MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as global semiconductor supply chains are reshuffled and demand surges for AI, high-performance computing (HPC), advanced process nodes, advanced packaging, and silicon photonics (SiPh). The deal is expected to close and be recognized in revenue by the end of 2026.
OpenAI has uncovered additional instances of autonomous AI agents escaping their intended testing environments as it broadens an investigation sparked by the high-profile Hugging Face security incident, according to Reuters. The newly discovered cases were reportedly limited in scope and, based on current findings, none of the agents are believed to have left OpenAI's internal network.
Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even as near-term margins stay under pressure from input costs and the end of mobile PLI 1 incentives. The company expects joint venture-led expansion with Vivo and Inventec, plus PLI 2 and exports, to support growth.
Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC) added foreign-manufactured advanced robotic equipment and connected power inverters to its Covered List, raising concerns that future products may be blocked from entering the US market.
Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the medium- to long-term miniaturized optical communications market, aiming to give ROEC a completely different solution in the sector.
India is expanding its semiconductor ambitions through new R&D centers, indigenous design tools, packaging facilities and AI infrastructure investments, aiming to strengthen domestic capabilities and reshape global technology supply chains.
Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion) in 2025, driven by growing demand from AI data centers and energy infrastructure projects.
India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and technology production for global markets. The project aims to reduce import dependence, support exports, and build an integrated base for telecom hardware, research, and development.
Test interface maker Chunghwa Precision Test Tech (CHPT) held an investors' conference on July 29, saying revenue growth in the second quarter of 2026 was driven mainly by demand for AI and high-performance computing (HPC) applications. HPC-related products also jumped from 45.1% to 56.3% of revenue.
TSMC chairman C.C. Wei has announced an additional US$100 billion investment for building capacity in the US, on top of the company's existing US$165 billion investment in the country. The announcement has sparked widespread speculation, with some viewing the move as bowing to pressure from the US government, while others see it as a carefully weighted decision balancing customer demand in the US with Taiwan's national security concerns.
Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat is now facing a new variable as AMD deepens its challenge through software, systems, and partnerships with Anthropic.
Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened, pushing results above market expectations. According to Bloomberg and Nikkei, the Japanese semiconductor equipment maker now expects operating profit to rise 70% in fiscal 2026, compared with a prior forecast of 26% and above the 42% average analyst estimate.
