CONNECT WITH US
Thursday 25 June 2026
China tightens export controls on strategic minerals with new whistleblower system
China's Commerce Ministry has expanded oversight of strategic minerals and dual-use goods, adding whistleblower channels, reporting rules, and penalties for evasion. The move could affect global supply chains, especially for companies relying on Chinese-sourced inputs, by increasing compliance demands, due diligence costs, and exposure to enforcement risks.
Thursday 25 June 2026
Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises
Ability Enterprises said it plans to increase its exposure to Agility Robotics after the robot maker disclosed plans for a Nasdaq listing via a SPAC. The move underscores rising demand for robot perception hardware, a market with implications for logistics, manufacturing, drones, and AI systems globally.
Thursday 25 June 2026
Jeter to open Dallas warehouse in July 2026 to serve US AI hardware ecosystem
Texas is emerging as a logistics hub for hardware manufacturing as Taiwan's electronics makers expand into Dallas and Houston, according to Jeter. The company said a new Dallas warehouse is expected to open in July 2026, supporting material imports and finished-goods exports tied to the local AI market.
Thursday 25 June 2026
China's 360 unveils AI cybersecurity tools claimed to rival Anthropic's Mythos
Chinese cybersecurity company 360 Security Technology has unveiled a pair of AI-powered cybersecurity tools that it says can match the capabilities of Anthropic's highly restricted Mythos system, marking China's latest effort to narrow the gap with leading US AI technologies.
Thursday 25 June 2026
E Ink subsidiary scales solvent-free OCA to support higher-quality, lower-carbon displays
E.Comis Technology, a subsidiary of E Ink Holdings Group, said it has scaled a self-developed, solvent-free optically clear adhesive to meet growing demand for thinner displays, better image quality, and more sustainable manufacturing. The development could affect display products sold worldwide, as brands and suppliers seek materials that improve performance, durability, and lower-carbon production.
Thursday 25 June 2026
EverFocus launches Nvidia-based edge AI vision push into North America
EverFocus Electronics has announced a North America market expansion that includes participation in Automate 2026 and inclusion in Nvidia's official Interactive Ecosystem Map, aimed at bringing Taiwan supplier edge AI vision technology into US advanced manufacturing and logistics. The firm said it will leverage an Nvidia-based edge AI platform to demonstrate multimodal integration of imaging and voice, and to showcase a mobile robot connection model for smart factory inspections.
Wednesday 24 June 2026
Humanoid-robot maker Agility Robotics to go public via SPAC at US$2.5 billion valuation
Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told The Wall Street Journal.
Wednesday 24 June 2026
Meta and EssilorLuxottica launch budget AI glasses line as smart eyewear portfolio expands to four products
Meta and EssilorLuxottica announced on June 23 the launch of Meta Glasses, a new co-branded AI glasses collection starting at $299, positioned as the more accessible entry point in a portfolio that now spans four distinct product lines.
Wednesday 24 June 2026
Bosch Taiwan hits record FY2025 revenue on AI demand
Bosch Taiwan posted another record in fiscal year 2025, with revenue reaching NT$43.3 billion (US$1.37 billion), up 18.6% year on year. Growth was driven by strategic portfolio expansion, AI adoption and deeper sustainability efforts.
Wednesday 24 June 2026
Gogoro CEO says 2026 is the company's most critical year as Luna model targets a market turnaround
As Taiwan's first pure electric scooter brand, Gogoro has continued to attract market attention for both its technological innovation and its influence on industrial development and supply chain changes. After the launch event for its new scooter model "Luna," Gogoro CEO Henry Chiang said in an interview that the team is highly confident in the new model. He joked that even if the development timeline had been extended further, it would be difficult at this stage to identify additional areas where the product could be significantly improved. However, he emphasized that Gogoro will continue exploring new technologies that align with the product's positioning and market demand.
Wednesday 24 June 2026
Taiwan export orders hit record as AI server demand pushes 2026 toward US$1 trillion
Taiwan's export orders climbed sharply in May 2026, underscoring how artificial intelligence demand and overseas production are reshaping supply chains for readers worldwide. The Ministry of Economic Affairs said the gains reflected a strong global appetite for AI servers, electronic components, and integrated circuit services, while officials projected further momentum ahead.
Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices have remained stable, and orders have continued climbing to record highs. The divergence has intensified debate over whether AI robots will first break through via humanoid or non-humanoid models.

