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Wednesday 25 February 2026

Unitree launches As2 quadruped robot with longer range, higher payload and all-weather capability

Chinese robotics firm Unitree Robotics unveiled its latest quadruped robot, the Unitree As2, on February 24, 2026, positioning the new model as a more capable platform for industrial and outdoor applications. The As2 builds on earlier consumer-oriented products and delivers a combination of performance upgrades and enhanced utility designed for real-world deployment.

Wednesday 25 February 2026

TI posts rare first-quarter growth driven by turn orders and data center momentum

Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality than usual, with revenue typically ranging from a low-single-digit decline to flat. Analysts noted that this sequential growth guidance marks what appears to be the first of its kind for the company in roughly 15 years. Earnings per share for the same period are expected to range from US$1.22 to US$1.48.

Tuesday 24 February 2026

Acer targets 4 non-core sectors to boost resilience in 50th year

Acer is marking its 50th anniversary in 2026 by redefining its core and non-core businesses, aiming to strengthen group resilience through expansion into four promising non-core sectors: industrial PCs (IPCs), healthcare, energy, and home appliances. Chairman and CEO Jason Chen outlined the company's forward-looking strategy to balance growth between core and emerging areas.

Tuesday 24 February 2026

AI-driven code automation jolts IBM and signals shift in enterprise technology leadership

IBM's sharp selloff underscores how artificial intelligence (AI) is beginning to challenge long-standing technology moats in enterprise computing, raising broader questions about who controls modernization budgets and the future architecture of corporate IT systems.

Monday 23 February 2026

Agility Robotics-Toyota deal signals shift from pilots to commercial humanoid robots in auto manufacturing

Agility Robotics and Toyota Motor Manufacturing Canada have signed agreements to deploy the Digit humanoid robot in a commercial production setting, moving the technology from a one-year pilot to operational use on assembly lines. The deal uses a Robots-as-a-Service model to automate logistics and material handling tasks.

Monday 23 February 2026

Stargate delays push OpenAI to seek cloud compute alternatives

OpenAI is scrambling to secure computing power after its Stargate data center venture stalled, turning to cloud partners and alternative hardware to fill the gap, according to The Information.

Monday 23 February 2026

Weekly news roundup: memory impacts, AI infrastructure, and policy uncertainty

Below are the most-read DIGITIMES stories from the week of February 16-22, 2026.

Saturday 21 February 2026

AI supply chain tracker: Rack infrastructure joins the AI buildout

January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal, and optical component suppliers posted strong annual gains.

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

OpenAI brings Stargate to India with Tata AI data center build-out partnership

OpenAI has designated the Tata Group as its foundational partner for a major sovereign AI push in India, positioning the conglomerate's HyperVault unit as the first domestic anchor for the global Stargate infrastructure project.

Thursday 19 February 2026

Supermicro explores local manufacturing in India amid AI push

US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence markets, a senior executive said, citing alignment with the government's "Make in India" initiative.

Thursday 19 February 2026

AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge

Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms continued AI server demand, while month-over-month shifts point to shipment timing, project concentration, and base effects rather than a change in end demand.

Wednesday 18 February 2026

Nvidia expands AI partnerships in India under US$1 billion national mission

India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial digitization, signaling deeper alignment between the state and the private sector in a rapidly expanding AI market, as per Nvidia's press releases.

Wednesday 18 February 2026

Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact

Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and networking supply for large-scale artificial intelligence infrastructure.

Wednesday 18 February 2026

India-based Adani to invest US$100 billion in renewable-powered AI data centres by 2035

Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's push to become a global artificial intelligence hub, according to The Wall Street Journal, Bloomberg, and Reuters.

Tuesday 17 February 2026

Humanoid robots dazzle at China's Spring Festival Gala amid technical and supply-chain challenges

Under stage lights, humanoid robots walked, waved, and turned in a flawless sequence at a Lunar New Year gala in China, a brief demonstration that industry observers say highlights the robotics sector's move from prototypes toward on-site validation of integrated supply chains.

Tuesday 17 February 2026

AMD, TCS expand partnership to deploy 200MW AI infrastructure in India

Advanced Micro Devices (AMD) and Tata Consultancy Services (TCS) have expanded their strategic collaboration to develop rack-scale artificial intelligence infrastructure in India, including a planned 200-megawatt deployment based on AMD's "Helios" AI architecture.

Monday 16 February 2026

AI supply chain tracker: Power, substrate, and thermal split on momentum

Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting demand patterns, product mix upgrades, and capacity constraints.

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

Nvidia deepens South Korea ties in smart factory push

Nvidia outlined its role in advancing two major manufacturing trends—AI Factory and Physical AI—at SEMICON Korea 2026, emphasizing that it views South Korea as an important strategic outpost for collaboration as the country accelerates AI-driven industrial transformation.

Saturday 14 February 2026

WD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Hard disk drive (HDD) contract prices rose approximately 4% sequentially following the conclusion of fourth-quarter 2025 negotiations, marking the largest quarterly increase in nearly eight quarters. Industry supply chain sources expect the upward trend to continue as artificial intelligence development fuels sustained demand for massive data volumes.

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

Shihlin Electric expands in North America as orders extend to 2030

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience program and surging demand linked to AI semiconductor fab construction.

Friday 13 February 2026

Quanta boosts Thailand investment to expand AI server capacity

Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing the site's role in the company's planned expansion of AI servers.

Friday 13 February 2026

Air cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp

Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources say, reversing an earlier 50:50 air‑to‑liquid split to roughly 90% air‑cooled and 10% liquid or less as production nears. This change could slow broader adoption of liquid cooling in AI server fleets.

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