Microsoft is reportedly beginning to replace OpenAI and Anthropic models in its software with its own offerings, likely a strategic move by the software giant to reduce expenditures and bolster its role as an AI provider, soon after the launch of several of its in-house models.

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful boost to operations. Earlier, MiTAC president Billy Ho said the company's business growth in 2026 is firmly on track, driven by sustained demand for AI.

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing that the industry is entering a new phase rather than a bubble. For global readers, the shift suggests wider adoption, more paid services, and a longer runway for AI infrastructure spending.

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.

Meta has taken its first concrete step into generative visual media, entering a market that is filling rapidly with rivals — and where a Chinese incumbent has already turned AI video into a highly profitable business.

LG Electronics reported higher revenue and operating profit for the second quarter of 2026, supported by strong year-over-year growth even as earnings eased slightly from the previous quarter.

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.