Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement and convertible bond sale, which would give the company fresh capital for next-generation model development, computing infrastructure and business expansion.

Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under pressure from high capital costs and thin returns. Against that backdrop, charging software provider Blokcert Technology on September 9 unveiled Gefjon AI, billed as Taiwan's first operational decision-making brain designed specifically for charging sites, with the goal of helping operators turn charging infrastructure into more manageable and profitable energy assets.

Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins for its automation subsystem equipment in the semiconductor, high-end artificial intelligence (AI) server, and electronics manufacturing industries. The company also highlighted the outlook for robot shipments.

Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and accelerating demand for on-premises AI computing as enterprises move faster toward hybrid cloud. General manager Terence Liao made the remarks at the company's annual technology event, Dell Technologies Forum 2026, on September 10.

China's humanoid robot boom is entering a harder phase. After years of headline-grabbing demonstrations and heavy private funding, companies are being pressed to prove something less theatrical but more consequential: that robots can perform reliable work, generate recurring revenue, and justify their valuations.

Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening beyond conventional pluggable transceivers toward continuous-wave (CW) lasers, fiber array units (FAUs), external laser sources and co-packaged optics (CPO), while transmission speeds advance from 800G and 1.6T toward 3.2T and beyond.

The concept of corporate cybersecurity used to begin at the so-called perimeter, with firewalls guarding network entry points, email gateways filtering out suspicious messages, and antivirus software blocking malware. This wall-building mindset at the perimeter worked reasonably well when corporate information systems were relatively closed.

Much of the industry attention surrounding AI infrastructure buildouts is now inextricably tied to sheer compute power, with market dominance or competitiveness defined largely by the highest-performing GPUs or the fastest construction.

Asustek Computer (Asus) has been accelerating the integration of AI, hardware, software, and cloud technologies into healthcare as it builds a next-generation smart healthcare ecosystem. Kuo-Hao Huang, vice president of the Asus AI Research Center, said the biggest challenge hospitals face in adopting AI is not the AI models themselves, but whether their data, workflows, and system architectures are ready.

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase a growing web of partnerships. This is a strategy the company says reflects both its late entry into the photonics race and its long-term goals in the region.