Compound semiconductor epitaxial wafer maker IntelliEPI said AI-driven high-speed transmission demand continues to lift the indium phosphide (InP) market, and it expects revenue to keep rising in 2026 and set another record. The company's biggest challenge remains a shortage of InP substrates, prompting it to rely mainly on Japanese suppliers while helping German manufacturers accelerate mass production of InP substrates.

US humanoid robot startup Agility Robotics announced on June 24 ET that it will go public on Nasdaq via a SPAC, aiming for a listing as early as September 2026. If completed, it will become the first publicly traded humanoid robot company in the US. Agility Robotics is currently valued at about US$11 billion.

ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.

China's Commerce Ministry has expanded oversight of strategic minerals and dual-use goods, adding whistleblower channels, reporting rules, and penalties for evasion. The move could affect global supply chains, especially for companies relying on Chinese-sourced inputs, by increasing compliance demands, due diligence costs, and exposure to enforcement risks.

Ability Enterprises said it plans to increase its exposure to Agility Robotics after the robot maker disclosed plans for a Nasdaq listing via a SPAC. The move underscores rising demand for robot perception hardware, a market with implications for logistics, manufacturing, drones, and AI systems globally.

Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.

Coplus took a cautiously optimistic view of the second half of 2026 during an investors conference on June 24. The Taiwan-based auto parts supplier said it has lined up countermeasures after its first-quarter 2026 operations were hit by US tariffs and geopolitical tensions, and is moving from traditional automotive lighting into AIoT.

Founder and chairman of Chinese e-commerce platform JD.com Qiangdong Liu said at the 2026 APEC Business Leaders China Forum that logistics and delivery work will gradually be handled by robots, with many courier jobs likely to be replaced by automation. He added that JD.com has launched an internal program called the "Nirvana Plan" to help about 700,000 logistics and blue-collar employees retrain and transition as AI reshapes the industry.

Chinese cybersecurity company 360 Security Technology has unveiled a pair of AI-powered cybersecurity tools that it says can match the capabilities of Anthropic's highly restricted Mythos system, marking China's latest effort to narrow the gap with leading US AI technologies.

Qualcomm Technologies is expanding its partnership with Hugging Face to bring open AI tools from devices to cloud infrastructure, a move that could affect developers and enterprises worldwide. The collaboration aims to simplify AI deployment across the compute continuum while enabling faster, more flexible, and more scalable hybrid AI applications.

Anthropic's claim that Alibaba "illicitly" harvested its Claude model marks the biggest alleged case yet of a Chinese firm copying a top US lab, sharpening a national-security debate in Washington over AI intellectual property — even as Anthropic, valued at US$965 billion and eyeing an IPO, feuds with the White House over its own export limits.