2025 marked a year of sharp reversals for Taiwan’s AI supply chain. Early concerns over a low-cost Chinese “dark horse” AI model gave way to renewed optimism after OpenAI and Nvidia reignited the global AI arms race with massive data-center expansion plans. Expectations that AI investment would cool in 2026 have since been overturned, as capital-expenditure forecasts from major U.S. cloud providers continue to rise.
This week’s newsletter examines three tech megatrends shaping 2026: a rare wave of mega IPOs led by OpenAI, Anthropic, and potentially SpaceX; a shift within the hardware ecosystem from supply shortages to AI-driven inflation—particularly in memory; and the implications of China’s forthcoming 15th Five-Year Plan. Together, these forces are reshaping capital flows, pricing power, and competitive dynamics across the global technology landscape.
cwnewsroom.substack.com
This week’s newsletter examines three tech megatrends shaping 2026: a rare wave of mega IPOs led by OpenAI, Anthropic, and potentially SpaceX; a shift within the hardware ecosystem from supply shortages to AI-driven inflation—particularly in memory; and the implications of China’s forthcoming 15th Five-Year Plan. Together, these forces are reshaping capital flows, pricing power, and competitive dynamics across the global technology landscape.
2026 Tech Megatrends: IPO Shockwaves, AI Inflation, and Samsung’s Profit Surge Pressuring TSMC
Liang-rong Chen
cwnewsroom.substack.com