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Thursday 15 January 2026
In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial intelligence (AI) is reshaping the semiconductor industry's growth trajectory rather than inflating a short-lived bubble.

Thursday 15 January 2026
Reliance plans AI platform to bring language-first access to every Indian
Reliance Industries, led by billionaire Mukesh Ambani, unveiled plans for a new artificial intelligence (AI) platform under its Jio brand on January 11, designed to allow users to access AI services in their own language. The announcement, made at the Vibrant Gujarat Regional Conference in Rajkot, underscores Reliance's push to scale AI infrastructure and applications nationwide.
Thursday 15 January 2026
Jorjin integrates US and Europe supply chains to target smart glasses
Dan Cui, head of US business development at Jorjin Technology, stated that as a designer and system integrator for various augmented reality (AR) devices, the company must continuously seek new technologies, components, and suitable partners to build systems and products that best meet the needs of the company, its clients, and end users. Jorjin's Innovix products, featuring 100% active silicon batteries with very high energy density, are particularly suited for boosting device power, especially for always-on AI devices.
Thursday 15 January 2026
Llvision focuses on real-time translation over full-featured smart glasses
Despite AR devices and smart glasses moving towards more specialized and precise vertical applications, Chinese startup Llvision is moving in a different direction. CEO Fei Wu said that the future of smart glasses is not tied to all-in-one functionality, but rather depends on accurately addressing users' specific needs. He expects that as technology matures, smart glasses could gradually replace smartphones within the next five years, becoming the primary interface for human-AI interaction.
Thursday 15 January 2026
Commentary: Q-Day could break the internet—and the countdown has started

The development of quantum computing is increasingly taking on the character of a global arms race. Nations and corporations that secure an early lead stand to gain outsized strategic advantages. Quantum computers promise breakthroughs in drug discovery, advanced materials and industrial design. They could accelerate the training and optimization of artificial intelligence models and dramatically enhance military capabilities.

Thursday 15 January 2026
China takes cautious stance on US H200 chip export, prioritizes local chipmakers
The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with AI technology standards. Additionally, the number of AI chips sold to Chinese customers cannot exceed 50% of those sold to US customers. Chinese buyers must also prove they have implemented sufficient security measures and that the chips will not be used for military purposes.
Thursday 15 January 2026
Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips
Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei's Ascend chip platform, marking a notable milestone in China's push to build a self-reliant AI computing stack. The company said GLM-Image was developed using Huawei's Ascend 800T A2 servers and the MindSpore AI framework, making it the first publicly disclosed multimodal model trained on this domestic hardware platform.
Thursday 15 January 2026
Taiwan unveils full scope of Ten Major AI Infrastructure Projects to build nationwide smart living ecosystem
The Taiwanese government has launched a cross-ministerial initiative to advance its "Ten Major AI Infrastructure Projects," focusing on smart applications, critical technologies, and digital infrastructure.
Thursday 15 January 2026
TSMC retains pricing power using Apple and AI dual structure
Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses led by Nvidia, AMD, and hyperscale data centers is gradually diluting Apple's influence. Smartphones accounted for 49% of TSMC's revenue in the first quarter of 2020, while HPC contributed 30%. By the third quarter of 2025, HPC's revenue share had surged to 57%, with smartphones falling to a secondary growth driver.
Thursday 15 January 2026
CES 2026 insights: AI PC penetration to exceed 50%, physical AI leads market
Digitimes hosted its CES 2026 Technology Insights Seminar on January 14, 2026. In his opening remarks, Digitimes Deputy Director Tom Lo stated that the penetration of artificial intelligence (AI) PCs is expected to surpass 50% by 2026, adding that the definition of an AI PC extends beyond on-device computing power and must also incorporate built-in edge large language models (edge LLMs).
Thursday 15 January 2026
Microsoft reportedly reorganizes teams to enhance GitHub and compete with emerging AI coding tools
Microsoft is restructuring its internal teams and resources to transform its developer platform GitHub as it faces competition from new AI coding tools like Cursor and Anthropic Claude Code. The reorganization aims to shift GitHub from a code hosting service to an AI-centered software development hub.
Thursday 15 January 2026
Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass fiber cloth, an obscure but indispensable material in advanced semiconductor packaging.

