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China's humanoid robot market is expected to move ahead into the early stages of commercialization. Morgan Stanley recently raised its latest outlook for the country's humanoid robot market significantly, increasing its projection for full-year 2026 shipments to 50,000 units from 28,000 units, and forecasting shipments to reach 446,000 units by 2030.
DeepSeek will launch the official version of its V4 large language model (LLM) in mid-July alongside peak and off-peak API pricing, prompting debate among developers. By doubling peak-hour API rates, the company is shifting AI inference from flat-rate pricing towards a dynamic resource management model similar to cloud computing and electricity markets.

Japan is making one of its largest AI investments to date, committing up to JPY1 trillion (approx. US$6.2 billion) to support a domestic AI foundation model led by a consortium headed by SoftBank. The move reflects Tokyo's effort to reduce reliance on US and Chinese AI technologies while strengthening its manufacturing competitiveness. According to Nikkei Asia, the five-year project will receive an initial JPY387.3 billion in fiscal 2026, with additional funding tied to development progress.

The US Commerce Department on June 30 removed export restrictions on two of Anthropic's most advanced AI models, ending a roughly three-week freeze that had disrupted enterprise and government users in allied countries.
The price behind India's investment boom
Jul 1, 09:45

India, the world's most populous democracy, is pushing hard to expand transport and power infrastructure to support manufacturing and technology growth. However, EY said unclear demand definitions, poor contractor management, and regulatory differences often lead to cost overruns and project delays for companies investing in India.

AI-driven demand is expected to keep Taiwan's connector industry on a growth trajectory in the second half of 2026, with AI servers, data centers and high-speed interconnects continuing to underpin investment. Yet a combination of component shortages, elevated raw material prices and product transition costs is making the outlook less straightforward, raising questions over margins and the pace of shipments.
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the traditional busy season with little sign of a strong rebound.
Computer-aided engineering (CAE) solutions provider Taiwan Auto Design (TADC) held an earnings call on June 29, stating that, with collaborative product commerce (CPC) personnel now in place and Industry 4.0 projects entering a phase of intensive customer acceptance, the company is expected to see further growth in the second half of 2026.

SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and foundry experience has become a strategic asset.

Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged optics (CPO) are likely to become its second-largest product line after notebook camera modules, as the company pushes to expand into new growth drivers. Chairman Weiya Gao said the expected 10% to 20% cut in 2026 shipments by notebook brands would have a relatively limited impact, since the company mainly supplies high-end business notebook cameras.

Up Young Cornerstone said it has deepened its partnership with Mitsubishi Heavy Industries (MHI) to import and sell gas generators in Taiwan as core components of distributed energy systems, as part of efforts to broaden its service portfolio and grow revenue. The company announced the deal after revisions to the Energy Management Act raised obligations for major power users to increase their green power ratios and deploy onsite generation and storage for self-consumption and resilience.