Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset
Rapidus signs UK chip pact in push for 2nm customers
Japan’s Rapidus has signed a memorandum of understanding with the UK Semiconductor Centre, a government-backed body established in 2025 to support Britain’s semiconductor ecosystem, marking a step toward cooperation on future semiconductor manufacturing and potential customer development in the UK, according to Rapidus and reports from Nikkei, Bloomberg, and Reuters.
Interview: From language to motion— Japanese startup APTO builds the data backbone for physical AI
Physical AI is emerging as a new frontier of model development. Any model, however, is only as good as the data used to train it. Because of this, Japanese startup APTO is launching a physical AI infrastructure lab to help plug the data gap needed to create vision-language-action (VLA) models, with a focus on imitation learning.
SAP says human-in-the-loop review is key to moving enterprise AI agents from POC to production
Samsung foundry chief sees 2028 profit path as bonus costs mount
Samsung Electronics’ foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea, and Chosun reported.
Micron CEO turns visa rejection into US$1 trillion milestone
NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also outlined a strategic shift to deepen its antenna businesses and expand passive components for AI servers and high-performance computing.
CoPoS and FOPLP accelerate as Manz delivers its first 310mm electrochemical deposition equipment
Equipment maker Manz recently announced the successful delivery of the world’s first 310mm x 310mm panel-level packaging (PLP) electrochemical deposition (ECD) mass-production tool, further expanding its footprint in advanced packaging process equipment and demonstrating integrated capabilities spanning in-house R&D, process and system integration, and mass-production deployment.
Walsin sees passive component crunch stretching into 2028 as memory shortages weigh
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.