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Thursday 8 January 2026
CES 2026: Lenovo unveils cloud-to-device strategy

Lenovo detailed a Hybrid AI strategy at the CES 2026 technology conference, outlining plans to integrate artificial intelligence (AI) across cloud infrastructure and personal devices as part of an effort to build an end-to-end AI computing network.

Thursday 8 January 2026
Nvidia overhauls server design as Vera Rubin gears up for volume shipments
Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.
Thursday 8 January 2026
China's cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs
At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest.
Thursday 8 January 2026
CES 2026: Nvidia CEO declares robotics has reached breakthrough
At CES 2026, Nvidia CEO Jensen Huang identified physical AI as the next significant evolution in artificial intelligence. Huang categorized physical AI into two main types: one involving direct interaction with the physical world through robots and autonomous vehicles, and the other focusing on understanding physical laws for applications such as weather forecasting and protein structure prediction.
Thursday 8 January 2026
Nvidia's Vera Rubin servers drive data centers to full liquid cooling
Nvidia's next-generation Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design, according to server supply chain sources, countering market speculation that the platform's efficiency gains could reduce liquid cooling requirements.
Thursday 8 January 2026
Cooling module suppliers see record revenues in 2025 on AI server liquid cooling demand
Cooling module manufacturers delivered strong operational results in 2025, driven by rising demand for liquid cooling solutions for artificial intelligence (AI) servers. Industry players such as Auras Technology, Asia Vital Components (AVC), and Fositek all posted record-high revenues.
Thursday 8 January 2026
China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips
Chinese authorities have reportedly asked domestic tech companies to halt orders for Nvidia's H200 AI chips, according to Reuters, signaling tighter oversight even as US export licenses near completion. The move reflects Beijing's broader push to prioritize domestic semiconductor development while managing foreign chip adoption.
Thursday 8 January 2026
AI server exports boost Taiwan air cargo market
To widen its lead over China, US President Donald Trump is actively promoting AI and high-tech infrastructure development. According to Taiwanese air freight operators, strong demand in the air cargo market is closely linked to the AI, semiconductors, electronic components, and e-commerce sectors. Notably, 40% of servers imported by China in 2024 originated from Taiwan.
Thursday 8 January 2026
Johor seeks broader collaboration with ByteDance beyond data centers
The Johor state government in Malaysia is urging ByteDance to expand its role beyond data centers. The state aims to position itself as a strategic partner for the company's long-term digital plans. Onn Hafiz Ghazi, Johor's chief minister, recently led a delegation to China to meet with senior ByteDance executives, according to Bernama and Nanyang Siang Pau.
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: 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
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
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
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
Quanta sees a decade-long AI server cycle, warns growth isn't instant
Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers, which he described as "instant-noodle" orders — easy to land and quick to ship. AI demand, by contrast, is both strong and structurally long-term. From 2026, a wave of edge-AI products is expected to emerge, building momentum gradually but persistently, with growth potential extending for up to a decade. Quanta, he said, is expanding capacity in close coordination with customers.
Wednesday 7 January 2026
Sysgration targets AI edge computing growth with new production lines and US expansion
Global investment in artificial intelligence (AI) is driving upgrades in cloud and edge computing architectures, and Sysgration aims to capitalize on this trend in 2026. The company expects its battery backup power module (BBU) production line to reach full capacity by year-end, positioning the BBU as a primary growth engine for its AI segment.
Tuesday 6 January 2026
Supermicro expands manufacturing, liquid-cooling capacity for Nvidia Vera Rubin AI platforms
Supermicro announced expansions in manufacturing and liquid-cooling capabilities to support the deployment of data center-scale systems optimized for the Nvidia Vera Rubin and Rubin platforms. The company said the enhancements are intended to enable faster delivery of Nvidia's Vera Rubin NVL72 and HGX Rubin NVL8 systems to hyperscale and enterprise customers.
Tuesday 6 January 2026
AI server cooling demand lifts Taiwan Microloops, liquid cooling revenue share to reach 20%
Thermal module maker Taiwan Microloops Corp. reported consolidated revenue of NT$317 million (US$10.2 million) in December 2025, up 56.04% year-over-year, sustaining double-digit monthly growth. Full-year 2025 revenue climbed to a record NT$3.7 billion (US$118.6 million), up 84.7%, driven by continued strength in AI server demand and a sharp increase in thermal module shipments.
Tuesday 6 January 2026
Foxconn's 2025 revenue tops NT$8 trillion as AI, cloud drive growth
Hon Hai Precision Industry (Foxconn), the world's largest contract electronics manufacturer, saw its operating performance in 2025 exceed expectations, fueled by strong demand for artificial intelligence (AI) and cloud products. Both December 2025 and fourth-quarter 2025 revenues outperformed earlier forecasts, with full-year revenue breaking the NT$8 trillion (US$254.11 billion) mark for the first time after growing more than NT$1 trillion year over year to reach NT$8.09 trillion.
Tuesday 6 January 2026
Taiwan leverages AI export surge to boost tourism, domestic demand
At the start of 2026, Taiwan's electronic components and AI server industries continue to post strong export momentum, driven by surging demand for artificial intelligence (AI), high-performance computing (HPC), and cloud services. Production indices are expected to register double-digit year-over-year growth, with key indicators like demand, raw material inputs, and pricing all trending upward.
Tuesday 6 January 2026
Qualcomm, Google bet big on RISC-V for AI dominance
As AI drives demand for advanced computing infrastructure, chip architectures are at a crossroads. While proprietary instruction set architectures (ISAs) like x86 and Arm dominate the market, their closed nature and high licensing fees increasingly hinder innovation.
Monday 5 January 2026
Taiwanese network equipment suppliers ramp up investments as shift to 800G and 1.6T standards proceeds
Driven by surging demand for AI and cloud data centers, the network equipment industry is rapidly advancing from 400G to 800G and beyond to 1.6T specifications. This technological leap is prompting structural changes across connectors, cabling, cooling systems, optical communications, and overall system architectures, marking a new phase in the development of high-performance computing.
Monday 5 January 2026
AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC distributors said that as AI infrastructure investment accelerates, demand for 400-800V solutions is gaining traction. With Taiwanese firms stepping into power module development, component demand is set to rise in tandem.

Monday 5 January 2026
Foxconn opens year with dual push into automotive electronics and AI computing at CES 2026

Against a backdrop of cyclical adjustment and structural transformation in the global electronics industry, Foxconn Technology Group is opening 2026 with what it calls a "dual-engine" strategy.

Monday 5 January 2026
Taiwan fortifies silicon shield with 2026 push to set global chip agenda
As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again highlighted the island's geopolitical tensions. US President Donald Trump has stated that China doesn't want to invade Taiwan.