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Feb 4
India wins electronics investment, but key gap threatens momentum
India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives, and growing interest from multinational companies have pushed the country into the spotlight as a serious alternative manufacturing base.

Shin Bao Hong Technology (transliteration), a joint venture backed by three Taiwanese firms: Advanced Echem Materials (AEMC), Nan Pao Resins Chemical Group, and Trusval Technology, applied to establish a branch at the Tainan campus of the Southern Taiwan Science Park, where it plans to build an advanced research and development center focused on adhesive materials used in semiconductor manufacturing processes.

A viral social network designed for artificial intelligence agents has sparked debate across the technology sector, drawing mixed reactions from industry leaders and raising questions after a security flaw exposed private data, according to Reuters and CNBC.
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the project will continue to rely heavily on China's rapidly expanding robotics supply chain in the coming years.
Repon eyes strong 2026 growth on rising server demand
Feb 5, 07:55
Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders from its US-based cloud service provider (CSP) customers for both general-purpose and AI servers. The company expects this momentum to sustain throughout 2026, signaling a positive outlook for the full year, according to company general manager Sam Wu.
Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than traditional entertainment—it has transformed into a glittering stage for robotics prowess. Dozens of quadruped robots have marched in perfect synchronization, while humanoid machines have executed intricate dance routines that once seemed confined to science fiction. The performances captivate audiences and dominate social media, generating viral moments that showcase China's technological ambitions on a grand scale.
Dassault Systemes unveiled a major expansion of its AI virtual assistant portfolio during 3DEXPERIENCE World 2026 held February 3-5, 2026, in Houston, emphasizing its new technology blueprint centered on 3D UNIV+RSES and marking a shift toward a generative economy in industrial design.
Taiwan's digital reading market is entering a new expansion cycle, fueled by color e-paper adoption, a strengthening local hardware supply chain, and platforms pushing dedicated devices to deepen user engagement across age groups.
Minister of Economic Affairs Ming-hsin Kung completed the sixth Taiwan-US Economic Prosperity Partnership Dialogue (EPPD) on January 27, 2026, with US Under Secretary of State Jacob Helberg. During the meeting, the two sides signed the Joint Statement on the Pax Silica Declaration. According to the statement, as AI accelerates innovation and reshapes the global economy and supply chains, the two sides will deepen their comprehensive economic partnership and establish an economic security order based on trust, technological complementarity, shared interests, and a common commitment to a more prosperous future.
Moltbook, a social platform promoting autonomous artificial intelligence (AI) agents, has been found to operate contrary to its claims, with the majority of its AI agents controlled by humans and significant security vulnerabilities uncovered. Reports from Reuters, Business Insider, and Fortune reveal critical misrepresentations and technical issues affecting the platform.
The US move to lower reciprocal tariffs on Indian goods to 18% is reshaping Taiwan manufacturers' India strategies, creating fresh opportunities in localization and import substitution while highlighting persistent risks tied to supply chain gaps, currency volatility, and execution challenges for Taiwanese IC and electronics suppliers.
Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments from CEO Lisa Su on the company's February 3, 2026, earnings call. During the call, Su detailed a strategy focused on enterprise customers and the premium segment to offset anticipated market headwinds.