CONNECT WITH US
Jan 7
CES 2026: pushing AI to the edge
At CES 2026, Nvidia and AMD placed physical AI and on-device intelligence at the core of their keynote speeches. Taiwan's technology ecosystem is set to play an important role in shaping next-generation AI architectures. Key areas include edge computing, AI PCs, robotics, storage, and AR wearables. Nvidia CEO Jensen Huang and AMD CEO Lisa Su both discussed physical AI concepts, focusing on humanoid robots and real-world AI systems.

At the 2026 Consumer Electronics Show (CES) in Las Vegas, Hyundai Motor Group Chairman and CEO Chung Eui-sun held a private meeting with Nvidia CEO Jensen Huang, marking their first in-person encounter since October 2025. The discussion, focused on Nvidia's newly unveiled self-driving platform, Alpamayo, has fueled speculation about the potential expansion of the two companies' strategic partnership.

Qisda announced consolidated revenue of NT$19.028 billion (approx. US$604 million) for December 2025, a 1% increase compared to the same month in 2024 and a 16% rise from November 2025. The company's fourth-quarter revenue totaled NT$52.46 billion, down 3% year over year but stable sequentially. Full-year consolidated revenue in 2025 reached NT$208.2 billion, up 3% from 2024.
Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO Jensen Huang outlined the company's three main investment focuses that guide how it deploys its abundant cash reserves.
The Taiwanese Executive Yuan's 2026 Science and Technology Advisory Meeting concluded with Taiwan's top technology firms represented by new leaders, including TSMC's Cliff Hou and MediaTek's Rick Tsai. President Ching-te Lai emphasized that 2026 marks a critical year to strengthen Taiwan's semiconductor capabilities and advance AI projects alongside the biotech, defense, and SME sectors.
Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices of silver, platinum, palladium, gold, and copper rose sharply throughout the year, with bullish momentum expected to extend into 2026. This upswing is having notable ramifications on the electronic components supply chain, particularly affecting cost structures.
At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry. This competition shifts the focus from algorithms and chip performance to the backbone of AI infrastructure: reliable and affordable energy supply. Chinese-made lithium batteries, particularly lithium iron phosphate (LFP) cells, have become a decisive factor in this evolving contest.
At CES 2026, Taiwanese firms highlighted how artificial intelligence (AI), advanced connectivity, and next-generation energy technologies are rapidly converging to reshape healthcare, mobility, and everyday life. From AI-powered virtual twins and non-invasive medical wearables to solid-state batteries (SSBs) and Wi-Fi 8 connectivity, the exhibition underscored a shift from concept-driven innovation to real-world deployment and commercialization across global industries.
Taiwan-based passive components giant Yageo announced its preliminary consolidated revenue for December 2025, which showed both year-over-year and month-over-month growth, setting a new single-month record in company history.
China's brain–computer interface (BCI) unicorn BrainCo has completed a funding round of about CNY2 billion (US$286 million), making it the world's second-largest single BCI financing, behind only Neuralink's US$650 million raise in mid-2025.

Anli International reported its highest monthly revenue of 2025 in December as notebook brands accelerated orders to avoid anticipated price hikes for key components.

CES 2026 in Las Vegas highlighted new product trends from Samsung Electronics, LG Electronics, and Chinese appliance manufacturers, with a focus on generative AI (GenAI) to enhance smart home integration. Industry players aim to position TVs and refrigerators as central hubs in connected homes.