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Jul 7
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China

Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented themselves to obtain servers containing Nvidia chips before rerouting them to China. He has been accused by Singaporean prosecutors of money laundering and other charges, as Singapore emerges as a hub for illicit AI chip flows to China.

Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained strong, helping lift June 2026 consolidated revenue to NT$750 million (US$23.47 million), up 30.66% from a year earlier. The automotive powertrain and safety component maker also reported higher revenue for the second quarter of 2026 and the first half of the year.

Microloops revenue hits record on cloud server cooling demand
Jul 8, 08:02
Taiwan Microloops Corp. said July 6 that June revenue reached a record NT$503 million, up 52.41% from May and 29.30% from a year earlier, driven by stronger demand for AI server cooling products and heavier pull-ins from a major cloud service provider customer. AI-related products now account for more than 70% of revenue, the company said.
Sharp taps Foxconn for US$1.9 billion new-business push
Jul 8, 08:02

Sharp is aiming for annual sales of JPY200 billion to JPY300 billion, roughly US$1.2 billion to US$1.9 billion, from a new group of businesses it is developing with its parent company, Taiwan's Foxconn.

Meituan has open-sourced LongCat-2.0, a trillion-parameter AI model trained and deployed entirely on Chinese computing infrastructure, turning the once-anonymous Owl Alpha into a key test of China's domestic AI model and chip ecosystem.

Pegatron chairman downplays Intel CPU price hike worries
Jul 8, 08:00
Intel confirmed on July 6 that it will raise suggested prices for consumer and server CPUs, stirring questions about whether the move will push up PC costs and affect consumer demand in the second half of 2026.
Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.
Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$2.451 billion (US$76.3 million) in June 2026, up 24.22% from May and 39.75% year-over-year. First-half 2026 consolidated revenue reached NT$11.855 billion, up 17.7% year-over-year and also a record for the period, underscoring steady growth momentum.

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu outlined the company's evolving investment strategy amid the restructuring of global technology supply chains.

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu said demand for AI computing power has entered a phase of structural growth.

Silicon Labs principal product manager Rob Alexander said Matter 1.6, which the Connectivity Standards Alliance (CSA) is set to introduce in June 2026, will be a key upgrade for fully connected edge AIoT devices.

Wistron sees AI demand holding up as sovereign AI gains traction
Jul 8, 07:56
Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal reports for July show shipment performance tracking closely with earlier projections, while sovereign AI demand is gaining momentum in regions outside the US, creating further business opportunities.