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Monday 30 March 2026
AI compute shifts to inference, reshaping data center bottlenecks

The focus of artificial intelligence computing is set to shift from training to inference beyond 2025, a transition that will also redefine system bottlenecks across data centers, according to DIGITIMES Research.

Monday 30 March 2026
India roundup: India resets FDI policy as rising GPU costs reshape AI strategy
India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions are rising amid talks with Meta and Google. However, challenges persist, including rising GPU costs and declining smartphone shipments, highlighting a complex but accelerating industrial transformation.
Monday 30 March 2026
Chipmakers race to secure helium as tensions disrupt supply, prices reportedly up 50%

Semiconductor manufacturers are racing to secure critical materials as Middle East tensions disrupt supply chains, with the risk of production disruption outweighing rising costs.

Monday 30 March 2026
IBM Taiwan CTO: why AI agents stay stuck in pilot mode
Companies are racing ahead do accelerate their productivity by using AI agents, but many run into obstacles that tend to keep these agents from progressing beyond the pilot stage. Although reports have flagged potential risks to the widespread use of AI agents, it remains a question of whether these barriers are mainly technological or organizational.
Sunday 29 March 2026
Innodisk says AI success depends on software-hardware integration, signaling shifts for edge and industry deployments
Innodisk told attendees at the 2026 AI EXPO that effective AI deployment requires more than raw computing power; it depends on tight integration between software and hardware, and on selecting components tailored to specific environments. The company argued that edge AI has progressed from image recognition and language models to autonomous learning and decision-making.
Sunday 29 March 2026
Adata invests US$3 million in KonstTech to boost AI computing infrastructure
Amid the rapid development of generative artificial intelligence (GenAI) and large language models (LLM), global demand for high-performance computing (HPC) continues to rise. Memory module maker Adata Technology announced a US$3 million investment in the Series A funding round of artificial intelligence (AI) computing infrastructure provider KonstTech (Konst).
Sunday 29 March 2026
AI race turns into real-time elimination game as advantages fade within months
The global AI is entering a new phase where competitive advantages are increasingly short-lived, often eroding within months or even weeks. Across models, products, and platforms, no single player appears able to maintain a durable lead. Instead, the likely long-term winners will be those that can continuously adapt, integrate capabilities into everyday user workflows, and control distribution at scale—rather than those that simply build the most advanced models.
Sunday 29 March 2026
Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS), estimating that global AI and data center capital expenditure has surged from about US$110 billion in 2020 to roughly US$600 billion in 2026.

Sunday 29 March 2026
Musk pushes Terafab as AI chip crunch intensifies

The surge in artificial intelligence demand is pushing the semiconductor industry toward a supply crunch, as Elon Musk outlined a plan to build what he described as the largest chip manufacturing effort in history.

Saturday 28 March 2026
Taiwan pivots toward Europe and global democratic alliances as US-China AI race intensifies
As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan is leveraging its dominance in AI servers and semiconductors to foster deeper collaborations with Germany, France, and neighboring nations.
Saturday 28 March 2026
AI Expo Taiwan 2026: NCHC showcases Taiwan's top AI computing power
Amid a growing wave of enterprises adopting GenAI technologies, the National Center for High Performance Computing (NCHC) is showcasing national-level computing resources and AI development platforms at the AI Expo Taiwan 2026, including the Jingchuang 26 supercomputer, currently Taiwan's highest-computing-density supercomputer, and the Taiwan AI RAP platform for accelerating enterprise AI deployment. Held this year from March 25-27 at the Yuanshan Expo Dome in Taipei, the annual AI Expo Taiwan is the premier event for Taiwan's AI industry.
Saturday 28 March 2026
AI tokens emerge as new workplace metric, reshaping productivity and competition
The rapid rise of artificial intelligence is transforming how companies measure productivity and reward employees, with "tokens" — the units that quantify AI model usage — increasingly serving as a new benchmark for workplace performance.
Friday 27 March 2026
Taiwan machine tools emerge as key in US-Taiwan economic 'Golden Era,' says AIT
The 2026 Taiwan International Machine Tool Show (TMTS), an annual machine tool industry exhibition, has returned to Taichung this year, a move seen as particularly significant given the city's role as a central hub for the machine tool industry cluster. Raymond Greene, director of the American Institute in Taiwan (AIT), attended the opening ceremony to show support.
Friday 27 March 2026
CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence (AI) and data centers drove up memory chip prices, according to Bloomberg. The growth provides a boost to the strategically important Chinese chipmaker ahead of a planned domestic IPO.

