Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI servers will continue to grow faster, but expanding AI inference workloads are increasingly translating into stronger demand for conventional server systems.
Industry experts are viewing 2026 as a pivotal year for AI agents, with AI CRM firm Salesforce predicting the full-scale adoption of agentic enterprises this year, and Google Cloud Taiwan general manager Mike Chen stressing that 2026 will be the breakout year for AI agents.
A fast-moving contest between technological acceleration and regulatory safeguards is spreading from automotive electronics and electrification (E/E) into industrial AI robotics.
Microsoft recently unveiled its second-generation custom AI chip, Maia 200, more than two years after its previous generation. The Maia chip's update cycle lags behind the rapid iterations of Nvidia and also trails Google TPU advancements.
The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions targeting these areas while actively expanding into future-oriented sectors like robotics and space exploration.
Nvidia CEO Jensen Huang recently highlighted that the next ten years will mark a critical period of accelerated development for robotics technology. He stated that the key to deploying humanoid robots effectively in factories lies in the deep integration of AI with digital twin technology.
India's Union Budget for fiscal year 2026–27, unveiled on February 1, 2026, emphasizes manufacturing, semiconductors, and AI-linked infrastructure as central pillars of economic growth. The measures aim to strengthen supply chains, reduce import dependence, and institutionalize compliance frameworks for both domestic and foreign investors.
A recent survey by the Japan External Trade Organization (JETRO) shows that Japanese companies operating in Vietnam remain committed to expansion, even as they increasingly view China as their main competitive threat.
Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement of common shares. Pegatron will subscribe to 22,000 shares at NT$55 per share, bringing the total size of the funding round to NT$1.375 billion.
Following the launch of its first AI smart glasses, Vive Eagle, HTC has continued to roll out operational initiatives, including expanding sales regions, building out its ecosystem and services, adding new channel partners, and refining product compatibility and lineup to drive overall sales momentum for its AI glasses.
Apple has introduced AI agent integration in its integrated development environment (IDE) Xcode, supporting Anthropic Claude and OpenAI Codex. This allows AI to autonomously build, test, and debug code, aligning with the rising trend of vibe coding.
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