Server rail maker King Slide Works benefited in 2025 from strong demand for high-end GPU/ASIC platforms, putting its server business at the forefront of its growth. Server rails account for roughly 90% of King Slide's total revenue and are linked to applications such as high-performance computing (HPC) and large AI model servers.

Taiwanese contract manufacturer Foxconn is embroiled in a local tax dispute in Karnataka, with two gram panchayats issuing notices over alleged unpaid dues and requests for detailed land-use documentation. The development has sparked concerns over the state's investment climate as it seeks to attract high-end electronics manufacturers, according to The Economic Times, Money Control, and India Today.

A surprise tariff announcement by US President Donald Trump following a call with Indian Prime Minister Narendra Modi has eased immediate trade pressure on India, but the lack of detail and India's parallel push to diversify partners suggest the deal may be more tactical than transformative.

The Asia Pacific Game Summit (APGS) 2026, held alongside the Taipei Game Show, highlighted a significant shift in the gaming industry fueled by generative AI. Industry leaders noted that AI technologies have evolved from experimental tools into comprehensive productivity platforms, supporting game development, operations, and marketing.

China has for the first time formally designated "future industries," with the framework for policy support now taking shape. The move signals a shift away from conceptual discussion, placing these sectors at the core of the country's upcoming 15th Five-Year Plan.

SpaceX's acquisition of xAI has been presented as a response to the growing power and cooling demands of artificial intelligence. At the same time, the transaction reshapes Elon Musk's group of companies by combining launch services, satellite networks, data platforms, and AI development, with potential implications for how investors evaluate SpaceX's long-term prospects.

D-Wave has begun 2026 with a series of strategic initiatives to further solidify its position in the race to commercialize quantum computing. The company, which has long focused on quantum annealing technology for optimization problems, recently completed its acquisition of Quantum Circuits Inc. (QCI), a leading developer of gate-model quantum computing systems. This acquisition marks a significant shift as D-Wave expands beyond its core technological pathway to compete more directly with IBM and Google in the broader quantum computing arena.

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok, and xAI. However, investment banks warn of rising financing pressures, with reports indicating Oracle is evaluating workforce reductions and the sale of its healthcare technology unit, Cerner, to ease financial strain.

China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry is moving from dozens of competing models toward consolidation dominated by three major players.

AI data centers are undergoing an unprecedented thermodynamic power shift. From the semiconductor supply chain's perspective, Nvidia has quietly initiated a "cooling reform," transitioning from traditional separated cooling architectures toward highly integrated, actively managed motherboard designs.

TSMC leads the global semiconductor race with advanced processes and a market value of NT$46.5 trillion (US$1.47 trillion), placing itself at the core of what is commonly described as Taiwan's "silicon shield." Inspired by this success, Taiwan's top talent is now turning to the medical field, aiming to replicate TSMC's path by developing a biotech- and healthcare-centered "shield" that could become another national pillar.