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Thursday 26 March 2026
Nvidia and SLB expand AI infrastructure collaboration with global implications
SLB and Nvidia expanded a technology collaboration to design and deploy modular AI infrastructure and domain-specific models for the energy industry, promising faster deployment, lower costs, and scalable AI tools that could accelerate decision-making across global energy operations, affecting production efficiency, emissions management, and the pace of digital transformation worldwide.
Thursday 26 March 2026
China's H3C expands server exports to ASEAN and Central Asia as global AI compute demand rises
As countries tighten controls on advanced chips and AI computing demand surges, how China secures compute resources matters globally. DIGITIMES Research reports H3C, a top Chinese server maker, has expanded exports into ASEAN and Central Asia since 2023, reshaping supply chains and offering alternative routes around US trade pressures.
Thursday 26 March 2026
Taiwan advances sovereign AI push as power and data constraints come into focus

Taiwan is advancing efforts to build sovereign artificial intelligence (AI) capabilities, even as power supply and data readiness emerge as key constraints across the AI infrastructure stack.

Thursday 26 March 2026
Power and data constraints emerge as key bottlenecks in enterprise AI deployment, Dell says
Enterprises are encountering growing challenges in moving artificial intelligence from pilot projects to production, as constraints in power availability and data readiness emerge as key bottlenecks, according to Dell Technologies.
Thursday 26 March 2026
US senators accuse Nvidia CEO of misleading claims, urge halt to AI chip exports
US Senators Jim Banks and Elizabeth Warren, in a joint letter dated March 23, called on US Commerce Secretary Howard Lutnick to suspend Nvidia's export licenses for advanced AI chips destined for China and intermediary Southeast Asian countries, including Singapore and Vietnam.
Thursday 26 March 2026
Four reasons that Aspeed dominates the BMC chip market
As Taiwan-based IC design firms face declining global market share due to China, Taiwan's Aspeed stands out by dominating the baseboard management controller (BMC) chip sector.
Thursday 26 March 2026
Taiwan's robotics alliance mobilizes cross-domain resources to tackle aging society needs and compete globally
Taiwan is accelerating its robotics strategy to address a rapidly aging population and capture emerging global demand, with the Robotics Innovation Alliance (RIA) mobilizing cross-industry resources to fast-track deployment and exports.
Wednesday 25 March 2026
Ramon.Space and Foxconn unit team to develop orbital data centers
Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial AI data centers. The partnership aims to accelerate the shift of computing, storage, and communications capability into orbit.
Wednesday 25 March 2026
Quantum computing moves into data centers as 2028 tipping point approaches

Quantum computing is shifting from isolated experiments toward hybrid architectures integrated with high-performance computing and artificial intelligence (AI), speakers said on March 25 at the AI Expo Taiwan 2026, as the industry looks to position quantum systems as components within data center infrastructure rather than standalone research platforms.

Wednesday 25 March 2026
Commentary: Foxconn advances liquid cooling subsystems with brand partnerships at Nvidia GTC
The demand for liquid cooling technology in AI servers continues to rise, and Foxconn is increasingly showcasing its components and subsystems in this space. At Nvidia's recently concluded GTC 2026, Foxconn's parts appeared not only on the back panels of ecosystem partners for Nvidia's MGX architecture, but also as core subsystems like rack manifolds featured in the exhibits of branded vendors.
Wednesday 25 March 2026
At AI Expo, Google Quantum AI software engineering manager sees shifts toward fault-tolerant quantum computing

The annual AI industry showcase hosted by DIGITIMES, AI Expo, is set to open from March 25 to 27 at the Taipei Expo Park. This year's event will feature Ping Yeh, software engineering manager at Google Quantum AI, as a keynote speaker.

Wednesday 25 March 2026
SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech
SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin to constrain current AI architectures, according to Nikkei and PC Watch.
Tuesday 24 March 2026
DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies for 2026. Despite continued revenue growth, profitability came under pressure from multiple factors, and tight CPU and memory supply remains a potential near-term operational uncertainty.
Tuesday 24 March 2026
TSMC's Wei draws battle lines between US AI and China's hardware in robotics race
TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize humanoid robots.
Tuesday 24 March 2026
Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors from its competitors, according to a report by The Information, citing people familiar with the matter.

Tuesday 24 March 2026
Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap
Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation inference computing platform. At Huawei China Partner Conference 2026, the company showcased the Ascend 950PR AI chip, highlighting that a single Atlas 350 card delivers up to 2.87x the compute power of Nvidia's H20, emphasizing its FP4 low-precision inference capabilities, a rare feature among AI accelerators in the Chinese market.
Tuesday 24 March 2026
Small nations face structural limits in AI sovereignty, Swiss expert says
As global momentum builds around "sovereign AI," smaller economies face structural constraints in achieving technological independence, particularly in compute infrastructure and semiconductor supply chains.
Tuesday 24 March 2026
Ghost Robotics seeks Taiwan supply chain ties for quadruped robots
Ghost Robotics, a US-based developer of quadrupedal unmanned ground vehicles (UGVs), has expressed interest in collaborating with Taiwan's supply chain as it moves to enter the local market. Discussions between the two sides are already at an advanced stage, according to supply chain sources.
Monday 23 March 2026
Zenitron warns memory shortages will reverberate across global tech supply chains
Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with gradual market balance expected over two years, influencing hardware costs and capacity planning for international technology companies and data center operators worldwide.
Monday 23 March 2026
Kinpo targets product mix upgrade in 2026 with server, EV charger, and automotive electronics growth
Kinpo Group held an investor conference on March 19, where General Manager Chen Wei-Chang expressed optimism for the second half of 2026 and projected a balanced revenue distribution between the first and second halves of the year. The company's server, EV charging station, SSD storage device, and mobile payment businesses have all entered mass production.
Monday 23 March 2026
Memory supply squeeze dents IPC profits
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented profitability in the fourth quarter of 2025 and could ripple into 2026, raising risks of order delays and strained supply stability for industrial customers worldwide.
Monday 23 March 2026
Taiwan central bank revise 2027 GDP growth upward
Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic manufacturers as the main engines sustaining the economy. The Ministry of Economic Affairs reported strong early-year export order growth that supports the outlook.
Monday 23 March 2026
IEI Integration eyes strong 2026 growth as networking projects scale up
Industrial computer (IPC) maker IEI Integration held an investor briefing on March 18, during which IEI president Jordan Jiang stated that several projects the company has been developing in the networking sector will begin shipping in phases in 2026, becoming the primary driver of revenue growth for the year.
Sunday 22 March 2026
Delta targets next-gen AI data centers with 800V DC power and liquid cooling solutions
At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and AI factories must integrate power and thermal systems into a unified infrastructure framework.
Sunday 22 March 2026
MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

A joint R&D team, including MediaTek, Microsoft Research, and other suppliers, has developed a next-generation active optical cable (AOC) based on miniaturized Micro LED light sources. The Active Micro LED Cable delivers copper-like reliability while significantly extending transmission distance.