Is the AI Boom Sustainable or a Bubble About to Burst?
Taiwan's AI-driven surge is real, but software teams still need a hard-nosed plan for what happens if demand cools after the infrastructure buildout peak.
6 articles in this category.
Taiwan's AI-driven surge is real, but software teams still need a hard-nosed plan for what happens if demand cools after the infrastructure buildout peak.
Cloud-scale AI will keep growing, but Taiwan's strongest software opportunity may be edge-first systems that combine local chips, lightweight models, and workflow-specific reliability.
Taiwan's CES 2026 pivot from component supplier to systems exporter is credible, but software companies need productization discipline to turn hardware excellence into off-the-shelf global solutions.
Taiwan's 2026 Agentic AI policy shift is clear: teams that only classify and predict will lose ground to teams that can plan, execute, verify, and recover under real workflow constraints.
As power constraints, hardware depreciation risk, and talent bottlenecks sharpen in 2026, software teams need a resilience-first operating model that outlives temporary infrastructure booms.
As semiconductor reshoring accelerates and trade relationships rebalance in 2026, software companies need a portfolio strategy that captures U.S. growth without blindly abandoning China-linked revenue pathways.