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Feb 13

Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook

The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain at zero, and even if tariffs arise in the future, Taiwan will face the lowest rates.

Shihlin Electric expands in North America as orders extend to 2030

Feb 13

Analysis: China's AI models and chips align on day one

Feb 13

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Feb 13

Quanta boosts Thailand investment to expand AI server capacity

Feb 13

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ICT MANUFACTURINGIndia roundup: India bets on RISC-V amid local ecosystem building

Feb 16, 09:38

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision

AIIndia seeks to democratize AI resources through global commons framework

Feb 16, 08:33

India is positioning artificial intelligence at the center of its technology and geopolitical strategy as it prepares to host the India AI Impact Summit.

AINvidia CEO Jensen Huang skips India AI Impact Summit citing unforeseen circumstances

Feb 16, 08:24

Nvidia has not disclosed a detailed reason for Chief Executive Jensen Huang skipping the India AI Impact Summit in New Delhi this week, saying only that he is "unable to travel… due to unforeseen circumstances."

AIIndia has all ingredients to lead in AI, says Sam Altman before New Delhi summit

Feb 16, 08:23

Ahead of the India AI Impact Summit in New Delhi from February 16–20, 2026, OpenAI CEO Sam Altman said India has the potential to become a "full-stack AI leader," arguing the country possesses the talent, national ambition, and public optimism needed to lead across the artificial intelligence value chain.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Feb 15

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.

AIByteDance's Doubao 2.0 aims to undercut the West's AI elite—then Disney strikes back

Feb 14

ByteDance has officially launched Doubao 2.0, a next-generation AI family that promises GPT-level intelligence at a disruptive price point. However, the celebration was short-lived as Hollywood giants, led by Disney, immediately filed a legal strike against the platform for what they call a "virtual smash-and-grab" of copyrighted characters.

ICT MANUFACTURINGByteDance expands chip team to 1,000, advancing four major design lines

Feb 14

Chinese tech giant ByteDance is rapidly scaling its in-house chip development efforts, with its chip R&D team now exceeding 1,000 employees, signaling a strong push into AI hardware. According to a recent report by 36Kr, the company's investment in AI chip technology is accelerating quickly.

AINvidia deepens South Korea ties in smart factory push

Feb 14

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.

SERVER, IPC, CLOUD COMPUTING, IOTWD says 2026 capacity sold out as HDD prices post sharpest rise in two years

Feb 14

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.

ICT MANUFACTURINGAfter US deal, Taiwan pushes economic resilience into Europe and the global south

Feb 14

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.

ICT MANUFACTURINGNew Taiwan–US trade pact lowers export barriers, boosts tech supply chains

Feb 13

The Agreement on Reciprocal Trade (ART) between Taiwan and the US has been officially signed, reducing Taiwan's average export tariffs to the US by 23.45pp and boosting export competitiveness across many industries. The average tariff rate for Taiwanese exports to the US now stands at 12.33%.

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