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Jul 15

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.

US licenses widen Nvidia H200 access in China, but shipments remain minimal

Jul 15

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Jul 15

India-UK trade pact takes effect, setting a template that reaches well beyond tariffs

Jul 15

Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains

Jul 15

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AIChina's top seller of AI compute has emerged without owning the GPUs

Jul 16, 07:48

Beijing Approach AI Technology Co., or Approaching.AI, raised more than CNY1 billion within six months by selling AI tokens generated largely on computing infrastructure it does not own.

AIColumn: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

Jul 16, 07:44

South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious national strategy designed to strengthen South Korea's global leadership in artificial intelligence and semiconductors. The initiative centers on three pillars—semiconductors, physical AI, and AI data centers—and aims to double the nation's DRAM output within five years while expanding capabilities in high-bandwidth memory (HBM), advanced packaging, AI processors, and next-generation memory technologies. It also seeks to extend South Korea's semiconductor footprint beyond the Seoul metropolitan region.

ICT MANUFACTURINGTPV Technology expects first-half loss as costs rise and global competition intensifies

Jul 16, 07:43

TPV Technology said it expects to remain in the red in the first half of 2026, underscoring how higher materials costs, supply chain shifts, and intense price competition could continue to weigh on display makers serving global consumers and device brands. The company said revenue rose, but margins stayed under pressure.

AIChip inflation drives phone prices higher, clouds 2027 demand

Jul 16, 07:42

Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 would make it extremely difficult to keep phone prices where they are.

ICT MANUFACTURINGFoxconn advances decarbonization, targeting RE50 for Taiwan production base by 2030

Jul 16, 07:42

Foxconn Technology Group is stepping up energy-saving measures, green-power procurement, and supply chain decarbonization, with its factories in Taiwan targeting RE50 by 2030. The move comes as global brands such as Apple and Google increase pressure on suppliers to use renewable energy and cut emissions.

AIJCET forecasts higher first-half profit on AI-driven chip demand

Jul 15

China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watched by investors because it reflects broader technology spending trends that affect supply chains across Asia, the US, and Europe.

PC, CELenovo says US ThinkBook models do not use YMTC SSDs

Jul 15

Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit dismantled and tested in the report was a German-spec model, not a US version. The company said all notebooks shipped to the US market do not contain SSDs from YMTC, refuting claims that the Chinese supplier had entered the US PC supply chain.

SERVER, IPC, CLOUD COMPUTING, IOTAI server tracker: Power and thermal suppliers lead June revenue growth

Jul 15

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard management controller (BMC) vendors continuing to benefit from strong AI infrastructure demand. Optical module suppliers, meanwhile, delivered a more mixed performance, with several companies posting triple-digit or strong double-digit annual growth while others remained under pressure.

ICT MANUFACTURINGLimX Dynamics raises US$200B in fundraising round as it prepares for public listing

Jul 15

LimX Dynamics Technology, a general-purpose humanoid robot and embodied AI company, has announced the completion of its pre-IPO round of financing, raising nearly US$200 million. The company may soon see a public listing at a time when China's robotics market has grown to include hundreds of companies.

ICT MANUFACTURINGAI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%

Jul 15

AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating margin reached 21%, turning positive from the same period in 2025, and net profit after tax came to NT$3.291 billion, an EPS of NT$0.76.

ICT MANUFACTURINGFormosa Plastics raises pay 4.5% as it pushes transformation and new energy investments

Jul 15

Formosa Plastics Group said it will keep its annual salary increase tradition in 2026, approving an overall pay raise of 4.5% through its management center. The move comes as the Taiwanese industrial conglomerate continues a shift toward higher-value products, business transformation and new-energy investment while managing recent pressure from geopolitics, oversupply, oil price swings and foreign exchange losses.

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Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan

As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.

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