China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading players ramping investment to capture rising demand from AI, high-performance computing (HPC), and automotive electronics.
Samsung Electronics is beginning to see early signs of stabilization in its Visual Display (VD) and Digital Appliances (DA) divisions, after a period of underperformance. Market estimates suggest the two units have narrowed their losses, with some businesses potentially returning to profitability, helping lift overall results. Yet surging logistics costs and intensifying price competition from Chinese rivals continue to weigh on margins.
As the US and China compete for leadership in humanoid robotics, Taiwan faces a critical decision about how to position itself in the industry's next phase. Experts say future robotics development will hinge on the integration of hardware, computing power, and ecosystems. Taiwanese firms, with established strengths in AI hardware, are expected to serve as key partners to the US, while their role in the humanoid robotics supply chain could begin to take shape within five years.
Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment through joint validation efforts and a combined solution showcase at GITEX Asia 2026 in Singapore.
Artificial intelligence is entering a more infrastructure-driven phase, as companies at GITEX Asia 2026 highlighted growing constraints around compute, energy and hardware supply during the event's opening in Singapore.
Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive responsibilities in a bid to accelerate innovation and stay competitive in China's fast-moving AI race.
Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads in AI models and advanced chips, while China's manufacturing ecosystem is becoming central to global humanoid robot production.
