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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.

Thursday 12 February 2026

Nvidia CEO praises Foxconn's AI server leadership at company sports event

Foxconn held its annual company-wide sports carnival on February 12, 2026. During the opening remarks, Nvidia CEO Jensen Huang delivered a video message highlighting the seamless partnership between Nvidia and Foxconn.

Thursday 12 February 2026

China's Lenovo profit drops 21% even as revenue climbs 18%, flags memory shortage pressure

Lenovo Group reported a 21% decline in third-quarter profit but exceeded analyst expectations as strong revenue growth, driven by artificial intelligence (AI) demand, helped offset margin pressures. The company also warned of mounting pressure on PC shipments due to a worsening memory-chip shortage.

Thursday 12 February 2026

Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed stronger-than-expected results and sent shares down about 7% in extended trading.

Thursday 12 February 2026

Mistral to invest EUR1.2bn in Swedish AI data centres to expand European compute capacity

Mistral AI will invest EUR1.2 billion (US$1.43 billion) to build large-scale AI data centres in Sweden, marking its first infrastructure expansion outside France. The move positions the company at the centre of Europe's push to secure domestic AI compute capacity and reduce reliance on foreign cloud infrastructure, Reuters and AFP reported.

Thursday 12 February 2026

Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI servers and automotive electronics intersect with seasonal softness and shifting demand in legacy businesses. January 2026 results from Pegatron and Compal Electronics illustrate how the two companies are navigating that shift with contrasting near-term outcomes.

Thursday 12 February 2026

Hyundai-controlled Boston Dynamics changes CEO as robots near market

Robert Playter will step down as chief executive of Boston Dynamics, effective immediately, the company said Tuesday, marking the end of a tenure that spanned more than three decades at the robotics firm.

Thursday 12 February 2026

Cisco unveils 102.4Tbps silicon and new systems targeting broader AI infrastructure

On February 10, 2025, Cisco introduced a new 102.4 terabits-per-second (Tbps) switching chip and a series of data center systems designed to support large-scale artificial intelligence (AI) networks beyond traditional hyperscale operators.

Thursday 12 February 2026

Trust over tech: Boston Dynamics sets humanoid robot safety blueprint

As humanoid robots transition from research labs to real-world applications, Boston Dynamics says trust will determine whether they can be deployed at scale in manufacturing. In parallel, international efforts are accelerating to establish safety standards that could help speed the arrival of the physical AI era.

Wednesday 11 February 2026

Analysis: Arm pivots to data centers as smartphones slump

Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus toward artificial intelligence inference workloads in data centers.

Wednesday 11 February 2026

AI demand fuels photonics-semiconductor convergence at APE 2026

As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center infrastructure. The third Asia Photonics Expo (APE 2026), which concluded on February 6, 2026, reflected this shift, bringing together more than 240 exhibitors and nine international pavilions to showcase how optical technologies are becoming increasingly intertwined with semiconductor manufacturing and high-performance computing systems.

Wednesday 11 February 2026

Foxconn drops bid for Sharp's Japan LCD plant

Sharp said on February 10, 2026, that the planned sale of its Kameyama No. 2 liquid crystal display factory in central Japan to its Taiwanese parent, Foxconn, had collapsed after the contract manufacturer withdrew, citing persistent weakness in LCD panel prices.

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