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Tuesday 31 March 2026
OpenAI scraps Sora to double down on enterprise AI
OpenAI has shut down its Sora video-generation platform, abandoning a high-profile push into entertainment and consumer creativity as it pivots toward enterprise AI and productivity...
Tuesday 31 March 2026
Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

Tuesday 31 March 2026
Chinese GPU maker Moore Threads wins US$91 million AI cluster order

Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

Tuesday 31 March 2026
AI computing shifts from training to inference; heterogeneous architectures go mainstream
As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...
Tuesday 31 March 2026
OpenClaw signals shift to AI agents and self-evolving models
The rapid rise of the open-source AI agent framework OpenClaw, widely known as "Lobster," is reshaping the AI industry's trajectory in 2026, steering focus from generative models toward...
Tuesday 31 March 2026
Apple sustains growth with budget MacBook Neo and OpenClaw craze
Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched...
Tuesday 31 March 2026
Commentary: AI drives global tech layoffs, but Intel, QNAP, and Realtek tell different stories

Generative AI is moving from concept to commercial deployment, reshaping the global technology supply chain. It is shifting from a productivity...

Tuesday 31 March 2026
DIGITIMES Insight: Terafab funding questions emerge as CPU resurgence reshapes AI chip demand
On a recent podcast, DIGITIMES analyst Luke Lin spotlighted Elon Musk's Terafab as a retro IDM bet with major funding questions, while arguing CPUs are resurging in the AI era as inference...
Tuesday 31 March 2026
Apple's removal of vibe coding apps sparks debate over security and competition
Apple has removed and restricted several vibe-coding or AI-driven app development tools from its App Store, escalating tensions with developers over platform rules and the future of...
Tuesday 31 March 2026
Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing...
Tuesday 31 March 2026
South Korea's ENERZAi partners with Advantech to expand global edge AI market
South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech...
Tuesday 31 March 2026
Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
Tuesday 31 March 2026
Microsoft: AI agents key to easing enterprise capacity and workload pressures
AI Expo Taiwan 2026 opened with a focus on AI agents, a shift that could reshape global workplaces by turning assistants into autonomous "digital colleagues." Microsoft Taiwan's Vic...
Monday 30 March 2026
Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
Monday 30 March 2026
Commentary: US chip security act ends China's special AI chip supply
The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...