Taiwan memory chip designers set for 245% revenue jump on AI storage demand
Taiwan’s memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
US raises alarm over possible EUV machine in China, putting ASML on the defensive
Samsung weighs Boston Dynamics stake as humanoid AI race heats up
Samsung Electronics is reportedly reviewing the possibility of investing in Boston Dynamics, the US robotics company controlled by Hyundai Motor Group.
Techman Robot pushes lightweight cobots with built-in AI vision into Southeast Asia
Foreign drone certification rules push Taiwan firms toward JVs
Taiwan’s drone exports continue to gain momentum, driving local manufacturers to expand overseas more aggressively. But as they enter foreign markets, Taiwan companies face long local certification timelines and other regulatory hurdles, pushing their overseas strategies away from simple exports and toward localized production and joint ventures.
Surging AI power demand pushes data centers toward higher-voltage designs
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
Taiwan LED makers look beyond lighting to AI optical communication
Taiwan’s LED industry is moving beyond lighting components into AI optical communication, Micro LED, sensing, and high-end optoelectronic semiconductor applications. After years of oversupply, price wars, and restructuring, local LED makers are seeking a new role in the global supply chain as AI data centers accelerate demand for high-speed optical transmission.
Google DeepMind maps four paths from AGI to ASI
Over the past decade, advances in artificial intelligence (AI) have repeatedly exceeded market expectations. Artificial general intelligence (AGI), once largely confined to the realms of science fiction, has become an explicit long-term objective for many leading AI organizations.