Chinese AI start-up MiniMax launched MiniMax H3 on July 31, expanding its position in multimodal generative AI as competition among China's model developers spreads beyond large language models into video, audio, and AI agents.

Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's second-quarter earnings call. For the first time, he indicated the company may sell its Trainium accelerators to data centers it does not operate.

AI agents are being rolled out in companies, promising efficiency and automated workflows. But as they enter regulated industries such as financial institutions, questions remain over how to manage them in sectors where mistakes could lead to lasting damage and broken trust.

Shanghai-based Roborock has emerged as a global leader in robot vacuums, underscoring how Chinese brands are reshaping the smart cleaning market for consumers worldwide. The company's overseas sales, regional product localization, and Shenzhen operations hub have helped it secure the No. 1 position in a still-growing industry.

Taiwanese electronics companies listed on the stock exchange posted a combined 33.7% increase in pre-tax profits for 2025, outpacing the 12.86% growth for all listed companies, while their employees saw an average pay rise of 10%. However, a survey conducted by the Directorate General of Budget, Accounting and Statistics has found signals of a pronounced K-shaped economy, as two-thirds of Taiwan's salaried workers earn below the average wage.

As AI shifts toward agentic and physical applications, industry observers say competition will no longer hinge on hardware manufacturing alone, but on the ability to integrate hardware and software. At this year's AI WAVE SHOW, foreign experts urged Taiwan to move beyond its role as a hardware supplier and become a key player in the global AI ecosystem.

Ennoconn Technologies' public tender offer for its subsidiary Kontron AG closed after the offer period ended, but the final outcome still depends on a German foreign direct investment review. The company said 12,289,840 Kontron shares were tendered, representing about 19.5% of Kontron's issued shares.

MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for cloud ASICs will reach US$80 billion in 2027, while lifting the company's target market share to 15-20%.

As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings this week to outline market conditions for the traditional peak season. Because the three companies hold key positions in the PC chip market, their comments are being watched as a barometer for PC chip demand in the second half of the year.

NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and margins also hit new highs. The company said third-quarter revenue will rise another 15% to 20% sequentially, and full-year 2026 revenue is set to reach a new record, with growth of more than 100% year-on-year.

Huawei has introduced two PC processors, the Kirin X90 Plus and Kirin XE90, alongside new HarmonyOS laptops designed to extend its in-house chip strategy across high-performance and ultra-light computing.