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Friday 7 August 2026
Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21
US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024, according to UN Comtrade trade data.
LATEST STORIES
Monday 10 August 2026
From fabs to feedstock: Washington moves electronics supply-chain controls upstream

A cluster of measures signed and drafted since late July has shifted the center of gravity in US supply-chain policy away from finished electronics and toward the raw materials that feed them.

Monday 10 August 2026
DeepSeek takes Unitree stake to pair AI models with humanoid robots

DeepSeek has invested CNY140.8 million (approx. US$20.8 million) in Unitree's Shanghai IPO and agreed to jointly develop AI models for humanoid robots, linking one of China's highest-profile AI developers with the country's leading robotics contender at a critical stage of Unitree's public-market debut.

Monday 10 August 2026
India roundup: Chip push broadens as localization and capacity remain works in progress
India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with efforts to expand its chip workforce and sovereign AI capabilities. Investments by ASIP, Dixon, Rashi and global technology partners highlight a strategy increasingly focused on higher-value manufacturing.
Monday 10 August 2026
Kinko July revenue jumps to 12-year high on optical demand
Kinko Optical reported July consolidated revenue of NT$524 million, the highest level in nearly 12 years, as Taiwan's optical industry entered its peak season. The result rose 93.16% from the same month a year earlier and 21.17% from the previous month.
Monday 10 August 2026
Ability Enterprise July revenue hits decade high on stronger optical module shipments
Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics maker also reported cumulative revenue of NT$6.95 billion for the first seven months of the year, a 53% increase from the same period last year.
Monday 10 August 2026
Aurotek profit jumps on embodied AI and semiconductor automation demand
Aurotek Corporation reported stronger second-quarter and first-half 2026 results on August 6 as demand rose for embodied AI solutions, semiconductor foundry and advanced packaging equipment, high-end AI server manufacturing equipment, and service robots used in logistics and inspection. The Taiwan-based supplier said the mix of higher-value products lifted profitability across its business lines.
Monday 10 August 2026
Column: Greening the Gobi Desert—how China built Inner Mongolia's wind power ecosystem

Driven by global net-zero commitments and China's "dual carbon" goals of peaking carbon emissions before achieving carbon neutrality, Inner Mongolia is rapidly transforming from a traditional resource-based economy into a strategic hub for renewable energy and AI computing infrastructure.

Monday 10 August 2026
South Korea charges into the humanoid robot race as conglomerates mobilize

The global humanoid robot race is heating up, with the US and China battling for technological and market leadership, but a third force is rapidly emerging.

Monday 10 August 2026
China’s new renewable rules drive a surge in hydrogen investment
China’s tighter renewable-energy compliance rules have opened the way for green hydrogen, green ammonia, and green methanol to be included in the country’s minimum renewable-energy consumption framework, amid a sharp rise in investment. In the first half of 2026, investment in China’s hydrogen sector increased by more than 160% year-on-year, outpacing the other cited energy infrastructure categories.
Sunday 9 August 2026
Commentary: From free flow to tight control — how tech talent became a national security asset

Tech talent has moved from being simply a hiring priority to a matter of national security. As major economies increasingly tie talent to competitiveness and national security, control over its cross-border movement is tightening. That shift is visible today: Taiwan's Ministry of Justice Investigation Bureau is probing 17 companies accused of illegally recruiting tech talent in Taiwan, China is preparing to tighten exit controls on key technical workers, and the US continues expanding semiconductor and AI export controls and research security reviews.

Sunday 9 August 2026
Greenfiltec posts first-half loss as activated carbon costs squeeze margins
Greenfiltec reported first-half 2026 consolidated revenue of NT$311 million, up 18.35% from a year earlier, but the Taiwan-based airborne molecular contamination (AMC) filter supplier swung to a net loss of NT$140 million. The company said higher shipments of high-end filters for semiconductor customers lifted sales, while surging activated carbon costs cut into profitability.
Sunday 9 August 2026
Ajinomoto rides advanced packaging boom as ABF demand surges

Ajinomoto raised its full-year forecast on August 6 as growing demand for AI servers and high-performance computing lifted sales of electronic materials used in semiconductor package substrates, highlighting how advanced packaging is shifting more value upstream into specialized materials.

Sunday 9 August 2026
Hanwha Aerospace turns trillion-won profit into AI, unmanned warfare push
South Korea's Hanwha Aerospace posted a second-quarter 2026 operating profit of more than KRW1 trillion (approx. US$704.9 million), highlighting its ability to expand military exports and aerospace operations simultaneously. With earnings momentum strengthening, the company is now positioning unmanned warfare and AI-enabled combat systems as its next major growth drivers.
Sunday 9 August 2026
Genius Electronic Optical revenue rose 39% in July as lens demand entered peak season
Genius Electronic Optical (GSEO) reported July 2026 consolidated revenue of NT$2.422 billion on August 7, up 39.28% from NT$1.739 billion in June and 1.63% from NT$2.384 billion a year earlier. Cumulative consolidated revenue for the first seven months of 2026 reached NT$14.245 billion, an increase of 14.2% from NT$12.474 billion in the same period of 2025.
Sunday 9 August 2026
VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook
VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection, and high-speed cables. The company is also preparing for tighter supply conditions in the second half of 2026, especially in memory.