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Feb 13
Commentary: US-Taiwan tariff deal combines US strengths, boosts Taiwan's outlook
The US-Taiwan reciprocal tariff negotiations officially concluded on February 12, 2026. Notably, tariffs on information and communication technology (ICT) and semiconductors remain at zero, and even if tariffs arise in the future, Taiwan will face the lowest rates.
OpenAI has designated the Tata Group as its foundational partner for a major sovereign AI push in India, positioning the conglomerate's HyperVault unit as the first domestic anchor for the global Stargate infrastructure project.
The Indian Prime Minister Narendra Modi and Google CEO Sundar Pichai used the India AI Impact Summit 2026 to announce a sweeping digital infrastructure partnership, with Google unveiling its America-India Connect initiative and reaffirming a US$15 billion AI hub in Visakhapatnam as part of a broader push to deepen India-US technology ties.
US-based server maker Supermicro is evaluating local manufacturing options in India as it seeks to expand its footprint in one of the world's fastest-growing artificial intelligence markets, a senior executive said, citing alignment with the government's "Make in India" initiative.
OpenAI has partnered with leading Indian universities to integrate artificial intelligence tools across campuses, targeting more than 100,000 students and faculty within a year, as India accelerates efforts to build AI skills and domestic capacity in one of the world's largest education systems, according to TechCrunch, Hindu Business Line, and The Tech Buzz.
Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms continued AI server demand, while month-over-month shifts point to shipment timing, project concentration, and base effects rather than a change in end demand.
Global medical technology is rapidly shifting from hospital settings to everyday life, advancing toward precision medicine and long-term health management. Driving the boom in wearable medical devices are four key components that industry experts expect will unlock new blue-ocean opportunities in healthcare technology.
India is using this week's AI Impact Summit in New Delhi to advance a national strategy that combines large-scale compute deployment, sovereign AI model development, and industrial digitization, signaling deeper alignment between the state and the private sector in a rapidly expanding AI market, as per Nvidia's press releases.
US-based Qualcomm plans to invest up to US$150 million in Indian startups through a new AI-focused fund, underscoring its strategy to expand on-device and sector-specific artificial intelligence in one of the world's fastest-growing technology markets.

CCTV's 2026 Spring Festival Gala was the most robot-saturated edition in its history, turning a national broadcast into a showroom for China's humanoid and quadruped industry. Four robotics companies appeared across martial arts, comedy skits, and a holiday short film, in a coordinated push to convert visibility into orders and IPO momentum.

Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and networking supply for large-scale artificial intelligence infrastructure.
Adani Group said it will invest US$100 billion by 2035 to build renewable-powered, AI-ready data centres in India, aiming to expand domestic computing capacity and support the country's push to become a global artificial intelligence hub, according to The Wall Street Journal, Bloomberg, and Reuters.