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Friday 13 February 2026
Shihlin Electric expands in North America as orders extend to 2030

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience program and surging demand linked to AI semiconductor fab construction.

Friday 13 February 2026
Analysis: China's AI models and chips align on day one

China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously, announcing Day-0 adaptation and optimization as soon as new models are introduced.

Friday 13 February 2026
Quanta boosts Thailand investment to expand AI server capacity
Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing the site's role in the company's planned expansion of AI servers.
Friday 13 February 2026
Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp
Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources say, reversing an earlier 50:50 air‑to‑liquid split to roughly 90% air‑cooled and 10% liquid or less as production nears. This change could slow broader adoption of liquid cooling in AI server fleets.
Friday 13 February 2026
Taiwan ICT and medical device sectors join forces to transform home healthcare
As global efforts accelerate the development of home healthcare in a bid to alleviate resource pressures on frontline medical institutions, home care is set to become a core component of future healthcare systems. In response to this clear market trend, Taiwan is focusing on leveraging its existing ICT strengths alongside its healthcare system advantages to tap into new industry growth momentum.
Friday 13 February 2026
Anthropic’s “tutor” for Claude shifts the AI race from scale to ethics
Anthropic has hired Oxford philosopher Amanda Askell to teach its flagship model Claude ethical behavior, a move that reframes the company's competition with other AI labs as a contest over trust and governance rather than solely technical prowess.
Friday 13 February 2026
Commentary: NSTC chief’s reform remarks ignite debate over Taiwan’s research metrics
Minister of the National Science and Technology Council (NSTC) Cheng-wen Wu has recently sparked a firestorm across Taiwan's academic community. His blunt critique of long-standing structural problems—punctuated by provocative phrases such as "very shameful" and "despised"—quickly ignited debate over whether Taiwan's research system has become overly dependent on metrics, entrenched in factionalism, and driven by incentives that prioritize quantity over meaningful impact.
Friday 13 February 2026
The Hangzhou AI dark horse that took over accounting workflows
Generative AI is crossing a critical threshold, shifting from an assistive tool to a system capable of directly assuming work. Early in 2026, this shift became visible almost simultaneously in Silicon Valley and Hangzhou. In the US, Anthropic enabled executable plug-ins for Claude, turning large language models into task-orchestrating AI agents and jolting the software industry. In China, a Hangzhou-based AI startup triggered a parallel shift by pushing AI directly into corporate accounting and displacing manual bookkeeping workflows.
Friday 13 February 2026
Why Singapore is drawing Taiwanese tech firms and SMEs

As geopolitical dynamics shift, Singapore has emerged as a focal point for Taiwanese and international investment, underpinned by its stable financial system and neutral political stance. The city-state offers distinct advantages for established companies, startups, and mobile talent, though it maintains rigorous standards for entry and operation.

Friday 13 February 2026
Psyonic's plug-and-play robotic hand enters Apptronik's humanoid ecosystem
Robotic end effectors, particularly dexterous hands, have become a critical bottleneck in the commercial deployment of humanoid robots. US start-up Psyonic is addressing this gap with a plug-and-play robotic hand designed for humanoids as well as industrial robotic platforms.
Friday 13 February 2026
Anthropic's hive-mind model sets a new pace for AI development
Since the generative AI boom of late 2022, the sector has seen fresh disruption in 2025 and 2026, with startups DeepSeek and Anthropic PBC's Claude Cowork driving waves of change that industry insiders say are altering competitive dynamics and market expectations.
Thursday 12 February 2026
Nvidia CEO praises Foxconn's AI server leadership at company sports event
Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening remarks, Nvidia CEO Jensen Huang delivered a video message highlighting the seamless partnership between Nvidia and Foxconn.
Thursday 12 February 2026
Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed stronger-than-expected results and sent shares down about 7% in extended trading.

Thursday 12 February 2026
Z.ai unveils GLM-5, advances AI agents and China chip compatibility

Ahead of the Lunar New Year, Chinese AI startup Z.ai (formerly Zhipu AI) released its open-source model GLM-5, highlighting AI agent capabilities and coding performance. The company said the user experience is "approaching Anthropic Claude Opus 4.5."

Thursday 12 February 2026
SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that its performance in the first quarter of 2025 defied seasonality. Utilization held steady from the prior quarter, and pricing for mature nodes has begun to stabilize.
Thursday 12 February 2026
Musk announces xAI reorganization after merger with SpaceX
Elon Musk has reorganized AI startup xAI following its merger with SpaceX, citing the need for faster execution as the company scales. The overhaul comes amid the departure of multiple co-founders and senior staff.
Thursday 12 February 2026
AI agents hit commercial inflection point, disrupting software models and cloud economics
Silicon Valley's long-anticipated commercial phase for AI agents accelerated this month. The viral rise of open-source personal assistant OpenClaw and the rapid adoption of Anthropic's programming tool Claude Code signal a shift from experimental deployments to broad enterprise engagement.
Thursday 12 February 2026
Commentary: Is the SpaceX-xAI merger a brilliant strategic move or a heavy financial risk?
Tesla CEO Elon Musk has announced the merger of xAI and SpaceX, creating a new entity valued at an astonishing US$1.25 trillion. However, some have raised concerns that this bold strategic move may prove to be a financial yoke on SpaceX, especially since, from a technical standpoint, it makes more sense to merge xAI with Tesla than with SpaceX.
Thursday 12 February 2026
Trust over tech: Boston Dynamics sets humanoid robot safety blueprint
As humanoid robots transition from research labs to real-world applications, Boston Dynamics says trust will determine whether they can be deployed at scale in manufacturing. In parallel, international efforts are accelerating to establish safety standards that could help speed the arrival of the physical AI era.
Wednesday 11 February 2026
Nvidia finalizes deal for first overseas HQ in Taipei; groundbreaking set for June 2026

Nvidia has officially finalized a deal to establish its first overseas headquarters in Taipei, marking a major milestone in Taiwan's evolution into a global AI powerhouse.

Wednesday 11 February 2026
GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion (approx. US$207.5 million) in 2025, up 59.93% year-over-year, with profits expected to hit new highs as well. However, January 2026 revenue unexpectedly plunged 47.7% from December's peak to NT$527 million, though it still rose 42% year-over-year. GPTC attributed the drop to delayed customer shipments affecting revenue recognition, but maintained that full-year momentum remains stable and upward.
Wednesday 11 February 2026
ByteDance reportedly in talks with Samsung on chip development amid US Nvidia curbs

China's ByteDance is developing an artificial intelligence (AI) chip and is in talks with Samsung Electronics to manufacture it, Reuters reported, citing two people familiar with the matter, as the TikTok parent seeks to secure a supply of advanced processors.

Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus toward artificial intelligence inference workloads in data centers.
Wednesday 11 February 2026
India broadens deep tech definition and extends startup eligibility to spur frontier innovation
India has overhauled its startup policy framework to broaden the definition of deep tech and extend eligibility for government support to 20 years, a move aimed at better aligning regulation and funding with the long development cycles of science- and engineering-led companies, according to TechCrunch, Bloomberg, and ThePrint.
Wednesday 11 February 2026
Pan-International January revenue drops as tariff concerns delay orders
Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed orders amid concerns over reciprocal tariffs.