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.

Fulltech Fiber Glass is raising prices for its glass fiber cloth lines amid higher raw material, energy, transportation, and manufacturing costs that are squeezing margins. The move underscores broader pressure across global electronics supply chains, where demand for advanced materials tied to AI servers, satellites, and high-speed networking continues to reshape pricing and capacity.

Local opposition to AI data center development surged in 2026, driving more than 300 temporary and permanent bans or moratoriums across the US since 2023, according to The Information. The wave of restrictions was concentrated in the Midwest and South, with the vast majority enacted in 2026 as communities paused projects to reassess policy and negotiate benefits.

Huawei's OpenHarmony is becoming a key variable in China's consumer humanoid robot race, pushing the sector beyond hardware demos toward connected use across smartphones, smart homes, and education devices.

TBI Motion has begun shipping parts for humanoid robots as the global race to commercialize the technology gathers pace. The move highlights how suppliers, from Asia to Europe, are positioning for new industrial demand while also seeking growth in automotive and medical markets amid intense price pressure and competition.

China has released seven national standards for AI agent interconnection, establishing a unified framework for how AI agents identify themselves, discover one another, collaborate, and invoke external tools as artificial intelligence advances from content generation toward autonomous decision-making and execution.

Chief Telecom Inc. said a June 29 search by prosecutors and investigators over an alleged illegal smuggling case involving high-end AI servers bound for Hong Kong, Macau, and China has not materially affected its finances or operations. The case highlights growing global scrutiny of AI hardware supply chains and data center controls.

Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly upbeat about demand as Nvidia Vera Rubin, AMD Helios, AWS Trainium 3, and Google TPU all move into mass production.