AI demand to sustain memory boom in 2026; new competition among the “Big Three” begins.

On March 19, senior executives at Nvidia said the company has reached an agreement with the cloud computing division of Amazon to supply large-scale GPU infrastructure through 2027.

As Taiwan enters round 3.3 of its offshore wind development project, foreign financial institutions have reached relatively high exposure levels. Experts say Taiwan’s government should expand its financing guarantee mechanisms to boost banks’ willingness to participate in lending, and encourage greater involvement from public banks to address the gaps in financing capacity among both domestic and international lenders.