Nvidia CEO heads to India AI summit as tech giants vie for emerging market

Nvidia CEO Jensen Huang arrived in India on January 23, 2026, following company tradition by attending Nvidia’s annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated that Huang would soon visit Taiwan to meet Nvidia employees and partners. His next confirmed destination, however, is New Delhi. There, global AI leaders will gather for India’s inaugural large-scale artificial intelligence event.

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Rising precious metal costs prompt Taiwan LED makers to assess price hike

Rising precious metal prices are rippling through the LED industry, prompting Chinese manufacturers to issue price increase notices and pushing Taiwanese suppliers to consider similar moves. Taiwan-based LED maker Edison Opto has already announced broad price increases, while peers including Ennostar and Everlight Electronics are said to be internally evaluating their pricing strategies as cost pressures mount.

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Memory innovation demand urgent as startups and SMEs gain opportunities

The memory industry is currently facing significant demand shortfalls, bringing renewed attention to the long-developed concept of “compute-in-memory.” Leading memory manufacturers are actively investing in related technology development. At the same time, major players are also focusing on startup teams in the market, aiming to secure innovation through strategic investments. Companies like d-Matrix and TetraMem have demonstrated promising growth potential.

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Pegatron bullish on AI server industry, chair sees 2026 as breakout year

Booming demand for artificial intelligence (AI) servers has fueled strong momentum for electronic manufacturing services (EMS) firms, with the surge also reflected in capital markets. However, performance has varied widely among companies. Pegatron chairman TH Tung said that his company’s efforts over the past two to three years will pay off with triple-digit growth in 2026. He described the AI industry as entering a phase of aggressive expansion and expressed optimism that 2026 will be a year of unstoppable momentum.

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AUO shifts US strategy from manufacturing base to market leverage

As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain management. AU Optronics (AUO) chairman and CEO Paul Peng underscored the necessity for Taiwanese firms to transition from passive manufacturing bases toward leveraging the US as a critical market, innovation center, and capital platform.

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Taiwanese precision optics reaps benefits of waveguide tech

Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal AI models is deployed. The lightweighting of hardware carriers has become the core issue determining adoption rates. Waveguide technology, with its high light transmittance and thin-form advantages, is reshaping the value-chain distribution of the global optics industry.

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