Gavin 
On June 1, 2026, at the Taipei Music Center, NVIDIA CEO Jensen Huang stood on stage and announced the most important thing for the PC industry in 40 years: NVIDIA is officially entering the PC processor market.
Not graphics cards. Not data centers. CPUs. Complete PC chips. NVIDIA, Microsoft, and Arm joining forces to “reinvent the PC.”
On June 1, 2026, at the Shanghai Stock Exchange. Unitree Technology passed its STAR Market IPO review, becoming the first humanoid robotics stock on A-shares.
From March 20 acceptance to June 1 approval, only 73 days. This is the second deal under the STAR Market “pre-review” mechanism, but its significance far exceeds the first (Changxin Technology)—because Unitree represents not semiconductors, but robotics, physical AI, embodied intelligence.
On June 2, 2026, at the Taipei Nangang Exhibition Center. COMPUTEX 2026 officially opened. This year’s theme is not graphics cards, not motherboards—but AI Agents.
On May 15, 2026, Faraday Future (FF) buried a teaser in its Q1 earnings report: a “major educational robot product” launching early June.
This is not FF’s first promise. But the context is different—FF has rebranded as a “physical AI company,” with EAI robotics becoming its new revenue engine in the first delivery quarter. Q1 revenue reached $512,000, up 62% YoY, with software skill packages contributing 26%.
On May 28, 2026, iFLYTEK launched an AI glasses product. No keynote, no press conference—just a product video and a spec sheet.
But this may be the most important AI glasses product in the Chinese market—not because of the most radical technology, but because it understands Chinese users best.
On June 1, 2026, at the Taipei Music Center, NVIDIA CEO Jensen Huang will deliver the COMPUTEX keynote. The topic is not graphics cards, not data centers—but NVIDIA’s first Arm PC processor: N1/N1X.
On May 28, 2026, BYD held a conference in Shenzhen. The theme was a single word: “Dare.”
Not dare to build faster cars. Not dare to use bigger batteries—but dare to tell you: “Hand over the steering wheel to our AI. If something goes wrong, we pay for everything.”
On May 28, 2026, Oura—the undisputed leader in smart rings—launched its fifth-generation product, the Oura Ring 5. On the same day, the company confidentially filed its IPO prospectus with the US SEC.
This is no coincidence. Oura needs a product stunning enough to justify its $11 billion valuation and $1.5 billion revenue target for 2026.
