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Jan 15
China takes cautious stance on US H200 chip export, prioritizes local chipmakers
The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with AI technology standards. Additionally, the number of AI chips sold to Chinese customers cannot exceed 50% of those sold to US customers. Chinese buyers must also prove they have implemented sufficient security measures and that the chips will not be used for military purposes.
The rapid expansion of data centers in the US is placing significant strain on the electric grid, prompting grid operators in multiple states to propose temporary power outages for data centers during peak demand. The move, aimed at managing limited capacity, has met strong opposition from the technology sector and industry groups.
While CES 2025 focused on robots' mobility, humanoid robots at the 2026 event displayed impressive improvements. They showed off folding paper pinwheels, folding clothes, playing ping-pong, and performing four-hand piano duets. This innovation depends on dexterous hand technology, the determining factor for whether robots can be commercialized. The number of exhibitors specializing in dexterous hands has noticeably increased this year, revealing three clear trends.
According to Business Insider, Elon Musk, CEO of Tesla and founder of xAI, recently highlighted China's dominant position in AI computing power during a podcast, warning that the country will far surpass others globally in supporting AI operations.
Foxconn holds the hardware keys to Apple's AI strategy
Jan 16, 11:12
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 export controls on artificial intelligence and high-performance computing are no longer limited by geography. In mid-January 2026, the US House of Representatives passed the Remote Access Security Act by an overwhelming majority, bringing remote access to controlled technologies under regulation. Oversight of AI chips and advanced computing power now extends beyond physical exports and hardware locations to include cross-border cloud access.
OpenAI has acquired medical technology startup Torch to enhance its AI capabilities in healthcare, following the recent launch of its ChatGPT Health platform. Torch's founders, including CEO Ilya Abyzov, announced on the social media platform X that they will join OpenAI as part of the acquisition. The terms of the deal have not been officially disclosed, though reports vary on the purchase price.
The rapid evolution of robots with stable gait and agile manipulation—spotlighted at CES 2026—signals that robots integrated into daily life are moving from vision to reality. Seizing this momentum, Taiwan is launching a national, mission-driven initiative to accelerate smart robot research, industry development, and talent cultivation.
AI's next bottleneck: Power infrastructure in Taiwan
Jan 16, 07:58
At CES 2026, physical AI emerged as a central theme as real-world deployments gathered pace. Industry discussions shifted away from isolated performance metrics toward system-level and infrastructure requirements. Compared with the earlier focus on GPU specifications and process nodes, attention turned to power supply, cooling capacity, and how infrastructure constraints shape compute expansion.
Hon Hai Precision Industry (Foxconn) announced on January 14 that the 2026 Taiwan Foxconn Ladies Golf Tournament, which it sponsors, has officially been elevated to a main tour event on the Japan Ladies Professional Golf Association (JLPGA) tour. Japan's SoftBank Group is also participating as a sponsor for the first time, highlighting that the collaboration between the two companies extends beyond AI and robotics into brand and corporate culture integration.

Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and stronger spending momentum, according to JB Park, president and CEO of Samsung Southwest Asia. Speaking on the sidelines of CES 2026, Park said the company plans to expand its artificial intelligence ecosystem across appliances, mobile devices, and other premium consumer electronics in the country.

At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience. The 130-inch Micro RGB TV uses micron-scale red, green, and blue LEDs as independent light sources and features the Micro RGB AI Engine Pro for color control. It incorporates a narrow bezel design to reduce visual distractions and integrates Vision AI Companion (VAC) technology, enabling cross-device operations such as sending information to The Freestyle's new devices or kitchen appliances.