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Tuesday 28 April 2026
China blocks Meta-Manus deal, signaling tougher stance as unwinding poses complex fallout
China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive approach to controlling strategic technologies and cross-border deals.
Tuesday 28 April 2026
Why the AI boom still runs through Taiwan — and why that won't change
As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how its chips reach the world, the island's economy is on track for its strongest growth in years — and industry experts say the fundamentals have rarely looked more solid.
Tuesday 28 April 2026
DeepSeek V4 fails to close gap as US-China AI divide persists amid chip constraints
DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency is not translating into a meaningful reduction in capability gaps with leading US systems.
Tuesday 28 April 2026
AetherAI wins FDA and IVDR nods for digital pathology platform as it eyes global expansion
Amid rising global cancer rates and a shortage of pathology staff, Taiwan-based AetherAI says its FDA- and IVDR-certified digital pathology platform could ease diagnostic bottlenecks worldwide by enabling integrated AI tools and automated workflows, potentially accelerating access to faster, scalable cancer diagnostics across hospitals, healthcare systems, and clinics globally.
Tuesday 28 April 2026
Alphabet's US$40bn Anthropic stake heats up AI cloud and compute race
Alphabet's decision to invest up to US$40 billion in Anthropic marks a defining shift in the artificial intelligence race: control over computing infrastructure is becoming as critical as model development itself.
Tuesday 28 April 2026
GrandTech drives growth with AI cloud and 3D printing for drone market
GrandTech Chairman Frankie Hsu highlighted the company's successful transformation from a software agency to a dual-engine growth model, powered by its investment in GrandTech Cloud Services (GCS) and its 3D printing business. The former capitalizes on the booming cloud and AI wave, while the latter taps into expanding drone opportunities, providing strong and sustainable momentum.
Monday 27 April 2026
DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

As enterprise adoption of generative AI accelerates, a new phase of infrastructure demand is beginning to take shape. According to DIGITIMES' special report, Accelerating enterprise AI: Hardware advancements and compute architecture transformation, the industry is moving beyond the initial buildout of training capacity and into a stage defined by large-scale deployment—where inference workloads are emerging as the primary driver of compute growth.

Monday 27 April 2026
Commentary: DeepSeek reframes AI competition around efficiency, not scale
When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI context, the message reads less like philosophy and more like positioning.
Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi Kuo said the company could "redefine" the smartphone with an AI agent-driven device and identified MediaTek, Qualcomm, and Luxshare Precision Industry as potential key suppliers, though the plans have not been independently confirmed.

Monday 27 April 2026
Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene
Meta and Amazon announced on April 24 that Meta will use Graviton5 CPUs made by Amazon Web Services (AWS). The deal illustrates the growing importance of CPU chips for increasingly complex compute tasks as AI technology makes the leap from model training to autonomous agents.
Monday 27 April 2026
Taiwan's supply chain remains irreplaceable as AI hardware demand continues to surge
Global cloud service providers (CSPs) continue to expand their procurement of AI servers from Taiwan, while high-end GPUs and TPUs manufactured by TSMC are in short supply. Analysts say AI will become as ubiquitous as electricity and the Internet, extending beyond cloud computing into appliances, automobiles, and robotics.
Monday 27 April 2026
MediaTek unveils active AI smart cockpit, advancing AI-defined vehicles
MediaTek unveiled its Dimensity Auto "active AI smart cockpit" solution at the 2026 Beijing International Automotive Exhibition. The launch marks a significant step toward the era of AI-defined vehicles. The company also showcased in-vehicle 3A entertainment and communication solutions built on the Dimensity Auto platform, alongside its ecosystem partners.
Monday 27 April 2026
Naver Cloud and HanmiGlobal target global data center expansion amid AI infrastructure race
South Korea's Naver Cloud and construction project management firm HanmiGlobal have formed a strategic alliance to jointly pursue large-scale data center projects overseas, with a particular focus on Saudi Arabia and other emerging markets.
Monday 27 April 2026
Quanta bets on speed and scale to power next growth wave
Quanta Computer is doubling down on speed, scale, and execution as it heads into 2026, with leadership expressing strong confidence that surging AI server demand will drive another year of record growth, even amid global uncertainty. At Quanta's 38th anniversary celebration, Vice Chairman C.C. Leung emphasized the company's ability to meet increasingly demanding customer expectations. Orders are not only growing in volume, he noted, but also require faster delivery and lower costs. Despite operating at full capacity, he stressed that the company continues to seek even more orders and growth opportunities.
Monday 27 April 2026
Smart cockpit's next test: Can AI deliver real value?

