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Singapore's sovereign wealth fund, the Government Investment Corporation (GIC), has made significant investments in artificial intelligence startups Anthropic and MiniMax amidst rising concerns about an AI investment bubble. Anthropic recently closed a funding round valuing it at US$35 billion, with GIC as a key backer. At the same time, Chinese AI startup MiniMax saw a strong stock debut on the Hong Kong Stock Exchange, also reportedly supported by GIC....

The US Commerce Department said Taiwan and the US will sign a trade agreement involving up to US$500 billion in Taiwanese investment. However, the framework does not set annual allocations, phased targets, or completion deadlines, giving both sides broad flexibility....

The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key suppliers. Against this backdrop, a high-level Taiwanese delegation is in Washington for a new round of trade negotiations aimed at safeguarding Taiwan's semiconductor sector and its role in the global, AI-driven supply chain....

Demand for high-performance compute and storage for AI training and inference continues to climb. Phison has partnered with AI infrastructure management software provider Infinitix to integrate its aiDAPTIV+ intelligent storage technology with Infinitix's AI-Stack platform, delivering an enterprise-grade AI training and inference solution that unifies hardware and software....

Honlynn, a subsidiary of Abico Group, will be listed on the Taipei Exchange's Emerging Stock Board on January 16, 2026, marking a strategic inflection point as the company pivots from a traditional office equipment distributor toward an integrated provider of cloud, cybersecurity, and AI-driven solutions, with international expansion firmly in sight....

Unlike previous CES editions that focused on full humanoid robot systems, CES 2026 highlighted the standalone importance of dexterous hands. As the core interface for human–machine interaction, dexterous hands set the ceiling for robotic performance and represent the "last mile" in humanoid robot capability....

China is phasing out export tax rebates for the solar industry, marking an end to a crucial lifeline that has propped up the industry for more than a decade....

The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South Korea without stacking. These terms match disclosures from US sources....

Taiwan's urban mobility market has undergone a significant transformation since 2025, driven by the rising adoption of digital platforms and evolving consumer travel habits. LINE GO, a leading mobility-as-a-service (MaaS) platform, reported its official account surpassing 10 million friends by the end of 2025, underscoring the growing integration of digital services into daily transportation. This expansion highlights stronger demand for shared and diversified mobility solutions across Taiwanese cities....

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Almost....

Taiwan's semiconductor test solution providers are poised for strong growth in 2025, driven by rising demand for AI, HPC, and ASICs. With wafer foundries and OSAT providers expanding capacity, firms like MPI Corp., WinWay Technology, Chunghwa Precision Test Tech., Keystone Microtech, and Hermes Testing Solutions have reported record annual revenues, highlighting the sector's robust momentum....

Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their supply chains. They are increasingly sourcing components from ASEAN countries. This shift comes amid growing interest in assembling ASIC servers for AI applications in the region....

Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business is expected to deliver at least triple-digit percentage growth in 2026. He added that capital spending is likely to be revised higher, with most of the additional investment planned for the US and a portion allocated to Thailand....

US export controls on artificial intelligence and high-performance computing are no longer limited by geography. In mid-January 2026, the US House of Representatives passed the Remote Access Security Act by an overwhelming majority, bringing remote access to controlled technologies under regulation. Oversight of AI chips and advanced computing power now extends beyond physical exports and hardware locations to include cross-border cloud access....

As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy. Apple's hybrid AI framework—built on on-device processing, private cloud infrastructure, and selective external support—signals sustained growth in both computing capacity and end-device demand. Hardware requirements are set to rise, not decline....

Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein estimates that Huawei's share of China's AI chip market rose from about one-third of Nvidia's level in 2024 to reach parity with Nvidia in 2025. The shift marks a new phase in which domestic suppliers are taking the lead....

According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that the country will far surpass others globally in supporting AI operations....

While CES 2025 focused on robots' mobility, humanoid robots at the 2026 event displayed impressive improvements. They showed off folding paper pinwheels, folding clothes, playing ping-pong, and performing four-hand piano duets. This innovation depends on dexterous hand technology, the determining factor for whether robots can be commercialized. The number of exhibitors specializing in dexterous hands has noticeably increased this year, revealing three clear trends....

Vietnam's Ministry of Science and Technology has decided to establish a national center for semiconductor chip prototyping, a move aimed at developing high-quality human resources and supporting businesses in one of the country's fastest-growing technology sectors....

The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for data centers during peak demand. The move, aimed at managing limited capacity, has met strong opposition from the technology sector and industry groups....