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As Nvidia's Jensen Huang arrived in Taipei, Taiwan's leadership moved to cement the island's position at the heart of the AI supply chain, with memory technology taking center stage....

Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens....

Tesla is entering what executives describe as a "turning point" year. As the company pushes forward with robotaxi deployment and Full Self-Driving (FSD) technology, it must also navigate potential bottlenecks in global semiconductor supply that could define its medium-term growth....

US President Donald Trump has threatened to restore 25% tariffs on South Korean goods, escalating trade tensions by citing delays in Seoul's passage of legislation linked to a bilateral trade agreement reached last year....

Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the United States....

Taiwan's Minister of Economic Affairs, Ming-hsin Kung, joined senior US State Department officials on January 27, 2026, in the US to conclude the sixth US-Taiwan Economic Prosperity Partnership Dialogue (EPPD). The two sides signed a joint statement on the Pax Silica Declaration and US-Taiwan Cooperation on Economic Security....

Apple has long built its brand around a tightly integrated hardware and services ecosystem. In AI and high-performance computing (HPC), however, the platform has been limited by the absence of support for Nvidia's CUDA ecosystem. The open-source AI agent Moltbot, formerly known as Clawdbot, is now breaking that barrier, driving renewed developer interest in the Mac mini....

Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals and detailed Nvidia's foundry strategy....

Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI businesses. FII highlighted that in 2025, cloud service provider (CSP) related operations will become the main growth driver, especially as AI servers and high-performance general-purpose servers ramp up. This expansion in cloud product lines not only fuels rapid revenue growth but also significantly enhances FII's product mix and profitability structure....

In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged unexpectedly....

The artificial intelligence boom has moved from cloud infrastructure to the factory floor, and ASML Holding NV's latest earnings prove it....

OpenAI is pursuing a landmark funding round, potentially reaching US$100 billion to fuel its escalating AI infrastructure needs amid intense competition. Major tech giants and existing backers are advancing discussions, aiming to bolster the company's position against rivals....

Chinese customers who had planned to use Samsung Electronics' foundry services abandoned a number of projects in 2025 as US regulatory pressure on China intensified and uncertainty peaked ahead of mass production, according to Korean industry sources. Market participants say conditions may look different in 2026....

Vietnamese automaker Kim Long Motor announced plans to collaborate with Chinese electric vehicle (EV) manufacturer BYD on a US$130 million battery factory in central Vietnam, signaling a growing push into the region's electrification sector....

Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed by T-Head Semiconductor, the processor appeared on Alibaba's website on January 29, 2026, following an earlier mention on CCTV News, highlighting Alibaba's vertically integrated AI supercomputing framework that combines in-house chips, Alibaba Cloud's computing platform, and the open-source Qwen large language models from Tongyi Lab....

Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence boom, more than offset seasonal weakness in smartphones, televisions, and home appliances. The company also warned that an acute chip shortage is expected to persist, creating cost pressures for its mobile and display businesses....

China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has been depressed for years....

Meta is outlining an AI monetization roadmap that extends beyond advertising, signaling plans to layer subscriptions, business tools, and commerce features on top of its core platforms as new models are deployed, while maintaining ads as the primary growth engine in the near term....

Meta is sharpening its AI device strategy, redirecting investment toward smart glasses and wearables as management signals urgency in shaping the next consumer computing platform, with implications for hardware ecosystems, AI deployment, and the long-term role of virtual and augmented reality....

China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical; it is becoming a structural reality. Following Cmsemicon's decision to raise prices on MCU and NOR Flash products by 15% to 50%, long-stable commodity chips have officially entered an inflation cycle....