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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.

Saturday 3 January 2026

Commentary: When the grid can't keep up with the algorithm

Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The primary obstacle is not a shortage of semiconductor chips or inadequate computing capacity. It is a more fundamental resource: electricity. Increasing demand from AI data centers (AIDCs) is straining the nation's electric grid. It is testing the limits of social tolerance.

Friday 2 January 2026

Budget impasse halts Taiwan's first quantum-classical hybrid platform, undermining computing sovereignty

Taiwan's push to build strategic AI, robotics, and quantum computing infrastructure is facing delays after the National Science and Technology Council's (NSTC) NT$10.85 billion (approx. US$345.3 million) 2026 budget has yet to enter legislative review, leaving several flagship projects in limbo.

Friday 2 January 2026

Power supply chain weighs price hikes, long-term contracts as copper price increases

In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing raw material cost pressures back into focus across the electronics industry supply chain.

Friday 2 January 2026

South Korea's quantum equipment makers anticipate major orders as data centers adopt QPU

As quantum technology, one of South Korea's national strategic technologies, gradually shifts from government-led R&D to the private sector, growing AI computing workloads have brought quantum processing units (QPUs) into the spotlight. Quantum equipment maker SDT stated that the proportion of government funding in its R&D budget has significantly declined, with demand steadily shifting toward private-sector customers.

Friday 2 January 2026

Edge AI poised for commercial breakthrough in 2026, driving industrial PC market shifts

As artificial intelligence (AI) moves beyond its infrastructure build-out phase, the industrial PC (IPC) sector anticipates 2026 as a key year for scaling AI from centralized cloud setups to diverse edge computing environments. This transition marks a turning point in which AI-powered edge devices become integral to real-world operations across the manufacturing, medical, transportation, defense, and public safety sectors.

Thursday 1 January 2026

AI competition moves beyond LLMs into distribution and hardware channels

As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration, and cost-effective deployment, according to DIGITIMES analyst Luke Lin. Developers are now racing to secure access to end users via devices and platforms, marking a new phase in AI competition that is expected to last for the next several years.

Thursday 1 January 2026

2026 AI server demand tied to profitable AI as unmonetizable projects stall

As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's AI server demand will depend on whether deployed AI can generate revenue, distinguishing "good AI" from "bad AI" with unclear monetization.

Wednesday 31 December 2025

Top tech topics in 2025 (2): turbulent year for end-device and downstream applications

2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global market unpredictability pushed many brands—particularly in China, the epicenter of geopolitical tensions—toward domestic markets and self-sufficiency.

Wednesday 31 December 2025

Weblink bets on memory price surge and AI server boom for double-digit growth in 2026

Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026. President Dave Lin said both segments continue to face supply constraints, but remain among Weblink's most promising growth drivers.

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