Former Intel CEO Pat Gelsinger has criticized Intel's past strategy in a recent interview, revisiting the company's history with Nvidia and Apple while also weighing in on Taiwan Strait tensions and the outlook for quantum computing. Speaking at the RAISE Summit AI conference in Paris, he said Intel dismissed Nvidia GPUs at the height of its CPU dominance as nothing more than graphics tools for gamers.

TSMC's sustained capital spending highlights the two foundations of its competitive strength: technology leadership and manufacturing excellence. The latter remains a core advantage not only for TSMC but also for the broader semiconductor ecosystem built around its production model.

Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division, part of Samsung Group, is facing a challenging market this year, in contrast to the soaring performance of its chip unit.

Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over strategy, supply chains, and future hardware control. Behind the lawsuit lies a broader contest over who will shape the next wave of AI devices, and whether the Trump administration's "America First" agenda can help both sides find common ground.

Star Fusion Group announced on July 15 that it plans to spend NT$252 million (US$7.8 million) to strategically acquire Chao Lung Electrical Engineering and Chin Yao Electrical Engineering, in a move aimed at boosting the group's competitiveness and long-term development.

Taiwan Semiconductor Manufacturing Company's (TSMC) announcement of an additional US$100 billion investment into US manufacturing has brought renewed attention to manufacturing in the US. The International Artificial Intelligence and Law Research Foundation (IAILRF) released the 2026 US-Taiwan Co-Make and Protection Strategy White Paper on July 17. Foundation secretary-general Wesley Chu said that for Taiwanese companies, investing in the US is no longer a question of whether to go, but how to go.

Humanoid robots are very hyped these days. They are performing ever more impressive feats, from pulling off coordinated dance performances to running half-marathons. Yet one investor believes that the robots ultimately winning the commercial race will be the "boring" ones with solid, real-world market potential.

Global suppliers are facing tougher competition as China's semiconductor and machine tool industries expand quickly, with implications for customers, pricing, and technology choices worldwide. Germany's Trumpf says it is responding with innovation in chips and efficiency in machine tools, while trying to stay flexible amid shifting trade and policy risks.

Foxlink Texas (FTI), a subsidiary of Cheng Uei Precision Industry (Foxlink), officially opened its first artificial intelligence (AI) demonstration factory at AllianceTexas in Fort Worth, Texas, on July 14, marking the group's first such facility in the US. The opening marks a key step in Foxlink's transformation from a traditional electronic manufacturing services (EMS) provider to an AI factory operating model.

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMES before the event that IBM has already demonstrated 2nm chip manufacturing capability in the lab, but the biggest challenge for its licensed partner, Japanese chipmaker Rapidus, to achieve mass production in Hokkaido will be yield.

OnePlus is exiting the North American and European markets for its future product launches, while sales of new Realme products will be suspended within its home market of China. The changes to both Oppo sub-brands signal the challenges low- to mid-tier brands face amid rising component costs and a tough global smartphone market this year.