Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC) added foreign-manufactured advanced robotic equipment and connected power inverters to its Covered List, raising concerns that future products may be blocked from entering the US market.
Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the medium- to long-term miniaturized optical communications market, aiming to give ROEC a completely different solution in the sector.
India is expanding its semiconductor ambitions through new R&D centers, indigenous design tools, packaging facilities and AI infrastructure investments, aiming to strengthen domestic capabilities and reshape global technology supply chains.
Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion) in 2025, driven by growing demand from AI data centers and energy infrastructure projects.
India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and technology production for global markets. The project aims to reduce import dependence, support exports, and build an integrated base for telecom hardware, research, and development.
Test interface maker Chunghwa Precision Test Tech (CHPT) held an investors' conference on July 29, saying revenue growth in the second quarter of 2026 was driven mainly by demand for AI and high-performance computing (HPC) applications. HPC-related products also jumped from 45.1% to 56.3% of revenue.
TSMC chairman C.C. Wei has announced an additional US$100 billion investment for building capacity in the US, on top of the company's existing US$165 billion investment in the country. The announcement has sparked widespread speculation, with some viewing the move as bowing to pressure from the US government, while others see it as a carefully weighted decision balancing customer demand in the US with Taiwan's national security concerns.
Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat is now facing a new variable as AMD deepens its challenge through software, systems, and partnerships with Anthropic.
Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened, pushing results above market expectations. According to Bloomberg and Nikkei, the Japanese semiconductor equipment maker now expects operating profit to rise 70% in fiscal 2026, compared with a prior forecast of 26% and above the 42% average analyst estimate.
India has launched two indigenously developed silicon photonics solutions to strengthen local chip design and testing capabilities. The move could matter beyond India, as it could expand global supply chains, lower development barriers, and accelerate the adoption of photonic chips used in communications, sensing, quantum systems, and advanced computing worldwide.
CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search engine optimization (SEO) traffic reduced new customer acquisition. The Taiwan-based multimedia software and services developer still returned to profit in 2026, helped by a much smaller foreign exchange loss.
Boeing is moving closer to final safety certification for the 737 MAX 10, with the Federal Aviation Administration targeting September or October should the review stay on track. The approval would clear a long-delayed hurdle for the largest member of the 737 MAX family and could help Boeing improve its cash flow as it competes with Airbus in the single-aisle jet market.
On July 28, Corning reported higher revenue and profit for the second quarter, supported by growth across several business segments, particularly Optical Communications and Solar. The company also raised its long-term Springboard growth targets, citing continued demand and expanded partnerships with major technology companies.
