China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders ahead of expected price increases and the company adjusted some product prices to reflect higher costs. The Taiwanese adhesives maker said the trend lifted the second quarter and first-half top line as it pushed new products, expanded applications, and won more customers.
Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing North American brand customers and a global surge in demand for collectible trading cards. The vacuum metallizing film and precision coating maker said June consolidated revenue rose to nearly NT$375 million (US$11.69 million), up 48.97% from a year earlier and 25.67% from May.
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.
China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling surging large-model training and inference demand.
Taiwanese companies are speeding up overseas expansion as China's economy slows and global supply chains shift toward resilience, and government-backed financing is being taken up quickly. The Ministry of Finance said the NT$30 billion (US$935 million) financing program for overseas investment in its 12th round is close to its limit, while the newly opened 13th-round NT$60 billion quota has already been fully registered.
Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first half of 2026, consolidated revenue reached NT$902 million, an increase of 7.45% from the same period in 2025, as the industrial computing and smart device supplier continued shifting toward higher-value products.
Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of 2025, the company had completed 85 Responsible Business Alliance Validated Assessment Program audits at 65 sites worldwide, according to a recent audit summary.
HHGalaxy's planned investment in aCommerce underscores how Asia's e-commerce growth is reshaping opportunities for brands worldwide. As markets across Southeast Asia, Japan, and Taiwan expand, companies are increasingly seeking partners to manage logistics, data, and sales across borders. The deal may signal a broader shift toward regional platform strategies.
More coverage
