At CES 2026, Nvidia CEO Jensen Huang showcased plans for next-generation AI-native infrastructure. Aside from its Vera Rubin timeline, Huang introduced the inference context memory storage platform centered on the BlueField-4 data processing unit (DPU), which claims to be a solution to AI’s memory and communication obstacles. Market estimates indicate that storage controller chips based on the BlueField architecture play a critical role, with only two companies currently positioned as main suppliers. Silicon Motion is expected to be the biggest beneficiary.

Dell’s latest entries in its 2026 E series lineup arrive as practical, office‑focused 27‑inch IPS displays announced in 2026, sharing a common design language and ergonomic feature set while targeting different resolution needs. The Dell E2726HS ships as an FHD (1920 x 1080 px) offering aimed at mainstream productivity and mixed‑media use, whereas the Dell E2726DS steps up to QHD (2560 x 1440 px)…

Taiwan’s electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center supply chains continued to post standout growth and fresh revenue records, while PC-focused ODMs were steady, and many traditional consumer-electronics and peripherals manufacturers remained subdued. Automotive, industrial, and IoT-related businesses showed signs of recovery, but results varied widely by project timing and customer qualification cycles.