Generative AI is becoming a primary search gateway, but the credibility of its underlying content sources is under increasing scrutiny. China has exposed a grey market industry chain manipulating generative AI search through "content poisoning," where generative engine optimization (GEO) is used to mass-produce low-cost content that steers AI model recommendations, including surfacing fabricated products in AI-generated answers.

Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the key growth drivers in the ICT supply chain over the past two years. Foxconn, a leader in the AI server industry, forecasts that its AI rack shipments in the first quarter of 2026 will grow by a high double-digit percentage compared to the previous quarter.

South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects the explosive growth of the AI chip market and its growing influence on job seekers' priorities.

Intel has confirmed its participation in Nvidia's GTC conference starting on March 16, signaling a deepening collaboration between the two chip giants to co-develop custom x86 CPUs aimed at easing current AI workload bottlenecks.

Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising tariffs, higher energy prices, and growing inflation risks. Thomas T.L. Wu, chairman of the Chinese National Association of Industry and Commerce (CNAIC), said that the conflict has exceeded market expectations and could push up oil prices, driving up domestic inflation and production costs for businesses.

As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However, the ongoing memory shortage is expected to persist until 2027 before easing. While this may suppress demand in consumer markets like smartphones and notebooks, shipments of AI-enabled phones and AI notebooks are projected to grow in 2026.

Driven by growing demand for AI servers and high-performance computing (HPC) applications, Taiwan's exports to the US surged 83% in the first two months of 2026, marking a strong performance. Following FedEx's launch of its expanded transshipment center at Taoyuan International Airport on March 11, US logistics giant UPS has announced it will open its largest Asia-Pacific logistics hub at the same airport on March 25.

Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial intelligence infrastructure, while others caution that the forecast may set increasingly high expectations.

During the GTC 2026 keynote, Nvidia CEO Jensen Huang detailed a massive shift toward agentic AI and specialized token factories. Huang projected at least a trillion dollars in infrastructure demand through 2027, driven by the rapid evolution of reasoning models and a global transition to accelerated, vertically integrated computing.

Nvidia CEO Jensen Huang declared the arrival of the "agentic AI inflection point" at the company's GTC 2026 conference, unveiling a vast ecosystem of hardware, software, and industrial partnerships.

Taiwan's government-run free trade zone has recorded a significant surge in air cargo at Taoyuan International Airport, reflecting the island's expanding role in the global AI supply chain. Large volumes of high-value memory chips are imported into Taiwan for assembly and re-export as AI servers and semiconductor components, a production model that has remained robust for more than two years.