At this year's Embedded World (EW) exhibition, most exhibitors focused on critical solutions and specific components. In particular, there was a large focus on visual sensing, the "eyes," and robotic arm control, the "hands."
Nvidia's annual GTC conference opens March 16 (Pacific Time), with CEO Jensen Huang returning to the nearly 20,000-seat SAP Center in San Jose for a keynote outlining the company's latest advances across the full AI stack. The presentation will cover accelerated computing, AI factories, open models, agentic systems, and physical AI, while signaling the direction of AI infrastructure over the coming year and influencing technology roadmaps across the global semiconductor and server supply chains.
Amazon Web Services (AWS) and AI chip startup Cerebras Systems said they are working together to bring a high-speed AI inference architecture to Amazon Bedrock, a managed service for building generative AI applications. The companies said the system, expected to launch in AWS data centers in the coming months, will combine AWS's in-house AI chips with Cerebras hardware to accelerate the execution of large language models (LLMs).
On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not be seen as a single model or application but rather as an emerging infrastructure system undergoing a technological revolution comparable to the industrial era.
Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments. The company links rising demand to the new generation of GPU platforms entering mass production and to greater needs for system integration, rack-level assembly, and power and cooling architectures.
For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered suppliers, and turned a small island into an indispensable node in global tech. Now, that formula has a new destination: the US.
The Information reports that OpenAI is preparing to integrate its AI video generator Sora directly into ChatGPT — a move aimed at reigniting user engagement as competition in the generative AI market heats up.
Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering the fourth-highest earnings level in company history.
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
In the global humanoid robotics race, the US leads in AI algorithms and large models — the "brain" of intelligent machines. China dominates hardware manufacturing and component supply chains. The rivalry between the two powers is already taking shape.
Y.S. Tech said it is cautiously optimistic about its 2026 operational outlook after reporting steady February and early-year revenue, and outlined timelines for completing the relocation to its new Renwu factory and expanding liquid-cooling capabilities.
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