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10 Jun

Commentary: How AI boom gave Nokia and BlackBerry a second life

June 10, 2026
By jeff

The artificial intelligence boom has created clear winners among semiconductor and memory manufacturers. Shares of companies such as Samsung Electronics, SK Hynix and Micron Technology have climbed as demand for AI memory chips continues to surge.

10 Jun

Latest News and Trends

ByteDance takes direct aim at Claude Code and Codex at SuperAI Singapore

June 10, 2026
By jeff

ByteDance’s enterprise technology arm took a direct shot at Anthropic and OpenAI’s coding tools at SuperAI Singapore 2026 on Wednesday, with Kan Yang, head of solutions at BytePlus, naming Claude Code and Codex as competitors to ByteDance’s own agentic engineering product, Trae.

10 Jun

Latest News and Trends

Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race

June 10, 2026
By jeff

Nvidia CEO Jensen Huang’s multi-day trip to South Korea put the “triangle relationship” among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and physical AI. The visit underscored how HBM has become a strategic supply asset for Nvidia’s expanding AI platform.

10 Jun

Latest News and Trends

Powerchip taps AI-driven chip boom with US$833 million overseas fundraising push

June 10, 2026
By jeff

Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia’s semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.

10 Jun

Latest News and Trends

Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns

June 10, 2026
By jeff

The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was the sharpest argument to emerge from the opening keynote of SuperAI Singapore 2026 on Wednesday, where entrepreneur and former Coinbase chief technology officer Balaji Srinivasan laid out a case for why the software industry may have no choice but to decentralize.

10 Jun

Latest News and Trends

Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge

June 10, 2026
By jeff

Taiwan’s exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on June 9.

10 Jun

Latest News and Trends

China’s CNY2tn data center plan puts domestic AI chips at the core

June 10, 2026
By jeff

Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country’s domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg.

10 Jun

Latest News and Trends

TSMC’s May revenue grows 30% as AI demand and tight capacity support outlook

June 10, 2026
By jeff

TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly record and reinforced expectations that demand for leading-edge chips remains strong.

10 Jun

Latest News and Trends

Microsoft Azure’s China retreat shows data sovereignty is squeezing global cloud providers

June 10, 2026
By jeff

Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows.

10 Jun

Latest News and Trends

World Cup demand and advertising economics keep TV prices stable despite rising memory costs

June 10, 2026
By jeff

Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer demand outside China, according to market research firm Omdia.

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