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Monday 27 July 2026
TIER says Taiwan exports and investment can help absorb geopolitical shocks
Taiwan's export and investment momentum remained strong enough to partly offset geopolitical shocks, according to the Taiwan Institute of Economic Research (TIER). The think tank said the island was facing rising volatility in energy and commodity prices, along with added pressure on global supply chains, financial markets and inflation.
Monday 27 July 2026
TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become a major uncertainty for the global economy and financial markets. The revision followed upward updates from Academia Sinica and Chung-Hua Institution for Economic Research, while TIER said exports, investment and consumption have been extremely strong since 2026 began.
Monday 27 July 2026
SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035
SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's "AI three major powers" strategy and gives the carrier a new vehicle for building and operating large-scale AI data center capacity.
Monday 27 July 2026
GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates
GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its presence in smart retail and edge AI-enabled manufacturing while positioning healthcare as its next major growth market.
Monday 27 July 2026
Industrial PC orders rise on edge AI demand

Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories and other physical environments, marking what vendors describe as a new growth cycle for the sector.

Monday 27 July 2026
Apacer 2Q26 profit tops full-year record on memory shortage
Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion (approx. US$83.8 million), up 45.7% from the prior quarter, surpassing its full-year profit in any previous year, while the earnings per share (EPS) came to NT$20.9. First-half profit also jumped nearly 20-fold from the same period in 2025.
Monday 27 July 2026
Taiwan's AIDC is turning a decade of AI manufacturing know-how into a business model

Taiwan's Aerospace Industrial Development Corporation (AIDC) has spent nearly a decade pushing AI adoption, moving from smart manufacturing in 2015 to full-scale generative AI deployment in 2024, and turning years of production experience into digital corporate assets. Information chief I-ting Fang said the company now hopes to transform its AI and smart manufacturing expertise into a business model that can help more suppliers and manufacturers accelerate AI transformation.

Monday 27 July 2026
AI agents reshape smart cars as auto industry shifts toward AIDV

As the global electric vehicle (EV) market enters a growth adjustment phase, the auto industry is shifting from "electrification" toward "intelligence," while AI agents move rapidly from the cloud to end devices. Qualcomm says the end devices with which future AI agents will mainly interact include about 6 billion smartphones, 2 billion AI wearables, 2 billion PCs, and 500 million connected cars, underscoring how vehicles are becoming a key gateway to AI services.

Saturday 25 July 2026
Taiwan firms push local robot dog parts, eye non-China supply chains

As global companies rush to tap the robotics boom, Taiwan's manufacturers are focusing on a blue ocean strategy centered on components, non-humanoid designs, and non-consumer products. A recent partnership between Taiwan's Industrial Technology Research Institute (ITRI) and domestic companies has produced a local robot dog platform with a much higher self-sufficiency rate, signaling that Taiwanese firms can help build a non-China supply chain.

Saturday 25 July 2026
NAND price rally enters plateau as supply stays tight despite weaker spot demand
The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources, however, say the market is entering a high-price plateau rather than a downturn, with tight supply expected to persist even as higher procurement costs dampen spot-market activity.
Saturday 25 July 2026
China folds data centers into 15th Five-Year renewable energy plan
China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development, setting out renewable energy targets for 2030 and, for the first time, requiring new data centers to be planned together with renewable power projects to raise the share of green electricity use.
Saturday 25 July 2026
Hisense expands AI strategy into energy, chips, and automotive electronics
Hisense outlined a broader AI strategy at its global partner conference in New York, saying it will expand beyond home appliances into semiconductors, smart energy, laser displays, and automotive electronics. The Chinese consumer electronics maker said the plan is designed to widen its AI value chain, strengthen global brand management, and improve user experience and operations.
Friday 24 July 2026
IEI pairs NANO-X100 with Ryzen AI for edge AI inference
Industrial PC maker IEI Integration joined Castec International at AMD Advancing AI 2026 in San Francisco on July 21 and 22 to showcase the new NANO-X100 4-inch single-board computer and edge AI inference applications, underscoring the two companies' collaboration on integrated edge-computing hardware and software.
Friday 24 July 2026
Advantech deepens AMD tie-up for AI servers

Industrial PC (IPC) maker Advantech is deepening its collaboration with AMD, unveiling a next-generation AI and edge computing server platform at AMD Advancing AI 2026 that is powered by the latest AMD EPYC 9006 series processors. Through a full board-to-system product lineup, the company is extending AI applications from data centers to the edge.

Friday 24 July 2026
AMD says AI shift to inference and agents will reshape data centers
AMD said the artificial intelligence boom is entering a new phase that will force a major redesign of data centers, as demand shifts from model training toward inference, AI agents, and physical AI. At its Advancing AI 2026 event, the company introduced new server, accelerator, and rack-scale products to power the next generation of AI infrastructure.
Friday 24 July 2026
AMD redraws server chip strategy as AI workloads evolve
AMD has launched its sixth-generation EPYC Venice server processor as the foundation of its next-generation AI data center platform, while CEO Lisa Su said the company is reshaping its roadmap for a world where AI workloads are spreading from training models to enterprise agents. The shift matters globally because it signals that data centers may need more balanced upgrades to CPU, GPUs, and networking.
Friday 24 July 2026
AMD's latest 2nm-EPYC rollout signals broader role for CPUs in the AI data center
AMD unveiled its sixth-generation EPYC 9006 server processors, widening its push into AI data centers with chips designed for agentic AI, cloud computing, enterprise workloads, and high-performance computing. The launch suggests CPUs may continue to gain importance even as much of the market remains focused on GPUs.
Friday 24 July 2026
AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment
AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still has substantial room to grow. The CEO said AI adoption is now moving beyond efficiency gains and into new products, services, and business models.
Friday 24 July 2026
AMD unveils Helios rack-scale AI platform to target hyperscale buildouts
AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers. The system is designed to boost compute density, lower deployment complexity, and offer an open alternative to competing rack-scale architectures for training and inference worldwide.
Friday 24 July 2026
AMD splits next-generation data center GPUs for specialized AI demand
AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the move signals how AI infrastructure is becoming more specialized, with implications for cloud builders, governments, researchers, and supercomputing operators worldwide.
Friday 24 July 2026
Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous expectation of 2027 to beyond 2028, raising concerns over growth prospects for the AI power supply chain.
Friday 24 July 2026
OpenAI compute spending to reportedly rise from US$600B to US$750B
OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense competition for compute power, although some worry about that the start-up's investments are oversized.
Friday 24 July 2026
AI data centers emerge as dynamic loads, posing new challenges for power grids
As generative AI adoption accelerates, AI data centers are becoming one of the fastest-growing sources of electricity demand worldwide. Unlike conventional data centers, however, AI facilities exhibit highly variable power consumption driven by intensive GPU workloads, creating new challenges for grid operators while raising the bar for the reliability of on-site power systems.
Friday 24 July 2026
German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability under pressure and EV demand slowing. Instead of chasing volume, the three German automakers are focusing on multi-powertrain platforms, deeper AI integration, and cross-border partnerships.

Friday 24 July 2026
AI data centers push liquid cooling into core infrastructure

Rising computing demand in AI data centers is turning liquid cooling from a premium option into a core infrastructure element for high-power AI racks and newly built facilities.