Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.
Jet fuel prices may remain elevated for months even if geopolitical tensions ease, the challenge stemming not only from crude supply but also from global refining capacity already operating near full utilization, leaving no room to increase output of refined products.
Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses gain weight and low-margin operations are phased out. The industrial PC supplier reported second-quarter revenue of NT$48.38 billion (approx. US$1.52 billion), while revenue for the first half of the year reached NT$85.49 billion.
Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company's AI data center (AIDC) expansion.
AI data centers are approaching a physical limit: as scale-up architectures stretch across multiple racks and SerDes speeds near 448G, copper's effective transmission distance is shrinking to just a few dozen centimeters, accelerating the industry's shift toward all-optical interconnect architectures.
Less than a week after LG Group and Nvidia signed a strategic memorandum of understanding (MOU), Madison Huang, Nvidia's senior director of product marketing for Omniverse and robotics, is reportedly preparing to visit South Korea and head directly to one of LG's key robotics R&D sites.
Nvidia's Madison Huang is set to visit LG Electronics' Yangjae R&D campus in Seoul on August 18 to inspect the company's robot data factory and hold closed-door talks with senior LG executives on robotics cooperation, according to Yonhap and Chosun Biz.
Anthropic and OpenAI are turning their AI rivalry into a revenue race, with both companies posting sharp growth, gaining enterprise customers, and preparing for potential public listings. Coding tools, subscriptions, and AI agents are emerging as key growth engines, while investors increasingly view the two firms as the leading private-market contenders in generative AI.
As physical AI and robotics draw unprecedented market attention, a key bottleneck is clogging the deployment pipeline: quality, real-world physical data. To move applications from the lab to real-world deployment, companies are getting creative in overcoming this obstacle while balancing affordability, stability, and data volumes.
