Zero One Daily Intelligence Brief — June 8, 2026

NVIDIA ties Korea into memory, robots and data centers as Taiwan's chip stocks slide

Top Market Signals

NVIDIA locks in SK Hynix memory across a multi-year deal

NVIDIA (NVDA US) and SK Hynix (000660 KS) have signed a multi-year agreement to co-develop and supply next-generation memory, the centerpiece of a Korea tour by Jensen Huang that turned the country into an AI buildout hub.

Under the deal, SK Hynix will design its future HBM, LPDDR5X, DDR5 and 3D NAND with NVIDIA's roadmap in mind and supply it on a coordinated multi-year schedule, according to Tom's Hardware. The first phase covers memory for Vera Rubin AI systems (HBM4, LPDDR5X, 3D NAND), standalone Vera processors, RTX Spark personal computers and Jetson Thor robotics. The stated purpose is to manage the lengthening lead times and heavy capex of advanced memory: NVIDIA gains visibility into future supply, while SK Hynix gets guaranteed demand.

Huang said NVIDIA already buys billions of dollars of SK Hynix chips a year and will raise that substantially in 2026, per Economic Daily News, with the agreement running beyond two years and built to renew. The cooperation also pulls SK Hynix deeper into NVIDIA's software: the memory maker is adopting CUDA-X for chip design and computational lithography, PhysicsNeMo for simulation, and Omniverse to build digital twins of its fabs.

The same visit widened past memory. SK Telecom will build a gigawatt-scale AI cloud in Korea with a first data center targeted for 2027, while NAVER and Doosan join on data centers, physical AI and energy. Foxconn (2317 TT), which allied with SK Group only last week on AI servers and data centers, sits directly in the read-through as a systems and cooling integrator for that buildout.

Linked stocks: 000660 KS, NVDA US, 2317 TT

Sources: Tom's Hardware, 輝達與SK海力士、NAVER、斗山結盟　鴻海可望受惠

NVIDIA's Korea push reaches into robots and Samsung's foundry

Huang used the same trip to open two fronts beyond memory: a humanoid-robot and data-center partnership with LG, and next-generation foundry talks with Samsung.

NVIDIA will work with LG on motor technology and mechanical systems to develop humanoid robots, and will jointly design future data-center architecture, Huang told reporters after meeting LG chair Koo Kwang-mo, per CNA citing Reuters. He called robotics the most important area of the partnership, framing it as a fusion of electronics, mechanical systems and AI. Koo was more cautious, saying the two discussed future direction and that accelerating the AI era needs more cooperation, with Huang inviting him to California to continue.

Separately, Samsung's co-chief executive and chip head Jun Young-hyun met Huang in Seoul and discussed next-generation foundry cooperation, according to Reuters. The two sides also weighed longer-term work on HBM4E and HBM5, alongside existing collaboration on automotive and Groq accelerator chips. A foundry win would matter for Samsung, which has struggled to attract leading-edge external customers against TSMC (2330 TT); on memory, the HBM talks read as Samsung pressing to close the gap with SK Hynix on NVIDIA qualification.

Asked whether AI demand is running too hot, Huang said it is not, calling this the start of a new industry and any market volatility a chance to buy. The comment landed on a day when Asian chip stocks were selling off hard.

Linked stocks: NVDA US, 005930 KS, 066570 KS

Sources: 輝達攜手LG　開發人形機器人和資料中心, Bnnbloomberg, Koreaherald

Wistron guides 3Q servers higher and waves off bubble talk

Wistron (3231 TT) posted record same-period May revenue of NT$290.18bn, up 39.2% YoY, and guided third-quarter general servers and networking sharply higher.

The AI-server ODM expects general-purpose servers to grow about 20% both YoY and QoQ in 3Q26, networking products to rise more than tenfold YoY, and AI servers to keep climbing toward at least high double-digit full-year growth, according to CNA. Cumulative January-to-May revenue reached NT$1.42tn, up about 110% YoY, as AI-server orders reshaped the base. The consumer lines softened in the same window: May notebook shipments fell 100,000 units MoM to 1.7m, and desktops dropped to 600,000, with 2Q notebook volumes guided down 5% to 10% QoQ.

Chairman Lin Hsien-ming pushed back on bubble concerns directly, saying AI still has more than tenfold growth ahead and that Taiwan's own AI adoption is only starting, led by finance-sector customer service and credit review. He expects demand for GPUs, CPUs, TPUs and memory to keep widening, a read that lines up with the broadening revenue picture across Taiwan's component makers this month.

Linked stocks: 3231 TT, NVDA US, 2330 TT

Sources: 緯創5月營收創單月次高　第3季AI伺服器持續成長

AI demand spreads into passives and substrates

Taiwan's May revenue prints show the AI build reaching past memory and GPUs into passive components and IC substrates, with Yageo and Unimicron both at record months.

