In late March 2026, a series of developments converged to reshape sentiment in the large model sector. Anthropic faced a major source code leak of Claude Code due to an engineer error. At nearly the same time, Chinese large model firm Z.ai released its first annual report since listing, with CEO Zhang Peng explicitly naming Anthropic as the company's benchmark; meanwhile, rising contender DeepSeek experienced three consecutive days of service disruptions from March 29 to 31, affecting both web and API access.
Microsoft has unveiled back-to-back investments across Southeast Asia, committing US$5.5 billion to Singapore and more than US$1 billion to Thailand in a coordinated push to expand artificial intelligence (AI) and cloud infrastructure in the region.
As the global AI race accelerates, Huawei's 2025 annual report leaves little ambiguity: AI now sits at the core of its strategy. The 147-page filing references "AI" 421 times, an unusually explicit signal of strategic depth. The company is pursuing a "foundation first, expansion later" model, pairing heavy R&D with infrastructure buildout to scale its AI position.
Apple marks its 50th anniversary on April 1, after helping shape multiple waves of the technology industry, from personal computing to the internet and mobile eras. As artificial intelligence (AI) emerges as the next phase, the company is coming under closer scrutiny in the transition.
Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to CNY68 billion (approx. US$9.87 billion). Growth slowed sharply from 22.4% in 2024, leaving revenue just below its 2020 peak of CNY891.4 billion and raising the bar for further expansion, analysts cited by Chinastarmarket.cn said.
Micron is reportedly developing vertically stacked graphics DRAM (GDDR) products to address shifting AI memory demand, according to ET News.
Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross margin rose to 53.8%, up 0.63pp. The company's BR10X general-purpose GPU remained the main revenue contributor, while its next-generation BR20X is set for launch in 2026.
As global interest in robotics surges, Taiwan's technology trade shows are increasingly spotlighting the field. Beyond its longstanding presence at the Taipei International Automation Show, the 2026 Computex will feature an expanded "AI Robotics Zone," highlighting not only electronics companies vying for the lucrative "robot brain" market but also attracting precision machinery firms that have historically played a smaller role.
