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Jul 9
Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

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).

Huawei has joined more than 20 Chinese technology companies and research bodies to launch OPEN NPO, the country's first multi-source agreement for near-packaged optics, in an effort to standardise high-speed optical interconnects for AI supernodes and large-scale computing clusters.

India has scrapped import duties on a targeted set of components and factory machinery used to build smartphones, displays, and lithium-ion cells, a move that deepens New Delhi's drive to pull more of the global electronics supply chain onto Indian soil and away from China and Vietnam.

Meta readies Iris chip, locks in supply for push to 14 gigawatts
Jul 10, 10:36
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion expected to reach 14 gigawatts in 2027.
As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.

India's decision to clear a smartphone-manufacturing joint venture between Dixon Technologies and Vivo Mobile India could reset how the country handles Chinese capital in its fast-growing electronics sector, signaling that Beijing-linked investment can pass New Delhi's tightened scrutiny when it is structured under local majority control.

OpenAI has expanded its push beyond conversational AI with the launch of ChatGPT Work, an agentic workspace that combines ChatGPT with its Codex coding capabilities, underscoring the industry's rapid shift toward AI agents that can complete complex tasks rather than simply answer questions. The announcement positions OpenAI at the center of an increasingly competitive market, where rivals including Anthropic and Cursor are racing to build autonomous workplace assistants.

China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.
Taiwan's new quadruped robot dog platform highlights how global robotics supply chains may shift as companies seek alternatives beyond China, Europe, and the US. Supporters say Taiwan's components performed well in testing, potentially giving international buyers more options as demand for next-generation robots grows.
Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end server power supplies and battery backup units continued to fuel growth. The Taiwan-based electronics supplier said second-quarter revenue reached NT$52.74 billion, up 21.5% quarter-over-quarter and 30.5% year on year, while first-half revenue totaled NT$96.1 billion, a 25% increase from the same period in 2025.
Taipei-based industrial PC maker Arbor reported record consolidated revenue in June 2026 and said demand for edge AI, smart manufacturing and industrial digital transformation continued to strengthen. The company also said the trend supported both quarterly and first-half performance, and it expects growth to continue in the second half as physical AI adoption expands.
AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The trend matters beyond Taiwan, as global cloud builders, server makers, and network operators continue to expand infrastructure for artificial intelligence.