AUO Group's AET Corporation (AET), formed in September 2025 through the merger of AUO Envirotech and AUO Digitech, is expanding across the semiconductor supply chain and has reportedly entered the ecosystem of Taiwan Semiconductor Manufacturing Company (TSMC). After the merger, AET's core operations turned profitable in 2025, and the company is targeting a full-year profit in 2026.

SB Energy, the data center and power infrastructure company under SoftBank Group, filed for an IPO with the US Securities and Exchange Commission (SEC) on September 1, planning to list under the ticker "SBE" on Nasdaq and Nasdaq Texas. The deal could value the company at more than US$50 billion, while Nvidia's promised US$1.5 billion investment has emerged as the most prominent backing for the offering.

Macronix (MXIC) said in its latest sustainability report for 2025 that greenhouse gas emissions fell 19.8% from 2024 and 32% from the business-as-usual (BAU) baseline, beating its original 20% reduction target. The memory chip maker also said it invested about NT$780 million (approx. US$24.66 million) in environmental, safety, and health initiatives in 2025.

Buima swung back to profitability in the second quarter of 2026 as a recovery in its battery module shipments and gains from asset disposal lifted results. The company said demand tied to low Earth orbit satellites, wearable devices, and other applications helped improve profitability, while margin measures and earnings per share reached quarterly records.

LG Display (LGD) has introduced a new "PFAS-free" component verification process for suppliers as it prepares for expected European Union (EU) restrictions on PFAS, aiming to eliminate the so-called "forever chemicals" across all products by 2035.

Tim Cook's most durable non-financial decision was to treat environmental and social performance as product attributes rather than corporate disclosure. It worked well enough that Apple's own succession announcement lists it alongside silicon and services. It also leaves John Ternus a set of commitments that get harder every year, a legal challenge to the way they are advertised, and no executive whose full-time job is to deliver them.

As global net-zero efforts intensify, governments and major technology companies are investing in emerging nuclear technologies to meet the huge electricity demand from AI data centers and the semiconductor industry. Because nuclear power offers zero-carbon emissions, small modular reactors (SMRs) are drawing growing attention as a potential new power solution in the AI era.

A move by SpaceX to manufacture turbine blades in-house could ease a global bottleneck in AI infrastructure, where power equipment is now as constrained as chips. If successful, the plan could speed data center buildouts, shift supply chains, and strengthen Musk's control over the timing of new energy capacity.

Shinkong Synthetic Fibers Corporation (SSFC) is taking a cautiously optimistic view of operations in the second half of 2026. Despite geopolitical volatility and disruption to Middle East oil supply keeping international crude prices elevated in the short term, the company said its business should gain support from the US market's relative tariff advantage, gradual ramp-up of new higher-value products, recycled materials, AI applications, and the group's diversified investments.

Buried in 238 pages of targets and inventories are the things nobody puts in a press release: a formal corporate policy on shoe soles, a fish that lives in a fab, a lizard evacuation in Germany, and a workforce that is quietly out-reproducing the rest of Taiwan by a factor of four. Nine small stories from the world's most important chipmaker.