Artificial intelligence (AI) may worry investors in global markets, but Wistron executives said the technology's rapid adoption suggests the opposite. They argued that strong enterprise demand, expanding use cases, and supply constraints are still driving growth, with implications for businesses and consumers worldwide as AI spreads.
01.AI, the Chinese startup founded by former Google Greater China chief Lee Kai-fu, said it is aiming for a Hong Kong initial public offering in 2027 after restructuring its offshore holding structure. The company has repositioned itself around enterprise decision-making AI tools rather than frontier model development.
Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed attention on Alibaba, the Chinese DRAM maker's largest industry investor.
Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened America's semiconductor and PC industries, while Taiwan's companies are expanding in the US by choice, not coercion, amid growing tariff and security concerns.
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable to whether it can build fast enough to meet demand. With Google Cloud revenue accelerating and a contract backlog swelling past half a trillion dollars, industry watchers increasingly treat Alphabet less as an advertising business and more as a bellwether for AI infrastructure demand across the technology sector.
Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence customer in a year and marks its most concrete challenge yet to Nvidia's dominance of the market for AI training hardware.
Meta Platforms is prototyping an internal AI model router that would steer easy tasks to cheaper models, a move that places the world's largest social-media company inside a fast-growing "model routing" layer that investors and rivals increasingly treat as core AI infrastructure.
Mobileye said in a press release on July 21 that its cloud-enhanced advanced driver assistance system (ADAS) technology will be integrated into select future Stellantis vehicles launching in 2027, expanding the companies' collaboration on next-generation driver assistance features.
Xpeng is transforming into a physical AI supplier over the next 10 years, with robotaxi, humanoid robots, and flying cars as its three core product lines, chairman Xiaopeng He told Automotive News. The company also aims to move beyond the carmaker label and adopt a Tier 1 supplier model, working with operating partners around the world to build a business model that can be replicated globally.
Specialty chemicals maker Johnson Fine Chemical has won approval from the Taiwan Stock Exchange for its listing plan and is now targeting an IPO as soon as late 2026 to early 2027. In recent years, the company has used specialty amine curing agents to break into the AI server and high-end tech hardware supply chains, meeting the demanding requirements of next-generation high-frequency, high-speed copper-clad laminates (CCL) for heat resistance, dimensional stability, low water absorption, and long-term reliability.
ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025, DIGITIMES returned to Singapore in 2026 to examine how rapid changes in the AI supply chain are affecting ASEAN.
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