Anthropic's quiet move to secure massive computing capacity marks a strategic escalation that could reshape competition among leading AI labs, intensifying pressure on rivals such as OpenAI and raising the stakes in the global race to control AI infrastructure.
Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled server, optical communication, and IC substrate sales to grow over 60% year-over-year. This surge set new monthly records and pushed January revenue to an all-time high.
Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources cited by Yonhap News Agency and The Hankyung. The informal dinner in Santa Clara took place at the restaurant "99 Chicken" and followed a similar high-profile gathering Huang held in Seoul in October 2025 with Samsung Electronics chairman Lee Jae-yong and Hyundai Motor Group chairman Chung Eui-sun.
Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data centers, and cutting-edge chips.
Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal decline and overall 2026 shipments to face challenges due to memory shortages and price hikes.
Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron, Inventec, Wiwynn, Foxconn, and MiTAC, reported high double-digit year-over-year revenue growth in January 2026, with Wistron and Wiwynn achieving triple-digit expansion. Suppliers expect first-quarter demand to remain above seasonal norms, driven by concurrent strength in AI and general-purpose servers.
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major asset divestment has been completed without litigation.
AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise adoption.
Global competition in artificial intelligence (AI) infrastructure is intensifying, and SK Group is accelerating its strategic expansion. Korean media report that SK Group chairman Chey Tae-won and senior SK Hynix executives recently traveled to the US to discuss cooperation with major technology companies, including Nvidia, while advancing plans for the proposed "AI Company" (tentative name).
Taiwan's ACpay, a fintech firm specializing in payment and e-commerce solutions, is accelerating its expansion into retail channels and high-growth verticals—particularly fitness and supplementary education, both posting annual compound growth rates above 20%. The company is now positioning subscription payments and receivables financing as its next major revenue engine.
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