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Friday 23 January 2026

China pushes space-based AI from concept to deployment, industry group says

As demand accelerates for satellite connectivity and AI in space, China's push into orbital computing is showing new momentum.

Friday 23 January 2026

Foxconn Industrial Internet accelerates AI-driven transformation to reshape global manufacturing platform

Foxconn Industrial Internet (FII), a subsidiary of Foxconn (Hon Hai Precision), outlined ambitious plans to reposition itself as a key manufacturing platform within the global artificial intelligence (AI) industry chain during its 2025 year-end review and 2026 outlook employee mobilization meeting.

Friday 23 January 2026

Lite-On Technology launches public bid for U-Media to boost AI and 5G expansion

Lite-On Technology's board has approved a public cash tender offer at NT$54 (US$1.71) per share to acquire common shares of U-Media. The minimum acquisition target is 20% of U-Media's issued shares, with a maximum of 100%. A full takeover would cost approximately NT$2.03 billion.

Friday 23 January 2026

Alibaba's T-Head Semiconductor reportedly eyes IPO amid China chip boom

Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker listings.

Friday 23 January 2026

Taiwan-based Delta Electronics redefines value as power becomes AI development lifeline

At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies like Delta Electronics, whose strategic focus on power solutions and data center efficiency is now driving its rise in Taiwan's market and the broader AI ecosystem.

Friday 23 January 2026

Tata Group to invest US$11 billion in Maharashtra's Innovation City, boosting India's AI and semiconductor ambitions

The Tata Group will invest INR1 trillion (US$11 billion) to build a state-of-the-art Innovation City near Navi Mumbai International Airport, marking a key step in Maharashtra's plan to become a national hub for artificial intelligence, semiconductors, and Global Capability Centres (GCCs), according to ANI, Bloomberg, and Hindustan Times.

Friday 23 January 2026

Anthropic's funding round oversubscribed as revenue projection surges despite margin squeeze

AI startup Anthropic has secured enthusiastic investor participation in its latest financing round, Bloomberg reported, citing insiders. Originally targeting US$10 billion, the round is now oversubscribed, supported by major commitments from lead investors Singapore's GIC and Coatue Management, each pledging around US$1.5 billion, alongside Iconiq Capital's planned investment of at least US$1 billion. Additional backers include Lightspeed Venture Partners, Menlo Ventures, and Sequoia Capital.

Friday 23 January 2026

Palo Alto Networks urges fighting AI threats with AI in 2026

James Yu, Palo Alto Networks' country manager in Taiwan, stated that while 2025 was predicted as the "disruptive year" for AI, 2026 will fundamentally reshape enterprise operations due to rapid growth in AI agents. This shift will trigger transformations across identity verification, security operation centers (SOC), quantum computing, and browsers.

Friday 23 January 2026

Google research finds that multi-agent debate within AI models improves reasoning beyond sheer computing power

Google's latest study reveals that enhancing artificial intelligence (AI) reasoning capabilities extends beyond increasing computational resources. Instead, the interaction and debate among multiple internal perspectives within large language models (LLMs) enable more effective problem-solving, suggesting new directions for AI design. The findings, published by the Google team, examined inference processes in China's DeepSeek, Alibaba's R1, and QwQ-32B models.

Friday 23 January 2026

Taiwanese firms remain cautious as AI bubble debate persists

At Davos 2026, Microsoft CEO Satya Nadella cautioned that the rise of artificial intelligence (AI) could lead to a bubble if its advantages are limited primarily to technology companies while broader industries lag. His remarks come amid mixed results from AI investments across global businesses.

Friday 23 January 2026

Lip-Bu Tan faces Intel's first real bottleneck of the AI era

Intel outlined an increasingly AI-centric roadmap across client PCs, data centers, and manufacturing. Still, executives cautioned that tight supply and early-stage foundry ramps continue to limit near-term revenue and profitability, keeping the company's turnaround highly dependent on execution through 2026.

