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Friday 9 January 2026
South Korean tech giants accelerate robot actuator development at CES 2026
At CES 2026, leading South Korean corporations such as LG Electronics, Hyundai Motor Group, and Samsung Electronics drew attention by focusing on robot actuators—critical components that function as joints in humanoid robots. Industry experts highlight actuators as a key growth market, as a single humanoid robot requires over 100 actuators to ensure performance and manage costs. This focus aligns with the growing interest in physical artificial intelligence applications across sectors.
Friday 9 January 2026
Nvidia's Vera Rubin production timeline sparks debate as HBM4 readiness and talks with Korean memory makers draw scrutiny
Nvidia's next-generation AI superchip, Vera Rubin, has become the center of industry debate following comments by CEO Jensen Huang at CES 2026, where he said the product had entered the production phase. The statement has drawn scrutiny from the semiconductor supply chain, particularly memory makers, as questions emerge over the readiness of sixth-generation high-bandwidth memory (HBM4) for commercial deployment.
Friday 9 January 2026
Tesla CEO predicts AI's future hinges on China's power capacity
Tesla CEO Elon Musk recently stated that electricity is the ultimate currency in the AI race, aligning with supply chain insights showcased at CES 2026 around autonomous vehicles, robotics, and various AI applications.
Friday 9 January 2026
CES 2026: Boston Dynamics questions economic value of Chinese robot demos

At CES 2026, Hyundai Motor Group reaffirmed its confidence in robotics subsidiary Boston Dynamics, as Chinese robot developers gain greater visibility in global markets and intensify competition in humanoid and industrial robotics.

Friday 9 January 2026
Foxconn, Wistron, Quanta to sustain trillion-dollar revenue on AI server in 2026
AI server demand pushed Taiwan's three major ODMs — Foxconn, Wistron, and Quanta — to record-high revenue in 2025, with all three surpassing NT$1 trillion (US$32 billion). The momentum is expected to carry into 2026 as Nvidia's GB and VR (Vera Rubin) platforms transition smoothly, supporting stronger performance in the second half.
Friday 9 January 2026
Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use
CES 2026 is in full swing, where Nvidia CEO Jensen Huang announced that the next-generation Vera Rubin architecture servers have entered full production, set to succeed the Blackwell series platform.
Friday 9 January 2026
CES 2026: Red Hat expands collaboration with Nvidia to support Nvidia Vera Rubin platform
At CES 2026 in the US, hybrid cloud open-source software provider Red Hat announced an expanded collaboration with Nvidia centered on the Vera Rubin computing platform. Red Hat will provide "Day 0" support for the platform through its Red Hat Enterprise Linux (RHEL), Red Hat OpenShift, and Red Hat AI products.
Friday 9 January 2026
Lite-on Technology sees 20% revenue growth in 2025, driven by power management systems
Lite-on Technology reported consolidated global revenue of NT$14.9 billion (approx. US$473 million) for December 2025, reflecting a 5% increase from the previous month and an 11% rise year-over-year. The company's full-year revenue reached NT$166.1 billion, a 21% increase from 2024.
Friday 9 January 2026
Wiwynn Technology reports record revenue and profits in 4Q25
Wiwynn Technology Corp. announced a record-breaking fourth quarter in 2025, with consolidated revenue reaching NT$292.44 billion (approx. US$9.29 billion), a 152.9% increase year-over-year, and net income after tax rising 95.7% to NT$13.792 billion. Despite a lower gross margin of 7.2% due to changes in the product mix, operating and net margins stood at 5.6% and 4.7%, respectively.
Friday 9 January 2026
Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains
As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to secure industrial land, water supply, and green energy, while balancing domestic capacity constraints with overseas investment.
Friday 9 January 2026
Quanta hits record monthly, quarterly, and annual revenue on AI server boom
Powered by continued AI server momentum, Quanta delivered record revenue in December 2025, the fourth quarter, and the full year. The company is optimistic about 2026, citing higher average selling prices for next-generation AI servers and stronger revenue contribution.
Thursday 8 January 2026
CES 2026: Lenovo unveils cloud-to-device strategy

Lenovo detailed a Hybrid AI strategy at the CES 2026 technology conference, outlining plans to integrate artificial intelligence (AI) across cloud infrastructure and personal devices as part of an effort to build an end-to-end AI computing network.

