For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered suppliers, and turned a small island into an indispensable node in global tech. Now, that formula has a new destination: the US.
The Information reports that OpenAI is preparing to integrate its AI video generator Sora directly into ChatGPT — a move aimed at reigniting user engagement as competition in the generative AI market heats up.
Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering the fourth-highest earnings level in company history.
Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
In the global humanoid robotics race, the US leads in AI algorithms and large models — the "brain" of intelligent machines. China dominates hardware manufacturing and component supply chains. The rivalry between the two powers is already taking shape.
Y.S. Tech said it is cautiously optimistic about its 2026 operational outlook after reporting steady February and early-year revenue, and outlined timelines for completing the relocation to its new Renwu factory and expanding liquid-cooling capabilities.
Aurotek Corp. reported record-high consolidated revenue for 2025 and projects double-digit growth for 2026, with its robotics segment contributing more than 10% of last year's sales and expected to expand further this year. The company cited persistent labor shortages worldwide as a key driver sustaining demand for robots.
Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly dominant automotive segment. The company said it has actively optimized its product mix as global industry structures adjust.
Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers to mitigate supply tightness expected to persist for at least 2 more years. The company projects near-flat or better shipment performance relative to an overall market contraction.
The AI industry's obsession with bigger, faster, and more powerful models may be solving the wrong problem — at least when it comes to the billions of devices operating at the edge. At Embedded World 2026 in Nuremberg, Germany, Microchip Technology COO Richard J. Simoncic offered a pointed counterargument to the prevailing hype, and he used one of nature's most unusual creatures to make it.
Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit year-over-year revenue growth. Wistron's revenue growth exceeded triple digits when Wiwynn is excluded. Companies expect March, the final month of the quarter, to mark the revenue peak for the first quarter of 2026.
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