On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble, as the company reported record sales and signaled continued rapid demand for data‑center compute.

The Malaysian Anti-Corruption Commission is probing the MYR1.11 billion (US$250 million) agreement with UK-based Arm Holdings amid seizures, arrests, and political fallout. The government maintains the Cabinet-approved deal is still in force, and ministers have pledged cooperation with investigators.

OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the escalating AI compute arms race and OpenAI's need to diversify beyond Microsoft while navigating immense operational costs and financial risks.

Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production. He is also set to argue that AI computing is moving into an era of "thinking and reasoning." Three themes are likely to shape the conference.

On February 26, 2026, Samsung Electronics officially launched its latest flagship Galaxy S26 smartphone series alongside the new Galaxy Buds4 wireless earbuds, signaling a renewed push to broaden AI adoption while navigating rising semiconductor costs. The Galaxy S26 lineup includes three models: the S26, S26+, and S26 Ultra, all set to go on sale globally in early March, with Taiwan among the first-wave markets. In Taiwan, the S26 will support eSIM for the first time while retaining dual physical SIM slots, offering users more flexible mobile data options.

Taiwan Mobile has said it will send a delegation led by President Jamie Lin to MWC Barcelona 2026 in early March, where it plans to sign a new memorandum of understanding with Nokia focused on AI-driven network operations and expanded ESG cooperation, while also meeting with other global telecom vendors.

Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition but by mounting supply-chain constraints.

Europe's auto market stumbled at the start of 2026. Overall vehicle sales fell 3.9% in January from a year earlier, as most major manufacturers reported declines and consumer demand remained uneven.

As the global EV industry consolidates around a handful of charging standards, Mazda has made its choice.

Scooters remain a vital mode of daily transport in Vietnam, and buoyed by policy support and demographic trends, the country is becoming a central battleground for the global electric scooter industry. Gogoro has intensified its expansion there, forming a joint venture with Castrol and planning pilots and product launches in 2026.

As hyperscalers' energy consumption continues to rise, pressure to cut carbon emissions is intensifying. Oil giant ExxonMobil recently disclosed during its earnings call that carbon capture opportunities related to data centers are rapidly emerging. The company has held substantive talks with multiple firms and plans to announce related collaborations by the end of 2026.

Amid rising offshore wind power development in Taiwan and across Asia, alongside increasing cross-border communication cable installations, Dong Fang Offshore (DFO) is aggressively expanding its fleet. Building on existing European client orders, the Taiwan-based offshore maritime solutions provider decided at the end of 2025 to add new cable-laying vessels, targeting the vast market demand driven by energy transition and AI.

Taiwan's offshore wind sector is entering the third phase of block development (Phase 3-3) vendor selection, marking the first time localization requirements have been removed. The new process also introduces ESG and energy resilience scoring criteria, evaluating local industry and economic benefits, environmental sustainability, corporate social responsibility, and stable operation and energy resilience of wind farms. The goal is to complete vendor selection by the end of 2026.

Britain's space policy is entering a period of transition. The government has confirmed that the UK Space Agency will be folded into the Department for Science, Innovation and Technology by April 2026, part of a broader restructuring under its "Plan for Change" initiative aimed at cutting bureaucratic overlap and improving execution.

DJI has filed a petition for review in the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission's December 2025 expansion of its Covered List to include foreign-produced drones and critical components. The move could reshape US drone sales, supply chains, and market access for global operators, according to DroneLife and Reuters.

Taiwan's military is rapidly expanding its unmanned vehicle fleet, with drone numbers surpassing 200,000 and procurement of over a thousand unmanned surface vessels (USVs) reportedly on the rise. The Ministry of National Defense (MND) confirmed a domestic-first approach for USV purchases, though foreign companies may participate through technology transfer partnerships with local manufacturers.

Several major Japanese electronics firms are scaling back or ending their television businesses in 2025 and 2026, handing market share and operations to Chinese counterparts amid intense global competition and shrinking profit margins.

Taiwan's Everlight Electronics Co., Ltd. and South Korea's Seoul Semiconductor Co., Ltd. have escalated their long-running legal battle, filing fresh patent litigation in the US even as a South Korean Supreme Court ruling has handed Seoul Semiconductor a major criminal-law victory.

LG Display (LGD) announced that it has utilized Nvidia's physics artificial intelligence (AI) modeling platform PhysicsNeMo to develop a digital twin panel tool (DPS). At present, LGD is the only company in South Korea to have applied PhysicsNeMo in actual display production.