Qisda Corp. chairman Peter Chen has pledged that the group will not miss out on the AI boom, with AI servers, 1.6T switches, cooling systems, and power solutions already in place. With orders already in hand and some products ready to ship, Qisda expects its AI business to begin taking off in 2026.
As robots and autonomous systems move from factory floors into hospitals, warehouses, and public spaces, NXP Semiconductors CEO Rafael Sotoayo used his Computex 2026 keynote to argue that the defining challenge of physical AI is not raw intelligence, but the ability to act in milliseconds without waiting for instructions from the cloud.
Liteon Technology showcased AI power management and liquid cooling solutions at COMPUTEX 2026, highlighting technologies aimed at supporting both AI PCs and next-generation AI data centers.
As the artificial intelligence industry moves beyond chatbots and text generation, a new question is emerging: what happens when AI can act on the physical world, not just understand it?
Global AI growth is increasingly colliding with electricity limits, a shift that could slow data center buildouts and reshape infrastructure planning from the US to Asia. Delta Electronics chairman Ping Cheng said the bottleneck is already delaying projects, pushing operators toward self-owned power systems and off-grid microgrids.
xMEMS Labs is preparing to move its MEMS-based µCooling technology toward commercial production in 2027, with AI glasses and data-center SSDs expected to be among the first applications as sustained AI workloads push thermal constraints beyond GPUs.
Lightmatter has joined Nvidia's NVLink Fusion ecosystem, a move that could accelerate the rollout of high-performance optical links for AI infrastructure worldwide. The collaboration is aimed at easing data-center bottlenecks, improving bandwidth, and giving global customers more options for building energy-efficient AI systems at scale.
At the opening day of Computex 2026, Lite-On Technology hosted an AI industry summit under the theme "Powering the AI-driven Future," where DIGITIMES chairman Colley Hwang moderated a cross-industry panel with Nvidia, Infineon Technologies, and Gigabyte subsidiary Giga Computing at the exhibition venue.
Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029. Nvidia is driving a shift from air cooling to liquid cooling in AI servers, boosting both revenue and profits for cooling module makers.
SK Group is reportedly placing AI and semiconductors at the center of its next round of business restructuring, prompting a fresh internal review of the strategic value of SK Siltron, a major global silicon wafer maker. The planned sale of SK Siltron, once seen as a move to improve SK Group's financial structure, now faces uncertainty as the group reconsiders whether to push ahead with the deal.
The latest funding round for Anthropic produced a headline-grabbing figure: a US$65 billion capital raise that pushed the artificial intelligence (AI) startup's valuation to $965 billion, surpassing OpenAI and making Anthropic the world's most valuable AI startup.
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