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Tuesday 25 August 2026
Taiwan AI server supply chain expands China footprint
Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC production in China is mostly flat as the industry shifts to Southeast Asia and other non-China locations.
Tuesday 25 August 2026
AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way
Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to CRIF, Foxconn's total China investment returns in the first half of 2026 reached NT$117.6 billion (US$3.7 billion).
Tuesday 25 August 2026
Kaynes Technology and BOSGAME sign MoU to expand India market presence
Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands are increasingly looking to India for design, manufacturing, and customer support as the country's electronics ecosystem matures.
Tuesday 25 August 2026
Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified
AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its target for full-year capex growth of more than 30%.
Monday 24 August 2026
Etron chair sees memory boom extending to 2028-2030
The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely lasting through 2028 and possibly into 2030. He said supply is tightening further as AI and edge computing create rigid demand, pushing the supply chain to focus on higher-value applications.
Monday 24 August 2026
UAE weighs investment in 500 MW AI data center plan in Japan
The United Arab Emirates is considering backing a proposed 500 MW AI data center in Akita prefecture, Japan, after local officials met with the UAE ambassador on Aug. 19. The project, which could begin operations as early as 2030, is being positioned as one of Japan's largest data center developments if it moves ahead.
Monday 24 August 2026
Notebook brands shift production back to China as Southeast Asia costs rise
Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved limited, according to supply chain sources. The shift is expected to affect Taiwan original device manufacturers (ODMs) serving new customer lines in Vietnam and Thailand.
Monday 24 August 2026
India targets domestic mobile phone design capabilities with new US$7.5 billion manufacturing scheme
India has announced an INR625 billion (US$6.53 billion) Mobile Phone Manufacturing Scheme aimed at moving the country's electronics industry beyond large-scale assembly and toward higher domestic value addition, indigenous product design, and locally owned intellectual property.
Monday 24 August 2026
India roundup: India's chip push moves beyond fabs as yield, supply chains and new technology become the next test
India's semiconductor strategy is entering a more demanding phase, shifting from attracting fabs and assembly plants toward building the capabilities needed to sustain them. From wafer yields and labor rules to materials, equipment, rare earth magnets and emerging technologies, the country is expanding its ambitions as it seeks a deeper role in the global chip supply chain.
Monday 24 August 2026
MediaTek wins Google TPU deal on three key strengths
Taiwan's IC design industry is set to keep growing strongly in 2026, with revenue expected to rise 10%, driven mainly by companies involved in AI and AI ASIC projects such as MediaTek, Global Unichip Corporation (GUC), Alchip, Phison, and Silicon Motion, DIGITIMES analyst Jim Chien said.
Friday 21 August 2026
DS Technology shifts from custom automation to modular systems, eyes Brazil and Mexico

Taiwanese automation integrator DS Technology is shifting more of its highly customized robotic automation work toward standardized, modular systems as it seeks to make its technology easier to sell and deploy overseas, with prospective partners in Brazil and Mexico among its latest expansion targets.

Friday 21 August 2026
Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push
Broadcom is in talks with asset managers to raise more than US$60 billion in debt financing, with the potential package reaching as much as US$100 billion, as the chipmaker moves to expand its role in the rapidly growing AI infrastructure market, according to Bloomberg.
Friday 21 August 2026
SK Chairman warns of 2027 memory shortage, ties expansion to long-term orders
SK Group Chairman Tae-Won Chey said in a recent interview with CNBC that memory demand is surging explosively and that the most severe "memory shortage" will hit in 2027. He also apologized to the market for the pace of memory chip price increases, saying the rapid rise is fueling chip inflation across the industry.
Friday 21 August 2026
Taiwan automation shifts from hardware specs to AI platforms and open robot architectures
Taiwan's automation industry is moving beyond the traditional race over robot-arm payload, servo precision, and sensor resolution. At the 2026 Automation Taipei and Taiwan Automation Intelligence and Robot Show, held August 19-22 at the Taipei Nangang Exhibition Center, the industry's major players all put the spotlight on AI software-hardware integration platforms and open robot architectures as the technologies will determine the next phase of competition.
Friday 21 August 2026
Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

Marvell filed a Form 8-K with the US Securities and Exchange Commission on August 19, 2026, revealing that it signed a commercial agreement with Google on July 29 to develop custom chips. The move has drawn close attention across Taiwan's chip supply chain, especially to the impact on IC design leader MediaTek and networking chip giant Broadcom.

