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The Fengmiao Offshore Wind Farm, led by the fifth flagship fund of Copenhagen Infrastructure Partners (CIP), will officially enter its first year of offshore construction in 2026, to complete full grid connection by the end of 2027. CEO Mark Wainwright stated that following the completion of project financing in March 2025, overall construction has continued to progress. All pin piles have now been manufactured. A total of 33 jacket foundations are being managed under a turnkey contract by Century Iron and Steel, with 20 fabricated in-house by Century and the remaining 13 produced by a Korean manufacturer. The overall configuration complies with the localization requirements of the third quarter, first phase offshore wind projects....

The AI arms race among cloud service providers (CSPs) is intensifying rapidly. Meta has announced plans to more than double its capital expenditure in 2026 compared to 2025, while Microsoft is also increasing its spending significantly. Unlike consumer electronics sectors struggling with memory shortages, neither major CSP mentioned such issues during their earnings calls....

The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as a leading brand in emerging markets, has become one of the first handset vendors to be clearly hit by this wave of memory price increases. On the evening of January 29, 2025, Transsion announced its earnings forecast for full-year 2025, estimating annual revenue of CNY65.568 billion (US$9.4 billion), down about 4.6% year over year. Net profit is estimated at about CNY2.546 billion, plunging 54.11% year over year, nearly half of the previous year. This marks the first significant profit decline since Transsion went public....

China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units in 2026, with China holding roughly 12% market share, per Sina....

LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability metrics rising sequentially. The company expects silicon photonics demand to remain robust, forecasting faster quarter-over-quarter revenue growth in the first quarter of 2026 than in the previous quarter. Shipments are set to sustain threefold growth, supported by planned capital spending of about NT$700 million (US$22.3 million) to expand capacity ahead of demand growth in the second half of 2027....

Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant. As the sole Chinese executive invited to the inner circle, his presence alongside the heads of TSMC and Foxconn underscores the pragmatic, border-defying alliances required to power the global AI boom....

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on January 31, 2026....

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports of a "cooling" relationship as "complete nonsense."...

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem....

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former TSMC Vice President of Materials Management, who managed the event's arrangements....

Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory. Samsung Electronics and SK Hynix are viewing the automotive sector as the next major battleground after AI, with both South Korean memory giants taking proactive measures to gain a foothold in this emerging market....

The draft rules for vendor selection in offshore wind power Phase 3-3 have, for the first time, removed localization requirements. However, this has not slowed investment in Taiwan by companies including Century Iron & Steel. Because localization requirements impact domestic suppliers that have already made substantial investments, Century Group calls for a gradual policy adjustment. As the Asia-Pacific offshore wind market continues to grow, Century Group is also accelerating the build-out of production capacity in Indonesia, with plans to explore export opportunities in Japan and South Korea....

Copenhagen Infrastructure Partners (CIP), through its fifth flagship fund Copenhagen Infrastructure V (CI V), held a milestone event on January 29, 2026, at Taipei Port to showcase the completion of the first batch of subsea foundation assemblies for the Fengmiao Offshore Wind Farm. The project is on track for full completion in 2027....

The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global shipments of lithium-ion batteries for ESS by manufacturers totaled 550 GWh in 2025, up 79% from 307 GWh in 2024, reflecting strong growth momentum. However, China alone accounted for more than 60% of the total. Unlike electric vehicle (EV) batteries, which are installed in vehicles and then sold to consumers, ESS batteries are typically deployed directly into regional projects. As a result, there is little discrepancy between shipment volumes and actual installed capacity....

At a Lunar New Year press conference, the Financial Supervisory Commission said that combined revenues of Taiwan's listed companies surpassed NT$50 trillion (approx. US$1.59 trillion) in 2025, while total market capitalization reached NT$101 trillion. By market value, Taiwan now ranks as the world's seventh-largest securities market....

In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to re-enter the DRAM market. Although the report did not explicitly confirm Intel's large-scale comeback in DRAM manufacturing, the signals it released warrant consideration....

Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost pressures across China's semiconductor supply chain....

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its position in the increasingly competitive OLED market. Despite that, the company is proceeding cautiously on one of the industry's most closely watched questions: whether and when to commit to large-scale production of next-generation OLED panels for IT devices....

TSMC founder Morris Chang made his first public appearance in more than a year on January 29, 2026, dining with Nvidia chief executive Jensen Huang just hours after Huang arrived in Taipei....

Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production ranks among the most technically demanding industrial undertakings globally—far beyond the reach of capital spending alone....