Taiwan's electronics-machinery sector is heading into the second half of 2026 with cautious optimism, as global demand for AI infrastructure, high-end semiconductors, and cloud services continues to support trade. The latest survey suggests the benefits are spreading through supply chains, with implications for manufacturers and consumers worldwide.
Samsung Electronics is slowing its investment schedule for 1d DRAM, the seventh-generation 10nm-class DRAM node, as a sharp surge in memory prices makes it more profitable to squeeze output from existing production lines than to rush costly next-generation processes to market, The Bell reported on June 23.
Taiwan's semiconductor ecosystem has entered the race to develop a possible post-HBM memory architecture, with Powerchip Semiconductor Manufacturing Corp. (PSMC) and AP Memory appearing alongside Intel and SoftBank subsidiary SAIMEMORY in a nine-layer 3D high-bandwidth DRAM demonstration.
India is attracting fresh technology investment as global companies expand AI, cloud and semiconductor commitments, reinforcing the country's growing role as a strategic manufacturing and digital infrastructure hub.
Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other connectivity technologies gained through its Alphawave acquisition; ASICs; AI accelerators; and CPUs. The company also said its Modular acquisition added key assets for an AI software stack.
Advanced packaging is driving demand for heat spreaders, and semiconductor packaging and testing materials supplier Niching Industrial said its acquisition of Ming Chun Yuan Micro Precise Technology is expected to boost its revenue and profit structure, while order visibility from major customers, including leading packaging and testing companies, has extended to the end of the year.
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained more favourable ground, helped by its home-market position. After China's Supreme People's Court recently rejected a reconsideration request, Innoscience issued a press release claiming victory and saying Infineon products would be banned from sale in China.
Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures, boosting the power semiconductor sector. The lead frame maker says its new-product transition is accelerating, with order visibility extending to 2027.
Hongyi International, an OTC-listed environmental engineering company, has formally rebranded as Tianyi Water & Energy Solutions, marking a strategic shift toward a fully integrated ESG platform that combines water treatment, renewable energy, and environmental engineering. The company is positioning itself to serve both traditional manufacturing and the rapidly expanding high-tech sector, with a particular focus on semiconductor-grade water systems driven by advanced membrane technologies.
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Business reported.
Fuel cells are emerging as one of the key solutions for future energy supply. Kaori Heat Treatment, one of the suppliers in the Bloom Energy supply chain, said that its fuel cell order visibility has extended from the previous six months to one year. To meet growing demand for fuel cells, liquid cooling systems, and plate heat exchangers, the company plans simultaneous capacity expansions in Kaohsiung, Taoyuan, Taiwan, and Thailand.
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