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Apr 10
Intel–Google alliance reframes AI infrastructure around CPUs
A newly expanded collaboration between Intel and Google signals a key shift in AI infrastructure: CPUs are back at the center of the conversation. Both companies emphasized that the partnership spans multiple generations of Intel's Xeon processors and includes co-development of custom infrastructure silicon. Financial terms and deployment timelines were not disclosed, but the scope points to a long-term alignment, not a one-off supply deal.
The San Francisco home of OpenAI CEO Sam Altman appears to have been targeted twice in three days. In both cases, no one was injured. Police arrested suspects in both incidents at the scene, though their motives remain unclear.
Arizon RFID Technology saw its performance in 2025 impacted by a 20% contraction in the global RFID market last year, with the company posting full-year revenue of NT$3.953 billion (approx. US$124 million), down 14.3% year-over-year. Meanwhile, gross margin fell by 9.9% year-over-year to 22.3%, net profit after tax plunged 73.4% year-over-year to NT$225 million (approx. US$7 million), and earnings per share stood at NT$3.0. Despite the overall market shrinkage, however, Arizon increased its market share by roughly 2pp.
Taiwan's National Science and Technology Council (NSTC) chair Cheng-Wen Wu recently told the Legislative Yuan that Taiwan's robot development strategy aims to deploy machines for heavy and hazardous tasks. The government plans to invest NT$20 billion (US$629.4 million) in a smart robot industry promotion program, prioritizing sectors such as dangerous work environments, caregiving, food service, and healthcare.
Taiwan has formally launched its first national-level robotics hub, signaling an ambitious effort to build a globally competitive industry around intelligent machines. The National Center for AI Robotics, led by the National Institutes of Applied Research, is based in the southern innovation cluster of Shalun and was inaugurated on April 10.
Taiwan has formally inaugurated its first national-level robotics hub. The National Center for AI Robotics, established under the National Institutes of Applied Research, is a strategic bet on converting academic research into globally competitive companies. The center is expected to anchor the island's push to build a world-class intelligent robotics industry.
The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced than the AI-server narrative dominating the financial press. Growth is heavily concentrated, structurally bifurcated, and in some cases, arithmetically misleading.

Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according to the Ministry of Finance.

As demand for AI computing continues to surge, terrestrial data centers are facing mounting constraints in power supply, thermal management, and land availability. As a result, the feasibility of space-based computing infrastructure is drawing increasing attention across the industry.
Apple is attempting to obtain confidential internal data from Samsung Electronics as part of its defense against a US antitrust lawsuit, aiming to use Samsung's market information to argue that it does not hold a monopoly position.
AI and quantum computing are converging — and the geopolitical consequences are profound. At the GITEX AI Asia forum, industry experts argued that this integration goes beyond a technological breakthrough. It is reshaping national competitiveness and strategic deterrence.
Below are the most-read DIGITIMES Asia stories from the week of April 6-April 13, 2026: