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Saturday 21 February 2026

OpenAI projects US$280B revenue by 2030, plans US$600B in spending

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.

Friday 20 February 2026

India joins US-led Pax Silica, deepening tech and semiconductor alignment

On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors, critical minerals, and artificial intelligence supply chains.

Friday 20 February 2026

Tech giants double down on physical AI in the GenAI age

As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment. Since the start of the year, major tech players have formed strategic alliances combining software and hardware to secure key infrastructure for physical AI implementation.

Friday 20 February 2026

AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers

The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.

Thursday 19 February 2026

Google, Nvidia, Macron back India's AI ambitions as Modi calls for tech for all

The Indian Prime Minister Narendra Modi and Google CEO Sundar Pichai used the India AI Impact Summit 2026 to announce a sweeping digital infrastructure partnership, with Google unveiling its America-India Connect initiative and reaffirming a US$15 billion AI hub in Visakhapatnam as part of a broader push to deepen India-US technology ties.

Thursday 19 February 2026

Wearable medical devices surge with supply chain of four core components taking shape

Global medical technology is rapidly shifting from hospital settings to everyday life, advancing toward precision medicine and long-term health management. Driving the boom in wearable medical devices are four key components that industry experts expect will unlock new blue-ocean opportunities in healthcare technology.

Tuesday 17 February 2026

Thailand's BOI approves WD project to develop HAMR hard drives

Thailand's Board of Investment (BoI) has approved a THB2.3 billion (US$73.81 million) research and development project for WD's Thai unit, Western Digital Storage Technology (Thailand) Co, to advance heat-assisted magnetic recording (HAMR) technology to produce hard disk drives (HDDs) exceeding 100TB by 2029, according to reports from the Bangkok Post, Kaohoon and National Thailand.

Monday 16 February 2026

Memory crunch tightens CIS capacity, pressures smartphone supply chain

The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone market is entering an adjustment phase as end-market demand forecasts grow more conservative. Mid- to low-tier models are expected to face initial shipment cuts.

Monday 16 February 2026

India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision

Sunday 15 February 2026

Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of working days between the Lunar New Year periods in 2025 and 2026. Strong shipments of AI servers and high-performance chips have prompted foreign banks to forecast Taiwan's GDP growth could reach 8.0% in 2026. If realized, this would mark a second consecutive year of above-8% expansion, following 2025's 8.63% growth.

Saturday 14 February 2026

ByteDance expands chip team to 1,000, advancing four major design lines

Chinese tech giant ByteDance is rapidly scaling its in-house chip development efforts, with its chip R&D team now exceeding 1,000 employees, signaling a strong push into AI hardware. According to a recent report by 36Kr, the company's investment in AI chip technology is accelerating quickly.

Saturday 14 February 2026

After US deal, Taiwan pushes economic resilience into Europe and the global south

Taiwan has officially signed a final trade agreement with the US, concluding bilateral negotiations. Under the deal, Taiwan will receive most-favored-nation (MFN) treatment if Washington imposes "Section 232" tariffs on semiconductors and related derivative products. Taiwan's Ministry of Economic Affairs (MOEA) and Ministry of Foreign Affairs (MOFA) said the agreement will serve as a foundation for advancing President Ching-te Lai's "economic resilience" strategy and expanding Taiwan's international economic influence.

Friday 13 February 2026

Explainer: how US-Taiwan 'ART' deal rewires global tech economy

On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional free trade agreement; it is a strategic pact that reshores semiconductor manufacturing to the US while anchoring Taiwan within a "non-red," or non-China, supply chain.

Friday 13 February 2026

Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook

The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain at zero, and even if tariffs arise in the future, Taiwan will face the lowest rates.

Friday 13 February 2026

New Taiwan–US trade pact lowers export barriers, boosts tech supply chains

The Agreement on Reciprocal Trade (ART) between Taiwan and the US has been officially signed, reducing Taiwan's average export tariffs to the US by 23.45pp and boosting export competitiveness across many industries. The average tariff rate for Taiwanese exports to the US now stands at 12.33%.

Friday 13 February 2026

Industry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement

Taiwan and the US finalized the Agreement on Reciprocal Trade (ART) on February 13, establishing a mutual 15% tariff rate and commitments on food security and defense resilience, while business groups urged immediate parliamentary action to prevent possible US reassessment.

Friday 13 February 2026

Taiwan-US trade pact aims to secure supply chains and tariff parity

On February 12, Taiwan and the US officially signed the Agreement on Reciprocal Trade (ART) in Washington, D.C. The US side's tariff reductions for Taiwan will take effect upon completion of its domestic procedures and publication in the US Federal Register.

Friday 13 February 2026

QuiX Quantum, Artilux target data center integration with energy-efficient photonic quantum systems

Netherlands-based photonic quantum computing hardware company QuiX Quantum B.V. and germanium silicon (GeSi) photonics specialist Artilux have signed a memorandum of understanding to form a strategic partnership. The companies will combine expertise in quantum computing and silicon photonics (SiPh) to develop photonic quantum computing systems designed for higher energy efficiency, improved scalability, and compatibility with existing data center infrastructure, supporting deployment in practical computing environments.

Friday 13 February 2026

Transformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026

Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand for grid upgrades in the US. Major players—including Shihlin Electric and Engineering Corporation (SEEC), Chung-Hsin Electric and Machinery (CHEM), Fortune Electric, and Allis Electric—all reported record-high January revenues compared to previous years, reflecting a simultaneous surge in both export orders and domestic infrastructure demand for transformers.

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

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

Foxconn founder hands out $95m in bonuses as company targets $290bn in sales

Foxconn Technology Group held its 2026 All-Foxconn Sports Games on February 12, drawing 17,000 employees and family members and more than 30,000 participants in total. Chairman Young Liu announced that the group's 2025 revenue set a record above NT$8 trillion (US$254.4 billion).

Friday 13 February 2026

A tariff truce with teeth: US–Taiwan pact shields chips from Section 232 shocks

US Ambassador Jamieson Greer oversaw the signing of a comprehensive Agreement on Reciprocal Trade between the US and Taiwan on February 12, 2026. The agreement, reached under the auspices of the American Institute in Taiwan (AIT) and the Taipei Economic and Cultural Representative Office in the US (TECRO), is designed to eliminate tariff and non-tariff barriers while enhancing the resilience of high-technology supply chains.

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

Column: USA Rare Earth acquisition of UK's LCM marks milestone in Western rare earth autonomy

Rare earth metals are essential to modern industry and defense. They are found in high-performance motors, precision weapon guidance systems, and a range of green energy technologies. Yet the global rare earth supply chain has long suffered severe imbalances.

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