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.

At Embedded World 2026, most Taiwanese IC design houses reported unprecedentedly active engagement with European customers. Over the past year, visits by European downstream customers to Taiwan for supply chain discussions have far exceeded previous averages, driving a strong Taiwanese presence at this year's event.

Wistron chairman Simon Lin highlighted that the critical gap for Taiwan's artificial intelligence (AI) development in 2025 and 2026 is talent. Not only are Taiwanese companies urgently seeking skilled workers, but major international companies — including Nvidia, Advanced Micro Devices (AMD), Qualcomm, and Broadcom — are actively expanding their recruitment efforts in Taiwan.

Samsung Electronics is targeting one of the hardest engineering challenges in humanoid robotics: building a dexterous robotic hand. The company recently created Hand Lab, a dedicated robotics unit developing high-performance, high-degree-of-freedom robotic hands capable of delicate grasping, manipulation, and tactile sensing. Samsung believes replicating human-level dexterity will be essential to bringing humanoid robots into real commercial environments.

Taiwan's leading automotive power and safety component supplier, Global PMX, has been accelerating its expansion into the fast-growing AI server market while simultaneously advancing into high-value semiconductor and smart medical products. Several new offerings have already entered mass production and shipment, and with additional overseas capacity set to come online, the company is positioning for stronger operational growth ahead.

AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing attention from developers, policymakers, and industry leaders.

Taiwan-based power semiconductor packaging and testing firm GEM Services has announced advancements in its copper clip bonding technology to meet growing demand for enhanced cooling solutions in AI servers. As AI servers increase in power density, effective heat dissipation becomes critical, prompting a shift from traditional bottom cooling designs to top and dual-sided cooling products.

Lotes Terminals Industrial Co. said full-year 2025 revenue topped US$1 billion, reflecting stronger demand for next-generation server and cloud infrastructure components as AI server adoption accelerates.

Walrus Pump, Taiwan's leading water pump manufacturer, said liquid cooling for AI servers is growing, and it expects a significant increase in technology pump shipments by the second quarter of 2026. The company also reported renewed demand for residential water pumps amid rising raw material costs and low channel inventories.

At this year's Embedded World (EW) exhibition, most exhibitors focused on critical solutions and specific components. In particular, there was a large focus on visual sensing, the "eyes," and robotic arm control, the "hands."

Amazon Web Services (AWS) and AI chip startup Cerebras Systems said they are working together to bring a high-speed AI inference architecture to Amazon Bedrock, a managed service for building generative AI applications. The companies said the system, expected to launch in AWS data centers in the coming months, will combine AWS's in-house AI chips with Cerebras hardware to accelerate the execution of large language models (LLMs).