China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code, further escalating technology tensions between Washington and Beijing.
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling surging large-model training and inference demand.
Taiwan's AI data center push is exposing a wider global problem: artificial intelligence needs vast, reliable power, but grids, permits, and green-energy rules are not keeping up. As countries race to host new computing hubs, the speed of AI deployment is increasingly determined by electricity access, not just chips.
Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.
The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.
Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.
Samsung Electronics Chairman Jae-yong Lee departed for the Sun Valley Conference in the US on July 7, marking his second straight year at the event as he looks to deepen AI cooperation with global tech giants. Industry watchers expect the trip to help Samsung expand its ties with major customers and partners.
Microsoft is reportedly beginning to replace OpenAI and Anthropic models in its software with its own offerings, likely a strategic move by the software giant to reduce expenditures and bolster its role as an AI provider, soon after the launch of several of its in-house models.
AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing that the industry is entering a new phase rather than a bubble. For global readers, the shift suggests wider adoption, more paid services, and a longer runway for AI infrastructure spending.
