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Jul 8
Beijing's rumored AI model debate signals new era of technology controls
Beijing appears to be edging toward restricting overseas access to its most advanced artificial-intelligence (AI) models, a shift that would mirror recent moves in Washington and signal that the world's two AI leaders increasingly regard cutting-edge models as strategic assets to be controlled rather than freely exported.
Foxconn chairman Young Liu said sovereign AI is expanding beyond data residency to AI data centers and their supply chains, forcing a structural shift in global manufacturing.

Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.

Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.

Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise to new AI-driven business models.
Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company also said that its first-half revenue for the year reached NT$16.6 billion, a record for the period, as demand from the industrial and system integration (SI) sectors stayed firm.
Compal's Rayonnant expands liquid cooling lineup for AI servers
Jul 9, 07:55
Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and in-row liquid-to-liquid solutions. The rollout gives the Taiwan-based electronics group a deeper in-house role in liquid cooling as rack power densities increase across AI factories, large-scale training clusters, and high-performance computing (HPC) environments.
Grab Holdings Limited (NASDAQ: GRAB) announced that Uber Technologies CEO Dara Khosrowshahi has resigned from its board of directors, effective July 6, 2026, as the Singapore-based ride-hailing and delivery company works to close its proposed US$600 million acquisition of foodpanda's Taiwan business from Delivery Hero.
US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result of the continued rise in per-rack power consumption, high-voltage direct current (HVDC) power racks are expected to enter the market starting from the second half of 2026, with initial shipments focused on select platforms and specific customers.