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Mar 4
Nvidia's multi-year deals with Lumentum and Coherent could accelerate silicon photonics commercialization
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and priority access to high-end lasers and optical networking products. Industry observers say the deals could shift optical transmission from a supporting connectivity role to a central driver of AI computing capacity.
OpenAI is developing an alternative to GitHub, Microsoft's popular code repository that lets software engineers store, share, and collaborate on computer code, according to The Information, citing unnamed sources. The project is still nascent and likely won't be completed for months. OpenAI could ultimately decide not to release the product publicly, reserving it for in-house developers only.
Keysight Technologies forecasts rapid growth in AI infrastructure testing and verification through 2026 as deployments expand from chip-level to cluster-scale, Taiwan chairman and General Manager David Lo said, noting AI is reshaping semiconductor design, 6G architecture, and cybersecurity.
Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year, continuing momentum after the group's return to profitability in 2025.
Google Taiwan marked its 20th anniversary this year, highlighting its evolution into a major hardware and AI infrastructure hub outside the company's US headquarters. At a March 4 press event, executives outlined priorities for talent development and social applications of AI.
With military conflicts escalating in the Middle East, United Microelectronics (UMC) honorary vice chairman John Hsuan warned that global supply chains will be disrupted by war. He noted that exclusive suppliers face a severe impact, while alternatives exist if supplies are not unique.
Amid the intensifying global race in generative AI, Alibaba founder Jack Ma recently appeared alongside senior executives at Hangzhou Yungu School to address the technology's rapid evolution. Ma bluntly said that AI's technological capabilities are iterating on a "weekly" basis, warning that society's preparedness is struggling to keep pace.

ASUS IoT is redefining the urban landscape by positioning itself as the high-performance backbone for modern smart cities, using edge AI and machine learning to transform infrastructure into proactive, life-saving networks. At Automation World (AW) 2026, ASUS said that by deploying edge computers and intelligent sensors, it facilitates real-time traffic management, automated emergency response, and energy-efficient smart poles. This is all while navigating the complex regulatory and privacy landscapes of global markets. ASUS's approach targets 40% reductions in crime, 20% shorter commutes, and 15% lower greenhouse-gas (GHG) emissions. It is clear the company is preparing for a counterstereotypical future of smart cities, where "intelligence" may even adopt new meanings.

Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government rolls out incentives to accelerate the sector's development.

Sony is preparing to pull back from its 6-year experiment with day-later PC releases and refocus on PlayStation 5 exclusivity for its biggest single-player titles, according to Bloomberg, marking a significant strategic reversal for the Japanese gaming giant. The move would represent a return to a long-standing strategy that helped Sony dominate previous console cycles.

Nvidia CEO Jensen Huang said he does not expect the company's investment in OpenAI to reach US$100 billion and suggested the recent US$30 billion equity commitment may be the last such round before OpenAI's public listing.

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been notable. The typical off-season has remained relatively active, largely driven by expectations of memory shortages and price increases, as well as concerns that component costs could rise in the near term. Industry players generally believe the pull-in demand will likely balance out between the first and second halves of 2026, suggesting that the traditional seasonal cycle of weak and peak periods may largely be absent this year.