As Li Auto, NIO, Xiaomi, Geely, GAC, GWM, Chongqing Changan Automobile, and Chery step up efforts to develop and manufacture batteries in-house, the tug-of-war between China's automakers and battery leader CATL over self-production versus outsourcing is intensifying.

Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design manufacturer (ODM) Quanta as China's Huaqin moves to win the manufacturing order. The winner has not yet been confirmed.

Taiwan's auto industry is watching closely as tariff talks between Taiwan and the US continue to shape the sector's outlook. PG Union CEO Ray Wu said in an interview on September 21 that the two sides are still negotiating the new policy, and the process must clear three hurdles before it can take effect.

Microsoft is expanding its data center footprint in Taiwan from two facilities to four as global demand for artificial intelligence (AI) computing power continues to surge and industry players step up data center expansion. Microsoft Taiwan general manager Sean Pien said the new facilities will prioritize Taiwan customers.

China's FD-SOI supply chain is taking shape through a new round of investment. Changcun Capital, the investment platform backed by YMTC, participated in a strategic investment in FD-SOI developer Ruili Pingxin Microelectronics in August, drawing attention to whether Chinese semiconductor capital is expanding beyond memory manufacturing into specialty logic and wafer foundry technologies.

Global memory shortages remain severe, with AI and cloud applications intensifying demand for scarce supply. Prices for both DRAM and NAND flash have risen sharply, while China's two flagship memory makers, CXMT and YMTC, are preparing to break from their long-standing division of the market.

Chinese EV maker Xpeng is planning to offer its technology to foreign automakers beyond Volkswagen, according to people familiar with the matter, as technology licensing emerges as a new revenue engine for the company.

AirTAC International Group said demand for pneumatic components in China's automation market has entered a more gradual expansion phase, and executives said the current upturn could last through 2027. The outlook came as the Taiwanese pneumatic equipment maker reported strong results for the first half of 2026 and an even faster rise in August revenue.