Nvidia and MediaTek have recently drawn market attention after Nvidia invested US$3.5 billion in MediaTek convertible bonds, expanding cooperation into custom AI chips, AI PCs, automotive, and data centers. But their overlap began more than 20 years ago, during competition in the PC chipset market, when MediaTek, ALi, ULi, and Nvidia were already connected.
As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception capabilities have become core indicators of product maturity. Major humanoid robot makers are actively seeking the best balance between performance and cost efficiency through architecture restructuring, in-house vertical integration, and supply-chain strategic cooperation.
PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global data center capex of US$31.6 trillion by 2050 under the baseline scenario. If AI adoption accelerates, investment could approach US$50 trillion under an upside scenario.
After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow significantly in 2027 as DRAM capacity expands and demand patterns shift, according to Beijing-based Sigmaintell Consulting. The consultancy expects the memory and broader semiconductor markets to continue growing through 2028, but forecasts a potential pullback in 2029 as evolving AI applications reshape demand.
eCloudvalley Digital Technology said enterprise adoption of generative AI is accelerating, with use cases expanding from single departments and single tasks to cross-functional workflows and core business processes. The company is rolling out an Enterprise AI Portfolio by integrating the technology and products of its group companies to target enterprise-grade AI.
LG Electronics has transferred 15 US image-related standard essential patents to Honor in late August 2026, according to South Korean media reports citing US Patent and Trademark Office records. The deal extends LG's strategy of monetizing communications and video technology assets following its exit from the smartphone market in 2021.
The United Arab Emirates said it plans to invest EUR40 billion in Germany, or about US$46 billion, across artificial intelligence, energy and defense as it deepens economic and strategic ties with Europe. According to Bloomberg, the commitment reflects Abu Dhabi's push to expand its role in fast-growing AI markets while broadening cooperation beyond the US.
Twoway has signed an agency procurement contract with a purchasing delegation from Oklahoma, marking a breakthrough in its defense strategy as it expands North American deployment of FPV drones, various unmanned vehicles, and mobile security vehicles.
Electricity demand from AI data centers and other high-tech industries is pushing governments and large cloud service providers to focus more on grid stability and backup supply. In Taiwan, amendments to the Energy Management Act marked the first major overhaul in nearly 10 years and added requirements that could reshape how enterprises plan new plants, expansions, and power infrastructure.
AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering severe shortages in industrial control MCUs. That is opening the door for Taiwanese chip makers to push into high-end industrial MCUs, while supply is expected to remain tight through 2027 and stable delivery becomes key to defending market share.
Taiwan's government has limited budgets to build the AI computing infrastructure the country needs, and infrastructure that a government runs itself cannot easily turn a profit. To get around that constraint, the Ministry of Digital Affairs (MODA) introduced the AI computing center BOO (build-operate-own) public-private partnership project in April 2026, aiming to let private companies build and operate the infrastructure while tax incentives make the investment attractive to them.
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