Tienpin United has officially transitioned from traditional life services to the AI sector, with its AI server cleaning business demonstrating strong growth momentum. The company reported that accelerating global demand for AI computing and data center deployments has driven interest in its liquid-cooling system-cleaning solutions from multiple mainstream clients.
MIPS has accelerated the development timeline of its S8200 neural processing unit, a RISC-V–based NPU designed for real-time, low-latency edge AI, as the company continues to advance its strategy around what it calls "Physical AI," following its integration into GlobalFoundries.
LG Electronics India Limited has received an eligibility certificate from the Directorate of Industries, Government of Maharashtra, making the company eligible for incentives worth INR7.06 billion (approx. US$77.8 million) under the state's Electronics Policy 2016.
As global investment in generative AI accelerates, the critical bottleneck is shifting from advanced processor manufacturing to the availability and efficiency of power transmission. Industry insiders note that securing a sufficient and stable electricity supply, especially via ultra-high-voltage (UHV) transmission, has become a decisive factor for the growth and sustainability of AI data centers, semiconductor fabrication plants, and related high-tech infrastructure.
Apple has named senior vice president Craig Federighi to head its artificial intelligence (AI) division, aiming to accelerate the company's AI advancements by integrating Google's Gemini models into Apple Intelligence and Siri. This move reflects a strategic pivot in Apple's AI approach and a reassessment of its privacy policies and internal AI infrastructure.
Pegatron is intensifying efforts in its AI servers business and expanding new ventures to sustain growth, according to statements from Co-CEO Gary Cheng. The company expects double-digit revenue growth in its automotive segment by 2026 despite cooling enthusiasm for electric vehicles (EVs).
Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue growth in 2026. Co-CEO Gary Cheng expressed confidence that the company's AI server segment will surpass its 2025 performance, aiming to double this year's growth rate.
As artificial intelligence, sensing, and motion-control technologies mature, humanoid robots are moving beyond concept demonstrations toward early-stage deployment. The shift was evident at CES 2026, where many systems moved from static displays to live demonstrations—such as competitive sparring and household tasks—underscoring gains in dynamic performance.
The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites shows that the iPhone 17 Pro Max is nearly sold out across all storage capacities, while the iPhone 17 Pro and new iPhone Air models with 512GB or higher storage remain extremely hard to find.
ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the largest volumes of GPU-based systems. However, as Nvidia tightens its control over the supply chain through high server prices and increasingly standardized specifications, gross margins across the ecosystem are coming under pressure. Competition for ASIC server orders is intensifying as suppliers seek to protect and improve profitability.
Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal AI models is deployed. The lightweighting of hardware carriers has become the core issue determining adoption rates. Waveguide technology, with its high light transmittance and thin-form advantages, is reshaping the value-chain distribution of the global optics industry.
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