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Friday 10 July 2026
China's AI talent demand spreads into chips, rare earths, and new materials
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.
Friday 10 July 2026
Taiwan robot dog platform could give island early edge in global robotics race
Taiwan's new quadruped robot dog platform highlights how global robotics supply chains may shift as companies seek alternatives beyond China, Europe, and the US. Supporters say Taiwan's components performed well in testing, potentially giving international buyers more options as demand for next-generation robots grows.
Friday 10 July 2026
Liteon Technology June revenue jumps 37% on AI server power demand
Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end server power supplies and battery backup units continued to fuel growth. The Taiwan-based electronics supplier said second-quarter revenue reached NT$52.74 billion, up 21.5% quarter-over-quarter and 30.5% year on year, while first-half revenue totaled NT$96.1 billion, a 25% increase from the same period in 2025.
Friday 10 July 2026
JPC Connectivity June revenue hits a new high on AI data center demand
AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The trend matters beyond Taiwan, as global cloud builders, server makers, and network operators continue to expand infrastructure for artificial intelligence.
Friday 10 July 2026
EU mandates driver distraction alerts in new cars

As the EU's General Safety Regulation provisions on driver distraction take effect, direct driver monitoring has become a standard safety technology in one of the world's largest automotive markets. The new rule requires all new cars sold in Europe to be equipped with advanced driver distraction warning (ADDW) systems, making in-cabin cameras and sensors a critical requirement for vehicle safety.

Friday 10 July 2026
Largan sees variable-aperture ramp in 3Q26, eyes CPO samples

Largan said on July 9, 2026, that shipments of its variable-aperture lens will begin ramping up in the third quarter, and that it has already received formal specifications from a volume customer for co-packaged optics (CPO) shipments, and will send samples this month. The second half of the year is the traditional peak season for the optics industry. Chairman En-Ping Lin said July would be a little better than June, and August would be better than July, adding that third quarter capacity utilization is currently full. Regarding the third quarter gross margin, Lin stressed that the key factor will be yield, as new products continue to roll out.

Friday 10 July 2026
LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap
LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's largest battery maker is repurposing stranded American EV capacity to chase surging demand from AI data centers and the power grid — while blunting a prolonged slump in electric-vehicle sales.
Friday 10 July 2026
King Slide leans on R&D, automation, and global expansion to defend margins
King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component maker is expanding in the US and beyond, as server demand tied to AI, cloud infrastructure, and data centers reshapes supply chains worldwide.
Friday 10 July 2026
Mitsubishi Fuso, Foxconn move bus venture toward launch, signaling a push into electrified public transport
Mitsubishi Fuso Truck and Bus Corporation and Foxconn have taken a major step toward forming a new bus maker, naming the company, selecting its logo, and outlining senior leadership and strategy. The move suggests the joint venture is shifting from a preliminary alliance into a formal business launch with implications for Japan's bus market and beyond.
Friday 10 July 2026
Ledlink says recovery gathers pace as auto lens sales hit record highs

Ledlink said its turnaround is strengthening, with losses narrowing in the first quarter of 2026 and growth returning in the second quarter. The shift reflects rising demand in automotive lighting, a trend with implications for global EV, smart-car, and professional lighting supply chains.

Friday 10 July 2026
Winmate's June revenue hits record on defense and edge AI demand
Winmate said its June revenue reached a new record, underscoring how defense, unmanned systems, and edge AI demand are shaping industrial technology supply chains worldwide. The Taiwan-based maker said growth remained on track, with full-year performance expected to extend double-digit expansion as global orders broaden.
Friday 10 July 2026
Surviving 120°C: Taiwan's rescue robot dog passes its trial by fire

Smoke, heat, and a 100°C ceiling — Taiwan's rescue robot walked right through it. Taiwan's domestically developed quadruped robot platform has become the first fire-rescue robot dog in the country to pass functional verification, clearing the way for future use at fire scenes. The milestone comes after the Industrial Technology Research Institute (ITRI) and local industry partners completed multiple field application validations with agencies including Taiwan Power and the National Fire Agency, and follows the platform's formal unveiling on July 8, 2026, with National Fire Agency Deputy Director-General Wan-Yao Chien attending in support.

Friday 10 July 2026
Taiwan just built its own robot dog — its first mission: fighting fires

It walks, it climbs, it reads gauges — and it's 100% homegrown. Taiwan's first domestically developed quadruped robot dog platform officially debuted on July 8, after the Industrial Technology Research Institute (ITRI) spent more than a year working with local academia and industry to complete two prototype models.

Thursday 9 July 2026
Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now extend visibility into first half 2027.
Thursday 9 July 2026
Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported consolidated revenue of NT$65.603 billion in June, up 11.3% from May and 55.4% from a year earlier, while first-half 2026 revenue reached NT$342.609 billion, up 41% year on year.
Thursday 9 July 2026
Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments
Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest single-month revenue on record, while second-quarter and first-half 2026 revenues both reached record highs.
Thursday 9 July 2026
Inventec expects server shipments to rise quarterly as component shortages loom
Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the same period and a single month. Second-quarter revenue totaled NT$269.86 billion, also a record for the same period and a single quarter. First-half revenue reached NT$470.17 billion, up 36.83% year-over-year and hitting an all-time high.
Thursday 9 July 2026
Lynas signs long-term partnership with JS Link for Malaysia magnet factory
Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains for electric vehicles, wind power, and electronics. The deal may help diversify global rare-earth processing, reduce dependence on China, and boost regional manufacturing capacity.
Thursday 9 July 2026
Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

Thursday 9 July 2026
SK Hynix targets AI infrastructure role with Nasdaq ADR listing

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastructure.

Thursday 9 July 2026
Server ODMs race to expand globally as parts shortages bite
AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand, Malaysia, and Taiwan, expansion projects are now visible across the industry.
Thursday 9 July 2026
Gem Terminal June sales dipped as AI cooling and green power demand rose
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.
Thursday 9 July 2026
Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration
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.
Thursday 9 July 2026
Nan Pao Resins posts June sales record on price hikes and early customer orders
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.
Thursday 9 July 2026
Univacco posts record revenue on card demand
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.