SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare move for a company that has long prioritized maintaining existing production lines.

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company's AI data center (AIDC) expansion.

Nokia is accelerating its retreat from China, closing its Hangzhou R&D center and cutting about 1,600 jobs as shrinking market access, geopolitical friction and a broader global restructuring reshape the Finnish telecom equipment maker's footprint in the world's largest 5G market.

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan Cellular, raising its total stake to more than 50% and securing majority control of the IT services provider.

Giant said rising raw material prices and price hikes for components from Japanese supplier Shimano, starting from August 2026, will add cost pressure, prompting the bike maker to raise prices on new products to offset the impact. Even so, the company said short-term gross margins are unlikely to hold at prior levels.

Taiwan began charging companies for carbon emissions in 2026 as part of its push toward net-zero by 2050, with the initial filing deadline closing June 1. A total of 461 regulated factories and 240 companies have paid in full, generating NT$4.97 billion (US$154 million) in carbon fees, with the semiconductor industry paying the most: 45%, or NT$2.2 billion. The Ministry of Environment (MOENV) is also advancing a pilot phase for the emissions trading scheme (ETS) as Taiwan works to align with international carbon markets.

US President Donald Trump has moved to impose tariffs of up to 100% on drone systems and components deemed strategically sensitive. The step follows moves by the Federal Communications Commission (FCC) to tighten market access for foreign-made drones, including a July proposal to restrict the continued import and marketing of certain previously authorized foreign-produced drones and critical components.

Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For January to July 2026, consolidated revenue reached NT$1.1 billion, up 35.0% from the same period in 2025.

E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said IoT and e-paper signage businesses remain strong. Full-year revenue growth is now expected at 10-15%, down from an earlier forecast of 20-25%, while consumer electronics revenue could fall by double digits.

Seoul Semiconductor and its affiliate, Seoul Viosys, have secured a permanent injunction from India's Delhi High Court against Ornate Agencies Private Limited, barring the Indian company from selling products that infringe Seoul Semiconductor's opto-semiconductor patents. The court separately enjoined Ornate's managing director from further involvement in the infringement, according to a joint statement from the two Korean companies issued on August 12, 2026.

Foxconn said its decade-long partnership with Sharp has entered a new growth phase, as the Taiwanese electronics group expands into AI servers, semiconductors, robotics, and next-generation communications. The comments, made at Foxconn's second quarter 2026 investor conference on August 12, came as the two companies marked 10 years since Foxconn completed its investment in Sharp.