India aims to secure rare earth magnet supply amid Chinese dominance as firms from the country deepen ties with Korean giants.
As generative AI applications surge, global venture investment has shown a steady rebound, with AI and robotics emerging as two of the most sought-after sectors. Sensing the momentum of this technological shift, Abico Asia Capital has already repositioned its portfolio and will make AI, robotics, and semiconductors its core investment pillars for 2026. The firm also emphasized its commitment to identifying Taiwan's "hidden champions" and helping them upgrade and globalize their supply chains.
Amid reports that Taiwan plans to invest US$400 billion in the US to secure better tariff treatment, avoid overlapping tax rates, and reduce Section 232 impacts under the Trump administration, a Deloitte Taiwan consultant says concerns over industrial relocation and hollowing out are largely unfounded.
As AI computing power surges exponentially, electricity has become a critical strategic resource for the tech industry. With traditional power supply models struggling to meet the rapidly growing demand from data centers, US tech giants are transforming from mere consumers into active investors and traders in energy.
Taiwan's tech industry is set for a major transformation in international expansion, amid the ongoing restructuring of global supply chains and geopolitical shifts. In his capacity as chairman of the Taiwan Electrical and Electronic Manufacturers' Association (TEEMA), Hon Hai (Foxconn) chairman Young Liu has pledged to replicate Taiwan's science park model overseas, a bid welcomed by many small and medium-sized enterprise (SME) owners, who hope for swift implementation of such plans.
Medical device maker TaiDoc is optimistic about prospects in multifunctional personal physiological monitoring platforms amid growing awareness worldwide for suboptimal health conditions, with significant growth expected for the company's two main product lines: multiparameter measurement platforms and consumer smart ring devices.
As global supply chains realign and tariff barriers rise, Taiwan's manufacturing sector—at the heart of this storm—feels the uncertainty acutely. At the Fortinet Cybersecurity Carnival 2025 held on November 26, 2025, in Taipei, IDC senior research analyst Yvette Lin stressed that amid geopolitical tensions and rising operating costs, manufacturers must treat cybersecurity not as a simple cost of protection but as a core competitive advantage that ensures uninterrupted production and reinforces operational resilience.
China's top technology companies are shifting their LLM training to overseas data centers as Washington tightens controls on advanced AI chips and Beijing orders domestic firms to stop using foreign hardware for model development.
The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With Google's Gemini 3 launch expected to reset the competitive landscape, according to multiple market sources cited by the Financial Times, concerns have emerged about potential impacts on Nvidia's market position.
Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper, integrated AR models. The industry sees AR as the next personal computing device tied closely to smartphones.
3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move advances 3Peak's push to become a global platform-based provider of analog and mixed-signal solutions.
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