Fuel cells are emerging as one of the key solutions for future energy supply. Kaori Heat Treatment, one of the suppliers in the Bloom Energy supply chain, said that its fuel cell order visibility has extended from the previous six months to one year. To meet growing demand for fuel cells, liquid cooling systems, and plate heat exchangers, the company plans simultaneous capacity expansions in Kaohsiung, Taoyuan, Taiwan, and Thailand.

Sino-American Silicon (SAS) Products' Sunrise is expanding its integrated smart energy business as artificial intelligence (AI) and data center demand for high-performance computing drives higher electricity demand worldwide. The company said its combined offering could help global firms secure greener, more resilient power supplies while meeting net-zero, RE100, and supply-chain carbon goals.

Smartwatch sales slowed in 2024, but global demand has returned to growth in 2025, and first-quarter 2026 sales are still rising year on year. For consumers worldwide, the shift suggests that AI, health monitoring, and premium upgrades are helping the category resist broader weakness in consumer electronics markets.

AI is reshaping cyber offense and defense at an unprecedented pace, shrinking attack preparation that once took hackers weeks or months and making threats easier to scale. As a result, companies are facing a more complex and less predictable threat environment, while annual cybersecurity verification is increasingly unable to keep up.

CALIN is expanding its business beyond traditional optics, aiming to serve land, sea, air, and outer-space applications to support growth as older product lines mature. The Taiwan lens maker said the strategy could matter for global customers tracking drones, satellites, agriculture, and industrial monitoring technologies.

Tata Electronics, the Indian contract manufacturer that assembles iPhones and supplies other global technology companies, has confirmed a cybersecurity incident after the extortion group World Leaks published more than 630 gigabytes of data taken from the company's systems. The cache, posted on the group's dark-web leak site, contains 204,341 files and folders drawn from Tata Electronics' internal file servers.

LG Electronics has in recent years expanded its push into physical AI, building an end-to-end robotics value chain under its "One LG" strategy comprising other units across the group, with products ranging from the CLOiD home robot to the LG AXIUM robotic actuator. However, the lack of robot motion data remains its biggest bottleneck.

AI and semiconductor shipments are tightening global freight markets, with air cargo space in short supply and US-bound sea routes crowded. Lower fuel surcharges may ease some costs, but strong export demand from technology supply chains is expected to keep shipping prices firm through the peak season.

AI infrastructure firm Zettabyte said AI token generation exploded more than 330-fold over two years and urged that compute be measured by delivered useful work rather than raw hardware specs or hourly price. According to Alphabet's Google, monthly AI token generation grew from about 9.7 trillion to more than 3.2 quadrillion, and Zettabyte presented its quality-compute framework at a seminar hosted by Taiwan's Industrial Technology Research Institute.

Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising a second question: whether investors are pricing a real technology shift or a thin-float capital-market fever.