06
Jun
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics and smart factories are increasingly tied to Nvidia’s future. But his first stop was none of them.
06
Jun
AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.
06
Jun
Phison shifts to system AI solutions with 2027 memory crunch looming
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
06
Jun
AI smart glasses brand breaks Japan crowdfunding record, adds Gemini Flash 3.5 and enters Australia
China-based AI smart eyewear brand Rokid has accelerated its global expansion and technological roadmap, supported by a wave of momentum across its hardware and open AI ecosystem. From major software upgrades to record-breaking market demand and new regional territory launches, the company is solidifying its position at the forefront of spatial computing.
06
Jun
Advantech pushes ecosystem strategy as edge AI gains momentum
As artificial intelligence moves beyond cloud-based chatbots and into factories, hospitals and warehouses, industrial computing company Advantech is positioning itself at the center of what it sees as the next phase of the AI revolution: the rise of edge and physical AI.
06
Jun
Taiwan’s Altek sees growth in the emerging market for physical AI
After years of supplying camera modules for consumer electronics, Taiwanese imaging company Altek is betting its future on a different vision: helping robots, drones, and autonomous machines understand the physical world.
06
Jun
From Taiwan’s supply chain to South Korea’s Faker: how Jensen Huang reads different markets
Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1 star Faker — Lee Sang-hyeok — co-signed an RTX 5090 graphics card, and immediately set the internet on fire.
06
Jun
TCL 32X3A OLED+, TCL 57R94, TCL 27C2A, and TCL 27P2A Pro debut in Europe
05
Jun
Samsung’s biggest union loses majority status after bonus talks
Samsung Electronics is facing a new shift in labor relations after the Samsung Electronics branch of the Samsung Group Super-Enterprise Union reportedly lost its status as a majority union following a sharp drop in membership after bonus negotiations. The move weakens the union’s representation and could further fragment future labor talks and union power at Samsung Electronics.
05
Jun
Metalenses move from lab concept to robotics opportunity
As artificial intelligence (AI) drives demand for more powerful computing systems and smarter machines, Taiwanese optics manufacturer Ability Opto-Electronics Technology is positioning itself at the intersection of two emerging technology frontiers: metalenses and optical interconnects.