As edge computing moves from pilot phases to broad deployment, industrial PC vendors are shifting emphasis toward system stability, supply flexibility, and reduced long-term maintenance costs.

On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference demand tightens supply and reshapes semiconductor priorities.

Amid ongoing conflict in the Middle East, Taiwan's Ministry of Economic Affairs (MOEA) convened an electricity price review committee on March 27. Taking into account the need to stabilize consumer prices, the committee decided not to adjust electricity rates, keeping the average price at NT$3.78 (approx. US$0.12) per kilowatt-hour (kWh).

Apple has removed and restricted several vibe-coding or AI-driven app development tools from its App Store, escalating tensions with developers over platform rules and the future of software creation on iOS.

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.