Enterprises seeking to harness agentic artificial intelligence must move beyond viewing the technology as a simple "time-saving" tool and instead treat it as a disciplined extension of software engineering, experts said at the AI Expo Taiwan 2026.
Tongtai Machine & Tool's chairman warned that shifts caused by the Russia-Ukraine war and China's industrial growth have global implications for supply chains and industrial sourcing, affecting competitiveness in semiconductors, automotive, aerospace, and defense markets worldwide.
US-based Coupang announced on March 26, 2026, the official launch of its fourth warehouse and logistics center in Taiwan, further expanding its storage and logistics capacity.
Artificial intelligence is entering a new phase in which inference, rather than training, is becoming the dominant driver of computing demand, as rising costs and memory constraints begin to reshape AI infrastructure, according to researchers.
Probe card automation equipment maker Innostar Service (Innos) is expected to list on the Taipei Exchange (TPEx) main board in late April 2026. With artificial intelligence (AI) applications driving demand in the semiconductor industry, the probe card market is anticipated to grow rapidly, supporting strong revenue growth and sustained high gross margins for the company in 2026.
Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales could improve profits by shifting to a higher-value product mix, with implications for supply chains and procurement across data center and server manufacturers worldwide, as well as enterprise customers.
AI Expo Taiwan 2026 opened as global automotive manufacturing accelerates into Industry 4.0, highlighting widening industrial sovereignty gaps that will significantly affect global supply chains and competitiveness. Attendees heard that the US and China are outpacing Europe in digital manufacturing, while Taiwan emerges as a key enabler of AI-driven production worldwide.
India is reviewing its technology incentive framework as surging graphics processing unit (GPU) prices reshape the economics of these policies, with implications for both manufacturing policy and public investment plans, according to officials and industry participants.
Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers, with the GB10 model especially popular. While AI servers are booming, the PC market faces headwinds from memory shortages and rising prices, which inevitably impact sales. Liao expects memory price increases to persist, making current PC prices the lowest point for the year.
Tripo AI, founded in 2023, is rapidly emerging in AI-driven 3D content creation, turning text prompts or 2D images into production-ready 3D models in seconds. Backed by major investors like Alibaba and Baidu Ventures, the startup addresses growing demand from gaming, XR/AR/VR, e-commerce, and digital twins, positioning itself to capture a multi-billion-dollar market by democratizing professional 3D workflows.
When TSMC chairman C.C. Wei recently dismissed the hype around Chinese robots as "just for show," it sparked heated debate across the tech sectors on both sides of the Taiwan Strait. Yet, the market had already quietly signaled a nuanced answer.
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