Experts urge expanded national guarantees as Taiwan offshore wind round 3.3 faces rising financing pressure

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.

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Research Insight: AI reshapes Taiwan’s PCB industry around high-end capacity and materials

DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan’s PCB industry is undergoing a structural shift in its growth model. The traditional cyclical, recovery-driven growth is giving way to competition centered on high-end capacity deployment, control of critical materials, and global expansion capabilities.

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Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal

At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference capabilities into the Vera Rubin server stack. This move positions Nvidia to define foundational rules for agentic AI while effectively blocking ASIC competitors like Google from encroaching on its market.

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Tencent leverages WeChat ecosystem to lead AI agent race in China

Tencent’s rapid rollout of agentic AI across WeChat could reshape the competitive dynamics of Chinese AI, with potential implications for global markets given WeChat’s 1.4 billion users and integrations across communication, payments, content, and services, possibly accelerating AI agent adoption and raising questions about competitors’ responses and timing.

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Samsung reportedly ceasing TriFold smartphone sales

Samsung Electronics is reportedly discontinuing its premium Galaxy Z TriFold smartphone just months after launch, underscoring the device’s role as a technological showcase rather than a mass-market product, according to Bloomberg. The US$2,899 foldable, featuring a dual-hinge design that expands into a 10-inch tablet, will first be pulled from South Korea before sales are halted in the US. Samsung’s website has already removed messaging around restocks, listing the device as “sold out.”

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