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Wednesday 29 July 2026
Coretronic reports first-half loss as margins weaken and demand stays uneven
Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker said it would respond cautiously to market changes while focusing on its core businesses, product mix, market position, and technology development.
Wednesday 29 July 2026
Boeing 737 MAX 10 certification could come in autumn, FAA says

Boeing is moving closer to final safety certification for the 737 MAX 10, with the Federal Aviation Administration targeting September or October should the review stay on track. The approval would clear a long-delayed hurdle for the largest member of the 737 MAX family and could help Boeing improve its cash flow as it competes with Airbus in the single-aisle jet market.

Wednesday 29 July 2026
Corning raises long-term growth targets after 2Q26 profit increases

On July 28, Corning reported higher revenue and profit for the second quarter, supported by growth across several business segments, particularly Optical Communications and Solar. The company also raised its long-term Springboard growth targets, citing continued demand and expanded partnerships with major technology companies.

Wednesday 29 July 2026
Compal launches Employee Stock Ownership Trust to boost talent retention
Compal Electronics announced it officially launched its Welfare Employee Stock Ownership Trust (ESOT) plan in July 2026 to deepen its talent strategy amid intensifying global competition for talent and the growing focus on corporate sustainability. The company is partnering with CTBC Bank to establish a mechanism that enables the company and its employees to share in future growth.
Wednesday 29 July 2026
Non-core parts makers delay Southeast Asia capex as China-US tensions ease
Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components makers, customers have not been as strict as expected on production-location requirements, giving companies room to slow or rethink planned moves into Southeast Asia.
Wednesday 29 July 2026
Australia capital markets ride AI deal wave as cloud startups target listings

Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4 million in the first half of 2026, up from US$10.6 billion in the first half of 2025, according to Bloomberg. This growth has been driven in part by investors seeking exposure to the AI supply chain, including data center and cloud services businesses.

Wednesday 29 July 2026
Thailand drops land bridge plan after review flags weak returns and environmental risks

Thailand has canceled its proposed Land Bridge Project after a government review concluded that the cross-country route would generate lower-than-expected returns and could harm the environment. Finance Minister Ekniti Nitithanprapas announced the decision on July 24, according to Bloomberg and The Nation.

Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge. Google has already said it will raise capex again in 2027, and industry watchers expect AWS and Microsoft to follow, keeping AI infrastructure momentum strong with more capital injections.
Tuesday 28 July 2026
Smart glasses ignite AI device battle as China nears 80% global brand share
Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained by bulky designs and limited use cases, smart glasses are now drawing investment from global tech giants and hardware startups alike, while also redrawing the supply chain.
Tuesday 28 July 2026
Robot boom heats up as Taiwan chipmakers race to catch up
Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use cases is clearly becoming a major strategic focus, in contrast to the narrower gatekeeping of cloud AI.
Tuesday 28 July 2026
Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects shipments to remain broadly stable in the third quarter, even as it deepens its presence in optical communications, automotive optics, and AR glasses components.
Tuesday 28 July 2026
Taiwan urged to move beyond hardware role in AI glasses race
As global tech giants push into AR, VR, and spatial computing, Taiwan's chip and hardware strength could help it shape the next wave of AI glasses for users worldwide. But that opportunity depends on moving beyond contract manufacturing and into product design, software integration, and ecosystem leadership, industry executives say.
Monday 27 July 2026
Taiwan manufacturers raise prices as procurement costs climb, survey finds
Taiwan manufacturers are facing sharply higher procurement costs, and more than half have already passed those increases to customers, according to a survey presented at a Chung-Hua Institution for Economic Research seminar on July 24. The findings showed rising pressure on margins as AI-related shortages, energy costs and delivery uncertainty weighed on the sector.
Monday 27 July 2026
IBM agrees to acquire HRL Laboratories to expand quantum computing capabilities
IBM has signed a definitive agreement to acquire HRL Laboratories, a US research and development company known for its work in quantum technologies, to strengthen its long-term quantum computing roadmap.
Monday 27 July 2026
Hitachi selected for Japan quantum computing project with Intel collaboration
Hitachi has been selected as the prospective implementation organization for a Japanese government-backed project to advance next-generation quantum computers, with Intel contributing semiconductor manufacturing expertise.
Monday 27 July 2026
TIER says Taiwan exports and investment can help absorb geopolitical shocks
Taiwan's export and investment momentum remained strong enough to partly offset geopolitical shocks, according to the Taiwan Institute of Economic Research (TIER). The think tank said the island was facing rising volatility in energy and commodity prices, along with added pressure on global supply chains, financial markets and inflation.
Monday 27 July 2026
TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become a major uncertainty for the global economy and financial markets. The revision followed upward updates from Academia Sinica and Chung-Hua Institution for Economic Research, while TIER said exports, investment and consumption have been extremely strong since 2026 began.
Monday 27 July 2026
Samsung Electro-Mechanics starts pilot production of camera modules for humanoid robots in Vietnam, report says
Samsung Electro-Mechanics (Semco) has begun pilot production of camera modules for humanoid robots at its manufacturing base in Vietnam, Maeil Business Newspaper reported, citing industry sources.
Monday 27 July 2026
India roundup: India accelerates electronics and space ambitions as manufacturing and market shifts reshape its tech ecosystem

India expanded manufacturing incentives, entered private orbital launches, attracted new investment, and faced smartphone demand pressures amid rising component costs.

Sunday 26 July 2026
Samsung and Hyundai target Silicon Valley AI roundtable
Samsung Electronics chairman Lee Jae-Yong and Hyundai Motor chairman Chung Eui-Sun are reportedly moving to join the advisory network of the global AI leaders' gathering "Silicon Valley & The World." The two are expected to meet AI industry leaders, including Nvidia CEO Jensen Huang, in San Francisco this week, before possibly meeting again in Silicon Valley in November 2026.
Sunday 26 July 2026
Lynas says Malaysia heavy rare earth project has gone over budget
Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came alongside the latest quarterly results for the period ended June 30, 2026, in which revenue reached AU$289 million (US$202 million), up 70% year on year and the strongest level in four years.
Sunday 26 July 2026
Google AI search reshapes traffic as publishers weigh blocking crawlers
Google's expansion of AI-driven search features is prompting a backlash from publishers and media companies that rely on search traffic. Over the past year, the company has rolled out AI Mode across search pages, using its Gemini chatbot to deliver direct answers that can keep users on Google instead of sending them to outside sites.
Saturday 25 July 2026
Trumpf's stabilizing sales point to a broader recovery in industrial demand
Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment maker reported slightly higher revenue and stronger-than-expected orders, suggesting demand may be recovering across its key markets and business lines.
Saturday 25 July 2026
Valeo's drone-motor deal pulls a car-parts giant into France's defense-sovereignty push
Defense-tech firm Harmattan AI has picked automotive supplier Valeo to develop and build an electric drone motor in France, a modest first contract that signals two larger shifts: Europe's carmakers are repurposing electrification know-how for defense, and the region is racing to wall off drone supply chains from foreign chokepoints, rare earths above all.
Saturday 25 July 2026
Huaqin's growing stake in Nexchip shows ODMs reaching upstream into chipmaking
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.