January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal, and optical component suppliers posted strong annual gains.
In a whirlwind 24-hour period of legal setbacks and executive retaliation, President Donald Trump has signed an executive order imposing a 10% global tariff on all foreign goods. The move, announced Friday evening via social media, serves as a rapid-response maneuver to salvage his trade agenda after the U.S. Supreme Court struck down his previous "reciprocal" tariff regime earlier that day.
SK Group Chairman Chey Tae-won recently traveled to the US for a series of high-level meetings with CEOs from Nvidia, Broadcom, Microsoft, Meta, and Google. The strategic focus extends beyond expanding high-bandwidth memory (HBM) sales; it aims for a head start in the design phase collaboration for next-generation AI chips, aiming to capture key leadership in future AI accelerator architectures.
On February 19, India formally joined the US-led Pax Silica coalition at the India AI Impact Summit 2026, signalling closer strategic cooperation with Washington on semiconductors, critical minerals, and artificial intelligence supply chains.
The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products and components, according to reports from Bloomberg and Nikkei Asia.
Google and Apple are adding music-focused generative artificial intelligence (AI) features to their core consumer apps. This development underscores how advanced AI tools are moving into mainstream use. At the same time, it marks the continued debate of copyright in AI content generation.
As AI development accelerates, the agent AI sector is expected to fully explode by 2026. Another notable trend is the clear shift of generative AI (GenAI) toward physical AI deployment. Since the start of the year, major tech players have formed strategic alliances combining software and hardware to secure key infrastructure for physical AI implementation.
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.
As Prime Minister Narendra Modi stood at the center of the stage at the India AI Impact Summit, he attempted a symbolic gesture of global unity: fourteen world and business leaders standing hand-in-hand, arms raised in a display of collective progress.
At the India AI Impact Summit 2026, global tech executives and policymakers highlighted AI's transformative potential, warning that uneven adoption risks widening global disparities. Speakers emphasized infrastructure, skills, and governance as crucial for ensuring AI drives inclusive growth and innovation worldwide.
Microsoft said it is on track to commit US$50 billion by the end of the decade to expand artificial intelligence in countries across the Global South, with new initiatives aimed at infrastructure, skills development and inclusive AI capabilities, company executives announced at the India AI Impact Summit.
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