Friday 21 August 2026
Goertek reports higher revenue and profit in 1H26
Chinese electronics manufacturer Goertek reported higher revenue and profit for the first half of 2026, supported by growth in its smart acoustic products and continued investment in R&D.
Friday 21 August 2026
Taiwan export orders near US$98 billion in July, with US as top buyer
Taiwan's export orders climbed by US$207.3 billion, or 52.5%, in the first seven months of 2026 compared with the same period in 2025, according to data released on August 20 by the Department of Statistics (DOS) under Taiwan's Ministry of Economic Affairs (MOEA). From January to July 2026, orders placed by the US reached US$235.7 billion, accounting for 39.1% of the total US$602 billion in orders, rising more than 70% year over year and making the US Taiwan's largest buyer.
Friday 21 August 2026
US ban on robot dogs clears the way for Taiwan's Swancor
To safeguard national security and the development of the AI supply chain, the US has banned imports of advanced humanoid robots. Against that backdrop, Taiwan-based Swancor unveiled its first "Taiwan AI robot ecosystem" at Automation Taipei 2026, joining with more than 10 Taiwanese industry, technology, and academic partners to showcase applications ranging from smart inspection and public safety to smart construction, AI education platforms, commercial interaction, and long-term care companionship.
Friday 21 August 2026
China's humanoid robot shipments hit 40,000 in the first half of 2026
China shipped more than 40,000 humanoid robots in the first half of 2026, lifting its share of global shipments to 97%, according to a development report released on August 20 at the 2026 World Robot Conference in Beijing. The figure marked the highest share ever recorded in the report's historical data and underscored China's growing role in the global humanoid robot supply chain.
Friday 21 August 2026
TXC pivots to AI infrastructure as 1.6T optical modules surge
Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in the second half of 2026. The company aims to lift AI revenue to 20% by the end of 2026, with roughly 20-30% of that coming from optical module applications.
Friday 21 August 2026
Longcheer and Luxshare move into robot ODM
China consumer electronics ODMs are extending their R&D, supply chain integration and mass production capabilities into the embodied AI robot market. Longcheer announced on August 19 that it had signed an agreement with the Nanchang High-tech Zone in Jiangxi, officially establishing an embodied AI robot R&D and manufacturing base. The company said it will build end-to-end capabilities from product definition and R&D design to engineering delivery, offering ODM solutions for embodied AI products.
Friday 21 August 2026
How credit allocation is becoming part of the AI supply chain
As artificial intelligence (AI) evolves, shifting bottlenecks reflect the maturity of the AI boom. Initial constraints emerged at the semiconductor level with GPUs, high bandwidth memory (HBM), and advanced packaging. Next came system-level challenges around networking, power, and thermal management. More recently, infrastructure limits, including transformers, grid connections, and overall power capacity, took center stage.
Friday 21 August 2026
Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
Thursday 20 August 2026
Nvidia physical AI executive Madison Huang appears at Beijing WRC after LG Seoul visit
Two days after visiting LG Electronics' robotics hub in Seoul, Nvidia executive Madison Huang was in Beijing on August 20 for the 2026 World Robot Conference (WRC), highlighting the increasingly visible role she is playing in Nvidia's physical AI and robotics partnerships across Asia.
Thursday 20 August 2026
Unitree post-IPO: Chairman Wang weighs profit, scale and 80% home-robot threshold

Unitree Robotics' August 19 listing on China's STAR Market brought the humanoid robot maker into the public-market spotlight, but attention quickly spread beyond its share price. The company's listing reception that evening drew investors, technology figures and venture capital executives, reflecting how Unitree has accumulated interest across technology, capital markets and the broader public.