Lite-On Technology's board has approved a public cash tender offer at NT$54 (US$1.71) per share to acquire common shares of U-Media. The minimum acquisition target is 20% of U-Media's issued shares, with a maximum of 100%. A full takeover would cost approximately NT$2.03 billion.
Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the company's annual shareholder event on January 22, 2025. He described 2025 as an operational low point before the company's expected rapid recovery.
Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker listings.
Despite the impact of US tariffs under President Donald Trump, Taiwanese companies continue to view China and Vietnam as vital manufacturing and investment destinations due to their cost advantages and integrated supply chains. While investment in China has declined, these countries remain central to Taiwan's global strategy.
TikTok USDS Joint Venture LLC has been officially established to meet the requirements of the Executive Order signed by US President Donald Trump on September 25, 2025. The move aims to ensure that more than 200 million US users and 7.5 million businesses can continue using TikTok while adhering to US regulatory standards.
At the World Economic Forum, Nvidia CEO Jensen Huang highlighted energy and power systems as the backbone of AI infrastructure. This perspective has shifted market attention to companies like Delta Electronics, whose strategic focus on power solutions and data center efficiency is now driving its rise in Taiwan's market and the broader AI ecosystem.
The Tata Group will invest INR1 trillion (US$11 billion) to build a state-of-the-art Innovation City near Navi Mumbai International Airport, marking a key step in Maharashtra's plan to become a national hub for artificial intelligence, semiconductors, and Global Capability Centres (GCCs), according to ANI, Bloomberg, and Hindustan Times.
Taiwan's Qisda Corporation has announced a strategic investment of approximately NT$3.2 billion (US$101 million) to acquire a 35% stake in Eastech Holdings, a leading global manufacturer of audiovisual speaker systems. The move marks Qisda's entry into the high-value acoustic industry chain, aiming to enhance its audiovisual integration capabilities and strengthen its presence in smart manufacturing and high-end imaging markets.
AI startup Anthropic has secured enthusiastic investor participation in its latest financing round, Bloomberg reported, citing insiders. Originally targeting US$10 billion, the round is now oversubscribed, supported by major commitments from lead investors Singapore's GIC and Coatue Management, each pledging around US$1.5 billion, alongside Iconiq Capital's planned investment of at least US$1 billion. Additional backers include Lightspeed Venture Partners, Menlo Ventures, and Sequoia Capital.
Taiwan and the US have agreed to reduce tariffs and grant Taiwan most-favored-nation status under Section 232 for semiconductors and related products. However, a major issue has arisen regarding the financing for Taiwan's investment commitments. The US Fact Sheet cites Taiwan's credit guarantee financing as "at least" US$250 billion, while the official Memorandum of Understanding (MOU) between the two specifies an "upper limit" of US$250 billion. This inconsistency has led to questions about the exact nature of Taiwan's financial obligations and how they will be implemented in the future.
The European Commission presented a revision of the Cybersecurity Act that introduces a phase-out of "high-risk suppliers" from critical infrastructure, targeting China-based technology groups, specifically Huawei and ZTE. The revised framework reflects mounting concern in Brussels over cyberattacks, foreign interference, and the EU's reliance on non-European technology vendors in sensitive sectors. Cyber threats have been on the rise, with officials citing a rising number of ransomware, espionage, and infrastructure attacks as part of the rationale for stronger, coordinated action across member states.
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