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Friday 26 June 2026
Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming
IEI Integration said its first-quarter margin was squeezed by higher component costs and a changing product mix, but it expects a second-quarter rebound as high-end video conferencing shipments ramp up. The outlook matters for global industrial and enterprise technology buyers facing tighter supply, shifting production, and uneven demand across markets.
Friday 26 June 2026
Honyi International rebrands as Tianyi Water and Energy Solutions to seize water-power integration opportunities
Following its rebranding from Honyi International to Tianyi Water and Energy Solutions, president Ching-chi Li said the company will leverage the resources of its parent group Lealea Group to provide integrated services addressing corporate water and electricity needs. The aim is to help customers meet growing challenges related to water and power resilience. The company currently has orders from multiple customers in traditional industries and the semiconductor sector.
Friday 26 June 2026
Apple reportedly revamps Mac chip roadmap to accelerate AI push
Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused M7 Pro and M7 Max processors to market in 2027, according to a Bloomberg report citing people familiar with the matter.
Friday 26 June 2026
Academia Sinica targets quantum chip manufacturing scale with Taiwan's semiconductor tool base
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into a technology transfer model for private companies will still require regulatory easing.
Friday 26 June 2026
Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.

Friday 26 June 2026
Agility Robotics eyes Nasdaq listing, boosting Ability Enterprise's 2H26 outlook
US humanoid robotics startup Agility Robotics announced it will list on the Nasdaq as early as September 2026, which would make it the first publicly traded humanoid robotics company in the US.
Friday 26 June 2026
Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26
Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners race to keep up with orders. The upbeat view points to solid momentum in the second half of the year, even as Nvidia's key component suppliers say they have been pushed "almost to the limit" by the pace of shipments.
Friday 26 June 2026
Nexcom courts Nvidia, Qualcomm partnerships to scale edge AI integration
The robotics industry is moving from proof-of-concept projects to large-scale deployment. During Computex 2026, IPC maker Nexcom showcased its edge AI solutions at booths of major tech companies including Nvidia, Intel, and Qualcomm. Through product demonstrations, the company strengthened its positioning as a full-spectrum edge AI deployment partner, attracting interest from industry players seeking deeper collaboration and investment opportunities.
Friday 26 June 2026
Tungsten shortage spreads from raw material to chip manufacturing, Japan warns
China's tightening tungsten export controls are adding pressure to global supply chains, with implications for semiconductor makers, defense industries, and industrial users worldwide. Planned production cuts by Japanese tungsten hexafluoride producers are widening concerns, while recycling is emerging as a practical response as countries push for raw-material localization and supply security.
Friday 26 June 2026
Altos and FPT sign MOU to scale enterprise AI and HPC across Asia-Pacific
Altos, a subsidiary of Acer, said on June 24, 2026, that it signed a memorandum of understanding (MOU) with Vietnam-based FPT to jointly deploy and commercialize enterprise AI across the Asia-Pacific market. The agreement paired Altos' AI infrastructure and high-performance computing platforms with FPT's vertical AI application development and systems integration capabilities to create a more scalable enterprise AI ecosystem.
Thursday 25 June 2026
Taiwan electronics production jumps 93% in first five months of 2026 on AI boom
Taiwan's Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan's computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.
Thursday 25 June 2026
Agility Robotics targets Nasdaq debut as Abico eyes robot mass production
US humanoid robot startup Agility Robotics announced on June 24 ET that it will go public on Nasdaq via a SPAC, aiming for a listing as early as September 2026. If completed, it will become the first publicly traded humanoid robot company in the US. Agility Robotics is currently valued at about US$11 billion.
Thursday 25 June 2026
China tightens export controls on strategic minerals with new whistleblower system
China's Commerce Ministry has expanded oversight of strategic minerals and dual-use goods, adding whistleblower channels, reporting rules, and penalties for evasion. The move could affect global supply chains, especially for companies relying on Chinese-sourced inputs, by increasing compliance demands, due diligence costs, and exposure to enforcement risks.
