The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
Uber announced on January 13 that Cesar Molina Leguia has been named the General Manager of Uber Taiwan, effective immediately. Former General Manager Margarita Peker will transition to the role of Global Head of Family Growth at Uber.
Acer is intensifying its efforts in the Indian PC market, aiming to increase its consumer PC market share from 15% to 20% by 2026, with gaming PCs playing a central role, according to Harish Kohli, president and managing director of Acer India. The company's push includes hosting the annual Predator League esports finals in New Delhi.
If the main stage at CES 2026 still tried to preserve a sense of future possibility for software-defined vehicles, conversations away from the spotlight told a different story. In private discussions among supply-chain executives and engineers, the tone was noticeably cooler; it is pragmatic, cautious, and marked by hard-earned restraint.
MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99% year-over-year, while the full-year revenue totaled NT$595.966 billion, marking a 12.32% year-over-year increase. The strong rebound in December not only pushed annual revenue close to the NT$600 billion mark but also surpassed the company's high-end fourth quarter financial forecast.
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these processors into "non-smartphone" products to further raise its level of self-reliance.
India's PC market is poised for strong growth, supported by the country's vast population and proactive government initiatives in digital transformation and local manufacturing. Despite India's population of 1.5 billion, the current annual PC sales volume is only around 15 million units, reflecting a penetration rate of roughly 10%, according to Harish Kohli, president and managing director of Acer India. This gap indicates a substantial opportunity for growth in both demand and production.
Google and Apple have entered a multiyear collaboration under which the next generation of Apple Foundation Models will be built on Google's Gemini models and cloud technology. The partnership will help power future Apple Intelligence features, including a more personalized version of Siri expected later this year.
The persistent memory chip shortage, which has persisted from 2025 into 2026, continues to challenge the PC industry, prompting Acer's Asia-Pacific operations to implement a "triple cheese burger" strategy. The approach aims to address soaring memory prices and supply constraints by simultaneously targeting diverse market segments, according to Andrew Hou, president of Acer's Pan-Asia Pacific Operations Headquarters.
CES 2026, themed "AI Forward," signaled a shift by global tech giants from generative AI models and computing power toward physical AI. Companies showcased AI PCs and notebooks, AI smart glasses, and humanoid robots, targeting emerging opportunities in the edge AI device market.
Microip, a Taiwan-based chip and system developer, used CES 2026 to highlight its move beyond standalone silicon, presenting a vision-based artificial intelligence platform that combines proprietary algorithms with flexible hardware deployment as demand grows across security, transportation, and drone applications.
More coverage