Thursday 8 January 2026
Nvidia overhauls server design as Vera Rubin gears up for volume shipments
Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.
Thursday 8 January 2026
China's cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs
At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest.
Thursday 8 January 2026
CES 2026: Nvidia CEO declares robotics has reached breakthrough
At CES 2026, Nvidia CEO Jensen Huang identified physical AI as the next significant evolution in artificial intelligence. Huang categorized physical AI into two main types: one involving direct interaction with the physical world through robots and autonomous vehicles, and the other focusing on understanding physical laws for applications such as weather forecasting and protein structure prediction.
Thursday 8 January 2026
Nvidia's Vera Rubin servers drive data centers to full liquid cooling
Nvidia's next-generation Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design, according to server supply chain sources, countering market speculation that the platform's efficiency gains could reduce liquid cooling requirements.
Thursday 8 January 2026
Cooling module suppliers see record revenues in 2025 on AI server liquid cooling demand
Cooling module manufacturers delivered strong operational results in 2025, driven by rising demand for liquid cooling solutions for artificial intelligence (AI) servers. Industry players such as Auras Technology, Asia Vital Components (AVC), and Fositek all posted record-high revenues.
Thursday 8 January 2026
China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips
Chinese authorities have reportedly asked domestic tech companies to halt orders for Nvidia's H200 AI chips, according to Reuters, signaling tighter oversight even as US export licenses near completion. The move reflects Beijing's broader push to prioritize domestic semiconductor development while managing foreign chip adoption.
Thursday 8 January 2026
AI server exports boost Taiwan air cargo market
To widen its lead over China, US President Donald Trump is actively promoting AI and high-tech infrastructure development. According to Taiwanese air freight operators, strong demand in the air cargo market is closely linked to the AI, semiconductors, electronic components, and e-commerce sectors. Notably, 40% of servers imported by China in 2024 originated from Taiwan.
Thursday 8 January 2026
Johor seeks broader collaboration with ByteDance beyond data centers
The Johor state government in Malaysia is urging ByteDance to expand its role beyond data centers. The state aims to position itself as a strategic partner for the company's long-term digital plans. Onn Hafiz Ghazi, Johor's chief minister, recently led a delegation to China to meet with senior ByteDance executives, according to Bernama and Nanyang Siang Pau.
Wednesday 7 January 2026
Huawei spin-off xFusion launches IPO process, targets US$7bn revenue

China's leading server maker, xFusion Digital Technologies, has taken its first formal step toward an IPO. The company began regulatory tutoring on January 6, 2026, according to the China Securities Regulatory Commission, with Citic Securities acting as sponsor.

Wednesday 7 January 2026
CES 2026: Nvidia's Alpamayo promises smarter, safer autonomous driving
On the eve of CES 2026, Nvidia CEO Jensen Huang unveiled the company's Alpamayo series of open AI models, simulation tools, and datasets, signaling what he called a new era in autonomous vehicle development.
Wednesday 7 January 2026
CES 2026: Nvidia, AMD turn keynotes into robotics showcase
Ahead of the official opening of CES 2026, keynote speeches by Nvidia CEO Jensen Huang and AMD CEO Lisa Su focused attention on Physical AI and its application in real-world systems, with both companies using robotics demonstrations to illustrate their strategies.
Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation high-bandwidth memory (HBM4) in the near term. Huang expressed confidence that this exclusivity will provide Nvidia with strategic advantages.
Wednesday 7 January 2026
CES 2026: Boston Dynamics and Google DeepMind partner to bring Gemini AI models to humanoid robots
Boston Dynamics and Google DeepMind announced a new AI partnership at CES 2026 in Las Vegas, aiming to integrate advanced AI foundation models into humanoid robots and accelerate their deployment in industrial environments. The collaboration will combine Google DeepMind's Gemini Robotics models with Boston Dynamics' next-generation Atlas humanoid robot, marking a significant step toward more capable, general-purpose humanoids.