Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its client base and expand high-margin data center solutions to stabilize long-term profitability and reduce reliance on large-scale buyers.

Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded several financial targets, its share price decreased following the report, indicating that the results may not have met the heightened expectations currently set for companies in the artificial intelligence (AI) and semiconductor sectors.

Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step up efforts to challenge a category where US firms led by Meta Platforms have taken an early lead.

India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives, and growing interest from multinational companies have pushed the country into the spotlight as a serious alternative manufacturing base.

The sixth US-Taiwan Economic Prosperity Partnership Dialogue (EPPD) recently concluded with the signing of a joint statement on the Pax Silica Declaration and US-Taiwan Cooperation on Economic Security. The Chinese National Association of Industry and Commerce (CNAIC) expressed strong support, highlighting that the dialogue precisely focused on complementary strengths between Taiwan and US industries, facilitating deep collaboration in trusted AI and advanced robotics.

Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue to surge, and if these cannot be passed on to consumers, the entire supply chain's profitability will face significant pressure.

Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production accelerates, humanoid robots are expected to gain initial traction in industrial applications before expanding into consumer markets over the next decade.

Dassault Systèmes opened its annual flagship conference, 3DEXPERIENCE World 2026, on February 3 in Houston. Building on the launch of its seventh-generation development framework in 2025, centered on the "3D UNIV+RSES" concept, the company this year underscored how it is integrating AI with virtual environments to reshape the full product lifecycle, from design and simulation to manufacturing and operations.

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology Council (NSTC) Minister Cheng-wen Wu is now calling for a different approach—one focused on global impact and technological leadership rather than paper counts.

As generative AI enters the creative process and music material becomes easier to use, the music industry faces escalating copyright and plagiarism challenges. South Korean startup Mippia focuses on music IP protection, combining AI expertise with a deep understanding of music production to offer quantifiable, explainable detection tools that reduce disputes over plagiarism and clarify responsibilities for AI-generated content.

Nvidia CEO Jensen Huang is set to maintain a busy schedule following his recent Taiwan visit, with upcoming keynote appearances at Dassault Systèmes' "3DEXPERIENCE World 2026" and the Cisco AI Summit. As AI reshapes industries worldwide, Dassault Systèmes and Cisco are focusing their annual conferences on how AI transforms end-to-end design and manufacturing processes, as well as its impact on global economic systems and regulatory frameworks.