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Tuesday 14 April 2026
Sovereign AI drives CSPs and telcos toward decentralized architectures for monetization
At the recently concluded GITEX AI Asia conference, executives from Nokia, AI chip innovator Blaize, and Indonesian telecom provider Datacomm discussed the evolution of AI infrastructure. In an exclusive interview with DIGITIMES, they highlighted that while training remains centralized in low-cost remote locations, inference architectures are rapidly shifting toward edge decentralization to enhance response times and data sovereignty.
Tuesday 14 April 2026
Microsoft plans Copilot overhaul with OpenClaw-like agentic features to win over enterprise clients
Microsoft is developing new OpenClaw-like features for its AI assistant Copilot, according to The Information. The updated tool would be targeted at enterprise customers as a safer version of the popular – but famously risky – OpenClaw agent that has shaken the AI industry in recent months.
Tuesday 14 April 2026
Winmate shifts to AI platform with defense and edge computing as dual engines
Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers and investors may see stronger order visibility, a diversified supply chain and volume growth from 2026 as edge AI shifts to integrated solutions.
Tuesday 14 April 2026
March 2026 revenue for ODM/EMS surged on back of AI server demand
Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond AI servers to general-purpose servers and network switches, signaling broad-based momentum across product lines.
Tuesday 14 April 2026
Asus exceeds expectations with 2x server revenue and growing notebook shipments
Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and AI server revenue have both exceeded market expectations.
Tuesday 14 April 2026
Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across key market segments.
Tuesday 14 April 2026
Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected in the fourth quarter of 2026, where "even money can't buy stock." To secure inventory amid this tight market, Phison has broken its no-debt tradition by launching a syndicated loan in March and plans to issue US$800 million in Euro-convertible bonds (ECB), targeting over NT$43 billion (US$1.4 billion) in total fundraising for 2026.
Monday 13 April 2026
Pegatron reports modest recovery as shipments pick up
Pegatron on April 10 reported March revenue of NT$83.97 billion (US$2.6 billion), rebounding more than 20% from February's low of NT$67.98 billion, as production normalized after a shorter working month.
Monday 13 April 2026
Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced than the AI-server narrative dominating the financial press. Growth is heavily concentrated, structurally bifurcated, and in some cases, arithmetically misleading.
Monday 13 April 2026
Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according to the Ministry of Finance.

Monday 13 April 2026
Interview: AI compute expands into space, Ramon.Space and Ingrasys team up for 2027 commercial deployment
As demand for AI computing continues to surge, terrestrial data centers are facing mounting constraints in power supply, thermal management, and land availability. As a result, the feasibility of space-based computing infrastructure is drawing increasing attention across the industry.
Monday 13 April 2026
Quantum meets AI: which Asian nation will take the lead in sovereign tech?
AI and quantum computing are converging — and the geopolitical consequences are profound. At the GITEX AI Asia forum, industry experts argued that this integration goes beyond a technological breakthrough. It is reshaping national competitiveness and strategic deterrence.
Monday 13 April 2026
Hormuz conflict exposes Southeast Asia's energy fault lines
A blockage of the Strait of Hormuz following conflict between the US and Iran is raising energy supply risks for Southeast Asia, with import-dependent economies most exposed. If the conflict continues, the region's recent gains from supply chain shifts could begin to erode.
Monday 13 April 2026
Taiwan ramps up science park expansion as TSMC growth pushes capacity limits
Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure, and next-generation industry clusters.
Monday 13 April 2026
AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far below that of semiconductor leaders such as TSMC and large AI server ODMs like Quanta Computer and Foxconn.
Monday 13 April 2026
Intel and SambaNova deepen alliance to capture AI infrastructure demand

As artificial intelligence moves from experimentation to full-scale production, companies are confronting the limits of GPU-only inference architectures. In response, Intel and SambaNova Systems on Monday unveiled a jointly engineered blueprint designed to address the next generation of AI workloads, while announcing a broader multi-year strategic collaboration.

Sunday 12 April 2026
Pan-International bets on AI servers as automotive demand growth slows in 2Q26
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant shipments of automotive products. However, the company expects revenues to rise monthly starting in the second quarter, driven by increased orders for AI servers, while maintaining its goal of double-digit growth for the full year.
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence infrastructure. However, while the expansion remains robust, monthly data suggest a gradual moderation in growth momentum compared with the explosive acceleration seen in 2024 and early 2025.
Saturday 11 April 2026
AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India, as demand for artificial intelligence infrastructure accelerates across the region.

Saturday 11 April 2026
Beyond AI: Energy, capital and sovereignty will define Asia's next factories
Artificial intelligence is entering a capital-intensive phase, with industry executives warning that Asia's next generation of factories will be defined less by breakthroughs in algorithms than by constraints in energy, infrastructure, and capital allocation.
Saturday 11 April 2026
OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans
OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence hub.
Saturday 11 April 2026
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February's Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing.
Friday 10 April 2026
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming initial challenges, the company has returned to profitability and now aims to surpass KRW1 trillion (US$673.2 million) in revenue by 2029 or 2030 through its self-developed 2nm server platform, ADP620.
Friday 10 April 2026
A new kind of computer emerges for the age of AI agents

As AI agents grow capable of independently operating computers, drafting documents, and managing schedules, the relationship between humans and machines is undergoing a fundamental shift. A recent viral phenomenon involving so-called "lobster" agents (OpenClaw) has underscored a new question in the market: traditional PCs and smartphones may no longer be the ideal platforms for AI.

Friday 10 April 2026
Compal sees PC demand steady, server shipments set to double quarterly
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for AI workloads, and memory pricing dynamics. Investors and enterprise buyers may see tighter PC inventories and accelerated non-PC offerings as Compal pivots toward AI-focused server solutions and smart devices.