Taiwan's semiconductor industry is expanding overseas while deepening cooperation with the US, Europe, and Asia across advanced packaging, AI infrastructure, research, talent, cybersecurity, and international standards.
Huaqin Technology, the world's largest consumer-electronics original design manufacturer, has again increased its stake in Chinese foundry Nexchip Semiconductor, underscoring how contract manufacturers increasingly view direct ownership of chip capacity as central to supply-chain security rather than a purely financial bet.
The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources, however, say the market is entering a high-price plateau rather than a downturn, with tight supply expected to persist even as higher procurement costs dampen spot-market activity.
Hisense outlined a broader AI strategy at its global partner conference in New York, saying it will expand beyond home appliances into semiconductors, smart energy, laser displays, and automotive electronics. The Chinese consumer electronics maker said the plan is designed to widen its AI value chain, strengthen global brand management, and improve user experience and operations.
Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx. US$581.96 million), up 38.1% from the previous quarter, while gross margin rose to 77.3%. Operating profit increased 44.4% sequentially to NT$14.13 billion, and net income after tax increased 46.5% sequentially to NT$11.9 billion. Earnings per share (EPS) reached NT$27.70, with single-quarter profit significantly outperforming the company's full-year earnings in any previous year.
South Korean President Lee Jae Myung launched an AI-focused visit to Silicon Valley by announcing a "San Francisco AI Declaration" aimed at promoting international cooperation in artificial intelligence, while a series of technology partnerships involving Nvidia, South Korean companies and US firms were announced alongside the visit, according to The Chosun Daily, Reuters, and Bloomberg.
South Korean President Jae Myung Lee, senior government officials, business executives, and researchers gathered in San Francisco this week for an AI summit with Nvidia and industry partners, highlighting South Korea's efforts to strengthen its artificial intelligence ecosystem and expand international collaboration.
Intel Corporation and Lens Technology have announced a strategic collaboration to explore the development of advanced semiconductor packaging technologies using glass substrates. The companies said the initiative aims to support future computing platforms by improving performance, increasing interconnect density, and enhancing power efficiency.
SK Hynix is recruiting engineers in San Jose to co-design 3D stacked DRAM-on-logic with US customers, extending its custom memory strategy beyond high-bandwidth memory and toward on-device AI applications.
Huawei founder Ren Zhengfei has publicly endorsed the company's τ (tau) Law as Huawei's sole technological path for advancing semiconductor development, underscoring six years of sustained investment in the approach. Rather than attempting to disrupt the existing semiconductor industry, Ren said the initiative aims to establish a sustainable path for chip evolution amid restrictions on access to leading-edge manufacturing technologies.
Germany's Merck KGaA, TRUMPF and ZEISS are deepening their ties with South Korea's semiconductor industry amid large-scale investment in advanced chip production.
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