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Jan 30

China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending

China has given its leading AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reuters.

Taiwan pledges full US cooperation to build new non-China supply chain

Jan 30

Smart glasses market transitions from Meta dominance to three-way showdown in 2026

Jan 30

AI integration drives cautious optimism in global collaborative robot market

Jan 30

Samsung, LG hike laptop prices as memory 'chipflation' hits

Jan 30

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AI"Complete Nonsense": Jensen Huang shuts down rumors of OpenAI rift, confirms Nvidia's "largest investment" ever

Jan 31, 22:27

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."

AITaiwan's capital markets reach new highs, signaling broader global role

Jan 31, 07:58

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.

ICT MANUFACTURINGChina claims 64% of ESS battery market as South Korea scrambles to launch a comeback

Jan 31, 07:57

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.

ICT MANUFACTURINGASIC server demand boosts Taiwan's high-end CCL shipments

Jan 30

Cloud service providers (CSPs) continue to maintain strong capex, driving steady growth in AI servers and high-speed network switches markets while elevating the grade of copper-clad laminate (CCL) materials. As orders for high-end products gradually increase, Taiwan's top three CCL manufacturers are set to deliver significant revenue growth with double-digit year-over-year gains in 2025.

ICT MANUFACTURINGMediaTek and Arm-backed Arbor drives layered growth with AI strategy

Jan 30

As generative AI gradually extends from the cloud to enterprise and edge environments, industry competition is shifting from a single high-performance computing platform toward multi-layered application scenarios. With expanding demand across use cases, market competition is evolving from a single technology path to a layered market structure that clearly segments large cloud data centers, enterprise data centers, and Small Office, Home Office (SOHO) personal applications. This segmentation is also reshaping supply chain roles and collaboration.

IT COMPONENTS, PERIPHERALSNexcom eyes robot market growth, targets ramp-up in 2027

Jan 30

Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight as key embodiments of physical AI.

ICT MANUFACTURINGUS-China rivalry enters next phase: Nvidia's H200 chips get Beijing's nod

Jan 30

Recent reports from mainland China indicate that authorities have approved the import of an initial batch of Nvidia's H200 chips. The move highlights yet another turn in the intensifying US–China technology rivalry.

SERVER, IPC, CLOUD COMPUTING, IOTAspeed profits rise for second year on server upgrade demand

Jan 30

As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system stability. AI servers, characterized by high costs, extreme power consumption and significant heat generation, face the risk of substantial losses from system outages. This has heightened the importance of baseboard management controllers (BMCs), which provide real-time monitoring of voltage, temperature and system status, driving steady growth in Aspeed Technology's operating performance.

AIAltos taps Acer's regional footprint to ride enterprise AI boom, eyes double-digit growth in 2026

Jan 30

Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline and rising demand for practical AI deployments, the company expects a significant portion of its opportunities to convert into orders, supporting its double-digit growth goal for the year.

AIApple buys Israeli audio startup Q.ai

Jan 30

Apple said on January 29, 2026, that it has acquired Q.ai, an Israeli startup working on artificial intelligence technology for audio.

PC, CEAnalysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply

Jan 30

Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain strategy.

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