AI computing is changing how global hardware is designed, built, and deployed, with implications that extend well beyond Taiwan's tech sector. At a September 19 event, Wiwynn chair Emily Hong said the industry now faces three central challenges: power, cooling, and high-speed interconnect, as demand for AI infrastructure rises worldwide.
Acer Medical said Taiwan's and South Korea's long-standing health insurance and medical records could underpin a new wave of sovereign healthcare AI as the company moves beyond image recognition into generative AI and AI agents. The company highlighted uses in remote care, motion analysis, and preventive medicine at a Next AI event in Wonju, South Korea.
Faraday Future used its annual 919 launch event on September 19 to complete what it calls "Robot World 2.0," unveiling nine new embodied AI (EAI) devices and four industry productivity solutions, putting an all-new Futurist humanoid on sale, and pricing a Master Mini from US$9,990. The lineup spans humanoids, quadrupeds, and mobile manipulators in large, medium, and small sizes, which the company claims is the widest range of device forms of any US robotics company.
Amax is expanding its self-built liquid-cooled data center as the company moves beyond hardware into infrastructure and engineering services, with customer demand giving it more than a year of order visibility.
The US is reportedly pressuring Mexico to tighten rules of origin for AI hardware to limit the use of components produced outside North America, particularly in China. Server supply chain sources said the Mexican government began consultations with Taiwanese original design manufacturers (ODMs) around 10 days ago to explore mutually acceptable solutions, signaling a willingness to negotiate.
Digital transformation is no longer the endpoint for Taiwan's technology industries. As artificial intelligence moves from individual applications into core business operations, companies are entering a new phase in which AI, engineering models, and industrial knowledge are increasingly integrated into product development and operations, Dassault Systèmes said.
HEC Compucase's AI server-related rollout continues to gain traction as AI racks, cooling modules, and high-end power supplies move into mass production or volume shipments. The company expects fourth-quarter 2026 shipments and operating momentum to strengthen further, with full-year 2026 revenue set to maintain double-digit growth and first-half gross margin rising to 24%, about 3 percentage points higher than a year earlier.
High-speed transmission demand continues to rise on the back of AI server and data center buildouts, while cloud service providers (CSPs) accelerate adoption of in-house application-specific integrated circuit (ASIC) platforms. As a result, demand for high-speed connectors and high-speed transmission cables inside servers is also increasing.
Printed circuit board (PCB) wet-process equipment maker Ampoc Far-East said demand for its in-house high-end equipment has surged on AI servers and high-performance computing applications, driving brisk orders in the first half of 2026 and strong utilization rates. Capacity is now close to fully booked, and customers have also begun laying out long-term orders for the next one to two years.
Wiwynn is introducing collaborative robots (cobots) at its El Paso, Texas, facility and third plant in Mexico, alongside a central heat exchange system designed to support liquid-cooled server rack testing. The upgrades reflect the company's efforts to modernize manufacturing as AI servers become more complex and demand for liquid cooling increases.
CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The neocloud, which has sharply ramped up its infrastructure spending over the past year, has secured a growing customer base but faces concerns over financial sustainability amid intense competition and fears of an AI slowdown.
More technical details on 2026 mobile systems on a chip (SoCs) from major vendors are emerging, and the biggest changes in chips such as Apple's A20 Pro and MediaTek's Dimensity 9600 Pro are clearly concentrated in the neural processing unit (NPU). Qualcomm also published a technical article on NPU development on September 10, saying its next-generation NPU will expand shared memory capacity to improve access efficiency and speed for model data, helping mobile AI maintain fast response times.
Taiwan is moving closer to issuing a request for proposal (RFP) for its quantum computing system project.
Huawei has unveiled the OceanStor M900 at Huawei Connect 2026, extending its AI infrastructure strategy into memory and storage with a petabyte-scale key-value (KV) cache system designed for AI agents and long-context inference.
Wiwynn's top executive said demand for artificial intelligence infrastructure is likely to keep the server maker on a strong growth path through the next several years, even as US opposition to data centers builds. The company is still expanding aggressively in North America, citing customer pressure, record revenue, and an improving margin profile.
