India is reporting steady progress in expanding domestic manufacturing capacity across electronics, automotive, and other industrial sectors under its "Make in India" and production-linked incentive (PLI) programmes, with investments, output, and exports continuing to scale.
The focus of artificial intelligence computing is set to shift from training to inference beyond 2025, a transition that will also redefine system bottlenecks across data centers, according to DIGITIMES Research.
Huawei Technologies unveiled its 2026 wearable product lineup at a launch event in Taiwan on the March 27. Yong Hai, general manager of Xunwei Technology, the exclusive distributor for Huawei in Taiwan, highlighted that the company achieved a remarkable 60% year-over-year increase in earphone sales revenue in 2025 despite lacking a smartphone product line in Taiwan.
India is recalibrating FDI rules, semiconductor incentives and AI policy while expanding power capacity and attracting global players like Tesla, Keysight and DNP. Data center ambitions are rising amid talks with Meta and Google. However, challenges persist, including rising GPU costs and declining smartphone shipments, highlighting a complex but accelerating industrial transformation.
Innodisk told attendees at the 2026 AI EXPO that effective AI deployment requires more than raw computing power; it depends on tight integration between software and hardware, and on selecting components tailored to specific environments. The company argued that edge AI has progressed from image recognition and language models to autonomous learning and decision-making.
The global AI is entering a new phase where competitive advantages are increasingly short-lived, often eroding within months or even weeks. Across models, products, and platforms, no single player appears able to maintain a durable lead. Instead, the likely long-term winners will be those that can continuously adapt, integrate capabilities into everyday user workflows, and control distribution at scale—rather than those that simply build the most advanced models.
SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS), estimating that global AI and data center capital expenditure has surged from about US$110 billion in 2020 to roughly US$600 billion in 2026.
Samsung Electronics has decided to restart negotiations on wages and collective agreements, temporarily halting a planned large-scale strike scheduled for late May. The risk of strike action remains, however, as major differences between management and unions remain unresolved.
As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan is leveraging its dominance in AI servers and semiconductors to foster deeper collaborations with Germany, France, and neighboring nations.
Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent forecasts have grown more pessimistic, with IDC revising its shipment decline estimate from 8.9% in January down to 11.3%.
Amid a growing wave of enterprises adopting GenAI technologies, the National Center for High Performance Computing (NCHC) is showcasing national-level computing resources and AI development platforms at the AI Expo Taiwan 2026, including the Jingchuang 26 supercomputer, currently Taiwan's highest-computing-density supercomputer, and the Taiwan AI RAP platform for accelerating enterprise AI deployment. Held this year from March 25-27 at the Yuanshan Expo Dome in Taipei, the annual AI Expo Taiwan is the premier event for Taiwan's AI industry.
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