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Sep 15

US FCC, White House tighten controls on power systems, raising the trust bar for Taiwanese suppliers

The US has taken steps to tighten controls on power systems and robotics equipment in line with its "America First" policy amid the latest geopolitical shifts, adding new uncertainties for Taiwanese supply chain players seeking to establish a foothold in the US. Rather than isolated natural disasters such as earthquakes and floods, the risks that companies must now face are far more structural and geopolitical in nature, according to Chung-Hua Institution for Economic Research (CIER) vice president Shin-horng Chen, who notes that US oversight is moving beyond mere market access for products, into deeper factors such as equipment origin, remote control, software and firmware transparency, and overall supply-chain trustworthiness.

China's humanoid robot race, Part 1: Mass production outruns proven demand

Sep 15

Column: When digital trust breaks — quantum risk rewrites supply chain resilience

Sep 15

Inside CIOE: takeaways from China's biggest optoelectronics show

Sep 15

OpenAI reportedly acquires AI camera startup Glass Imaging for more than US$300M

Sep 15

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PC, CESamsung Exynos regains share as Galaxy phones test 2nm

Sep 16, 13:30

Samsung Electronics' in-house Exynos application processors (APs) are steadily regaining lost ground in the global smartphone market. Samsung's share of the global smartphone AP market rose to 9% in the second quarter of 2026, up 2 percentage points from the previous quarter and 3 percentage points from a year earlier, marking a second straight quarterly increase.

AIMeta globally rolls out Meta One subscription, tops 15 million sign-ups

Sep 16, 12:37

Meta on Sept. 15 announced the global rollout of Meta One, a new subscription service combining premium features across its social media platforms with expanded access to AI tools, as the company seeks to broaden monetization of its growing AI ecosystem.

AIPhysical AI could reshape industrial computing as Ennoconn sees a long growth cycle

Sep 16, 12:35

Artificial intelligence is moving beyond software and into physical systems, and Ennoconn Technology says that shift could create a multi-year expansion for industrial computing vendors. Ennoconn president Nelson Tsay said the next phase of AI is expected to open broad opportunities across robots, factories, and transport applications.

ICT MANUFACTURINGSamsung backs Dutch AI chip startup Euclyd in US$230M funding round

Sep 16, 12:15

Samsung Electronics is investing in Dutch AI chip startup Euclyd as part of a more than EUR200 million (about US$230.9 million) Series A funding round, highlighting growing efforts to develop alternatives to Nvidia's dominant AI accelerator platform.

ICT MANUFACTURINGExclusive: Wiwynn expands US, Mexico plants, aiming to double capacity by 2027

Sep 16, 11:46

Wiwynn has officially kicked off mass production at its first US manufacturing facility. Departing from its previous strategy of leasing facilities in North America, the company is making a major investment to purchase land and build its own plants.

ICT MANUFACTURINGAltera confidentially files for US IPO as AI chip demand fuels listing boom

Sep 16, 11:01

Altera, the programmable-chip maker backed by Silver Lake and Intel, has confidentially filed for an initial public offering (IPO) in the US, positioning the company to tap renewed investor demand for semiconductor and AI-related businesses.

SERVER, IPC, CLOUD COMPUTING, IOTSharp opens orders for Foxconn-built Nvidia AI servers, targeting JPY250 billion by fiscal 2030

Sep 16, 10:48

Sharp Corporation began taking orders in Japan on September 15 for AI servers procured from its Taiwanese parent, Foxconn, and equipped with Nvidia processors, giving the display and consumer electronics maker a route into domestic AI infrastructure at a moment when GPU supply remains tight. The company said commercial sales are planned for fiscal 2027, and it is targeting revenue of around JPY250 billion (about US$1.6 billion) in fiscal 2030, according to Kyodo News.

ICT MANUFACTURINGCommentary: China's US$4.5 trillion electronics target confronts the limits of manufacturing scale

Sep 16, 09:58

Where will China's electronics manufacturing industry find growth over the next five years? The answer is taking shape in the 15th Five-Year Plan for the sector, released by the Ministry of Industry and Information Technology (MIIT) and the National Development and Reform Commission (NDRC): industry revenue is targeted to exceed CNY30 trillion (US$4.47 trillion) by 2030.

AIBeyond 2nm: Dimensity 9600 Pro gives MediaTek a bigger role in mobile AI

Sep 16, 09:53

MediaTek has officially launched the Dimensity 9600 Pro, introducing a major architectural overhaul for its 2026 flagship mobile chip. Beyond the shift to a 2nm process, the new platform adopts a 2+3+3 all-big-core CPU configuration, upgrades its cache architecture, and doubles its NPU resources with a dual-NPU design to support increasingly demanding AI workloads.

AIChina's humanoid robot race, Part 2: Upstream profits gather around dexterous hands

Sep 16, 08:30

Humanoid robot makers are cutting prices and scaling production, yet much of the industry remains unprofitable. Upstream suppliers are starting to show a different economics — especially in dexterous robotic hands.

SERVER, IPC, CLOUD COMPUTING, IOTAI server tracker: BMC, cable, case suppliers post August 2026 gains

Sep 16, 08:30

Taiwan's AI server supply chain continued to show strong year-over-year growth in August, although performance varied significantly across baseboard management controller (BMC), cable/connector, and server-case suppliers.

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