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Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence demand shifts leverage toward chipmakers, according to Morgan Stanley.
Wednesday 7 January 2026
Huawei spin-off xFusion launches IPO process, targets US$7bn revenue

China's leading server maker, xFusion Digital Technologies, has taken its first formal step toward an IPO. The company began regulatory tutoring on January 6, 2026, according to the China Securities Regulatory Commission, with Citic Securities acting as sponsor.

Wednesday 7 January 2026
CES 2026: Lenovo unveils AI super assistant to reshape user experience
Lenovo introduced its most groundbreaking hybrid AI innovations yet at CES 2026, held January 7, 2026, at Sphere in Las Vegas, unveiling a new personal AI super assistant, AI PCs, smartphones, and multiple proof-of-concept devices. These include native-assistant wearables, next-generation enterprise AI infrastructure, and pioneering cross-industry collaborations with entertainment and sports sectors.
Wednesday 7 January 2026
CES 2026: pushing AI to the edge
At CES 2026, Nvidia and AMD placed physical AI and on-device intelligence at the core of their keynote speeches. Taiwan's technology ecosystem is set to play an important role in shaping next-generation AI architectures. Key areas include edge computing, AI PCs, robotics, storage, and AR wearables. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both discussed physical AI concepts, focusing on humanoid robots and real-world AI systems.
Wednesday 7 January 2026
Yann LeCun breaks silence on Meta exit after Llama 4 stumble

After departing, Yann LeCun has offered an unusually candid account of why he left Meta, pointing to a research culture he says tilted too heavily toward large language models (LLMs) and away from foundational science.

Wednesday 7 January 2026
CES 2026: Nvidia's Alpamayo launch spotlights China's self-driving ambition
At CES 2026 in Las Vegas, Nvidia formally introduced its next-generation autonomous driving AI platform, Alpamayo, a move that industry observers say marks the transition of self-driving technology from perception-driven systems to reasoning-oriented intelligence. The launch not only signals a new era for autonomous vehicles but also sets the stage for renewed competition between global automakers and Chinese manufacturers in the rapidly evolving smart-driving sector.
Wednesday 7 January 2026
CES 2026: Why Nvidia thinks reasoning, not rules, is the future of self-driving

At CES 2026, Nvidia CEO Jensen Huang delivered a keynote that many in the industry described as setting the direction for the next decade. It was not merely another unveiling of chips and platforms. Instead, it marked what Nvidia cast as a turning point for autonomous driving: a shift away from rule-based engineering toward systems centered on intelligence, reasoning, and judgment.

Wednesday 7 January 2026
CES 2026: Phison leverages DRAM shortage to push AI PC with Nvidia, AMD, Intel
CES 2026 has kicked off amid severe DRAM supply constraints that are driving up PC end-user costs. Phison is promoting its exclusive aiDAPTIV solution, combined with integrated GPU (iGPU) technology to power new AI PCs. Due to cost and supply limitations in PC applications, end users may have to downgrade DRAM specifications. Phison's AI solid-state drive (SSD) solution compensates for performance loss, effectively upgrading systems into AI-capable PCs. At least five PC brands have reportedly partnered with Phison, which plans "strategic supply" support to meet their storage demands.
Wednesday 7 January 2026
CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered by a major logistical pivot.

Wednesday 7 January 2026
Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed NT$1.8 billion (approx. US$57.21 million). The figure not only marked a record high for a single month, but also propelled the company's fourth-quarter 2025 and full-year revenues to new all-time highs.
Wednesday 7 January 2026
OpenAI loses key research leader Jerry Tworek after seven-year tenure
Jerry Tworek, a vice president of research at OpenAI and a key figure in the company's work on AI reasoning models, is leaving the company after nearly seven years. Tworek announced his departure in a memo to colleagues and a subsequent post on X, saying he plans to pursue research directions that are difficult to explore within OpenAI. His exit follows other senior departures at the company, as OpenAI continues to expand its commercial operations and product roadmap.
Wednesday 7 January 2026
CES 2026: Nvidia's Alpamayo promises smarter, safer autonomous driving
On the eve of CES 2026, Nvidia CEO Jensen Huang unveiled the company's Alpamayo series of open AI models, simulation tools, and datasets, signaling what he called a new era in autonomous vehicle development.
Wednesday 7 January 2026
Mobileye expands beyond self-driving cars with US$900 million robotics acquisition
Mobileye Global said on Tuesday that it would acquire the Israeli humanoid robotics start-up Mentee Robotics in a cash-and-stock deal valued at about US$900 million, a bold move that signals the self-driving car technology company's push into what it sees as the next frontier of artificial intelligence.
Wednesday 7 January 2026
CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point
AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC, Su also explained that AI has not slowed the company's hiring pace, that AMD is actively recruiting and prioritizing candidates who are "AI forward."
Wednesday 7 January 2026
CES 2026: Nvidia, AMD turn keynotes into robotics showcase
Ahead of the official opening of CES 2026, keynote speeches by Nvidia CEO Jensen Huang and AMD CEO Lisa Su focused attention on Physical AI and its application in real-world systems, with both companies using robotics demonstrations to illustrate their strategies.
Wednesday 7 January 2026
CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI into systems that operate in the physical world. Supply-chain sources said that humanoid robots are viewed as one development direction for Physical AI, with implications for high-performance microcontrollers; however, training remains constrained by scarce and fragmented data.

