Goertek has begun mass production at China's first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and speed up mass-market adoption.

Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services continues to support trade. The latest survey suggests the benefits are spreading through supply chains, with implications for manufacturers and consumers worldwide.

AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI infrastructure worldwide. The server rack maker said it will continue deepening technology and global customer ties, while expecting full-year 2026 revenue to keep growing by double digits.

As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented industry standards, LG Electronics is expanding its liquid-cooling portfolio while leveraging broader group resources and exploring partnerships with Taiwanese server makers to strengthen its position in the fast-growing market.

India is attracting fresh technology investment as global companies expand AI, cloud and semiconductor commitments, reinforcing the country's growing role as a strategic manufacturing and digital infrastructure hub.

Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other connectivity technologies gained through its Alphawave acquisition; ASICs; AI accelerators; and CPUs. The company also said its Modular acquisition added key assets for an AI software stack.

Advanced packaging is driving demand for heat spreaders, and semiconductor packaging and testing materials supplier Niching Industrial said its acquisition of Ming Chun Yuan Micro Precise Technology is expected to boost its revenue and profit structure, while order visibility from major customers, including leading packaging and testing companies, has extended to the end of the year.

LinkCom Manufacturing held its 2026 annual general meeting and said rapid AI adoption is driving demand for its magnetic components in high-speed networking, AI data-center power, silicon photonics power systems and LEO satellite ground receivers, and that the firm will pursue AI-related opportunities. The meeting outlined a medium- to long-term strategy focused on AI applications, high-power power modules and smart module solutions to convert technology into revenue growth.

South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese TV makers. Besides higher hardware specs, better price competitiveness, display technology, and color accuracy, both companies are pushing interactive features and smarter connected applications to enhance personal experiences and build broader smart-home ecosystems. This shift is also changing what a TV is. It is moving beyond a traditional device for simply delivering audio and video content toward a platform that bundles entertainment, information, and AI interaction.

Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was absent, CEO Eddie Wu, chief scientist Jingren Zhou and Ant Group chairman Eric Jing were photographed planting rice seedlings alongside the company's founder.

Fuel cells are emerging as one of the key solutions for future energy supply. Kaori Heat Treatment, one of the suppliers in the Bloom Energy supply chain, said that its fuel cell order visibility has extended from the previous six months to one year. To meet growing demand for fuel cells, liquid cooling systems, and plate heat exchangers, the company plans simultaneous capacity expansions in Kaohsiung, Taoyuan, Taiwan, and Thailand.