China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure.

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part of Wingtech's business operations.

China's large language model (LLM) market is coming under mounting pricing pressure, as domestic AI model developers cut fees closer to cost, while the gap with international model pricing widens to dozens of times.

ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make it one of China's most aggressive investors in data centers, servers, and custom chips.

Qualcomm has reportedly landed more than one ASIC customer, with a separate project for a US cloud service provider also taking shape, according to industry sources. The development follows reports from Bloomberg and other media that ByteDance, the developer of TikTok, is Qualcomm's first major client for its custom chip push.

Formosa Chemicals & Fibre Corporation said it is accelerating restructuring and diversification efforts after posting losses in 2025, as the petrochemical major pivots toward higher-value materials, including semiconductor-related products such as polyimide (PI) and silicon carbide (SiC), with early results expected by 2027.

Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.

Huawei reported that cumulative global shipments of its Watch Fit series had topped 24 million units as of April 2026, signaling accelerating momentum for the vendor's smart wearables business amid continued US restrictions on its smartphone operations. The company said the Watch Fit lineup has become one of its best-selling fashion-sport smart wearables as Huawei pursues growth in Europe, Southeast Asia, and other overseas markets.

Formosa Chemicals & Fibre Corporation announced it will debut at COMPUTEX 2026 next week to present a push into semiconductor-grade materials and low-carbon hydrogen supply aimed at cutting emissions in chip manufacturing. The company said it plans to start producing 5N5 high-purity low-carbon hydrogen in the third quarter of 2027 and will emphasize links between its chemicals business and the semiconductor supply chain at the Taipei event.

Chief Telecom said AI computing demand drove stronger leasing interest in its artificial intelligence data center business, lifting 2025 results. The firm did not rule out another AI data center build-out in the second half of 2026. Executives said at the shareholders' meeting on April 27 that letters of intent for the fourth Central Taiwan Science Park AI data center have topped 50%, and occupancy at the LY2 smart data center is expected to exceed 90% by the end of 2027.