According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting Taiwan in an effort to circumvent international technological restrictions. Beijing has set its sights on Taiwan's high-tech sectors—particularly artificial intelligence (AI), semiconductors, and precision machinery—seeking to lure companies to establish operations or maintain a presence in China under the framework of its 15th Five-Year Plan.
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple downstream customers significantly revising their order forecasts upwards after the Lunar New Year holidays. DapuStor highlighted that QLC SSDs are becoming a key trend for North American and Chinese cloud service providers (CSPs) to ease cost and capacity pressures. Its 245TB product has officially reached customer sampling stages.
US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to improve the speed and efficiency of artificial intelligence (AI) model training and inference. The move is expected to strengthen Uber's real-time computing capabilities across ride-hailing and delivery services, while highlighting a broader push by cloud providers to capture AI infrastructure demand through proprietary silicon.
China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure.
As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants of system performance.
As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly debuting early in the quarter. Despite varying views on Apple's AI progress, the company's core strategy for 2026 remains consistent with 2025: aggressively pursuing market share by attracting new users through strong price-performance ratios across smartphones and PCs.
Corning will present materials and connectivity innovations at Touch Taiwan 2026 in support of global AI infrastructure, semiconductor packaging, and consumer electronics supply chains, signaling potential shifts in how data centers, displays, and automotive interiors are designed and manufactured in the years ahead.
Power supply manufacturer Chicony Power Technology reported on April 7 that its unaudited consolidated revenue for March 2026 reached NT$882 million (approx. US$27.6 million), up 35.92% sequentially, with first-quarter 2026 performance also meeting expectations.
On March 31, Chinese Premier Li Qiang signed Order No. 834 issued by the State Council, which was officially released on April 7 as the Regulations of the State Council on Industrial Chain and Supply Chain Security (hereinafter referred to as the Regulations). The Ministry of Justice released detailed explanations publicly, and the Regulations took immediate effect upon release.
Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with the collaboration set to extend through 2031. This means that Broadcom will continue to generate related revenue from multiple future generations of Google's TPU products.
A major internal code leak has recently struck Anthropic, with approximately 510,000 lines of core source code from its AI coding tool, Claude Code, being unintentionally exposed and spreading rapidly across developer communities. The incident originated from an npm package publishing error in which source map files were not properly excluded, allowing access to the complete TypeScript code. As a result, nearly 1,900 source files could be reconstructed, effectively revealing unobfuscated, production-level code.
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