Friday 23 January 2026

Pan-International and Foxconn's EUR32 million investment signals shift toward robotics and advanced motor systems

Pan-International Industrial has decisively moved into the humanoid robotics and high-performance motor market through a joint EUR32 million (US$37.24 million) investment with Foxconn Technology Group to acquire a 52% controlling stake in Belgian startup Magnax BV. This expansion marks Pan-International's strategic transition from traditional wiring harness manufacturing to a supplier of advanced critical components, positioning it at the forefront of next-generation power system technologies.

Friday 23 January 2026

HBF likely overtaking HBM market by 2038 as commercialization speeds up

High-Bandwidth Flash (HBF) is likely to reach commercialization sooner than previously expected and could become a key technology supporting large-scale data training and real-time inference, said Joungho Kim, professor of electrical engineering at the Korea Advanced Institute of Science and Technology.

Friday 23 January 2026

Taiwan air cargo volume set to hit historic peak in 2026, driven by AI and chip exports

Taiwan's air cargo is on track to reach a record high by 2026, propelled by strong demand for AI servers and advanced semiconductors primarily exported to the US. According to Taiwan's Civil Aviation Administration, while flights from China and Hong Kong continue to lag due to lingering pandemic effects and policy restrictions, routes linking Taiwan with the Middle East and North America have recovered robustly, exceeding pre-pandemic levels.

Thursday 22 January 2026

AMI Labs in talks for EUR3 billion valuation in effort to challenge dominant AI models

AMI Labs, an AI startup founded by former Meta scientist Yann LeCun, is negotiating a funding round that could value the company at around EUR3 billion (approx. US$3.52 billion). The company, which focuses on developing "world models" as an alternative to large language models (LLMs), has attracted interest from multiple venture capital firms across Europe and the US.

Thursday 22 January 2026

OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows

OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow's corporate workflows, enhancing capabilities in voice customer service, IT automation, and computer operations. The collaboration aims to streamline routine tasks and improve data access across legacy systems.

Thursday 22 January 2026

AI PC battle heats up as Nvidia and MediaTek join forces

Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However, competition in the AI PC segment is intensifying rapidly.

Thursday 22 January 2026

Nvidia overtakes Apple as TSMC's largest customer

Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan Semiconductor Manufacturing Company (TSMC).

Thursday 22 January 2026

Humanoid robot installations rise sharply in 2025, Chinese firms lead market ahead of Tesla

The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research agencies. The sector remains dominated by Chinese manufacturers, who captured the majority of global market share alongside a single leading American firm.

Thursday 22 January 2026

GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking most-favored-nation (MFN) rates. This makes Taiwan the first country to secure tariff relief under Section 232. Both sides also plan to expand supply chain investment cooperation. Hsu called this a very positive outcome for Taiwan's overall industry and said it has eased market concerns.

Thursday 22 January 2026

EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios

Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle platform builds for cloud, networking, and data centers. Recent company updates from Celestica, Sanmina, Jabil, and Flex show a common playbook: move up the value chain, standardize repeatable system designs, and invest in power, thermal, and integration capabilities that shorten deployment times for hyperscale customers.

Thursday 22 January 2026

EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification, and globalized manufacturing. Recent company filings, investor communications, and post‑autumn analyst commentary point to a common theme: growth is being pursued less through single-product cycles and more through platform capabilities—vertical integration, module-level design, and cross‑sector customer expansion—while capital market actions and overseas footprints are being positioned as strategic amplifiers.

Thursday 22 January 2026

Taiwan advances second-phase quantum strategy, betting on hybrid computing and global partnerships

Taiwan's government is moving its quantum technology development program into a second phase, centered on building a national-level heterogeneous hybrid computing platform that integrates high-performance computing (HPC) with quantum computing (QC). Based in southern Taiwan, the system is intended to accelerate real-world applications through international cooperation, leveraging the country's strong semiconductor manufacturing expertise.

Thursday 22 January 2026

PSMC to upgrade DRAM processes as demand strengthens

Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update on its latest operational plans.

Thursday 22 January 2026

EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's top 20 players projected to climb sharply in 2025, according to estimates compiled by DIGITIMES.

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