ASML Holding’s management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely to support orders for the Dutch company’s most advanced lithography systems into and beyond 2026.

SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investment.

Taiwan’s leading NAND controller and storage solution provider, Phison Electronics Corp., recently announced that its enterprise SSD brand Pascari has partnered with US space data company Lonestar Data Holdings on the award-winning Freedom Mission, a milestone project highlighting the rising strategic importance of secure and resilient data storage in the AI era.

Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls the “Taiwan Shield,” or “Taiwan Dome.” Such a program has drawn attention to the strategic value of integrated battle command systems (IBCS). Currently, proposals from US companies, Northrop Grumman and Anduril Industries, are under consideration by Taiwan’s National Chung-Shan Institute of Science & Technology (NCSIST).