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Apr 17
OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity, according to a report by The Information. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia.

Cybersecurity firm Fortinet recently held its 2026 Accelerate APAC conference in Taiwan, focusing on emerging security challenges in the AI era and corresponding solutions. At the event, the company introduced its latest operating system, FortiOS 8.0, designed to help enterprises simplify security architectures and strengthen digital resilience through AI-driven protection, next-generation SASE, and quantum-safe capabilities.

Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive strategy against Nvidia: dominating AI inference workloads.
As global research institutions downgrade their economic forecasts for 2026 in the wake of the joint US-Israel strikes on Iran, Taiwan has stood out as a rare exception to the worldwide downturn. Even with oil and natural gas prices surging amid shipping disruptions through the Strait of Hormuz, Taiwan's economy grew by 13.19% in the first quarter of 2026, following an impressive 8.68% growth in 2025. Meanwhile, consumer price index (CPI) inflation is expected to stay at a low 1.98%, thanks to government intervention.
Taiwanese companies are shifting investment and repatriation patterns as the US-led containment policy and global resistance to Chinese tech firms reshape cross-strait business dynamics, potentially affecting supply chains, foreign investment flows, and technology partnerships worldwide, and prompting multinationals and policymakers to reassess exposure to China across manufacturing and finance sectors.
Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end models, expand China-only flagships overseas, and accelerate sales of accessories like earphones and smartwatches to offset revenue losses and protect margins in the coming quarters.
Acerpure's OTC listing on April 20 signals a push to harness demographic dividends in emerging markets, with implications for consumers worldwide. The smart home appliance company plans to scale air conditioners and integrated AIoT offerings, aiming to boost brand value and gross margins while building global ambitions for a whole-home ecosystem.
According to industry sources cited by The Elec, Samsung Display's (SDC) 8.6G OLED line has recently surpassed an 85% yield rate, approaching the industry's "golden yield" threshold of 90%. The initial ramp-up of the line has stabilized, and sample production is currently underway. Mass production expected to begin in June–July 2026. The panels are slated for Apple's 14-inch and 16-inch MacBook Pro models, with shipments potentially reaching around 2 million units in 2026.
Lens Technology supplied 132 types of core metal structural components for Honor's humanoid robot program, underscoring its expanding role in embodied intelligence manufacturing and signaling increased global industrial capacity in robot production, supply-chain integration, and overseas facility expansion that could affect robotics availability and development worldwide.
Chinese AI startup DeepSeek is considering raising external funding for the first time, a move that would mark a significant shift for a company that has so far relied on backing from its parent, hedge fund High-Flyer Capital Management, according to a report by The Information, citing five people familiar with the matter.

Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory scrutiny and shifting market conditions. The AI chipmaker and data center operator, headquartered in California, is seeking to capitalize on surging demand for AI infrastructure as hyperscalers ramp up spending.

A humanoid robot half-marathon held in Beijing's Yizhuang development zone on April 19, 2026, has highlighted the rapid evolution of robotics technology, with autonomous machines demonstrating major gains in speed, stability, and decision-making compared with the previous year.