Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion of its Arm Total Design for Physical AI ecosystem, for example, includes Taiwanese IC designer Realtek Semiconductor.

DeepSeek has opened roughly 150 positions in a new hiring round focused almost entirely on engineering and infrastructure, pointing to a shift from pure model development toward the systems needed to support larger-scale AI services, agents, and computing workloads.

Apple CEO John Ternus used his first major event as chief executive to signal where the company is headed after officially succeeding Tim Cook in September 2026. Speaking at the annual showcase, he framed the iPhone as the personal computing hub for the AI era and suggested Apple is not rushing to replace it.