Physical AI has emerged as an important direction for AI applications in smart manufacturing and automated services, addressing labor shortages, with humanoid robots taking the spotlight as key embodiments of physical AI.
Recent reports from mainland China indicate that authorities have approved the import of an initial batch of Nvidia's H200 chips. The move highlights yet another turn in the intensifying US–China technology rivalry.
As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system stability. AI servers, characterized by high costs, extreme power consumption and significant heat generation, face the risk of substantial losses from system outages. This has heightened the importance of baseboard management controllers (BMCs), which provide real-time monitoring of voltage, temperature and system status, driving steady growth in Aspeed Technology's operating performance.
The collaborative robot (cobot) industry, a pivotal segment for artificial intelligence (AI) applications, anticipates new growth opportunities despite a weak economic recovery, according to leading manufacturers Universal Robots and Techman Robot. Both companies predict AI to be the main catalyst for expansion in 2026.
Altos Computing, Acer's AI server solutions subsidiary, is optimistic about its 2026 outlook as enterprise AI adoption gains momentum across Asia-Pacific. With a growing project pipeline and rising demand for practical AI deployments, the company expects a significant portion of its opportunities to convert into orders, supporting its double-digit growth goal for the year.
Prices for laptops and consumer IT devices are climbing as a sustained rally in memory semiconductor costs ripples through the market. The trend, described by industry observers as "chipflation," is beginning to reach consumers as Samsung Electronics and LG Electronics debut their latest notebooks with sharply higher price tags.
Apple said on January 29, 2026, that it has acquired Q.ai, an Israeli startup working on artificial intelligence technology for audio.
Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain strategy.
Taiwan is stepping up efforts to anchor global investment at home, offering equal incentives to US and foreign firms even as cross-border commitments under the Taiwan–US Investment Cooperation MOU remain asymmetric.
Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply chain pressures while targeting long-term revenue of INR1 trillion (US$10.89 billion) over the next three to four years. For the quarter ended December 31, 2025, the company posted consolidated operating revenue of INR106.78 billion, up from INR104.61 billion a year earlier, supported by consolidated operating EBITDA of INR4.21 billion.
Apple has reported an exceptional performance in India for its first fiscal quarter of 2026, achieving strong double-digit revenue growth in the region. CEO Tim Cook characterized the period as a "terrific quarter" for the Indian market, where the company continues to see strong momentum in emerging markets. This growth comes as Apple reaches new heights in the second-largest smartphone market and the fourth-largest PC market in the world.
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