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Monday 5 January 2026

Taiwanese network equipment suppliers ramp up investments as shift to 800G and 1.6T standards proceeds

Driven by surging demand for AI and cloud data centers, the network equipment industry is rapidly advancing from 400G to 800G and beyond to 1.6T specifications. This technological leap is prompting structural changes across connectors, cabling, cooling systems, optical communications, and overall system architectures, marking a new phase in the development of high-performance computing.

Monday 5 January 2026

AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC distributors said that as AI infrastructure investment accelerates, demand for 400-800V solutions is gaining traction. With Taiwanese firms stepping into power module development, component demand is set to rise in tandem.

Monday 5 January 2026

Foxconn opens year with dual push into automotive electronics and AI computing at CES 2026

Against a backdrop of cyclical adjustment and structural transformation in the global electronics industry, Foxconn Technology Group is opening 2026 with what it calls a "dual-engine" strategy.

Monday 5 January 2026

Taiwan fortifies silicon shield with 2026 push to set global chip agenda

As AI server and semiconductor companies look set to close out a profitable 2025, recent Chinese military encirclement exercises and live-fire drills around Taiwan have once again highlighted the island's geopolitical tensions. US President Donald Trump has stated that China doesn't want to invade Taiwan.

Saturday 3 January 2026

Commentary: When the grid can't keep up with the algorithm

Artificial intelligence continues to be the central force behind the upcoming productivity revolution. Yet in the US, foundational energy constraints threaten to stall progress. The primary obstacle is not a shortage of semiconductor chips or inadequate computing capacity. It is a more fundamental resource: electricity. Increasing demand from AI data centers (AIDCs) is straining the nation's electric grid. It is testing the limits of social tolerance.

Friday 2 January 2026

Budget impasse halts Taiwan's first quantum-classical hybrid platform, undermining computing sovereignty

Taiwan's push to build strategic AI, robotics, and quantum computing infrastructure is facing delays after the National Science and Technology Council's (NSTC) NT$10.85 billion (approx. US$345.3 million) 2026 budget has yet to enter legislative review, leaving several flagship projects in limbo.

Friday 2 January 2026

Power supply chain weighs price hikes, long-term contracts as copper price increases

In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing raw material cost pressures back into focus across the electronics industry supply chain.

Friday 2 January 2026

South Korea's quantum equipment makers anticipate major orders as data centers adopt QPU

As quantum technology, one of South Korea's national strategic technologies, gradually shifts from government-led R&D to the private sector, growing AI computing workloads have brought quantum processing units (QPUs) into the spotlight. Quantum equipment maker SDT stated that the proportion of government funding in its R&D budget has significantly declined, with demand steadily shifting toward private-sector customers.

Friday 2 January 2026

Edge AI poised for commercial breakthrough in 2026, driving industrial PC market shifts

As artificial intelligence (AI) moves beyond its infrastructure build-out phase, the industrial PC (IPC) sector anticipates 2026 as a key year for scaling AI from centralized cloud setups to diverse edge computing environments. This transition marks a turning point in which AI-powered edge devices become integral to real-world operations across the manufacturing, medical, transportation, defense, and public safety sectors.

Thursday 1 January 2026

AI competition moves beyond LLMs into distribution and hardware channels

As frontier AI models reach practical usability, competition is shifting from incremental improvements in model performance to a broader battle over distribution, application integration, and cost-effective deployment, according to DIGITIMES analyst Luke Lin. Developers are now racing to secure access to end users via devices and platforms, marking a new phase in AI competition that is expected to last for the next several years.

Thursday 1 January 2026

2026 AI server demand tied to profitable AI as unmonetizable projects stall

As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's AI server demand will depend on whether deployed AI can generate revenue, distinguishing "good AI" from "bad AI" with unclear monetization.

Wednesday 31 December 2025

Top tech topics in 2025 (2): turbulent year for end-device and downstream applications

2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global market unpredictability pushed many brands—particularly in China, the epicenter of geopolitical tensions—toward domestic markets and self-sufficiency.

Wednesday 31 December 2025

Weblink bets on memory price surge and AI server boom for double-digit growth in 2026

Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026. President Dave Lin said both segments continue to face supply constraints, but remain among Weblink's most promising growth drivers.

Wednesday 31 December 2025

Taipower chairman calls for AI data centers near power sources as demand surges

The rapid expansion of AI data centers is triggering unprecedented electricity demand, placing Taiwan's power grid under growing strain. Taiwan Power Company (Taipower) Chairman Wen-sheng Tseng warns that land scarcity, urban density, and climate risks are converging into a critical infrastructure challenge.

Wednesday 31 December 2025

Tatung eyes AI data centers and new energy opportunities in 2026

Tatung held an extraordinary shareholders meeting on December 30, where its board was comprehensively reshuffled with nine directors (including three independents), and non-compete restrictions on the newly elected directors were lifted.

Wednesday 31 December 2025

Data centers turn to jet engine turbines to power AI workloads

Facing multi-year waits for electrical grid connections, data center operators supporting artificial intelligence (AI) workloads are turning to an unexpected supplier: supersonic jet engine manufacturer Boom Supersonic. The Colorado-based company, backed by OpenAI CEO Sam Altman, recently secured an order to deliver 1.2GW of power generation capacity to data center operator Crusoe, pivoting part of its aerospace technology to the energy sector.

Tuesday 30 December 2025

Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors

As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints.

Tuesday 30 December 2025

Commentary: Why China chose multi-accelerator strategy in AI chip development

Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle to match Nvidia's software ecosystem but seek breakthroughs with TPUs for efficiency and NPUs for edge applications.

Tuesday 30 December 2025

Taiwan Mobile's AI data center fully leased, revenue to start in 1Q26

Taiwan Mobile's AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company's president, Jamie Lin. The company expects the AIDC to start contributing revenue from January 2026, with profitability achievable within its first year of operation.

Tuesday 30 December 2025

China's TPU upstarts take aim at US AI chip dominance

Amid ongoing US export restrictions, Chinese company Zhonghao Xinying plans to launch its second-generation self-developed Tensor Processing Unit (TPU) chip in 2026. Industry observers predict multiple new Chinese TPU firms will emerge over the next five to 10 years, driven by growing demand for AI inference computing.

Tuesday 30 December 2025

AI infrastructure demand boosts Taiwan exports, while visibility beyond 2025 stays limited

As 2025 concludes, Taiwan's information and communication technology (ICT) and electronics sectors have experienced significant export growth driven by AI-related demand, particularly from the United States. This comes according to the Ministry of Economic Affairs (MOEA). Despite record-breaking trade surpluses and rising foreign-exchange earnings, industry surveys indicate varying confidence about future prospects.

Monday 29 December 2025

Infineon outlines AI power trends toward vertical supply and DC microgrids

Infineon is leveraging its technological strengths to expand into cutting-edge applications in AI data centers and robotics. The company is currently collaborating with Nvidia to develop power systems for next-generation AI racks, featuring direct current (DC) voltages up to 800V.

Monday 29 December 2025

AI supercycle and replacement demand support Foxconn's growth in 2026

Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure, and high-performance computing (HPC). With continued investment and deployment in emerging businesses such as electric vehicles (EVs), results are expected to surface in 2026.

Monday 29 December 2025

Skardin recovers US$3.5 million in bad debt, eyes Motorola Taiwan sole agency

Set-top box maker Skardin Industrial confirmed that it has recovered a portion of its bad debt from an Argentine client, recognizing approximately NT$110 million (US$3.5 million) in bad-debt reversal gains, which have significantly strengthened operating cash flow. The company plans to continue advancing its transformation strategy, focusing on green energy, internet data centers (IDC), and resilient communications modules as its next growth engines.

Monday 29 December 2025

Silicon photonics set to make commercial breakthrough in 2026

Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics (CPO) technologies are still in the deployment stage, the optical communications industry is expected to move into commercialization by 2026.

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