Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's flagship demonstrations of its post-Moore semiconductor strategy.
The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the artificial intelligence industry: securing enough land, power, and community support may now matter as much as securing enough AI chips.
Samsung Electronics reported a sharp jump in second-quarter operating profit, underscoring how global demand for artificial intelligence infrastructure is reshaping the memory-chip market. The result matters far beyond South Korea, as higher DRAM and NAND prices affect data-center spending, device costs, and the pace of the worldwide AI buildout.
Microsoft said on July 6 that it is eliminating about 4,800 roles, or 2.1% of its global workforce, in a restructuring that falls most heavily on its commercial sales organization and its Xbox gaming division. Chief People Officer Amy Coleman, a 27-year company veteran, told employees the cuts reflect an industry "transforming faster than at any point in my time here," and stressed that "AI is not replacing the roles eliminated today" — even as she acknowledged that "AI is changing how work gets done."
Ukraine has found that about 90% of the cruise missiles and drones Russia used in attacks contained Japanese-made electronic components, most of them civilian parts routed through third countries. The disclosures have renewed scrutiny of illegal transshipment, as strategic high-tech goods and dual-use items continue to reach Russia's military supply chain despite tighter sanctions.
Taiwan is accelerating efforts to bring care robots into eldercare as labor shortages deepen, while lawmakers and regulators continue to debate how the devices should be classified and supervised. The National Science and Technology Council is advancing related programs, and TSMC chairman C.C. Wei said he would do his best to help make elderly care robots a reality as soon as possible.
Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have also been expanding capacity to meet customer orders, with additional output expected to support further business growth.
Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial PCs and drone flight-control products. The company said expanding drone applications, along with ramp-ups in new products including ground control stations and battery backup units, should help sustain operating momentum in the second half of 2026.
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion (approx. US$96.8 million) in total investment and that production capacity has already been fully booked by customers. The plant is scheduled to begin mass production in the third quarter of 2027.
Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end PC shipments and stronger customer demand helped lift results even as the broader PC market remained under pressure.
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