Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg.
Sercomm chairman James Wang predicted that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments and consumer reactions to smartphone price hikes.
The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts.
China's technology sector is embracing a new trend known as "raising the lobster," developer slang for deploying and operating the open-source AI agent platform OpenClaw. What began in developer communities is spreading to cloud providers, device makers, and enterprise software platforms as companies move to integrate AI agents into their ecosystems.
The open-source AI agent platform OpenClaw is rapidly emerging as a key milestone in AI, with Nvidia CEO Jensen Huang calling it one of the most important software breakthroughs of the current era.
The conflict in the Middle East unexpectedly affected a data center operated by major cloud service provider (CSP) AWS, once again highlighting the urgent need for sovereign AI. Taiwanese companies are also seizing the chance to capture new business. The 2026 Smart City exhibitions in Taipei and Kaohsiung will open next week. For the first time, the 2026 event will feature a full suite of solutions from the "Taiwan AI National Team," led by major companies such as Asus and Foxconn.
Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical applications and to keep private data close to systems of record.
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction capacity is completed, estimating accelerator gross margins in the 30% to 40% range and pointing to higher-margin adjacent services and database offerings to lift overall profitability.
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud infrastructure and easing investor concerns about whether the company could finance its ambitious data-center expansion.
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and 17.6% from the same period a year earlier, marking its lowest point in the past six months. Cumulative revenue for the first two months of 2026 totaled NT$160.14 billion, a 14.73% year-over-year decline.
Apple Inc. launched the MacBook Neo at an aggressive price that has disrupted the notebook market, with the most basic version in Taiwan priced at NT$19,900 (US$624.71) — the lowest-ever price for a Mac product.
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