Doosan Robotics is focusing its sales efforts on large automotive and semiconductor manufacturers as it develops AI-powered systems capable of handling more complex factory tasks, Hyeonchang Jeon, senior manager of the company's Korea sales team, said in an interview with DIGITIMES at FIX 2026 in Daegu, South Korea.

Chunghwa Telecom (CHT) has established a new subsidiary, CHT Intelligent Vision Solutions (IVS), spinning off an internal team focused on smart security and intelligent video analytics. The new company will target enterprise security, public safety, and smart-city applications, while taking Taiwanese hardware partners overseas.

Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive capital investments will translate into corresponding revenue and profits.

The US Federal Communications Commission (FCC) granted Intel a waiver to its ban on foreign-made mobile robots, which will allow it to update its fleet of autonomous guided vehicles (AGVs). Intel had earlier petitioned the agency for an exemption, saying that not doing so would threaten chip production in the country.

Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the order's value nor its deployment scale has been disclosed, the deal underscores a broader shift in AI infrastructure competition toward full-stack system integration.

Anthropic has launched a research preview of Claude Duet, an AI agent that connects to email, calendars, and business software to prioritize work, track to-do items, and execute tasks in the background. The standalone app extends AI beyond answering questions into real-world workflows.

Invasive brain-computer interfaces (BCIs) are demonstrating long-term commercial potential. Neuralink has enabled paralysed patients to control computers and robotic arms through thought; Synchron's iOS integration lets patients operate iPads; and Science combines implanted chips with smart glasses to help visually impaired patients recognise text again. Potential applications extend to unmanned vehicles and defence.

As Taiwan enters a super-aged society, labor shortages and mounting workloads in long-term care are making care robots more than an automation challenge. The key question is how to enable robots to understand the human body, determine appropriate care movements, and remain safe during close contact with patients.

Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it expands AI-related business to drive revenue growth from 2027.

As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site engineering. Nvidia unveiled its DSX POD reference design based on the Vera Rubin platform at GTC Berlin, with partners installing, integrating, and validating equipment inside containerized modules before transporting them to customer sites for final assembly and operation.

India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities presented by the country's manufacturing push.