Wednesday 7 January 2026
CES 2026: Musk dismisses Nvidia's autonomous driving 'ChatGPT moment'
CES 2026 has become a muscle-flexing arena for advanced autonomous driving. Nvidia's CEO, Jensen Huang, used the stage to unveil a new "Vision-Language-Action" (VLA) model, Alpamayo 1. The system is capable of chain-of-thought reasoning, allowing vehicles to "think" and explain decisions in a way that resembles human cognition. Huang framed the moment as nothing less than the "ChatGPT moment for physical AI."
Wednesday 7 January 2026
Nvidia-backed xAI raises US$20 billion in Series E to scale AI infrastructure and Grok models
xAI, Elon Musk's artificial intelligence company, has raised US$20 billion in an upsized Series E funding round, surpassing its original US$15 billion target, with Nvidia joining as a strategic investor to support the expansion of large-scale AI computing infrastructure.
Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation high-bandwidth memory (HBM4) in the near term. Huang expressed confidence that this exclusivity will provide Nvidia with strategic advantages.
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements or regulatory fanfare.
Wednesday 7 January 2026
Tesla rolls out five-year zero-interest push in China as BYD widens EV lead
As 2026 opens, the global electric vehicle (EV) market is entering a pivotal phase. Tesla China has rolled out a five-year, zero-interest financing program covering its core models — Model 3, Model Y, and the six-seat Model Y L — paired with a CNY8,000 (approx. US$1145.52) paint-option incentive.
Wednesday 7 January 2026
CES 2026: Auto industry racing toward software but struggling with costs

The lights at the 2026 Consumer Electronics Show (CES 2026) still blaze as brightly as ever. However, for the global auto industry, CES has long ceased to be a mere technology spectacle. It has become a proving ground for something far more consequential: a reassembly of the industry's "soul and body," where control of the future—and the reshaping of business models—is very much at stake.

Wednesday 7 January 2026
CES 2026: Nvidia and AMD deliver underwhelming speeches
The day before the opening of the 2026 Consumer Electronics Show (CES 2026) in Las Vegas, Nvidia and Advanced Micro Devices (AMD) each held keynote speeches. Like Computex, Nvidia hosted its keynote and showcase independently outside the exhibition venue, while AMD served as CES's first official keynote speaker. There was a clear sense of rivalry between the two, with each having a unique approach and style.
Wednesday 7 January 2026
CES 2026: Boston Dynamics and Google DeepMind partner to bring Gemini AI models to humanoid robots
Boston Dynamics and Google DeepMind announced a new AI partnership at CES 2026 in Las Vegas, aiming to integrate advanced AI foundation models into humanoid robots and accelerate their deployment in industrial environments. The collaboration will combine Google DeepMind's Gemini Robotics models with Boston Dynamics' next-generation Atlas humanoid robot, marking a significant step toward more capable, general-purpose humanoids.
Wednesday 7 January 2026
Taiwan's Fulltech moves to capture the high-margin glass fiber market due to shortages
As demand for high-end applications such as artificial intelligence and 5G communications continues to build into 2026, concerns are mounting over persistent shortages of glass fiber cloth, a critical upstream material used in copper-clad laminates (CCL) for printed circuit boards. While Japan's Nittobo has moved to expand capacity in an effort to defend its position as the industry leader, Taiwanese manufacturers, including Taiwan Glass, Fulltech Fiber Glass, Baotek Industrial Materials, and Nan Ya Plastics, are racing to capture a larger share of the high-margin market.