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Monday 29 June 2026
AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators and advanced packaging, according to Counterpoint Research.
Monday 29 June 2026
Orbbec builds Vietnam factory to broaden global reach

Chinese 3D vision sensor maker Orbbec is expanding its global manufacturing network with a new production base in Vietnam, as robotics suppliers increase overseas capacity to strengthen supply chain resilience and serve international customers.

Monday 29 June 2026
China adds 40 Japanese entities to export control and watch lists

China has imposed new export control measures on 40 Japanese entities, placing 20 organizations on its export control list and another 20 on a separate watchlist, citing national security concerns and the need to strengthen oversight of exports of dual-use items.

Monday 29 June 2026
Wistron expands US production to meet AI server demand

Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals how global supply chains are shifting to support faster deployment of AI hardware, with California emerging as a key hub for its customers globally.

Monday 29 June 2026
Hsinchu Science Park draws new semiconductor service investments as chipmaking shifts to advanced nodes

Taiwan's Hsinchu Science Park is still attracting semiconductor service companies even as major foundries run short of land, underscoring the park's role in a global supply chain centered on advanced chips. New approvals for testing, materials, and equipment research point to rising demand for services that support production at below 2nm nodes.

Monday 29 June 2026
Foxlink appoints Freddy Kuo president, targets AI factory transformation
Cheng Uei Precision Industry (Foxlink) announced on June 24 that its board of directors has approved the appointment of Freddy Kuo as company president. Speaking publicly for the first time in his new capacity on June 26, Kuo outlined the group's artificial intelligence (AI) transformation strategy, saying the company will evolve from a traditional electronics manufacturing services (EMS) provider into an "AI factory," using smart manufacturing to redefine its global competitive position.
Monday 29 June 2026
Taiwan electronics sector stays upbeat as AI demand lifts exports
Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services continues to support trade. The latest survey suggests the benefits are spreading through supply chains, with implications for manufacturers and consumers worldwide.
Monday 29 June 2026
AIC sees double-digit growth as AI infrastructure shifts to rack-level systems
AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI infrastructure worldwide. The server rack maker said it will continue deepening technology and global customer ties, while expecting full-year 2026 revenue to keep growing by double digits.
Monday 29 June 2026
LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom
As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented industry standards, LG Electronics is expanding its liquid-cooling portfolio while leveraging broader group resources and exploring partnerships with Taiwanese server makers to strengthen its position in the fast-growing market.
Monday 29 June 2026
AI drives TV platforms as Samsung and LG chase smart-home ecosystems
South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese TV makers. Besides higher hardware specs, better price competitiveness, display technology, and color accuracy, both companies are pushing interactive features and smarter connected applications to enhance personal experiences and build broader smart-home ecosystems. This shift is also changing what a TV is. It is moving beyond a traditional device for simply delivering audio and video content toward a platform that bundles entertainment, information, and AI interaction.
Sunday 28 June 2026
CALIN shifts into land, sea, air and space markets as Starlink samples move forward
CALIN is expanding its business beyond traditional optics, aiming to serve land, sea, air, and outer-space applications to support growth as older product lines mature. The Taiwan lens maker said the strategy could matter for global customers tracking drones, satellites, agriculture, and industrial monitoring technologies.
Saturday 27 June 2026
The Tata Electronics leak is overwhelmingly an Apple data set, file index shows
Tata Electronics, the Indian contract manufacturer that assembles iPhones and supplies other global technology companies, has confirmed a cybersecurity incident after the extortion group World Leaks published more than 630 gigabytes of data taken from the company's systems. The cache, posted on the group's dark-web leak site, contains 204,341 files and folders drawn from Tata Electronics' internal file servers.
Saturday 27 June 2026
LG pushes robot strategy from home to factory; data shortage remains a challenge
LG Electronics has in recent years expanded its push into physical AI, building an end-to-end robotics value chain under its "One LG" strategy comprising other units across the group, with products ranging from the CLOiD home robot to the LG AXIUM robotic actuator. However, the lack of robot motion data remains its biggest bottleneck.
Saturday 27 June 2026
AI-driven chip demand tightens air and sea freight capacity and lifts rates
AI and semiconductor shipments are tightening global freight markets, with air cargo space in short supply and US-bound sea routes crowded. Lower fuel surcharges may ease some costs, but strong export demand from technology supply chains is expected to keep shipping prices firm through the peak season.
Friday 26 June 2026
Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming
IEI Integration said its first-quarter margin was squeezed by higher component costs and a changing product mix, but it expects a second-quarter rebound as high-end video conferencing shipments ramp up. The outlook matters for global industrial and enterprise technology buyers facing tighter supply, shifting production, and uneven demand across markets.
Friday 26 June 2026
Honyi International rebrands as Tianyi Water and Energy Solutions to seize water-power integration opportunities
Following its rebranding from Honyi International to Tianyi Water and Energy Solutions, president Ching-chi Li said the company will leverage the resources of its parent group Lealea Group to provide integrated services addressing corporate water and electricity needs. The aim is to help customers meet growing challenges related to water and power resilience. The company currently has orders from multiple customers in traditional industries and the semiconductor sector.
Friday 26 June 2026
Apple reportedly revamps Mac chip roadmap to accelerate AI push
Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused M7 Pro and M7 Max processors to market in 2027, according to a Bloomberg report citing people familiar with the matter.
Friday 26 June 2026
Academia Sinica targets quantum chip manufacturing scale with Taiwan's semiconductor tool base
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into a technology transfer model for private companies will still require regulatory easing.
Friday 26 June 2026
Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.

Friday 26 June 2026
Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook
US humanoid robotics startup Agility Robotics announced it will list on the Nasdaq as early as September 2026, which would make it the first publicly traded humanoid robotics company in the US.
Friday 26 June 2026
Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26
Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners race to keep up with orders. The upbeat view points to solid momentum in the second half of the year, even as Nvidia's key component suppliers say they have been pushed "almost to the limit" by the pace of shipments.
Friday 26 June 2026
Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration
The robotics industry is moving from proof-of-concept projects to large-scale deployment. During Computex 2026, IPC maker Nexcom showcased its edge AI solutions at booths of major tech companies including Nvidia, Intel, and Qualcomm. Through product demonstrations, the company strengthened its positioning as a full-spectrum edge AI deployment partner, attracting interest from industry players seeking deeper collaboration and investment opportunities.
Friday 26 June 2026
Tungsten shortage spreads from raw material to chip manufacturing, Japan warns
China's tightening tungsten export controls are adding pressure to global supply chains, with implications for semiconductor makers, defense industries, and industrial users worldwide. Planned production cuts by Japanese tungsten hexafluoride producers are widening concerns, while recycling is emerging as a practical response as countries push for raw-material localization and supply security.
Friday 26 June 2026
Altos and FPT sign MOU to scale enterprise AI and HPC across Asia-Pacific
Altos, a subsidiary of Acer, said on June 24, 2026, that it signed a memorandum of understanding (MOU) with Vietnam-based FPT to jointly deploy and commercialize enterprise AI across the Asia-Pacific market. The agreement paired Altos' AI infrastructure and high-performance computing platforms with FPT's vertical AI application development and systems integration capabilities to create a more scalable enterprise AI ecosystem.
Thursday 25 June 2026
Taiwan electronics production jumps 93% in first five months of 2026 on AI boom
Taiwan's Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan's computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.