Thursday 25 June 2026
Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises
Ability Enterprises said it plans to increase its exposure to Agility Robotics after the robot maker disclosed plans for a Nasdaq listing via a SPAC. The move underscores rising demand for robot perception hardware, a market with implications for logistics, manufacturing, drones, and AI systems globally.
Thursday 25 June 2026
Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem
Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.
Thursday 25 June 2026
China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos
Chinese cybersecurity company 360 Security Technology has unveiled a pair of AI-powered cybersecurity tools that it says can match the capabilities of Anthropic's highly restricted Mythos system, marking China's latest effort to narrow the gap with leading US AI technologies.
Thursday 25 June 2026
E Ink subsidiary scales solvent-free OCA to support higher-quality, lower-carbon displays
E.Comis Technology, a subsidiary of E Ink Holdings Group, said it has scaled a self-developed, solvent-free optically clear adhesive to meet growing demand for thinner displays, better image quality, and more sustainable manufacturing. The development could affect display products sold worldwide, as brands and suppliers seek materials that improve performance, durability, and lower-carbon production.
Thursday 25 June 2026
EverFocus launches Nvidia-based edge AI vision push into North America
EverFocus Electronics has announced a North America market expansion that includes participation in Automate 2026 and inclusion in Nvidia's official Interactive Ecosystem Map, aimed at bringing Taiwan supplier edge AI vision technology into US advanced manufacturing and logistics. The firm said it will leverage an Nvidia-based edge AI platform to demonstrate multimodal integration of imaging and voice, and to showcase a mobile robot connection model for smart factory inspections.
Wednesday 24 June 2026
Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation
Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told The Wall Street Journal.
Wednesday 24 June 2026
Meta and EssilorLuxottica launch budget AI glasses line as smart eyewear portfolio expands to four products
Meta and EssilorLuxottica announced on June 23 the launch of Meta Glasses, a new co-branded AI glasses collection starting at $299, positioned as the more accessible entry point in a portfolio that now spans four distinct product lines.
Wednesday 24 June 2026
Bosch Taiwan hits record FY2025 revenue on AI demand
Bosch Taiwan posted another record in fiscal year 2025, with revenue reaching NT$43.3 billion (US$1.37 billion), up 18.6% year on year. Growth was driven by strategic portfolio expansion, AI adoption and deeper sustainability efforts.
Wednesday 24 June 2026
Gogoro CEO says 2026 is the company's most critical year as Luna model targets a market turnaround
As Taiwan's first pure electric scooter brand, Gogoro has continued to attract market attention for both its technological innovation and its influence on industrial development and supply chain changes. After the launch event for its new scooter model "Luna," Gogoro CEO Henry Chiang said in an interview that the team is highly confident in the new model. He joked that even if the development timeline had been extended further, it would be difficult at this stage to identify additional areas where the product could be significantly improved. However, he emphasized that Gogoro will continue exploring new technologies that align with the product's positioning and market demand.
Wednesday 24 June 2026
Taiwan export orders hit record as AI server demand pushes 2026 toward US$1 trillion
Taiwan's export orders climbed sharply in May 2026, underscoring how artificial intelligence demand and overseas production are reshaping supply chains for readers worldwide. The Ministry of Economic Affairs said the gains reflected a strong global appetite for AI servers, electronic components, and integrated circuit services, while officials projected further momentum ahead.
Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices have remained stable, and orders have continued climbing to record highs. The divergence has intensified debate over whether AI robots will first break through via humanoid or non-humanoid models.

Wednesday 24 June 2026
FSC sees higher-margin orders as low-carbon demand boosts equipment sales
Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders meeting, the injection molding equipment maker reported consolidated revenue of NT$5.083 billion, up 12.22% year over year, while net income attributable to the parent rose 27.56% to NT$100 million, resulting in earnings per share of NT$0.61.
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