasing the Nvidia Vera Rubin platform, HGX Rubin NVL8, and RTX PRO servers integrated with the Nvidia DSX AI Factory reference design to support design, verification, and deployment from digital twin simulation to mass production. The firm said the portfolio aims to advance AI Factory capabilities for manufacturing customers by combining compute, cooling, and validation workflows.

The AI arms race is shaping up to be much more than a competition for computing power, with factors such as power supply, grid resilience, and carbon credits all playing a part in the ever-escalating battle.