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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.

Shihlin Electric expands in North America as orders extend to 2030

Feb 13

Analysis: China's AI models and chips align on day one

Feb 13

Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Feb 13

Quanta boosts Thailand investment to expand AI server capacity

Feb 13

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IT COMPONENTS, PERIPHERALSAI supply chain tracker: Power, substrate, and thermal split on momentum

Feb 16, 15:24

Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting demand patterns, product mix upgrades, and capacity constraints.

AITaiwan rolls out AI push to transform its 1.71 million SMEs

Feb 16, 15:24

Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic Affairs (MOEA) unveiled a four-part plan to help SMEs adopt AI and navigate a world reshaped by labor shortages and supply chain upheaval. The roadmap goes beyond broad ambition, laying out concrete measures industry by industry, with a clear goal: break through the bottlenecks that have long stalled transformation.

ICT MANUFACTURINGMemory crunch tightens CIS capacity, pressures smartphone supply chain

Feb 16, 15:24

The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone market is entering an adjustment phase as end-market demand forecasts grow more conservative. Mid- to low-tier models are expected to face initial shipment cuts.

AIOpenAI hires OpenClaw founder Peter Steinberger, transitions project to independent foundation

Feb 16, 15:18

OpenAI has hired Peter Steinberger, founder of open-source AI agent OpenClaw, signalling a strategic shift toward autonomous personal AI agents as a core product focus.

ICT MANUFACTURINGIndia roundup: India bets on RISC-V amid local ecosystem building

Feb 16, 09:38

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision

AIIndia seeks to democratize AI resources through global commons framework

Feb 16, 08:33

India is positioning artificial intelligence at the center of its technology and geopolitical strategy as it prepares to host the India AI Impact Summit.

AINvidia CEO Jensen Huang skips India AI Impact Summit citing unforeseen circumstances

Feb 16, 08:24

Nvidia has not disclosed a detailed reason for Chief Executive Jensen Huang skipping the India AI Impact Summit in New Delhi this week, saying only that he is "unable to travel… due to unforeseen circumstances."

AIIndia has all ingredients to lead in AI, says Sam Altman before New Delhi summit

Feb 16, 08:23

Ahead of the India AI Impact Summit in New Delhi from February 16–20, 2026, OpenAI CEO Sam Altman said India has the potential to become a "full-stack AI leader," arguing the country possesses the talent, national ambition, and public optimism needed to lead across the artificial intelligence value chain.

SERVER, IPC, CLOUD COMPUTING, IOTTaiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push

Feb 15

Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of working days between the Lunar New Year periods in 2025 and 2026. Strong shipments of AI servers and high-performance chips have prompted foreign banks to forecast Taiwan's GDP growth could reach 8.0% in 2026. If realized, this would mark a second consecutive year of above-8% expansion, following 2025's 8.63% growth.

AIByteDance's Doubao 2.0 aims to undercut the West's AI elite—then Disney strikes back

Feb 14

ByteDance has officially launched Doubao 2.0, a next-generation AI family that promises GPT-level intelligence at a disruptive price point. However, the celebration was short-lived as Hollywood giants, led by Disney, immediately filed a legal strike against the platform for what they call a "virtual smash-and-grab" of copyrighted characters.

ICT MANUFACTURINGByteDance expands chip team to 1,000, advancing four major design lines

Feb 14

Chinese tech giant ByteDance is rapidly scaling its in-house chip development efforts, with its chip R&D team now exceeding 1,000 employees, signaling a strong push into AI hardware. According to a recent report by 36Kr, the company's investment in AI chip technology is accelerating quickly.

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