Thursday 15 January 2026
Trump invokes Section 232 to levy 25% tariff on Nvidia H200, AMD MI325X chips
On January 14, US President Donald Trump signed a proclamation invoking Section 232 of the Trade Expansion Act of 1962 to impose an immediate 25% tariff on a narrow category of advanced semiconductors, citing national security risks from heavy US reliance on foreign chip supply chains.
Thursday 15 January 2026
Feeder line capacity emerges as critical battleground in global energy and tech race
As the world's focus shifts to energy transition, electricity is transforming from a basic utility into a strategic asset shaped by grid feeder line capacity. This emerging constraint affects the deployment of AI computing centers and advanced industries, with Taiwan, the US, and China adopting differing approaches to address grid limitations and secure future industrial dominance.
Thursday 15 January 2026
Apple fully embraces Google Gemini, ends mobile AI battle?
Apple and Google have confirmed a new level of collaboration on AI this week. Following earlier cooperation using Google's TPU hardware, Apple will now base its future AI development entirely on the Google Gemini model. While this does not mean Apple devices will directly run large-scale Gemini services, key technologies like Siri and Apple Intelligence will be derived from Gemini going forward.
Thursday 15 January 2026
Google launches Universal Commerce Protocol to streamline AI-driven shopping
The rise of AI agent-driven shopping is transforming retail as Google unveils its open-source Universal Commerce Protocol (UCP) to create a unified standard for AI commerce. Announced at the National Retail Federation annual conference, UCP aims to simplify the consumer shopping experience and reduce integration complexity for retailers.
Thursday 15 January 2026
AI transforms biomedical industry with new gene therapies and robotic manufacturing
Artificial intelligence is rapidly transforming the biomedical industry by accelerating therapy development and automating manufacturing through advanced algorithms and robotics, according to experts. Dario Amodei, CEO of AI startup Anthropic PBC, foresees AI driving breakthroughs in treatments for diseases such as cancer and Alzheimer's, potentially extending human lifespan.
Thursday 15 January 2026
OpenAI acquires Convogo in latest talent-focused deal
OpenAI has acquired the team behind AI startup Convogo as part of its ongoing acquisition spree in 2025, with Convogo's products set to be phased out. The deal, reportedly an all-stock transaction, brings the startup's three co-founders into OpenAI, but excludes any transfer of Convogo's intellectual property.
Thursday 15 January 2026
Taipower deploys AI-powered drones for boiler inspections, enhancing maintenance efficiency
Taiwan Power Company (Taipower) has introduced an indoor drone inspection system at its thermal power plants, incorporating artificial intelligence (AI) to analyze boiler tube surfaces in real time and automatically detect cracks. This development replaces the traditional, labor-intensive method of erecting scaffolding to manually inspect the tubes, enabling broader coverage and speeding up repair processes.
Wednesday 14 January 2026
Samsung shifts to develop AI companion for smart home

Samsung Electronics set up a dedicated 1,400-ping exhibition hall for CES 2026 to present a more comprehensive vision of its smart home ecosystem. For 2026, Samsung's core strategy centers on the concept of the "AI companion at home," spanning three key scenarios: entertainment, home living, and health.

Wednesday 14 January 2026
Gold Circuit Electronics sees record revenue on ASIC server orders, plans Taiwan expansion
PCB manufacturer Gold Circuit Electronics (GCE) posted a record-high full-year consolidated revenue in 2025, surging more than 50% year-over-year, driven by a ramp-up in ASIC server customer orders in the second-half of 2025 that significantly boosted networking and server shipments.
Wednesday 14 January 2026
Cerebras Systems seeks US$1 billion funding round with US$22 billion valuation
AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg. The company plans to continue pursuing its initial public offering (IPO) as part of a broader strategy to expand its AI computing hardware and cloud services.
Wednesday 14 January 2026
DeepSeek V4 and the new economics of AI compute
In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering approach under constrained computing resources, it delivered model performance that exceeded market expectations and caught the AI community off guard. At the time, many dismissed it as a one-off "cost-performance ambush." In hindsight, it now appears more like a prelude.
Wednesday 14 January 2026
Automakers pivot from wheels to legs at CES 2026
Under the neon glow of CES 2026, the global auto industry appeared to be undergoing a quiet but consequential shift. The focus was no longer confined to vehicle electronics or electrification. Instead, it had expanded into a neighboring — and potentially transformative — domain: artificial-intelligence-driven robotics.
Wednesday 14 January 2026
South Korea's tech independence drive under scrutiny over China links
South Korea's push to build sovereign artificial intelligence foundation models is facing heightened scrutiny as several domestic contenders in a government-backed selection process are accused of relying on Chinese technologies, raising questions about how independence should be defined in national AI development.