Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.

Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and test customers worldwide. The company's progress with customers in China and Taiwan could lift shipments in the second half of 2025, even as its core polarizer business faces weaker demand, cost pressure, and tighter order cycles.

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the industrial computer industry. IPC vendors are seeing stronger edge AI demand, broader vertical exposure, and a deeper strategic focus on North America.

Supermicro has pushed back against media characterizations of this week's events in Taiwan, saying the company is a cooperating party in the investigation rather than a target, and that misconduct, if any, lies with individual employees who have been suspended pending the outcome of the case.

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers said early notebook inventory build-up beginning in the first quarter of 2026, together with television restocking ahead of the 2026 FIFA World Cup in the United States, Canada, and Mexico, allowed large-size DDI shipments to outperform the traditional seasonal slowdown.

Unisplendour has reset its leadership as H3C, its core ICT subsidiary, enters a tougher phase in China's AI infrastructure buildout. Demand for servers, cloud systems, and computing networks is rising, but US chip controls continue to restrict China's high-end AI server supply chain.

An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran motherboard maker Albatron Technology has become a focal point after its general manager, Alex Lu, and an employee of Super Micro Computer (Supermicro) were detained without visitation rights as part of the investigation.