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Jan 16, 11:12

Foxconn holds the hardware keys to Apple's AI strategy

As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy. Apple's hybrid AI framework—built on on-device processing, private cloud infrastructure, and selective external support—signals sustained growth in both computing capacity and end-device demand. Hardware requirements are set to rise, not decline.

US AI data centers face grid connection delays, drive new power supply models

Jan 16, 16:15

Quanta says AI industry faced three major waves in 2025, sees strong growth over next 2-3 years

Jan 16, 16:11

Analysis: Why Singapore sovereign fund doubles down on AI despite bubble fears

Jan 16, 15:54

US extends AI chip controls to cloud access, China's overseas compute plans under risk

Jan 16, 11:06

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AIApple taps Google Gemini to power Siri, pushing private cloud and Taiwan's AI supply chain

Jan 16, 17:11

As the race to embed artificial intelligence into consumer devices heats up, Apple has formally confirmed a strategic partnership with Google to integrate the Gemini model into the next generation of Siri and Apple Intelligence. The tie-up between the two tech heavyweights is expected to sharpen Siri's capabilities and could also lift demand for Apple's future hardware.

IT COMPONENTS, PERIPHERALSXiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Jan 16, 16:26

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P node, underscoring a trade-off between performance, cost, and supply availability. The choice also suggests the chip may not power Xiaomi's most premium flagship smartphones.

ICT MANUFACTURINGFormosa Chemicals plans to exit petrochemical red ocean and enter high-end electronics

Jan 16, 16:19

The petrochemical industry has been stuck in an intensely competitive red ocean market. The Chinese government has begun promoting measures to curb excessive internal competition, and the cycle of low-price competition is expected to ease in 2026. Formosa Chemicals & Fibre Corporation (FCFC) launched a streamlining plan in the second half of 2025 and is actively shifting toward the compound plastics market. To enter higher-end markets, FCFC plans to complete 5N hydrogen purification equipment by 2027 to secure a foothold in the electronics industry supply chain, while continuing research and development in silicon carbide to align with advanced chip thermal management technologies.

ICT MANUFACTURINGTaiwan opens international tender for quantum computer purchase; US export ban remains key

Jan 16, 16:08

Following the National Science and Technology Council's (NSTC) announcement of the quantum computing mainframe construction project, attention has focused on whether Taiwan will use a quantum computer developed by Academia Sinica or procure one from abroad. Sources reveal that the National Center for High-Performance Computing (NCHC) under the National Applied Research Laboratories (NIAR) has launched an international tender. If IBM Quantum bids and wins, the deal hinges on whether the US government permits export, as commercial quantum computers are currently banned from overseas sales.

SERVER, IPC, CLOUD COMPUTING, IOTUS imposes 25% chip tariff under Section 232, but Taiwan secures strategic carve-outs in high-stakes talks

Jan 16, 15:30

The US White House has formally announced a 25% import tariff on semiconductors under Section 232, while outlining multiple exemption mechanisms that could mitigate the impact on key suppliers. Against this backdrop, a high-level Taiwanese delegation is in Washington for a new round of trade negotiations aimed at safeguarding Taiwan's semiconductor sector and its role in the global, AI-driven supply chain.

AIPhison, Infinitix build enterprise AI infrastructure stack

Jan 16, 15:12

Demand for high-performance compute and storage for AI training and inference continues to climb. Phison has partnered with AI infrastructure management software provider Infinitix to integrate its aiDAPTIV+ intelligent storage technology with Infinitix's AI-Stack platform, delivering an enterprise-grade AI training and inference solution that unifies hardware and software.

SOFTWARE, BIG DATAHonlynn pivots to cloud, cybersecurity, and AI as TPEx debut nears

Jan 16, 15:11

Honlynn, a subsidiary of Abico Group, will be listed on the Taipei Exchange's Emerging Stock Board on January 16, 2026, marking a strategic inflection point as the company pivots from a traditional office equipment distributor toward an integrated provider of cloud, cybersecurity, and AI-driven solutions, with international expansion firmly in sight.

ICT MANUFACTURINGCES 2026 turns dexterous hands into a China-South Korea showdown

Jan 16, 14:44

Unlike previous CES editions that focused on full humanoid robot systems, CES 2026 highlighted the standalone importance of dexterous hands. As the core interface for human–machine interaction, dexterous hands set the ceiling for robotic performance and represent the "last mile" in humanoid robot capability.

ICT MANUFACTURINGCommentary: Taiwan-US form high-tech strategic partnership to counter China's rise

Jan 16, 12:49

The long-discussed Taiwan-US tariff negotiations have finally concluded, agreeing on US$500 billion investment and reciprocal tariffs aligned with those of the EU, Japan, and South Korea without stacking. These terms match disclosures from US sources.

SERVER, IPC, CLOUD COMPUTING, IOTQuanta's Yang sees triple-digit growth in 2026, no bubble concerns

Jan 16, 12:26

Quanta Computer Executive Vice President and Quanta Cloud Technology President Mike Yang said on January 15 that the company's AI business is expected to deliver at least triple-digit percentage growth in 2026. He added that capital spending is likely to be revised higher, with most of the additional investment planned for the US and a portion allocated to Thailand.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwanese server supply chains in Mexico pivot to ASEAN as ASIC assembly boom

Jan 16, 12:24

Following the US announcement of reciprocal tariffs in 2025, Taiwanese electronic manufacturing services (EMS) companies operating server assembly plants in Mexico are adjusting their supply chains. They are increasingly sourcing components from ASEAN countries. This shift comes amid growing interest in assembling ASIC servers for AI applications in the region.

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