The 2026 Beijing International Automotive Exhibition opened on April 24 with a new focal point: the rapid ascent of large language models (LLMs) into the smart cockpit.

Monday 27 April 2026
DeepSeek cuts API prices 90%, sets new global low for LLM services
DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its API lineup could lower operational costs for global developers and enterprises, especially for long-text and high-frequency applications, potentially accelerating the adoption of locally developed large language models, intensifying price competition with international providers, and reducing barriers to AI-powered services worldwide.
Monday 27 April 2026
MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from the second half of 2026. Views differ on how fast the segment will grow, though some estimates suggest ASIC revenue could overtake smartphone chips by 2027 to become the company's largest revenue source.
Monday 27 April 2026
South Korea's telecom giants unveil full-stack AI strategies at WIS 2026, highlighting agents, infrastructure, and 6G
South Korea's three leading telecom operators—SK Telecom (SKT), KT, and LG U+—signaled a decisive shift beyond connectivity at the World IT Show (WIS) 2026, held April 22–24 in Seoul, unveiling AI-centric strategies spanning agents, applications, and infrastructure as they position themselves as full-stack AI platform providers.
Monday 27 April 2026
Meta and Alibaba blur social media and e-commerce boundaries
The rise of generative AI has blurred the boundaries between the social media and e-commerce industries, driving a shift in their business models that has been exemplified by recent strategic initiatives from Meta and Alibaba. With competition now expanding horizontally across various sectors, industry observers highlight that Meta's plans to strengthen its physical retail presence may become a key focus for the company. Conversely, it is now increasingly likely that Alibaba will one day venture into social media.
Monday 27 April 2026
Taiwan's NCSIST partners with Saronic to advance autonomous maritime capabilities

Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) said on April 24 that it has signed a memorandum of understanding (MOU) with Saronic, a US unmanned surface vessel (USV) developer, to develop autonomous maritime systems.

Sunday 26 April 2026
BizLink expands optical interconnect push, sees uncertain CPO ramp timing

The artificial intelligence boom continues to drive demand for related hardware, particularly as server power delivery and high-speed data transmission requirements increase. Against this backdrop, BizLink has shifted its business mix toward high-performance computing and semiconductor applications, which now account for more than 50% of revenue, transforming the company from a traditional cable supplier into a provider of integrated power and high-speed connectivity solutions for AI data centers.

Saturday 25 April 2026
China's Horizon Robotics aims at Tesla with new self-driving platform

As competition in intelligent electric vehicles shifts from incremental feature upgrades to full system-level redesign, China's Horizon Robotics is mounting an ambitious strategic push — one that places it in more direct competition with Tesla.

Saturday 25 April 2026
Taiwan's industrial production surges on AI infrastructure demand
Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence (AI) hardware as countries worldwide build out AI infrastructure. As a result, industrial production of computer, electronic, and optical products — primarily AI servers — surged 146.32% in March 2026. Cumulatively, output from January to March rose 131.77% compared with the same period in 2025.
Saturday 25 April 2026
Chinese AI firms push into deployment, shift focus to inference at GITEX Asia

Chinese artificial intelligence companies are reshaping global AI deployment strategies, accelerating a shift toward inference-driven, commercially viable applications at GITEX Asia 2026.

Friday 24 April 2026
Google splits AI chips into training and inference TPUs, signaling shift toward workload-specialized AI infrastructure
At Google Cloud Next 26, Google Cloud announced a strategic shift in its AI hardware approach by introducing two distinct eighth-generation Tensor Processing Units: the TPU v8t for training and the TPU v8i for inference. The move is intended to boost performance and energy efficiency by optimizing each chip for its specific role.