CES 2026: pushing AI to the edge

At CES 2026, Nvidia and AMD placed physical AI and on-device intelligence at the core of their keynote speeches. Taiwan’s technology ecosystem is set to play an important role in shaping next-generation AI architectures. Key areas include edge computing, AI PCs, robotics, storage, and AR wearables. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both discussed physical AI concepts, focusing on humanoid robots and real-world AI systems.

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CES 2026: Nvidia’s Alpamayo launch spotlights China’s self-driving ambition

At CES 2026 in Las Vegas, Nvidia formally introduced its next-generation autonomous driving AI platform, Alpamayo, a move that industry observers say marks the transition of self-driving technology from perception-driven systems to reasoning-oriented intelligence. The launch not only signals a new era for autonomous vehicles but also sets the stage for renewed competition between global automakers and Chinese manufacturers in the rapidly evolving smart-driving sector.

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CES 2026: Why Nvidia thinks reasoning, not rules, is the future of self-driving

At CES 2026, Nvidia CEO Jensen Huang delivered a keynote that many in the industry described as setting the direction for the next decade. It was not merely another unveiling of chips and platforms. Instead, it marked what Nvidia cast as a turning point for autonomous driving: a shift away from rule-based engineering toward systems centered on intelligence, reasoning, and judgment.

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CES 2026: Intel launches 18A Panther Lake processors as PC makers face memory cost pressures

Intel unveiled its new Intel Core Ultra series 3 processors, codenamed Panther Lake, at CES 2026. These are the first AI PC platforms built on Intel’s 18A process technology and designed and manufactured in the US. Intel announced that over 200 new devices from global partners will launch based on this widely adopted AI PC platform with a comprehensive worldwide supply.

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CES 2026: Phison leverages DRAM shortage to push AI PC with Nvidia, AMD, Intel

CES 2026 has kicked off amid severe DRAM supply constraints that are driving up PC end-user costs. Phison is promoting its exclusive aiDAPTIV solution, combined with integrated GPU (iGPU) technology to power new AI PCs. Due to cost and supply limitations in PC applications, end users may have to downgrade DRAM specifications. Phison’s AI solid-state drive (SSD) solution compensates for performance loss, effectively upgrading systems into AI-capable PCs. At least five PC brands have reportedly partnered with Phison, which plans “strategic supply” support to meet their storage demands.

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Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan

Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed NT$1.8 billion (approx. US$57.21 million). The figure not only marked a record high for a single month, but also propelled the company’s fourth-quarter 2025 and full-year revenues to new all-time highs.

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