Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a year, ending a high-profile return that followed one of the biggest talent offers in Silicon Valley. The departure comes after Meta reportedly recruited him with compensation worth as much as US$1.5 billion as it intensified its push to narrow the gap with leading AI developers.
Taiwan's EV charging industry remains in a fiercely competitive, fragmented phase, according to Blockcert chairman Chang Chung-I. While charging stations may appear to offer an unattended business model, their operations involve numerous complexities that operators often discover only after sites go live, and a lack of operational management experience can result in substantial costs.
MicroIP said on Sept. 10 that it secured a systems integration contract worth about NT$630 million for a major AI smart residential project in northern Taiwan. The agreement is expected to run for about 36 months, with the first phase — system architecture planning and project management integration — set to begin in October 2026.
STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic data transmission chips. The disclosure marked the first time the company broke out the mix behind its AI outlook after lifting its forecast in July.
Taiwan's five-year National Quantum Team program is set to conclude in December 2026, and the government's second-stage quantum research initiative will begin in January 2027. The new phase will continue developing quantum computers, quantum communications and quantum software, while also dedicating several years to advancing cross-domain applications in drug discovery, materials simulation, fintech and smart logistics.
ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor packaging and testing.
Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year, a new 2026 high that the company said reflects recovering global supply-chain demand and the benefits of its overseas expansion.
Gem Terminal Industry said its August 2026 consolidated revenue continued to show steady growth, helped by the approaching conversion deadline for China's new insulation requirements for plug pins under GB 1002-2024 and by stronger orders and a broader customer base for its specialty copper materials business.
Intelligo said it is aiming for double-digit revenue growth in 2027 as AI IP licensing and AI edge-computing ASICs expand its reach into smartphones, notebooks, earbuds, gaming consoles and smart glasses. The company said edge AI demand is rising even as AI data centers absorb semiconductor capacity and supply-chain resources.
Chinese AI chipmaker Enflame will list on the STAR Market of the Shanghai Stock Exchange on September 11, 2026, becoming the last of China's "four little GPU dragons" to go public. Enflame is grouped with Moore Threads, MetaX, and Biren Technology as China's "four little GPU dragons," and with Enflame's listing, all four companies will have entered the capital market.
Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion of its Arm Total Design for Physical AI ecosystem, for example, includes Taiwanese IC designer Realtek Semiconductor.
More coverage
