As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed at supporting industrial “physical AI.”

The US government will formally announce reduced tariffs for non-semiconductor Section 232 products, to be applied retroactively starting from May 1, 2026, according to a notice published in the late hours of May 27 (US Eastern Time) in the Federal Register. In particular, the move will slash tariffs on Taiwan-made auto parts to a flat 15% from an average 26.71%, a sharp reduction that is expected to trigger a strong rally for Taiwan’s auto components makers.

TPK Holding, a Taiwan-based touch panel manufacturer facing weakening demand in its core business, has been pivoting aggressively into new growth areas in 2026 — from semiconductor packaging to, now, clean energy infrastructure. The company’s latest move takes it to Europe.

Nvidia CEO Jensen Huang hosted another “trillion-dollar dinner” at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.