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Friday 2 January 2026
Power supply chain weighs price hikes, long-term contracts as copper price increases
In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...
Friday 2 January 2026
South Korea's quantum equipment makers anticipate major orders as data centers adopt QPU
As quantum technology, one of South Korea's national strategic technologies, gradually shifts from government-led R&D to the private sector, growing AI computing workloads have...
Friday 2 January 2026
Edge AI poised for commercial breakthrough in 2026, driving industrial PC market shifts
As artificial intelligence (AI) moves beyond its infrastructure build-out phase, the industrial PC (IPC) sector anticipates 2026 as a key year for scaling AI from centralized cloud...
Thursday 1 January 2026
AI competition moves beyond LLMs into distribution and hardware channels
As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration,...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Wednesday 31 December 2025
Top tech topics in 2025 (2): turbulent year for end-device and downstream applications
2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global...
Wednesday 31 December 2025
Weblink bets on memory price surge and AI server boom for double-digit growth in 2026
Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...
Wednesday 31 December 2025
Taipower chairman calls for AI data centers near power sources as demand surges
The rapid expansion of AI data centers is triggering unprecedented electricity demand, placing Taiwan's power grid under growing strain. Taiwan Power Company (Taipower) Chairman Wen-sheng...
Wednesday 31 December 2025
Tatung eyes AI data centers and new energy opportunities in 2026
Tatung held an extraordinary shareholders meeting on December 30, where its board was comprehensively reshuffled with nine directors (including three independents), and non-compete...
Wednesday 31 December 2025
Data centers turn to jet engine turbines to power AI workloads
Facing multi-year waits for electrical grid connections, data center operators supporting artificial intelligence (AI) workloads are turning to an unexpected supplier: supersonic...
Tuesday 30 December 2025
Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors
As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and...
Tuesday 30 December 2025
Commentary: Why China chose multi-accelerator strategy in AI chip development
Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle...
Tuesday 30 December 2025
Taiwan Mobile's AI data center fully leased, revenue to start in 1Q26
Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's...
Tuesday 30 December 2025
China's TPU upstarts take aim at US AI chip dominance
Amid ongoing US export restrictions, Chinese company Zhonghao Xinying plans to launch its second-generation self-developed Tensor Processing Unit (TPU) chip in 2026. Industry observers...
Tuesday 30 December 2025
AI infrastructure demand boosts Taiwan exports, while visibility beyond 2025 stays limited
As 2025 concludes, Taiwan's information and communication technology (ICT) and electronics sectors have experienced significant export growth driven by AI-related demand, particularly...