TBI Motion has begun shipping parts for humanoid robots as the global race to commercialize the technology gathers pace. The move highlights how suppliers, from Asia to Europe, are positioning for new industrial demand while also seeking growth in automotive and medical markets amid intense price pressure and competition.

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly upbeat about demand as Nvidia Vera Rubin, AMD Helios, AWS Trainium 3, and Google TPU all move into mass production.

Taiwan's optics industry is entering its traditional peak period, with global smartphone demand, Apple's new-device cycle, and rising camera shipments expected to support revenue into late 2026 and beyond for leading suppliers. Firms also see AI-related shifts and new business lines adding to longer-term momentum.

Taiwanese elevator manufacturer Golden Friends (GFC) announced on June 29 that it had secured a major contract to supply high-end elevators for the new headquarters of Kinpo Group. The project is set for completion and revenue recognition in 2028, and will further boost the company's order backlog to nearly NT$10 billion (approx. US$313.8 million), supporting solid operating momentum over the next three years.

Taiwanese prosecutors have reportedly expanded their investigation into the alleged illegal export of high-end AI servers to China, Hong Kong, and Macau, launching a second round of raids targeting Supermicro's Taiwan branch and two listed Taiwanese technology companies.

Shuotong, a liquid-cooling solutions provider, said it expects a positive outlook for the second half of 2026 as AI-driven thermal management sustains demand for liquid cooling. The firm, which is listed on the Emerging Stock Board on June 26, announced that it supplies microchannel cold plates, high-reliability manifolds, flexible hose assemblies, and fatigue-resistant metal tube parts to major international Tier 1 liquid-cooling players and several leading thermal module makers in Taiwan and abroad.

Apple's latest round of price increases for Macs, MacBooks, and iPads has unsettled investors and weighed on Asian technology markets, but the reaction may be disproportionate to the likely impact on demand. While higher prices will inevitably slow some purchases, Apple's premium positioning, loyal customer base, and selective pricing strategy suggest the broader implications for shipments and the supply chain are likely to remain manageable.

Taiwan's Ministry of Economic Affairs has tasked Taiwan's Industrial Technology Research Institute (ITRI) to set up the Quantum Industry Technology Promotion Office (QITPO) and has named dozens of companies as members of the quantum industry supply chain. To strengthen Taiwan's quantum science and application base, the National Science and Technology Council (NSTC) has announced the launch of a quantum technology program, with the first 15 PhD-level candidates selected for overseas study.

Chinese 3D vision sensor maker Orbbec is expanding its global manufacturing network with a new production base in Vietnam, as robotics suppliers increase overseas capacity to strengthen supply chain resilience and serve international customers.

China has imposed new export control measures on 40 Japanese entities, placing 20 organizations on its export control list and another 20 on a separate watchlist, citing national security concerns and the need to strengthen oversight of exports of dual-use items.

Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals how global supply chains are shifting to support faster deployment of AI hardware, with California emerging as a key hub for its customers globally.

Taiwan's Hsinchu Science Park is still attracting semiconductor service companies even as major foundries run short of land, underscoring the park's role in a global supply chain centered on advanced chips. New approvals for testing, materials, and equipment research point to rising demand for services that support production at below 2nm nodes.

South Korea's government is preparing to designate Physical AI, the convergence of robotics and artificial intelligence, as a new national strategic industry, positioning robotics as a potential growth engine after semiconductors, according to Newsis.