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Jul 8

Beijing's rumored AI model debate signals new era of technology controls

Beijing appears to be edging toward restricting overseas access to its most advanced artificial-intelligence (AI) models, a shift that would mirror recent moves in Washington and signal that the world's two AI leaders increasingly regard cutting-edge models as strategic assets to be controlled rather than freely exported.

Samsung's Jae-yong Lee heads to Sun Valley Conference for likely AI talks

Jul 8

Taiwan and South Korea to deepen startup investment ties

Jul 8

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

Jul 8

Meta enters AI visual race as ByteDance's Seedance reportedly reaches 90% gross margins

Jul 8

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SERVER, IPC, CLOUD COMPUTING, IOTInventec expects server shipments to rise quarterly as component shortages loom

Jul 9, 12:26

Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the same period and a single month. Second-quarter revenue totaled NT$269.86 billion, also a record for the same period and a single quarter. First-half revenue reached NT$470.17 billion, up 36.83% year-over-year and hitting an all-time high.

ICT MANUFACTURINGLynas signs long-term partnership with JS Link for Malaysia magnet factory

Jul 9, 12:19

Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains for electric vehicles, wind power, and electronics. The deal may help diversify global rare-earth processing, reduce dependence on China, and boost regional manufacturing capacity.

ICT MANUFACTURINGMemory costs slash low-end phone output and pressure PA shipments

Jul 9, 12:12

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

ICT MANUFACTURINGSK Hynix targets AI infrastructure role with Nasdaq ADR listing

Jul 9, 12:10

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastructure.

SERVER, IPC, CLOUD COMPUTING, IOTServer ODMs race to expand globally as parts shortages bite

Jul 9, 12:10

AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand, Malaysia, and Taiwan, expansion projects are now visible across the industry.

PC, CESamsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

Jul 9, 11:59

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell an affordable, lightweight successor to the Vision Pro is dissolving into the supply chain, as a key panel effort is shelved and Apple's mixed-reality talent migrates toward AI-powered smart glasses.

SOFTWARE, BIG DATAGrab says Uber CEO resigned from board as Foodpanda Taiwan deal advances

Jul 9, 11:52

Grab said on July 6, 2026, that Uber CEO Dara Khosrowshahi had formally resigned from its board as the Southeast Asia ride-hailing and delivery group moved forward with its planned acquisition of foodpanda's Taiwan business. The change came as Grab sought to reinforce the independence of its governance structure while pursuing entry into Taiwan's food delivery market.

ICT MANUFACTURINGGem Terminal June sales dipped as AI cooling and green power demand rose

Jul 9, 11:50

Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based copper materials supplier said annual growth remained strong, supported by traditional products and newer applications tied to AI cooling and green energy projects.

ICT MANUFACTURINGNvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

Jul 9, 11:27

Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure, according to The Information. The latest example is a collaboration with inference chip startup d-Matrix, following a similar partnership announced with SambaNova, as Nvidia positions its GPUs alongside specialized accelerators rather than against them.

AIChina escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

Jul 9, 11:17

China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code, further escalating technology tensions between Washington and Beijing.

AIWhat China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

Jul 9, 10:59

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.

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Interview: UK courts Taiwan suppliers for AI hardware buildout

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.

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