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Monday 27 April 2026
DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to DIGITIMES' special report, Accelerating enterprise AI: Hardware advancements and compute architecture transformation, the industry is moving beyond the initial buildout of training capacity and into a stage defined by large-scale deployment—where inference workloads are emerging as the primary driver of compute growth.

Monday 27 April 2026
Commentary: DeepSeek reframes AI competition around efficiency, not scale
When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI context, the message reads less like philosophy and more like positioning.
Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi Kuo said the company could "redefine" the smartphone with an AI agent-driven device and identified MediaTek, Qualcomm, and Luxshare Precision Industry as potential key suppliers, though the plans have not been independently confirmed.

Monday 27 April 2026
Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly complex compute tasks as AI technology makes the leap from model training to autonomous agents.
Monday 27 April 2026
Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge
Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts say AI will become as ubiquitous as electricity and the Internet, extending beyond cloud computing into appliances, automobiles, and robotics.
Monday 27 April 2026
MediaTek unveils active AI smart cockpit, advancing AI-defined vehicles
MediaTek unveiled its Dimensity Auto "active AI smart cockpit" solution at the 2026 Beijing International Automotive Exhibition. The launch marks a significant step toward the era of AI-defined vehicles. The company also showcased in-vehicle 3A entertainment and communication solutions built on the Dimensity Auto platform, alongside its ecosystem partners.
Monday 27 April 2026
Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race
South Korea's Naver Cloud and construction project management firm HanmiGlobal have formed a strategic alliance to jointly pursue large-scale data center projects overseas, with a particular focus on Saudi Arabia and other emerging markets.
Monday 27 April 2026
Quanta bets on speed and scale to power next growth wave
Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another year of record growth, even amid global uncertainty. At Quanta's 38th anniversary celebration, Vice Chairman C.C. Leung emphasized the company's ability to meet increasingly demanding customer expectations. Orders are not only growing in volume, he noted, but also require faster delivery and lower costs. Despite operating at full capacity, he stressed that the company continues to seek even more orders and growth opportunities.
Monday 27 April 2026
Smart cockpit's next test: Can AI deliver real value?

The 2026 Beijing International Automotive Exhibition opened on April 24 with a new focal point: the rapid ascent of large language models (LLMs) into the smart cockpit.

Monday 27 April 2026
DeepSeek cuts API prices 90%, sets new global low for LLM services
DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its API lineup could lower operational costs for global developers and enterprises, especially for long-text and high-frequency applications, potentially accelerating the adoption of locally developed large language models, intensifying price competition with international providers, and reducing barriers to AI-powered services worldwide.
Monday 27 April 2026
MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from the second half of 2026. Views differ on how fast the segment will grow, though some estimates suggest ASIC revenue could overtake smartphone chips by 2027 to become the company's largest revenue source.
Monday 27 April 2026
South Korea's telecom giants unveil full-stack AI strategies at WIS 2026, highlighting agents, infrastructure, and 6G
South Korea's three leading telecom operators—SK Telecom (SKT), KT, and LG U+—signaled a decisive shift beyond connectivity at the World IT Show (WIS) 2026, held April 22–24 in Seoul, unveiling AI-centric strategies spanning agents, applications, and infrastructure as they position themselves as full-stack AI platform providers.
Monday 27 April 2026
Meta and Alibaba blur social media and e-commerce boundaries
The rise of generative AI has blurred the boundaries between the social media and e-commerce industries, driving a shift in their business models that has been exemplified by recent strategic initiatives from Meta and Alibaba. With competition now expanding horizontally across various sectors, industry observers highlight that Meta's plans to strengthen its physical retail presence may become a key focus for the company. Conversely, it is now increasingly likely that Alibaba will one day venture into social media.
Monday 27 April 2026
Taiwan's NCSIST partners with Saronic to advance autonomous maritime capabilities

Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) said on April 24 that it has signed a memorandum of understanding (MOU) with Saronic, a US unmanned surface vessel (USV) developer, to develop autonomous maritime systems.

Sunday 26 April 2026
BizLink expands optical interconnect push, sees uncertain CPO ramp timing

The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed data transmission requirements increase. Against this backdrop, BizLink has shifted its business mix toward high-performance computing and semiconductor applications, which now account for more than 50% of revenue, transforming the company from a traditional cable supplier into a provider of integrated power and high-speed connectivity solutions for AI data centers.

Saturday 25 April 2026
China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon Robotics is mounting an ambitious strategic push — one that places it in more direct competition with Tesla.

Saturday 25 April 2026
Taiwan's industrial production surges on AI infrastructure demand
Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence (AI) hardware as countries worldwide build out AI infrastructure. As a result, industrial production of computer, electronic, and optical products — primarily AI servers — surged 146.32% in March 2026. Cumulatively, output from January to March rose 131.77% compared with the same period in 2025.
Saturday 25 April 2026
Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven, commercially viable applications at GITEX Asia 2026.

Friday 24 April 2026
Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure
At Google Cloud Next 26, Google Cloud announced a strategic shift in its AI hardware approach by introducing two distinct eighth-generation Tensor Processing Units: the TPU v8t for training and the TPU v8i for inference. The move is intended to boost performance and energy efficiency by optimizing each chip for its specific role.
Friday 24 April 2026
DeepSeek previews V4 models with Huawei integration, signaling shift in China's AI stack
Chinese artificial intelligence startup DeepSeek has released preview versions of its latest models — DeepSeek-V4-Pro and V4-Flash — marking a closer integration with domestic chipmaker Huawei and intensifying competition with US developers, including OpenAI and Google.
Friday 24 April 2026
Liteon startup platform sharpens edge AI ecosystem focus for 2026 growth reset

Liteon's startup platform LITEON+ held its 2026 Demo Day, marking its third year, with a focus on key technologies including edge AI, AI chips, thermal sensing, power conversion, and agentic AI. The event showcased the latest collaboration outcomes between Liteon and global startup partners in advancing human-machine co-creation and real-world industrial deployment.

Friday 24 April 2026
EU targets Android access rules, putting Gemini integration edge at risk
European regulators are preparing to push Google to open up core Android operating system functions, potentially allowing rival AI assistants such as ChatGPT and Claude to access the platform on the same terms as Gemini, according to people familiar with the matter.
Friday 24 April 2026
Microsoft and Meta announce workforce reductions amid heavy AI investment
Microsoft and Meta have recently announced job cuts or buyouts impacting possibly 23,000 jobs. The staff reductions come as the tech giants funnel massive resources into building out their AI capacity, a trade-off that has become common across the industry in recent months.
Friday 24 April 2026
Tesla's hidden US$2 billion AI hardware deal points to deeper chip, compute ambitions

Tesla has quietly taken a significant step deeper into artificial intelligence (AI), disclosing a US$2 billion acquisition of an unnamed AI hardware company in a single sentence buried in its latest regulatory filing.

Friday 24 April 2026
White House accuses China of 'industrial-scale' AI theft, signals crackdown
The White House has accused China of conducting "industrial-scale" theft of US artificial intelligence intellectual property, a development that could escalate tensions in the ongoing technology rivalry between the two countries, according to the Financial Times, Reuters, and CNN.
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