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Tuesday 14 July 2026
Column: Digital AI and Physical AI follow the same growth logic
At a humanoid robotics summit in Tokyo in May 2026, I saw a consulting firm's global labor automation map for Physical AI. After returning, I recreated the same map using the firm's...
Tuesday 14 July 2026
South Korea exports top US$100B in a month, stoking chip dependence fears

South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country...

Tuesday 14 July 2026
Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest
Chinese contract-manufacturing giant Huaqin Technology expects its net profit for the first half of 2026 to rise between 53.5% and 61.5% year-over-year, to a range of CNY2.9 billion...
Tuesday 14 July 2026
TSMC and Vanguard drive Taiwan's silicon foundry revenue up 54% YoY in June

Taiwan's silicon foundry industry posted a strong performance in June 2026, with aggregate revenue reaching US$15,131.2 million, up...

Tuesday 14 July 2026
AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an...
Tuesday 14 July 2026
GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...

Tuesday 14 July 2026
Iron Force revenue rises in June as auto stability and AI cooling drive growth
Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business...
Tuesday 14 July 2026
Gemtek says optical module ramp will drive growth from 2027
Gemtek Technology said its high-speed optical module business is set to become a major growth driver from 2027, after a business model transition weighed on first-half revenue. The...
Tuesday 14 July 2026
Aurotek posts record first-half revenue on semiconductor automation demand
Aurotek Corp. said revenue in the second quarter and first half of 2026 reached record highs as demand from semiconductors and smart automation accelerated. The Taiwanese automation...
Tuesday 14 July 2026
Taiwan childcare subsidies face skepticism as survey shows limited birthrate impact
Taiwan's latest population policy push faced immediate skepticism despite a broad childcare package unveiled on May 27, while an Academia Sinica survey found only 12% of respondents...
Tuesday 14 July 2026
Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand
Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...
Tuesday 14 July 2026
Taiwan raises 2026 growth outlook as AI demand drives exports and investment
Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute...
Tuesday 14 July 2026
Lite-On commits US$919 million to new Texas manufacturing base
Lite-On Technology has finalized plans to build a new manufacturing base in McKinney, Texas, in a US$919 million investment that is expected to create more than 600 jobs. The project...
Tuesday 14 July 2026
C Sun sees advanced packaging and PCB demand driving 2026 revenue
C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment...
Tuesday 14 July 2026
Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand
Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers...