Supermicro Computer has appointed Mark Long as chief financial officer, bringing an experienced technology finance executive to lead the company as it expands its artificial intelligence and IT infrastructure operations. The leadership change at the US-based company could influence its financial execution, capital allocation, and ability to serve customers across markets.

As the semiconductor industry enters the artificial intelligence (AI) era, Intel, once the dominant force in the PC market, has increasingly been viewed as a company that fell behind in the AI race.

Nvidia is expanding its presence in China's gaming market by bringing its next-generation Deep Learning Super Sampling (DLSS) 5 neural rendering technology to titles from major Chinese developers, including NetEase, Tencent, Perfect World's Hotta Studio, and Beijing Lingyoufang Network Technology.

Chinese automakers are accelerating their expansion into humanoid robotics, leveraging artificial intelligence (AI) technologies, electric drive systems, and supply chain resources developed through their automotive businesses, according to DIGITIMES Intelligence.

Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in 2025. The steel processor also anticipates fresh growth opportunities as Kuozui Motors begins exporting finished vehicles to Japan, potentially strengthening Taiwan's position in Toyota Motor's global production network.

As the high power density of AI data centers (AIDCs) becomes an increasingly pressing issue, industry experts are highlighting the importance of power management and power usage effectiveness (PUE). To alleviate bottlenecks in grid infrastructure, AIDC projects must assess feeder capacity, matching accuracy for renewable power sources, and power management when selecting sites.

Japan is stepping up its push into physical AI, with major technology companies and research institutions showcasing advances in autonomous robot learning, motion sensing, and agricultural automation at CEATEC 2026.

A sharp sell-off across artificial intelligence infrastructure stocks has turned a quiet worry about debt into a main concern for Wall Street. The sudden drop in stock and bond prices for CoreWeave, a fast-growing cloud provider backed by Nvidia, has raised questions about whether the heavy borrowing used to fund the AI expansion is becoming too risky.

Strong global demand for AI infrastructure hardware is prompting buyers to secure capacity through advance payments and long-term contracts, driving Taiwan's semiconductor, packaging and testing, memory, substrate, and equipment supply chains to expand aggressively. Private investment in Taiwan is projected to reach a record NT$6.9539 trillion (US$215.4 billion) in 2026 as companies build factories, purchase equipment, import raw materials, and hire workers to meet customer demand.

At SEMICON West 2026, US officials and lawmakers promoted domestic manufacturing and AI export policies, while industry executives warned that supplier shortages, the premium for US-made products, and export controls could undermine the country's semiconductor ambitions.

Meta on Thursday released the weights of Muse Spark Open, which it calls the most capable US open-weight model to date. The company said the multimodal model has 816 billion total parameters (42 billion active) and a one-million-token context window, and is built for coding and agentic work. Meta said the weights can be downloaded from Hugging Face, Amazon SageMaker AI, Google Cloud, and Microsoft Foundry. It also said the model received extra safety post-training and met the thresholds of its internal risk framework.