Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now extend visibility into first half 2027.
OpenAI and SpaceX have released new models laden with features that show the direction of frontier AI model development, including voice interaction, agentic workloads, coding capabilities, and token efficiency. Their new products arrive at a time of intense competition among model makers, and soon after, SpaceX filed for its record-breaking IPO and OpenAI began its own public listing process.
Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported consolidated revenue of NT$65.603 billion in June, up 11.3% from May and 55.4% from a year earlier, while first-half 2026 revenue reached NT$342.609 billion, up 41% year on year.
HIWIN and its subsidiary Hiwin Mikrosystem posted record June 2026 revenue as demand from semiconductors, industrial automation and robotics stayed strong. The Taiwan-based motion control supplier said the gains lifted both its core transmission components business and its broader robotics outlook.
AI-defined vehicles (AIDVs) are built on software-defined vehicles (SDVs), and Tesla is arguably the world's most representative company at integrating and commercializing these technologies. Yet the market rarely hears Tesla emphasize or explain the AIDV concept.
Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest single-month revenue on record, while second-quarter and first-half 2026 revenues both reached record highs.
Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the same period and a single month. Second-quarter revenue totaled NT$269.86 billion, also a record for the same period and a single quarter. First-half revenue reached NT$470.17 billion, up 36.83% year-over-year and hitting an all-time high.
Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains for electric vehicles, wind power, and electronics. The deal may help diversify global rare-earth processing, reduce dependence on China, and boost regional manufacturing capacity.
The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastructure.
AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand, Malaysia, and Taiwan, expansion projects are now visible across the industry.
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