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Jul 8

Beijing's rumored AI model debate signals new era of technology controls

Beijing appears to be edging toward restricting overseas access to its most advanced artificial-intelligence (AI) models, a shift that would mirror recent moves in Washington and signal that the world's two AI leaders increasingly regard cutting-edge models as strategic assets to be controlled rather than freely exported.

Samsung's Jae-yong Lee heads to Sun Valley Conference for likely AI talks

Jul 8

Taiwan and South Korea to deepen startup investment ties

Jul 8

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

Jul 8

Meta enters AI visual race as ByteDance's Seedance reportedly reaches 90% gross margins

Jul 8

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PC, CESamsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

Jul 9, 11:59

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell an affordable, lightweight successor to the Vision Pro is dissolving into the supply chain, as a key panel effort is shelved and Apple's mixed-reality talent migrates toward AI-powered smart glasses.

SOFTWARE, BIG DATAGrab says Uber CEO resigned from board as Foodpanda Taiwan deal advances

Jul 9, 11:52

Grab said on July 6, 2026, that Uber CEO Dara Khosrowshahi had formally resigned from its board as the Southeast Asia ride-hailing and delivery group moved forward with its planned acquisition of foodpanda's Taiwan business. The change came as Grab sought to reinforce the independence of its governance structure while pursuing entry into Taiwan's food delivery market.

ICT MANUFACTURINGGem Terminal June sales dipped as AI cooling and green power demand rose

Jul 9, 11:50

Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based copper materials supplier said annual growth remained strong, supported by traditional products and newer applications tied to AI cooling and green energy projects.

ICT MANUFACTURINGNvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

Jul 9, 11:27

Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure, according to The Information. The latest example is a collaboration with inference chip startup d-Matrix, following a similar partnership announced with SambaNova, as Nvidia positions its GPUs alongside specialized accelerators rather than against them.

AIChina escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

Jul 9, 11:17

China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code, further escalating technology tensions between Washington and Beijing.

AIWhat China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

Jul 9, 10:59

China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.

AIAnalog Devices acquires Empower Semiconductor and enters AI power market

Jul 9, 10:59

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.

ICT MANUFACTURINGNan Pao Resins posts June sales record on price hikes and early customer orders

Jul 9, 10:20

Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders ahead of expected price increases and the company adjusted some product prices to reflect higher costs. The Taiwanese adhesives maker said the trend lifted the second quarter and first-half top line as it pushed new products, expanded applications, and won more customers.

ICT MANUFACTURINGUnivacco posts record revenue on card demand

Jul 9, 10:19

Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing North American brand customers and a global surge in demand for collectible trading cards. The vacuum metallizing film and precision coating maker said June consolidated revenue rose to nearly NT$375 million (US$11.69 million), up 48.97% from a year earlier and 25.67% from May.

AIFoxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

Jul 9, 10:18

Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).

ICT MANUFACTURINGLargan investor conference to spotlight optical communications push and smartphone demand

Jul 9, 09:23

Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.

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Interview: UK courts Taiwan suppliers for AI hardware buildout

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.

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