As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor supply chains.

Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted dramatically, from a technical argument aimed at engineers to a financial argument aimed at CEO and boards of directors. That evolution is not accidental. It is a deliberate, multi-year strategy to elevate Nvidia's compute platform procurement from a line item in an IT budget to a question of corporate competitiveness.

The upcoming SelectUSA investment summit is approaching, and Taiwanese firms are expected to be a major presence as they seek to integrate more closely with the US market. As the Taiwanese government continues encouraging its companies to "go east" by investing in the US to drive business growth, many firms are eager to seize this opportunity to better understand the American market and how to manage local supply chains.

Enterprises have a 2035 deadline. That is when the US government expects companies to have completed their migration to post-quantum cryptography — a safeguard against the encryption-breaking capabilities that quantum computers will eventually possess. But long before that reckoning arrives, quantum technology is already opening doors in finance, pharmaceuticals, and materials science. Ching-Ray Chang, director of CYCU's Quantum Information Center and a Global Quantum 100 honoree, maps out the road ahead at AI Expo Taiwan.

In May 2025, US President Donald Trump led a major investment delegation to the Middle East targeting key allies Saudi Arabia, Qatar, and the United Arab Emirates (UAE). The delegation included Silicon Valley leaders from OpenAI, Nvidia, Oracle, Cisco, SoftBank, Microsoft, Amazon, and Google. This trip underscored the region's strategic focus on AI-driven economic growth through data centers.

Ghost Robotics, a US-based developer of quadrupedal unmanned ground vehicles (UGVs), has expressed interest in collaborating with Taiwan's supply chain as it moves to enter the local market. Discussions between the two sides are already at an advanced stage, according to supply chain sources.

Grab has unveiled a major move in its international growth strategy, announcing plans to acquire Delivery Hero's Foodpanda delivery business in Taiwan — marking its first significant expansion outside Southeast Asia.

Brinno outlined time-lapse photography, visual AI, and defense imaging as its three core business pillars for 2026 at a spring banquet on March 20, saying the focus will accelerate R&D investment and growth through its global distributor network.

Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with gradual market balance expected over two years, influencing hardware costs and capacity planning for international technology companies and data center operators worldwide.

Tescan's expansion of its Seoul site integrates a Demo Lab with office space to better serve semiconductor clients amid global AI-driven memory demand, promising faster failure analysis and reliability testing for advanced packaging customers worldwide and reducing testing wait times for partners pursuing heterogeneous integration and chiplet technologies.

Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution between the first and second halves of the year. The company's server, EV charging station, SSD storage device, and mobile payment businesses have all entered mass production.