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Oct 22
Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready
Tesla's move into early production of its Optimus humanoid robot has exposed an unusual challenge in scaling embodied artificial intelligence (AI): the company may need to manufacture thousands of robots before it can generate enough training experience to make them commercially useful.
Elan Microelectronics is pursuing drone opportunities across multiple applications, showcasing a broad range of solutions at the 2026 TAITRONICS expo. Solutions developed with Taiwanese drone maker Thunder Tiger stood out at the company's exhibition area, with several offerings expected to begin contributing to revenue in 2026 and 2027.
LG Electronics is expanding its artificial intelligence (AI) footprint on two fronts: in-house appliance chips and GPU compute services. On one hand, the company is scaling up the deployment of custom AI chips in its home appliances to boost product differentiation. On the other hand, PADO, a startup incubated and spun off by LG NOVA (LG's North American Innovation Center), is entering the GPU compute leasing and brokerage market to explore data center opportunities.
Salesforce has seen sustained growth in both revenue and new customer count, as the company's Taiwan office approaches its first anniversary. According to Salesforce Taiwan general manager Chia-shen Hsu, Agentforce and Data 360 deployments account for roughly 40% of newly signed deals, showing that local companies are moving from evaluating AI technology to applying it in real business scenarios.
Chunghwa Telecom (CHT) has established Chunghwa Yaocih Technology to expand into AI and intelligent imaging, holding its inauguration and unveiling ceremony on October 22. The new company will focus on AI, image recognition, and smart security as CHT deepens its digital transformation services for businesses and government agencies.
AUO is entering the next chapter of its transformation as Chairman and CEO Paul Peng establishes a "quasi-holding company" model, turning its three major operating pillars into separate corporate entities to sharpen performance evaluations and resource allocation while distinguishing core from noncore businesses.
Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding global manufacturing network and advanced AI server engineering capabilities. The companies showcased the results of their collaboration at GTC Berlin 2026 as demand for AI computing continues to rise across Europe and global markets.
Clivet, the Italian climate-control company owned by Midea, is applying its refrigeration expertise to the AI data center market, introducing a redesigned compressor as part of a broader cooling portfolio. The push builds on established air-conditioning technologies while addressing demands for efficient operation and uninterrupted cooling in high-density computing facilities.
The MIPI Alliance held this year's MIPI Demo Day Taipei at the Grand Hyatt Taipei this week, where 16 member companies demonstrated working products to more than 200 developers and engineers. Founded in 2003 to standardize camera and display interfaces for smartphones, the alliance now serves automotive, IoT, industrial, medical, and PC applications, with AI driving its next expansion into AR glasses and humanoid robots.
Apex Science & Engineering is expanding its optoelectronics business in automotive and medical markets, with booked but undelivered orders worth approximately NT$105.7 million (US$3.24 million). Exports have accounted for 73% of the division's sales since the start of 2026, highlighting its exposure to international demand as it develops display modules for industrial, consumer, and public-sector applications worldwide.
Tesla unveiled its new Roadster, equipped with rocket-style thrusters, on October 15 and announced plans to begin production in 2028, more than a decade after the second-generation prototype was first showcased.
While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial results in the company's third-quarter 2026 earnings report.