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Aug 21
Xiaomi's Xring O3 nears launch on TSMC N3P, testing its in-house chip strategy
Xiaomi is preparing to take its in-house smartphone silicon further upmarket, with founder and chairman Lei Jun confirming that a new generation of its Xring chip is on the way. Supply-chain sources say the chip has already returned from fabrication, completed initial power-on testing and moved into the device integration stage.
Robots shift from POC to ROI as logistics, manufacturing lead
Aug 24, 09:43
The 2026 World Robot Conference (WRC 2026) ran from Aug. 19 to 23 in Beijing, and one question dominated the show floor: whether robots are truly ready for real work settings and whether customers can calculate a clear return on investment (ROI).
As generative AI spreads rapidly across enterprise operations, gaps in data foundations and governance are emerging as a key dividing line in how quickly AI projects move forward. Anna Yen, chairman of the Taiwan Data Management Association, said financial firms are currently more mature in data governance, while manufacturing still lags, especially among small and medium-sized enterprises and traditional industries.
Thailand-based precision sheet metal manufacturer Jinpao Precision Industry delivered strong results in the second quarter of 2026. Fueled by orders for artificial intelligence (AI) server racks, power cabinets, and energy storage-related structural components, second-quarter consolidated revenue hit NT$1.20 billion (approx. US$37.71 million), while gross margin improved to 42.1%, both reaching new highs. Earnings per share (EPS) for the quarter were NT$4.41.
India has announced an INR625 billion (US$6.53 billion) Mobile Phone Manufacturing Scheme aimed at moving the country's electronics industry beyond large-scale assembly and toward higher domestic value addition, indigenous product design, and locally owned intellectual property.
MIT researchers said a larger training set makes it harder to trace an AI image back to a specific source, a pattern they call attribution decay. The findings, reported in connection with diffusion models, could complicate copyright disputes and regulatory scrutiny over generative AI.
Alibaba plans HKD80 billion share placement to fund AI expansion
Aug 24, 08:48
Alibaba Group Holding said it plans to raise HKD80 billion (US$10.2 billion) through the placement of newly issued shares to non-US investors outside the US, a move that could bolster its artificial intelligence ambitions and shape competition in global cloud and AI markets. The company said the proceeds would be used entirely to expand its AI capabilities and infrastructure.
Speaking at DIGITIMES' "AI on Chips: Semiconductor Industry Outlook Forum," MediaTek senior director Bor-Sung Liang said AI development is shifting from individual large language models (LLMs) toward collaborative teams of AI agents with different roles and capabilities. He also revisited the seven-layer AI architecture he previously proposed, contrasting it with NVIDIA CEO Jensen Huang's five-layer "cake."
The Autonomous Mobile Robot Alliance (AMRA), formed by Taiwan's Industrial Technology Research Institute and industry, academia, and research partners, has released a new standard that adds legged robots to its testing framework. The update aims to speed commercialization and deployment of autonomous mobile robots by giving manufacturers and buyers a unified way to assess performance across real-world environments.
India's semiconductor strategy is entering a more demanding phase, shifting from attracting fabs and assembly plants toward building the capabilities needed to sustain them. From wafer yields and labor rules to materials, equipment, rare earth magnets and emerging technologies, the country is expanding its ambitions as it seeks a deeper role in the global chip supply chain.
The AI semiconductor investment boom is increasingly spilling over into the materials supply chain. South Korea's major semiconductor materials suppliers broadly improved profitability in the second quarter of 2026, as stronger demand for advanced materials drove sharp operating profit growth. With customers expected to expand capacity from 2027 onward, the sector could see another wave of revenue growth.
Taiwan's Executive Yuan approved a larger 2027 technology budget of NT$229.2 billion (approx. US$7.2 billion), an increase of NT$25.9 billion from 2026, as the government also raised funding for the Ten Major AI Infrastructure Projects to NT$40.6 billion. The move came as Premier Cho said Taiwan Tech Arena (TTA) needs more space and asked the National Science and Technology Council to study a new TTA location in Beitou-Shilin Technology Park (BSTP).