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Thursday 2 April 2026
IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment
IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security, potentially affecting enterprise infrastructure worldwide by expanding software choice, easing workload portability, and influencing how organizations deploy mission‑critical applications across cloud and on‑premises environments in the near term.
Thursday 2 April 2026
Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although Nvidia revealed partnerships with several ASIC service providers around NVLink Fusion technology earlier in 2025, this direct investment signals a closer collaboration between Nvidia and Marvell. The move raises questions about how the two companies will expand their presence in the cloud AI market and whether ASIC customers will embrace this integrated solution.
Thursday 2 April 2026
Chinese companies capture nearly 41% of domestic AI accelerator server market
China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market last year, according to an IDC report.
Thursday 2 April 2026
Commentary: What's the real game behind Arm's chip venture?
Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported by OpenAI, Arm seeks to offer a standardized solution that enhances ecosystem efficiency without directly competing with clients.
Thursday 2 April 2026
The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era
The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to Counterpoint Research's latest data on AI server compute ASIC shipments.
Thursday 2 April 2026
Starcloud bets on space-based computing with fresh funding
Starcloud, a company pursuing the idea of solar-powered data centers in orbit, said on March 30 that it had raised US$170 million in new funding, valuing the business at US$1.1 billion and making it one of the fastest startups to reach unicorn status after graduating from Y Combinator.
Wednesday 1 April 2026
Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature
Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies for AI data centers. Adam White, President of Infineon's Power & Sensor Systems division, said that Taiwan is the absolute core of the AI data center ecosystem, and the company will continue to collaborate closely with Taiwan's supply chain partners. Looking ahead, AI servers will gradually upgrade from the current 500 kW per rack specification to the megawatt level. Accordingly, the power semiconductor content in AI data centers will also reach US$150 per kW.
Wednesday 1 April 2026
Geopolitical jitters shake markets as AI shores up Taiwan's economic future
As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National Association of Industry and Commerce (CNAIC) Chairman Thomas T.L. Wu explained how the words and actions of US President Donald Trump have had a major impact on short-term market fluctuations. Although rising international raw material prices in the short term have caused disruptions such as inflation and delivery delays, Taiwan's economy benefits from the strong foundation of the AI and ICT industries, and its medium- to long-term outlook remains promising.
Wednesday 1 April 2026
Foxconn advances AI supply chain localization, splitting work between US and Mexico
Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery for global customers as it builds manufacturing, design, and system-integration capabilities across the US and Mexico while supporting cloud service provider investment needs.
Wednesday 1 April 2026
Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners
Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon, networking, and next-generation interconnects.
Wednesday 1 April 2026
Ennoconn backlog signals major North American revenue ramp from 2Q26
Ennoconn Technology reported sustained 2025 growth and a healthy backlog that could drive significant revenue in 2026, even after divesting its computer module subsidiary under Kontron AG. Chairman Steve Chu said total backlog exceeds NT$190 billion (US$5.93 billion), with North American client NCR Voyix's retail hardware orders set to ramp up beginning in the second quarter of 2026 and contribute about NT$12 billion in revenue for the year.
Tuesday 31 March 2026
Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures
After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have replaced tariffs as the primary uncertainty, driving energy and material costs higher and prompting potential price increases across the sector.
Tuesday 31 March 2026
Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and its Penang plant in Malaysia in 2025. Over the next two years, the company will launch a new round of investments to simultaneously expand production in Taiwan, China, and Malaysia, targeting a global monthly capacity of 9.45 million sheets by the end of 2027.
Tuesday 31 March 2026
Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle.
Tuesday 31 March 2026
South Korea's ENERZAi partners with Advantech to expand global edge AI market
South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan's comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs.
Monday 30 March 2026
Advantech urges industry restructuring as physical AI faces vertical integration limits
Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative AI currently commands greater attention draws more attention, widespread edge deployment poses different, distinct infrastructural and regulatory challenges that will affect industries from manufacturing to healthcare and safety.
Monday 30 March 2026
Swancor debuts fully recyclable AI robots, leveraging advanced composites for scalable industrial adoption
Swancor Holding's subsidiary, Swancor Robotech, on March 27, opened an intelligent robot application demonstration center in Neihu, Taipei, highlighting progress in integrating artificial intelligence (AI) and cybersecurity into its TaiiBot platform. The company aims to manufacture lightweight, 100% recyclable AI robots to accelerate large-scale industrial applications.
Monday 30 March 2026
AI meets reality: why physical data is the real constraint

Artificial intelligence is entering a new phase centered on agentic systems, with momentum shifting from digital environments to real-world applications. Speaking at the DIGITIMES AI Expo on March 26, Aurotek said the industry focus is no longer limited to model capability, but is moving toward enabling AI to operate in physical settings such as factories, logistics and service environments.

Monday 30 March 2026
Taiwan’s AI pivot: from chip factory to “silicon innovation island”
Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan Shih calls a "silicon innovation island". The Taiwanese government plans to do this through a series of infrastructure projects, from power generation to supercomputing.
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
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.

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.

Friday 27 March 2026
Blue Origin files plan for space-based computing network
Blue Origin, the aerospace venture founded by Amazon founder Jeff Bezos, is moving to enter the emerging field of space-based computing, outlining plans to deploy a vast network of orbital data centers.
Friday 27 March 2026
TSMC prioritises AI, core clients; 3nm capacity remains constrained
Cloud AI demand is tightening advanced-node supply, with TSMC's 3nm capacity emerging as the most constrained segment at the end of the first quarter of 2026, according to IC design houses.
Friday 27 March 2026
Taiwan launches 4-year smart service robot roadmap starting with environment-aware systems to address structural labor shortages
Service-sector labor shortages have surpassed those in manufacturing, emerging as a global structural challenge. To address this shift, Taiwan is prioritizing the deployment of service-oriented robots through a four-year "Smart Robot Service Application Guidance Program" launching in 2026.