Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to CRIF, Foxconn's total China investment returns in the first half of 2026 reached NT$117.6 billion (US$3.7 billion).

As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing shipments of the existing GB series, custom ASIC server deployments led by Google and Amazon Web Services (AWS), and general-purpose servers are all providing revenue support to cushion the interim shortfall.

AI data centers (AIDCs) will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery energy storage system integrator (BESSI) which has seen overseas project revenue gradually bearing fruit. In Taiwan, the energy storage market has also received a major boost following amendments to the Energy Administration Act requiring heavy users to strengthen their electricity self-sufficiency.

Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands are increasingly looking to India for design, manufacturing, and customer support as the country's electronics ecosystem matures.

AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its target for full-year capex growth of more than 30%.

According to 36Kr, Shanghai Guangyu Xinchen Technology says its TC1000 series of 3D-stacked near-memory-computing AI processors has moved from silicon validation to mass-production deployment, marking a claimed acceleration in the commercialization of memory-centric computing for edge AI.

Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027, including Grace Blackwell and the next-generation Vera Rubin platform. The move is expected to ripple through the chip and system supply chain, while industry figures say it could also lift the appeal of inference ASICs.

OpenAI has been gaining ground on Anthropic in enterprise AI spending, while Anthropic's flagship Claude Fable 5 has delivered less market traction than expected. The shift comes as Ramp analyzed usage across more than 70,000 US companies through its bill pay and corporate card products, according to TechCrunch and the Financial Times.

Chinese analog and mixed-signal chipmaker Novosense Microelectronics has introduced the NSM350x series, a Hall-based magnetic encoder designed for high-precision angular measurement in robot joints and industrial motion-control systems, reports Sina Finance.

As artificial intelligence chip power consumption continues to rise, server racks are moving toward the megawatt (MW) scale. Amid the "electrical power is computing power" trend, the importance of power electronics is increasing, while the overall power system also faces significant upgrade requirements.