Taiwan
The most contested geography in the region, and the source of the chips the global economy can’t function without — every shift here has consequences well beyond its shores.
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May- 2026 -30 MayPower
US defense chief softens China rhetoric while urging allies to boost military spending
US Defense Secretary Pete Hegseth urged Asian allies to increase defence spending against China's military buildup while describing US-China relations as improved and omitting Taiwan from his prepared remarks. The…
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30 MayTech & AI
Chinese DRAM maker CXMT captures 8% global market share, entering Western PC supply chains
HP, Dell, Lenovo, Acer, and Asus have evaluated or adopted DRAM from Chinese manufacturer CXMT, which captured 8% of global DRAM market in Q1 2026. Pentagon delisting in January 2026…
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29 MayPower
Trump’s Taiwan arms pause signals US security commitments are now negotiable with Beijing
The US has frozen a USD 14 billion arms sale to Taiwan after Trump discussed the island's weapons situation directly with Xi Jinping, breaking decades of protocol. South Korea, Japan,…
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28 MayTech & AI
Computex 2026 opens in Taipei with AI chip announcements shaping enterprise upgrade cycles through 2027
Computex 2026 opens June 2-5 in Taipei with 1,500 exhibitors from 33 countries. Nvidia, Qualcomm, Intel, and Marvell deliver keynotes on AI computing and AI PC platforms. Cooling technology and…
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28 MayTech & AI
Taiwan warns of Chinese apps collecting sensitive data but lacks legal power to restrict them
Taiwan's government flagged Chinese apps like iQIYI, Bilibili, and Xiaohongshu as high-risk data collectors but lacks legal power to restrict individual downloads. The NCC's 2019 broadcast ban and 2020 OTT…
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28 MayTech & AI
Nvidia commits NT$150 billion to Taiwan headquarters, conditioning expansion on grid capacity
Nvidia CEO Jensen Huang unveiled Taipei headquarters design and announced NT$150 billion investment in Taiwan—15 times AMD's commitment. Workforce expands from 1,000 to 4,000 by 2030. Huang attached explicit condition:…
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28 MayCapital
Taiwan and South Korea’s chip boom masks dangerous export concentration risk
Taiwan, South Korea, and Japan are riding an AI hardware boom that has pushed Taiwan's output growth to 14% annually and South Korea's chip profits up 500%, but both economies…
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28 MayTech & AI
Taiwan’s TECO targets AI data center boom with modular power blocks across Asia and North America
TECO Electric & Machinery, a Taipei conglomerate with NT$73.5 billion (US$2.3 billion) in 2024 revenue, is targeting AI data center infrastructure as primary growth, expanding across North America and Southeast…
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27 MayPower
US arms failures in Taiwan and Japan spark anxiety at Asia security forum
Defense Secretary Pete Hegseth arrived in Singapore for the Shangri-La Dialogue facing allied anxiety over two concrete weapons delivery failures: a paused USD 14 billion arms package to Taiwan and…
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25 MayTech & AI
Grab’s AI-driven ‘cyborganisation’ challenges Southeast Asia’s data protection laws
Grab CEO Anthony Tan is restructuring the super-app around a 'cyborganisation' model, integrating AI into every employee's workflow for operational decisions. With 2024 revenue of US$2.35 billion and US$150 million…
