
Demand from high-tech companies for new research and manufacturing sites remains strong, prompting Taiwan to advance plans to expand Longtan Science Park by 104 hectares as the government seeks to accommodate continued growth in AI and semiconductor industries.
Higgstec said its first half 2026 operating momentum recovered as inventory reduction in the European industrial controls market neared completion, client orders picked up again, and commercial products in Asia gradually ramped. The niche touchscreen panel maker has also launched mass production on an assembly line it spent more than a year building, extending its business from standalone touch panels to a "one-stop service" that integrates display modules and mechanical parts.
ASRock's business focus is shifting toward AI as ASRock Rack expands server output and ASRock Industrial pushes into edge computing. Following ASRock Rack's listing, ASRock Industrial is also set to go public, as the group's transition from motherboards to AI servers and edge AI gradually takes shape.
China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost of keeping pace is rising even faster. Rhodium Group estimates that seven major Chinese AI companies had combined annualized recurring revenue (ARR) of about US$10.7 billion, based on estimates dated between March and August 2026, roughly one-tenth of the more than US$100 billion attributed to OpenAI and Anthropic combined.
Meta's new AI agent, Muse, has leapt to the top of app charts roughly two weeks after its release. Its popularity has helped push up chip stocks by focusing attention on the importance of CPUs for agentic AI.


