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Taiwan's export and investment momentum remained strong enough to partly offset geopolitical shocks, according to the Taiwan Institute of Economic Research (TIER). The think tank said the island was facing rising volatility in energy and commodity prices, along with added pressure on global supply chains, financial markets and inflation.
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become a major uncertainty for the global economy and financial markets. The revision followed upward updates from Academia Sinica and Chung-Hua Institution for Economic Research, while TIER said exports, investment and consumption have been extremely strong since 2026 began.
SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035
Jul 27, 07:55
SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's "AI three major powers" strategy and gives the carrier a new vehicle for building and operating large-scale AI data center capacity.

For the past two decades, enterprise information governance has focused on protecting data through classification, encryption, backups, and internal containment. That remains essential, but in the AI era, competitive advantage increasingly comes not from data itself, but from how effectively companies turn it into operational improvement.

GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its presence in smart retail and edge AI-enabled manufacturing while positioning healthcare as its next major growth market.
Industrial PC orders rise on edge AI demand
Jul 27, 07:45

Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories and other physical environments, marking what vendors describe as a new growth cycle for the sector.

Stanford researchers say the global push for sovereign AI is producing a paradox for governments seeking digital independence. The latest report from Stanford HAI argues that offerings from Nvidia, Microsoft, and OpenAI often repackage dependence on US technology rather than reduce it, leaving countries with more control over location and jurisdiction, but not over the underlying stack.
Samsung Electro-Mechanics (Semco) has begun pilot production of camera modules for humanoid robots at its manufacturing base in Vietnam, Maeil Business Newspaper reported, citing industry sources.
Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion (approx. US$83.8 million), up 45.7% from the prior quarter, surpassing its full-year profit in any previous year, while the earnings per share (EPS) came to NT$20.9. First-half profit also jumped nearly 20-fold from the same period in 2025.
Samsung Electronics has opened preorders for its latest Galaxy Z foldable smartphones and Galaxy smartwatches, introducing new devices as the global foldable smartphone market is expected to expand further in 2026, ahead of Apple's anticipated entry into the segment.

India expanded manufacturing incentives, entered private orbital launches, attracted new investment, and faced smartphone demand pressures amid rising component costs.