Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier CEO and co-founder Chih-han Yu said. He argued that the greatest impact falls on non-native AI SaaS providers.

Taiwan’s military is rapidly expanding its unmanned vehicle fleet, with drone numbers surpassing 200,000 and procurement of over a thousand unmanned surface vessels (USVs) reportedly on the rise. The Ministry of National Defense (MND) confirmed a domestic-first approach for USV purchases, though foreign companies may participate through technology transfer partnerships with local manufacturers.

Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell architecture and next-generation Rubin GPUs, but also marks the first time Meta will deploy Nvidia’s Grace CPU and Vera CPU at large scale as standalone products. Nvidia has also now begun supplying CPUs independently, signaling that the shift toward Arm architecture in data centers is accelerating; bad news for Intel.

Following the US Supreme Court ruling that global tariffs under the International Emergency Economic Powers Act (IEEPA) were unlawful, President Donald Trump announced a comprehensive tariff increase of 15%, a move Taiwanese officials say is less damaging than the alternative previously anticipated.