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Monday 16 March 2026

AI boom fuels cargo surge at Taoyuan Airport's free trade zone

Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply chain. Large volumes of high-value memory chips are imported into Taiwan for assembly and re-export as AI servers and semiconductor components, a production model that has remained robust for more than two years.

Monday 16 March 2026

ByteDance pauses global launch of AI video model under copyright clash

ByteDance, the parent company of TikTok, has put the worldwide rollout of its latest AI video-generation model, Seedance 2.0, on hold amid mounting copyright disputes with major Hollywood studios and streaming platforms, according to people familiar with the matter.

Monday 16 March 2026

Nvidia, Wistron lead charge in Taiwan's intensifying AI talent race

Wistron chairman Simon Lin highlighted that the critical gap for Taiwan's artificial intelligence (AI) development in 2025 and 2026 is talent. Not only are Taiwanese companies urgently seeking skilled workers, but major international companies — including Nvidia, Advanced Micro Devices (AMD), Qualcomm, and Broadcom — are actively expanding their recruitment efforts in Taiwan.

Monday 16 March 2026

Samsung gives humanoid robots a hand with new dexterity-focused Hand Lab

Samsung Electronics is targeting one of the hardest engineering challenges in humanoid robotics: building a dexterous robotic hand. The company recently created Hand Lab, a dedicated robotics unit developing high-performance, high-degree-of-freedom robotic hands capable of delicate grasping, manipulation, and tactile sensing. Samsung believes replicating human-level dexterity will be essential to bringing humanoid robots into real commercial environments.

Monday 16 March 2026

AW 2026:Sentient AI emerges as a new industrial safety layer

The automation landscape showcased at Automation World (AW) 2026 marks a profound shift: security and safety are no longer merely compliance metrics, but the foundational layer of intelligence driving the next generation of industrial and urban environments.

Monday 16 March 2026

Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI

A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores intensifying competition for AI talent as China's tech firms accelerate development of next-generation foundation models.

Monday 16 March 2026

Beyond automotive: Global PMX expands AI server and chip equipment components capacity with new Vietnam plant

Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing into high-value semiconductor and smart medical products. Several new offerings have already entered mass production and shipment, and with additional overseas capacity set to come online, the company is positioning for stronger operational growth ahead.

Monday 16 March 2026

Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom

AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing attention from developers, policymakers, and industry leaders.

Monday 16 March 2026

GEM Services upgrades copper clip bonding for AI server dual-sided cooling

Taiwan-based power semiconductor packaging and testing firm GEM Services has announced advancements in its copper clip bonding technology to meet growing demand for enhanced cooling solutions in AI servers. As AI servers increase in power density, effective heat dissipation becomes critical, prompting a shift from traditional bottom cooling designs to top and dual-sided cooling products.

Monday 16 March 2026

US withdraws draft for rule requiring approval for AI chip exports anywhere in the world

The US revoked a draft rule on March 13 that would have required the country's approval to export US-made AI chips anywhere in the world. The withdrawal marks a reversal of one of the Trump administration's most significant chip export strategies after ending a regulation inherited from the previous Biden administration last year.

Monday 16 March 2026

Nvidia GTC 2026: Jensen Huang targets AI bubble fears, unveils next-generation chips

Nvidia's annual GTC conference opens March 16 (Pacific Time), with CEO Jensen Huang returning to the nearly 20,000-seat SAP Center in San Jose for a keynote outlining the company's latest advances across the full AI stack. The presentation will cover accelerated computing, AI factories, open models, agentic systems, and physical AI, while signaling the direction of AI infrastructure over the coming year and influencing technology roadmaps across the global semiconductor and server supply chains.

Monday 16 March 2026

AWS and Cerebras collaborate on faster AI inference for Amazon Bedrock

Amazon Web Services (AWS) and AI chip startup Cerebras Systems said they are working together to bring a high-speed AI inference architecture to Amazon Bedrock, a managed service for building generative AI applications. The companies said the system, expected to launch in AWS data centers in the coming months, will combine AWS's in-house AI chips with Cerebras hardware to accelerate the execution of large language models (LLMs).