Wednesday 24 June 2026
FSC sees higher-margin orders as low-carbon demand boosts equipment sales
Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders meeting, the injection molding equipment maker reported consolidated revenue of NT$5.083 billion, up 12.22% year over year, while net income attributable to the parent rose 27.56% to NT$100 million, resulting in earnings per share of NT$0.61.
Wednesday 24 June 2026
Syncomm accelerates AIoT push on wireless audio strength
Syncomm Technology has built solid momentum in wireless audio transmission chips and modules and is now accelerating its shift into AIoT applications across energy monitoring, elder care, and disaster prevention and security, General Manager Liang-Chun Huang said at a Taiwan Stock Exchange Innovation Board company briefing.
Wednesday 24 June 2026
Spectrum Electrics opens Taoyuan plant to boost power equipment push and North America orders
Spectrum Electrics opened its Guanyin second plant in Taoyuan on June 23, marking a strategic shift toward power equipment and electromechanical operations as the firm pursues overseas expansion and improved logistics. The facility began with office and warehouse functions after the company invested NT$1.204 billion (approx. US$38 million) in the site in May 2025, executives said.
Wednesday 24 June 2026
Gem Terminal bets on specialty copper to capture AI server cooling demand

Gem Terminal Industrial Co. said its strategic transformation into specialty copper materials drove record quarterly profits in the first quarter of 2026 and positioned itself to pursue AI server cooling and high-end conductive applications. Executives presented results at the 2025 annual general meeting on June 23 and highlighted integrated production capabilities spanning casting, extrusion, rolling, and milling that underpinned the improved financial performance.

Wednesday 24 June 2026
Well Shin wins China cloud orders for AI server power cords and shifts production to Vietnam
Well Shin Technology announced on June 23, 2026, that it had secured orders from cloud service providers in China for high-current AI server power cords and had entered normal shipment, executives said. The supplier disclosed the move after its shareholders' meeting and said it was accelerating its AI server power cord business as demand from cloud operators expanded.
Wednesday 24 June 2026
Super El Niño and AI power demand boost fuel cells

The rising chance of a 2026 super El Niño, combined with surging power demand from AI data centers, is intensifying pressure on power systems and the grid. Bloom Energy said in a new report that on-site power generation is the answer for meeting data center electricity needs, and suppliers such as Kaori and Acbel Polytech are also upbeat on fuel-cell demand.

Tuesday 23 June 2026
Nippon Sanso raises helium prices over 30% on Middle East instability-driven supply crunch

Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geopolitical instability in the Middle East.

Tuesday 23 June 2026
Chinese Premier Li Qiang puts China's advanced manufacturing agenda on display before Summer Davos
Chinese Premier Li Qiang will attend Summer Davos 2026, to be held from June 23 to 25 in Dalian, Liaoning province. The forum, formally the Annual Meeting of the New Champions, will feature a speech by Li. Ahead of the event, Li visited Dalian on June 22 to inspect local heavy industry and advanced equipment manufacturers, signaling China's continued policy support for advanced manufacturing.
Tuesday 23 June 2026
Trump signs executive order to accelerate US quantum tech leadership

US President Donald Trump has signed Executive Order 14411, titled "Ushering in the Next Frontier of Quantum Innovation," launching a broad federal initiative aimed at strengthening America's leadership in quantum computing, sensing, and networking technologies. The order outlines a whole-of-government strategy to accelerate commercialization, expand research capabilities, and safeguard national security as global competition in quantum technology intensifies.

Tuesday 23 June 2026
IBM and OpenAI partner to bring frontier AI to enterprise cyber defense

IBM has announced a partnership with OpenAI aimed at helping enterprises defend against increasingly sophisticated cyber threats by integrating frontier AI into security operations and workflows. The collaboration comes as organizations face a growing challenge from attackers that are also leveraging advanced AI tools to accelerate cyberattacks.

Tuesday 23 June 2026
Apple's global assembly partners hit by wave of ransomware, Tata Electronics latest victim

Tata Electronics, Apple's exclusive iPhone assembler in India, confirmed a major data breach on June 23, 2026, weeks after the WorldLeaks hacking group posted stolen internal records for sale on dark web forums, Reuters revealed.

Tuesday 23 June 2026
Taipei startups showcase AI martech and fintech tools at NextRise 2026 to court South Korea partners
Taipei-backed startups showcased AI martech, fintech, and digital-transformation tools at NextRise 2026 in South Korea, seeking investors, partners, and accelerators across Asia. The pavilion signaled how Taiwan's startups are positioning for cross-border growth, while also reflecting broader regional competition in AI, enterprise software, and digital commerce.
Tuesday 23 June 2026
Mildex Optical eyes new revenue from pet biosensor chip with mass production slated in 2H26
Mildex Optical has begun clinical testing of a pet degenerative arthritis biosensor in Taiwan, a development that could eventually broaden point-of-care diagnostics for animal care markets worldwide. The company said mass production is planned for the second half of 2026, alongside continued gains in demand for medical and industrial products.