India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities presented by the country's manufacturing push.

Tech Mahindra has announced a collaboration with AI coding platform SpaceXSI to help global enterprises modernize legacy applications, accelerate software delivery, and improve developer productivity, according to a company announcement issued from Pune, India, on October 22, 2026.

South Korean robot makers are taking different routes into industrial humanoids: Tesollo is building dexterous hands, AeiROBOT is preparing bipedal systems for shipyards and construction sites, and HD Hyundai Robotics is developing a dual-arm platform that may eventually gain wheels and legs.

Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call, the company said it will keep raising price per terabyte, pack more data into each drive, and spend its capital on recording heads and disk media rather than assembly capacity. That leaves its growth dependent on how quickly it moves to heat-assisted magnetic recording (HAMR), a technology in which Seagate is already shipping at scale.

LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens. On its third-quarter earnings call on October 22, Seung-ryong Baek, vice president for small display planning, said a customer's new foldable had drawn growing interest since pre-orders opened on October 16.

Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany to combine manufacturing strength with faster AI adoption, expand infrastructure, and ease regulatory constraints before another transformation passes the region by.

Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the company said demand for disk storage now comes from four separate sources: cloud services, model training, inference and AI agents, and physical AI. Each, it said, could offset weakness in the others. The company is also trying to move hard drives into faster AI workloads that are currently served by flash memory.

AI-driven growth will push the semiconductor industry past the US$1.6 trillion mark in 2026, while accelerating chip development cycles to one new product every nine months, Etron Chairman Nicky Lu said. He warned that the next 3 to 5 years will be critical for Taiwan, which risks facing intense competition unless it builds stronger software, system, and architecture advantages.

Unitree Robotics continues to expand production of its humanoid robots but still faces challenges in production capacity and artificial intelligence (AI) technology as it works to scale up production for widespread adoption.

Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from a year earlier to US$4.38 billion, while GAAP gross margin climbed to 57.8% from 43.5%, according to the results release the company filed with the US Securities and Exchange Commission on October 22. Its guidance indicates margins will widen further in the December quarter.