Techman Robot announced its artificial intelligence (AI) collaborative robots (cobots) have been successfully deployed at parent company Quanta Computer's automotive computer and automotive electronics manufacturing facility in Germany.
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloomberg report.
Japan's sovereign AI push is moving from policy ambition to industrial buildout, with SoftBank-backed Noetra at the center, and Foxconn emerging as a likely infrastructure partner. Backed by substantial public funding, the program signals Tokyo's intent to treat compute capacity, data centers, and domestic control over AI systems as strategic priorities.
Meta Platforms' reported interest in selling excess AI computing capacity has stirred debate over whether the company is seeking a new way to monetize heavy infrastructure spending or signaling a larger shift in competition across cloud computing and AI services. The Bloomberg report pressured several AI infrastructure stocks and raised fresh questions about supply, demand, and valuation.
Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and lifting demand for upstream power semiconductors, power management ICs and mature-node capacity.
In a blog post on July 1, Sony Interactive Entertainment (SIE) said it will stop producing physical discs for all new games released on PlayStation consoles beginning in January 2028, marking a major shift toward digital distribution after more than three decades of disc-based game sales. Existing games and titles scheduled for release before the deadline will remain available on physical media.
Connector and cable maker Alltop is signaling that global demand trends may increasingly favor AI infrastructure and a later recovery in electric vehicles, with its latest outlook pointing to a stronger second half of 2026. The company also said it is adjusting its product mix, capacity, and costs to navigate shifting customer demand worldwide.
LG Electronics announced the creation of a robot business center to accelerate its physical AI and robotics efforts, the company said. The new organization will consolidate development, supply chain and manufacturing resources and will report directly to the chief executive, signaling that robotics is a core growth area following the unveiling of the CLOiD home robot at CES 2026.
Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply chain shortages, and inflation continue to weigh on the industry. Taiwanese suppliers warn that output in the second half of the year remains tied to material restrictions.
MiTAC Holdings' subsidiary, MiTAC Computing Technology, has won strong demand from US cloud customers, driving a sharp rise in orders and a global expansion plan from Asia to North America starting in 2025. With new capacity set to come online in 2026 and additional North American output in the second half of the year, the company expects a clear uplift in operations.
Agentic AI demand is driving major US cloud providers such as Google and Amazon to expand data centers, lifting global server shipments and triggering a new wave of orders for Taiwan connector makers. DIGITIMES Research expects worldwide server shipments to grow more than 19% in 2026, approaching 20 million units.
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