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Sunday 1 March 2026

Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction

Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the company expects full-year performance to surpass 2025, with growth increasingly coming from non-display IC applications, including AI SoCs and edge computing solutions.

Sunday 1 March 2026

BizLink advances modular integration to boost data center interconnect growth

Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized that the focus should shift from AI itself to the underlying demand for computing power and the broader infrastructure investment cycle.

Sunday 1 March 2026

OpenAI–Pentagon deal highlights deeper conflict over who controls AI safeguards

A newly announced agreement between OpenAI and the US Department of Defense underscores a growing divide in the AI sector—not over whether military cooperation should exist, but over who ultimately governs the limits of how advanced AI systems are used in classified environments.

Sunday 1 March 2026

OpenAI's US$110 billion raise signals shift toward capital endurance and ecosystem diversification

OpenAI's newly announced US$110 billion funding round underscores a structural shift in the AI industry, where long-term capital endurance and ecosystem diversification may increasingly determine leadership more than model performance alone.

Saturday 28 February 2026

Quanta posts record 2025 profit, eyes AI-led growth in 2026

Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per share of NT$5.75, a record high for a single quarter. Full-year EPS reached NT$19.45, also a record.

Friday 27 February 2026

Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double

US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue, highlighting ongoing strong demand for AI infrastructure. Benefiting from the AI boom, Wiwynn reported consolidated revenue of NT$950.66 billion (US$30.46 billion) in 2025, up 163.7% year over year, with AI products accounting for more than half of sales.

Friday 27 February 2026

Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents

Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure plan for 2026. The investment signals more than a race for computing power: it marks a decisive push to translate AI breakthroughs into scalable, real-world applications.

Friday 27 February 2026

Anthropic loosens AI safety rules amid industry competition and Pentagon dispute

Anthropic PBC, a leading AI developer, has released the third version of its Responsible Scaling Policy (RSP), updating its voluntary framework for mitigating catastrophic AI risks while signaling a shift in priorities toward competitiveness and economic growth, according to a company blog post and Bloomberg reporting. The policy change comes as Anthropic navigates a growing dispute with the US Department of Defense over the use of its AI technology in military applications.

Friday 27 February 2026

Nobel laureate John Martinis explains quantum computing's industrial revolution from lab to fab

As AI dominance drives computing costs to unprecedented heights, a surprising truth is emerging at the front of quantum technology: the future of AI may depend not on replacing classical computers, but on a subtle, yet astronomically valuable, incremental improvement.

Thursday 26 February 2026

BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors.

Thursday 26 February 2026

Nvidia constrained in China as local AI players strengthen market position

Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The controls have already forced Nvidia to take a US$4.5 billion inventory charge and have left the company uncertain about future revenue from China. Meanwhile, local competitors, some strengthened by recent IPOs, are expanding rapidly, potentially reshaping the global AI market.

Thursday 26 February 2026

Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure

OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the escalating AI compute arms race and OpenAI's need to diversify beyond Microsoft while navigating immense operational costs and financial risks.

Thursday 26 February 2026

CyberLink hits 12-year revenue high on AI creation boom, defying 'SaaS apocalypse' concerns

Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics.

Thursday 26 February 2026

Yageo posts 82% profit jump in 4Q25 on AI-driven product mix

Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence (AI) and high-end applications. The company also benefited from an optimized product portfolio and the completion of its acquisition of Japan's Shibaura Electronics, which was consolidated into group revenue starting in November 2025.

Thursday 26 February 2026

Cloud AI's ripple effect: A comeback for 8-inch wafers

The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.

Thursday 26 February 2026

DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions

DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with long-standing industry practice, according to two sources familiar with the matter.

Thursday 26 February 2026

SK Hynix and Sandisk move to standardize HBF, shaking up AI memory ecosystem

SK Hynix and Sandisk have launched a consortium to standardize High Bandwidth Flash (HBF), positioning the technology as a next-generation memory layer for AI inference and heightening competition in the post-HBM era as Micron accelerates investments to strengthen its HBM4 and NAND capabilities.

Thursday 26 February 2026

Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits

Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production. He is also set to argue that AI computing is moving into an era of "thinking and reasoning." Three themes are likely to shape the conference.

Thursday 26 February 2026

As US-China trade frays, Taiwan emerges at the center of America's AI supply chain

Amid a deepening structural decoupling between the US and China and the full-scale launch of the artificial intelligence (AI) investment cycle, the map of American imports is undergoing one of its most consequential shifts in decades.

Thursday 26 February 2026

Nvidia says space data centers are feasible but uneconomic for now

At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects conditions to improve over time as engineering approaches evolve and space-based computing use cases expand.

Thursday 26 February 2026

Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture

At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained demand across Hopper, Blackwell, and forthcoming products while acknowledging uncertainty around the timing and scale of Rubin revenue.

Thursday 26 February 2026

Coretronic turns a corner as robotics and MEMS units hit profitability

Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics. This strategic pivot is now delivering tangible results, with two key subsidiaries — Coretronic Intelligent Robotics Corp. (CIRC) and Coretronic MEMS Corp. (CMC) — returning to profitability in 2025.

Thursday 26 February 2026

Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters

Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers accelerate national AI infrastructure investments.

Thursday 26 February 2026

Analysis: As Stargate stalls, Musk races ahead in AI infrastructure

The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project was meant to anchor a new era of American dominance in AI. More than a year on, it has yet to move beyond rhetoric.

Thursday 26 February 2026

Nvidia says AI monetization supports sustained CSP capex

During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management arguing that token-driven revenue models support continued elevated infrastructure investment.

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