Friday 27 March 2026
C SUN invests in Contrel, cementing role in G2C+ semiconductor alliance
C SUN and Contrel have announced a significant equity partnership, as C SUN agreed to invest approximately NT$1.02 billion (approx. US$32 million) as a strategic investor to acquire 20,000 private placement shares in Contrel, becoming its largest single shareholder with a 10.82% stake. The deal also formally brings Contrel into the G2C+ alliance, a growing consortium focused on advanced semiconductor equipment.
Friday 27 March 2026
In-depth: Google TurboQuant cuts LLM memory 6x, resets AI inference cost curve

Google has introduced TurboQuant, a compression algorithm that reduces large language model (LLM) memory usage by at least 6x while boosting performance, targeting one of AI's most persistent bottlenecks: memory. The breakthrough lowers inference costs and expands deployment across cloud and edge environments.

Friday 27 March 2026
Interview: Quantum wave boosts Taiwan's semiconductor and system integration industries
While sharing insights on quantum technology investment, commercialization, and development, Ching-Ray Chang, a Global Quantum 100 honoree, emphasizes that as quantum tech matures, its impact could surpass even the Industrial Revolution.
Friday 27 March 2026
Dell presents data-driven, human-centered vision for AI implementation
With AI technologies now entering large-scale applications, a key challenge for corporations is to turn lab-based proofs-of-concept (PoC) into tangible business outcomes. Speaking at the AI Expo Taiwan 2026, Eric Leung, director of sales engineering at Dell Technologies, shared insights on the theme of "Building enterprise AI factories: from PoC to deployment," and detailed how Dell assists the global financial and manufacturing sectors in building high-performance AI-powered production lines.
Friday 27 March 2026
Taiwan reviews National Security Act, targets hybrid threats; no link to TSMC's Wei-jen Lo case

Taiwan's Legislative Yuan Internal Administration Committee held its second public hearing on proposed amendments to the National Security Act on March 26. Attendance from civil society groups and academic experts was limited, and only a small number of lawmakers spoke.

Friday 27 March 2026
SK Hynix targets KRW100 trillion net cash as AI demand surges, eyes US listing

SK Hynix plans to build more than KRW100 trillion (approx. US$66 billion) in net cash to support long-term investment in artificial intelligence (AI) infrastructure, as surging demand reshapes the memory industry and drives a new round of capital spending.

Friday 27 March 2026
Microsoft Agent 365 to push AI competition to front-end

According to Vic Wu, General Manager of the Specialist Team Unit (STU) of Microsoft Taiwan, the era of exploratory AI is over. As the industry enters the second quarter of 2026, it is no longer asking if AI works, but how to manage the increasing volume of digital labor now entering the global workforce.

Friday 27 March 2026
Adata secures NT$12B syndicated loan to drive expansion, debuts Trusta for edge AI infrastructure
Taiwan's memory module giant Adata Technology has secured a NT$12 billion (US$375 million) syndicated loan led by Bank of Taiwan, strengthening its mid-term working capital while advancing its expansion into enterprise AI infrastructure.
Friday 27 March 2026
Taiwan's machine tools upgrade with AI, entering Bombardier supply chain
Taiwan's Industrial Technology Research Institute (ITRI) recently showcased 12 advanced machine tool key technologies driven by artificial intelligence (AI) at the 2026 Taiwan International Machine Tool Show (TMTS). These technologies have been successfully introduced into leading domestic listed companies and end-user application sites, including World Known Precision Industry, Proxene Tools, Kao Fong Machinery (Kafo), Chin Fong Machine Industrial, and Phison Electronics.
Friday 27 March 2026
Eikei targets automotive and AI markets, establishes Slovakia subsidiary
Automotive printed circuit board (PCB) manufacturer Eikei Group announced plans to establish a subsidiary in Slovakia, aiming to diversify geopolitical risks across its three major markets in Europe, the Americas, and Asia in 2026. Company chairman Shih-lin Liu added that the rapid growth momentum of artificial intelligence (AI) servers is expected to drive profitability higher.
Friday 27 March 2026
Yulon eyes momentum from AI manufacturing and energy biz in 2026
Yulon Motor held an online investor briefing on March 25, where the company's president, Kuo-Hsing Hsu, stated that 2025 was a low point for the company's operations amid geopolitical tensions and tariff uncertainties. With clearer policies and new business initiatives in place, 2026 is set to become a growth turning point.