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Apr 28, 07:23
Commentary: Tim Cook's sole omission during 15-year tenor
On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in ceremony for TSMC's first Arizona fab, a moment that crystallized how central Taiwan's semiconductor industry had become to American technology ambitions. For Cook, it was also the closest he ever got to TSMC's leadership in 15 years as Apple's CEO.
Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space, located at Bagmane Capital's Memphis South Tower in Mahadevpura, spans 12 floors and will serve as a major hub for the company's expanding artificial intelligence (AI) and engineering operations.
Acer is celebrating its 50th anniversary, having started in 1976 with a total capital of NT$1 million (US$31,800 in today's value). As of April 27, 2026, the broader Acer Group family includes 43 publicly listed companies. Founder Stan Shih emphasized that Acer's greatest contribution lies in nurturing talent for Taiwan, which he said has created intangible and long-lasting value.
Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence, according to China Credit Information Service. The projection followed a record first quarter when exports reached US$195.74 billion, marking the highest quarterly total on record and a 51.1% year-over-year increase.
Advanced Semiconductor Engineering (ASE) and the National Institute of Cyber Security signed a memorandum of understanding on April 28 to establish a joint cyber defense, intelligence sharing, and cooperation framework aimed at countering complex global cyber threats. The agreement will integrate technical resources and real-time threat intelligence to strengthen industry-wide defenses for the semiconductor sector, with an emphasis on protecting smart manufacturing and core corporate assets in Kaohsiung.

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance but for what the move signals about shifting competitive dynamics. The smartphone maker's cross-sector push into robotics has reignited questions over whether embodied AI and humanoid systems could trigger a new round of market reshuffling.

Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data centers and AI infrastructure. These projects could extend renewable generation and store clean power for days, with implications for grid reliability and how organizations use energy worldwide.
Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being diverted by cloud giants like Microsoft to their own internal teams and largest customers, leaving smaller firms competing for what remains — often at sharply higher prices.
While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial reality: the dominance of inference.
Wistron Group announced that its wholly owned subsidiary, InnoSky Apex, will absorb and merge with GEOSAT Aerospace & Technology. Wistron invested in GEOSAT Aerospace in 2024, acquiring a 45% stake and securing four board seats.
Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins, and effective cost pass-through have eased concerns about Middle East uncertainty and raw material availability, while shipment growth and niche product gains point to expanding momentum.
The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in cloud AI, while application-specific integrated circuit (ASIC) vendors stand to benefit significantly.