Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing demand from AI data centers. The company is procuring LFP cathode materials from South Korea's L&F while also investing in Fino through a paid capital increase to strengthen collaboration with CNP Advanced Material Technology.

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan's comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs.

Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to a "generative system" capable of contextual understanding.

On April 1, 1976, Apple was founded in a garage — and few could have imagined that this small computer company would, over the next 50 years, completely transform the technology industry. From the Apple II to the iPhone, from the Macintosh to the Apple Watch, and from iTunes to Apple Music, Apple has become a cultural symbol and the cornerstone of its own empire.

AI Expo Taiwan 2026 opened with a focus on AI agents, a shift that could reshape global workplaces by turning assistants into autonomous "digital colleagues." Microsoft Taiwan's Vic Wu warned that enterprises must balance intelligence and trust when integrating agents into their strategies, noting productivity gaps and governance challenges as key concerns.

Mitac Digital Technology (MDT) is aiming for double-digit growth in 2026 with the launch of three key initiatives. The company's automotive infotainment business leads the way for growth through enhanced value from existing customers and successful new client acquisitions, while the smart connected communications segment continues to expand amid the AI wave, and the smart mobility segment—including dashcams—sees steady performance amid an overall downward trend. MDT president Steven Chang is confident that the company will sustain growth despite global challenges.

As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite planned capacity expansions by various NAND manufacturers in 2027, Kioxia expects no risk of oversupply imbalance due to the rapid growth in AI demand.

Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions. Currently, Microloops' monthly liquid cooling plate output in China stands at 5,000 units, but by 2026, combined capacity across both locations is expected to reach 40,000 units, reflecting the rapid adoption of server liquid cooling technology.

Taiwan's premier Cho Jung-tai has unveiled a new list of 13 strategic industries. The lineup includes silicon photonics (SiPh), quantum technology, and unmanned vehicles. Quantum technology currently remains confined to academic and research labs, with no established industry or startups in Taiwan. Even so, the announcement signals that industrial support programs may be on the way.

Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative AI currently commands greater attention draws more attention, widespread edge deployment poses different, distinct infrastructural and regulatory challenges that will affect industries from manufacturing to healthcare and safety.

Aten International reported revenue gains early in the year on the back of AI data-center demand and outlined plans to expand rack offerings and enter consumer electronics — moves that could alter its product mix and compress gross margins in the near term.