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Sep 10
How AI and global expansion are reshaping semiconductor recruitment to production, tech integration
Driven by sustained artificial intelligence (AI) demand, global semiconductor capacity expansion is accelerating. According to the 2026 Semiconductor Industry Talent Report released by 104 Job Bank, monthly job openings in Taiwan's semiconductor sector reached 47,000 in 2026, a year-over-year surge exceeding 20%.

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics (N&M) is using complementary metal-oxide-semiconductor (CMOS) processes to develop a single chip capable of emitting more than four wavelengths of mid- to far-infrared light.

Kathy Yang, chief campus operations officer at Foxconn, said the company began moving abroad more than a decade ago as production shifted toward lower-cost regions, and that its global footprint has since become a source of supply chain resilience. Speaking at an Empower Women For A Better World forum in Taiwan on September 9, she said the strategy was planned well before the pandemic, and geopolitical tensions accelerated industry change.

Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026. According to Japanese media reports, NEC concluded that the commercialization timeline for a physical quantum computer was too long and that hardware investment would be unlikely to deliver commensurate returns. The decision also reportedly prompted quantum R&D researchers to join Fujitsu.

Taiwan's National Science and Technology Council recently led hospitals and smart health care companies to Singapore for Medical Fair Asia 2026, the largest and most influential health care and medical device exhibition in Southeast Asia. The delegation showcased integrated AI, information and communications technology, medical equipment and clinical services as part of a broader effort to expand in southern markets.
Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a year, ending a high-profile return that followed one of the biggest talent offers in Silicon Valley. The departure comes after Meta reportedly recruited him with compensation worth as much as US$1.5 billion as it intensified its push to narrow the gap with leading AI developers.
Taiwan's EV charging industry remains in a fiercely competitive, fragmented phase, according to Blockcert chairman Chang Chung-I. While charging stations may appear to offer an unattended business model, their operations involve numerous complexities that operators often discover only after sites go live, and a lack of operational management experience can result in substantial costs.
MicroIP said on Sept. 10 that it secured a systems integration contract worth about NT$630 million for a major AI smart residential project in northern Taiwan. The agreement is expected to run for about 36 months, with the first phase — system architecture planning and project management integration — set to begin in October 2026.
STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic data transmission chips. The disclosure marked the first time the company broke out the mix behind its AI outlook after lifting its forecast in July.
Taiwan's five-year National Quantum Team program is set to conclude in December 2026, and the government's second-stage quantum research initiative will begin in January 2027. The new phase will continue developing quantum computers, quantum communications and quantum software, while also dedicating several years to advancing cross-domain applications in drug discovery, materials simulation, fintech and smart logistics.
ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor packaging and testing.
Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year, a new 2026 high that the company said reflects recovering global supply-chain demand and the benefits of its overseas expansion.