Monday 16 March 2026

Commentary: Nvidia CEO outlines new AI infrastructure vision ahead of GTC 2026

On March 10, 2026, Nvidia CEO Jensen Huang published an in-depth personal article systematically explaining the development logic behind the AI industry. He argued that AI should not be seen as a single model or application but rather as an emerging infrastructure system undergoing a technological revolution comparable to the industrial era.

Monday 16 March 2026

OpenAI rolls Sora into ChatGPT, seeing more in store for engagement

The Information reports that OpenAI is preparing to integrate its AI video generator Sora directly into ChatGPT — a move aimed at reigniting user engagement as competition in the generative AI market heats up.

Monday 16 March 2026

The next robotics battleground is in the fingertips

In the global humanoid robotics race, the US leads in AI algorithms and large models — the "brain" of intelligent machines. China dominates hardware manufacturing and component supply chains. The rivalry between the two powers is already taking shape.

Sunday 15 March 2026

Think like an octopus: Microchip COO makes the case for distributed edge AI

The AI industry's obsession with bigger, faster, and more powerful models may be solving the wrong problem — at least when it comes to the billions of devices operating at the edge. At Embedded World 2026 in Nuremberg, Germany, Microchip Technology COO Richard J. Simoncic offered a pointed counterargument to the prevailing hype, and he used one of nature's most unusual creatures to make it.

Sunday 15 March 2026

Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years

Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence (AI) applications, including AI servers, optical communications, and IC substrates, remains strong. At the same time, order visibility and shipment momentum are rising, with AI-related products accounting for nearly 70% of revenue in 2025. Furthermore, the company expects to enter a high-growth phase in 2026.

Saturday 14 March 2026

AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx. US$2.49 billion), a record for the same period. Despite fewer working days due to the Lunar New Year holiday, revenue still rose 9.4% year-over-year. Revenue for the first two months of 2026 reached NT$174.85 billion, up 26.1% from a year earlier.

Saturday 14 March 2026

US leads global AI readiness ranking, Asia claims half of top ten

The Global AI Brain Race Report 2026, published by research group EssayHumanizer, ranks more than 100 countries based on the strength of their artificial intelligence ecosystems. The report places the US firmly in first place with an overall score of 82 out of 100, followed by China at 59 and Singapore in third at 37.

Saturday 14 March 2026

Wah Lee sees record revenue in 1H26 driven by AI server orders, CCL substrate growth

Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence (AI) servers, high-performance computing (HPC), and advanced semiconductors. Benefiting from robust AI server orders and the gradual rollout of new production capacity for 800G switches, revenue related to its copper-clad laminate (CCL) business has also grown multifold.

Saturday 14 March 2026

FedEx expands Taiwan hub to meet AI and semiconductor logistics surge

FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the AI and semiconductor sectors. The upgraded facility doubles operational space and integrates an automated sorting system capable of processing over 10,000 parcels daily, supporting rapid growth in the high-tech, semiconductor, and e-commerce industries.

Saturday 14 March 2026

AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026

Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices and weakening consumer electronics demand could pose headwinds for the sector in 2026.

Saturday 14 March 2026

Samsung S26 sales in Taiwan rise 25%, 1TB model accounts for 15% of orders

Samsung Electronics' annual flagship Galaxy S26 series recently opened for pre-orders and began deliveries on March 13. Qi-meng Chen, general manager of Taiwan Samsung's mobile communications division, said the initial wave of S26 pre-orders exceeded expectations, with overall sales growing 25% compared to the previous generation.

Saturday 14 March 2026

Interview: EdgeRunner AI CEO on navigating ethical and strategic row over military AI

Recent years have seen the dawn of a new era in warfare as militaries incorporate AI technologies into their operations. With countries seeking to gain the military edge, companies like EdgeRunner AI argue that they are the next frontier in warfare, creating products better suited for battle than LLMs such as Anthropic's Claude.

Friday 13 March 2026

In an age of AI and Trump, even supercomputers can't tell us what comes next

James C. Liao, president of Academia Sinica — Taiwan's foremost government-funded research institution and the country's equivalent of a national academy of sciences — has a sobering message for an era captivated by artificial intelligence: neither human experience nor computational power can accurately forecast the future.

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