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Monday 19 January 2026
Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists
The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...
Monday 19 January 2026
Taiwan carves robotics niche as humanoids proliferate
"Physical AI"—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics...
Monday 19 January 2026
Column: How organizations and individuals can prep for quantum computing threats
Cyber attackers are already taking action even though Q-Day may still be several years away. Society must act now to prevent quantum threats.
Monday 19 January 2026
Tesla accelerates AI chip development even with safety and software challenges
Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...
Monday 19 January 2026
Foxconn strengthens US server presence post-tariff deal
Following the conclusion of the Taiwan-US tariff framework, industry attention centers on how Foxconn (Hon Hai Precision), a leading electronics manufacturer, will recalibrate its...
Monday 19 January 2026
Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
Monday 19 January 2026
Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
Monday 19 January 2026
Quanta rushing to hire and expand as AI server demand holds strong
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
Monday 19 January 2026
Apple-Google AI partnership could reshape voice assistant market, valuing up to US$5 billion
Apple and Google have entered an AI technology partnership reportedly worth as much as US$5 billion, according to industry sources cited by the Financial Times. Meanwhile,...
Monday 19 January 2026
Global power grids emerge as strategic choke points in AI and industrial competition race
The escalating global energy transition and intensifying industrial rivalry have elevated power infrastructure security to a national defense-level strategic concern, with a focus...
Monday 19 January 2026
Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets
Industry speculation about collaboration between optics manufacturers and semiconductor companies to bolster their silicon photonics (SiPh) capabilities is gaining ground. Following...
Monday 19 January 2026
OpenAI taps Cerebras for US$10 billion AI chip buildout
OpenAI said it would partner with the artificial intelligence chip maker Cerebras to build 750 megawatts of ultra-low-latency AI computing capacity, a project that will come online...
Monday 19 January 2026
Wistron posts record 2025 revenue despite margin pressure from system assembly
Wistron posted a record-high consolidated revenue of NT$2.19 trillion (approx. US$67.63 billion) for full-year 2025, according to its unaudited financial results announced on January...
Monday 19 January 2026
India roundup: Acer bets on growing PC penetration
Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.
Monday 19 January 2026
Advantest ATE lead times remain tight as AI and memory markets expand
As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with...