South Korean conglomerates will invest a combined KRW312 trillion (approx. US$203.6 billion) in the Yeongnam region, as the government moves to turn the country's southeast into a hub for advanced manufacturing, AI infrastructure, semiconductors, aerospace, defense, and energy.
SEMI has warned the Trump administration that intervening in memory-chip pricing or production capacity could worsen a historic supply shortage driven by the artificial intelligence boom.
Amazon Web Services has told its server supply chain partners to raise shipment volumes for the third quarter of 2026, according to sources in the AI server supply chain.
The rapid expansion of AI applications is redefining what device makers need from display technology.
Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive monthly revenue record as demand from the market remained strong. The company also posted record quarterly revenue in both the first and second quarters of 2026, underscoring its sustained growth momentum.
At a late-June industry forum, experts from Taiwan's TPIsoftware, the Institute for Information Industry (III), and Phison Electronics agreed that although AI is now indispensable for manufacturing, scaling it up depends less on raw model capability than on whether companies can actually trust it in operation. Fragmented data, weak governance, and cybersecurity concerns remain the primary hurdles keeping companies from moving past pilot projects into full adoption.
SoftBank Group (SBG) and telecom subsidiary SoftBank said they will set up a new company in the US in July 2026 to rent out AI computing resources, aiming to challenge CoreWeave and Nebius in the fast-growing AI cloud market. The new unit, SB Neo, is scheduled to begin operations in fiscal 2027 (April 2027 to March 2028).
Ubtech has launched the U1 series, its first mass-produced full-size bionic humanoid robot line, under the U World sub-brand, testing China's market for AI companion robots beyond industrial and service uses.
Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.
Turn Cloud Technology is accelerating its transformation from a solution as a service (SolaaS) provider into an AI infrastructure provider for physical spaces, as demand for digital transformation across real-world venues continues to rise. The company says its new Tomorrow Space (TSpace) architecture will anchor its next phase of growth.
Chinese AI company Z.ai, also known as Zhipu AI, is escalating its challenge to US leaders Anthropic and OpenAI with the release of its open-weight GLM-5.2 model and a new AI coding assistant, underscoring China's growing competitiveness in frontier AI.
Wistron chairman Simon Lin said artificial intelligence (AI) is improving the quality of professional talent, noting that tasks that previously required 100 people may now be completed by as few as four or five. As a result, AI can help address labor shortages caused by declining birth rates, while also creating value at different levels.
