Taiwan's optics industry is entering its traditional peak period, with global smartphone demand, Apple's new-device cycle, and rising camera shipments expected to support revenue into late 2026 and beyond for leading suppliers. Firms also see AI-related shifts and new business lines adding to longer-term momentum.

Taiwanese elevator manufacturer Golden Friends (GFC) announced on June 29 that it had secured a major contract to supply high-end elevators for the new headquarters of Kinpo Group. The project is set for completion and revenue recognition in 2028, and will further boost the company's order backlog to nearly NT$10 billion (approx. US$313.8 million), supporting solid operating momentum over the next three years.

Nvidia chief executive Jensen Huang is drawing attention to a new AI concept called loop engineering, which shifts emphasis from writing prompts to building systems that test, evaluate, and improve results over time. The idea could shape how companies worldwide deploy AI, especially in repetitive tasks, automation, and software workflows.

The EU is accelerating efforts to cut reliance on foreign cloud, AI, and semiconductor suppliers as it seeks to block so-called "kill switch" risks, with plans to introduce the Cloud and AI Development Act (CADA), alongside a Chips Act 2.0, in a bid to strengthen technology sovereignty and reduce external dependence. But an InfoWorld analysis says the policy, framed as digital sovereignty, may not make the market safer and could instead worsen fragmentation, procurement confusion, and vendor consolidation.

A new partnership between Nvidia and Firmus aims to expand access to advanced AI computing for customers worldwide, including AI-native companies, enterprises, and independent software vendors. The deal underscores how demand for large-scale AI infrastructure is reshaping global technology markets, especially in the Asia-Pacific region.

Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.

OpenAI has confidentially filed for an initial public offering with the US Securities and Exchange Commission (SEC), setting the stage for closer scrutiny of its related-party transactions and potential conflicts of interest involving CEO Sam Altman's extensive personal investment portfolio.

Shuotong, a liquid-cooling solutions provider, said it expects a positive outlook for the second half of 2026 as AI-driven thermal management sustains demand for liquid cooling. The firm, which is listed on the Emerging Stock Board on June 26, announced that it supplies microchannel cold plates, high-reliability manifolds, flexible hose assemblies, and fatigue-resistant metal tube parts to major international Tier 1 liquid-cooling players and several leading thermal module makers in Taiwan and abroad.