Yageo (2327 TT), a top global passives maker, reported May revenue of NT$15.06bn, up 7.3% MoM and 47.5% YoY, a single-month record, with January-to-May up 27.4% YoY, per Economic Daily News. Management tied the strength to sustained AI-related demand and healthy customer inventories, even with fewer working days over the holiday period. The standard and specialty product lines both grew, a sign the pull is broad rather than concentrated in a few high-end parts.

The substrate layer told the same story. Unimicron (3037 TT) hit a record May of NT$14.06bn, up 32.4% YoY, on ABF (Ajinomoto Build-up Film) substrate demand from AI and servers, while Gold Circuit (2368 TT) rose 20.4% MoM on AI-grade PCBs. Passives and substrates sit well below GPUs and HBM in headline attention but gate how much AI compute can actually be assembled, which is why record months here matter as a demand signal.

Linked stocks: 2327 TT, 3037 TT, 2368 TT

Sources: 國巨5月營收150.58億元創新高　AI需求延續, ABF載板出貨大增　欣興5月營收再創新高

Macronix and ADATA hit record months as NAND prices climb

Macronix (2337 TT) and ADATA (3260 TT) both posted record May revenue and guided memory prices higher into 2027, as the AI-driven shortage broadens from DRAM into NAND.

Macronix (2337 TT) posted May revenue of NT$6.256bn, up 175.8% YoY and a record, with NAND Flash the driver, according to CNA. Management flagged a very large supply-demand gap and said prices will keep climbing in the second half. ADATA (3260 TT) reached a record NT$12.94bn, more than doubling YoY, with single-month SSD revenue of NT$4.73bn, up 47% MoM and also a record.

ADATA chairman Chen Li-bai said the AI data-center buildout is accelerating high-capacity, high-bandwidth memory demand, and that the global shortage will run not just through this year but worse into 2027. He expects DRAM and NAND contract prices to keep rising and is lifting inventory toward NT$50bn by the third quarter to capture it. The forward call matters because it frames the current record months as supply-driven pricing power rather than a one-quarter demand spike.

Linked stocks: 2337 TT, 3260 TT, 000660 KS

Sources: 旺宏、威剛5月旺　營收創下歷史新高

AMD takes record x86 share as Intel supply stalls

AMD (AMD US) reached a record 32.6% of the x86 processor market in 1Q26 and 46.2% of server CPU revenue, extending its share gains against Intel.

Mercury Research data show AMD's overall x86 share climbing from 27.1% a year earlier to 32.6%, its highest ever, per Tom's Hardware. In servers, AMD now holds 33.2% of units, up from 27.2% YoY, but the revenue figure is the more striking one: EPYC took 46.2% of server CPU revenue, meaning AMD is winning the premium, higher-margin sockets, not just shipping more parts. Client share rose to 29.6%, with mobile at a record 28.3%.

The backdrop is an x86 market that shrank, with total processor shipments down around 6% QoQ as Intel (INTC US) supply stalled and Arm-based designs kept taking share at the edges. Intel still controls roughly 70% of consumer PCs, so the contest is far from settled, but the direction of travel in data-center revenue is clear and feeds directly into the AI server bill of materials that Taiwan's ODMs are building against.

Linked stocks: AMD US, INTC US, NVDA US

Sources: Tom's Hardware, Hothardware

先聲 First Word — Exclusives from Chinese-Language Sources

Samsung debuts Micro RGB AI Pro displays in Taiwan

Samsung launched its 2026 AI display lineup in Taiwan, led by Micro RGB sets that pair a sub-100-micron RGB backlight with a Micro RGB AI Pro processor running 8 trillion operations per second for full BT.2020 color coverage. TrendForce expects global Micro RGB shipments to exceed 10m units by 2030, making the premium display tier a new growth axis for panel and backlight suppliers. (8 Jun 2026) Source: 三星推全新AI智慧顯示器　主打Micro RGB

ASE expands advanced packaging in Suzhou

ASE (3711 TT) is building out advanced packaging and test capacity at a Suzhou site and recruiting around 300 staff for the operation. The move deepens the back-end leader's mainland footprint just as AI accelerators push advanced-packaging demand well beyond current capacity. (8 Jun 2026) Source: 日月光蘇州新建先進封測廠　招募約300人

NVIDIA revises Vera Rubin rack thermals

NVIDIA is reworking the thermal design of its Vera Rubin AI server racks, with a heat-spreader change expected to be finalized around June 2026, according to DigiTimes. Each design revision ripples through Taiwan's cooling and thermal-component suppliers, who must re-qualify parts before Vera Rubin volume ramps. (8 Jun 2026) Source: NVIDIA Vera Rubin AI伺服器架構散熱設計調整