Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined, with demand rising sharply and pushing Intel into a rare supply shortage. Intel executives said demand is far exceeding supply, with capacity constraints costing billions of dollars in lost revenue.

OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive cost-performance for mainstream buyers and attracting users.

Systex Fintech said it will focus on onboarding small merchants who currently transact in cash to help drive the island's non-cash transaction value from NT$6 trillion in 2023 toward the Financial Supervisory Commission's NT$10 trillion (US$190.4 billion) goal by 2026. The company stated that the strategy centers on expanding acceptance among roughly 1.3 million corporate accounts, including more than 500,000 small businesses and cash-based street vendors that do not issue invoices, which it described as a blue ocean for growth.

OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform collaboration. The amended agreement, announced April 27, allows OpenAI to distribute its models across any cloud provider while maintaining Microsoft as its primary partner.

Google DeepMind and Anthropic are increasingly recruiting philosophers to address the ethical and societal questions posed by advanced artificial intelligence, while OpenAI continues to treat safety largely as an engineering challenge without dedicated philosopher roles. The hires reflect diverging views within the industry about whether AI requires distinct governance and moral expertise.

China's decision to block and unwind Meta Platforms' acquisition of AI startup Manus is reverberating across the global technology sector, highlighting Beijing's increasingly assertive approach to controlling strategic technologies and cross-border deals.

As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how its chips reach the world, the island's economy is on track for its strongest growth in years — and industry experts say the fundamentals have rarely looked more solid.

AI-powered navigation platforms such as China's Amap are forcing a rethink of how convenience, competition, and data governance intersect. The debate in Taiwan over Amap's near-real-time traffic light countdown and high-precision navigation reflects a broader shift in how mobility data is collected, processed, and monetized.

DeepSeek's latest flagship model, V4, has renewed debate over the trajectory of the US-China AI race, with analysts and industry voices suggesting that China's progress in model efficiency is not translating into a meaningful reduction in capability gaps with leading US systems.

Amid rising global cancer rates and a shortage of pathology staff, Taiwan-based AetherAI says its FDA- and IVDR-certified digital pathology platform could ease diagnostic bottlenecks worldwide by enabling integrated AI tools and automated workflows, potentially accelerating access to faster, scalable cancer diagnostics across hospitals, healthcare systems, and clinics globally.