Global technology supply chains are facing renewed uncertainty after US President Donald Trump announced a temporary 10% tariff on most imports, days after the Supreme Court of struck down his earlier tariff framework.

OpenAI is forecasting explosive growth over the next several years, projecting revenue will surpass US$280 billion by 2030, according to a person familiar with the matter cited by Bloomberg. The ambitious outlook underscores how quickly generative AI has shifted from experimental technology to a core driver of enterprise and consumer software spending.

Samsung Electronics and Intel have alternated for years as the world’s largest semiconductor company. From 2011 to 2023, Samsung and Intel each claimed the top spot four and nine times, respectively. However, following the rise of generative AI, the world’s largest semiconductor company in 2024 and 2025 shifted to Nvidia.

The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity toward higher-margin specialty products.

According to various foreign media reports, Mercedes-Benz, Volvo Cars, and Stellantis NV have renewed evaluation, research, and investment in sodium-ion batteries, a technology earlier sidelined due to weight and energy-density limitations.

January 2026 revenue data show that Taiwan’s AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal, and optical component suppliers posted strong annual gains.