AI adoption continues to expand, but putting the technology to work and integrating it into everyday operations remain key hurdles. Speaking at the 2026 Taiwan Sustainability Summit, Yung-Hui Li, director of the Artificial Intelligence Research Center at the Hon Hai Research Institute, outlined Foxconn's approach to the generative AI era, covering the group's strategic direction, the technical path behind its in-house large language model FoxBrain, and the application of AI in smart manufacturing, energy conservation and carbon reduction.

The four major US cloud service providers (CSPs) have already rewritten their 2026 capital expenditure records, and ASIC vendors are increasingly confident that demand will remain strong through 2028 as customer spending and supply-chain visibility both extend farther out.

KKCompany Technologies, parent of KKBOX, will officially list on the Taipei Exchange's Emerging Stock Board on August 31, with chairman and CEO Steve Wang detailing, for the first time, the group's integration of PressPlay during a pre-listing investor briefing. The transaction, completed in the second quarter of 2026, is designed to expand KKCompany beyond music and AI multimedia into knowledge learning and the creator economy.

In an effort to accelerate its custom silicon initiative and curb reliance on external hardware suppliers, artificial intelligence developer Anthropic held discussions to acquire AI chip startup MatX for roughly US$7 billion, according to Reuters. While the acquisition talks have since evolved into potential partnership discussions, the move underscores Anthropic's ambition to expand its proprietary hardware capabilities.

A federal judge in San Francisco has blocked the US Department of Defense from placing Anthropic on a supply-chain risk blacklist and ordered the Trump administration to lift restrictions on the company's technology. Bloomberg and Reuters reported that the Pentagon moved to designate Anthropic as a supply-chain threat after negotiations collapsed over the company's refusal to let the military use Claude for domestic mass surveillance or autonomous weapons deployment.

Progress has reportedly stalled on an executive order draft circulating within the Trump administration about a public-private organization to supervise the release of AI models. While the White House is still figuring out its approach to regulating AI, it is also considering a ban on Chinese open models despite outcry from Nvidia and other tech companies.

Taiwan Mobile's acquisition of Systex has moved forward, with Systex's tender offer review committee completing its review on August 27, concluding that the terms of the tender offer are fair and the funding source is reasonable.

Huawei's Ascend 910C is already sold out in China, but domestic chips still cannot fully replace Nvidia's H200s. The shortage matters beyond China because AI compute constraints, pricing, and supply chain shifts are reshaping how quickly companies worldwide can deploy advanced inference systems.

According to Bloomberg, Nvidia has formed a federal political action committee (PAC), expanding its Washington presence as governments debate artificial intelligence rules that could affect businesses, workers, and consumers worldwide. The move underscores how major technology firms are preparing for a longer policy battle over AI, competition, and market access.

Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's guidance points to continued price pressure and a broader buildout of infrastructure that will shape AI adoption across markets and industries.

For the past two years, China's AI companies have competed on a single axis: whose model performs best. That contest is starting to give way to a harder one — whether those models can actually run, at scale, on chips made in China, as US restrictions on advanced AI chip exports raise the stakes of that question.

Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G and 400G has made optical communications a key technology breakthrough, creating a severe indium phosphide (InP) substrate shortage and sparking a trend toward signing long-term contracts and locking up capacity to secure stable supply.

Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure and expand computing power. The results also signal a continued boost for Taiwan's suppliers as hyperscalers shift purchases from Blackwell to Blackwell Ultra and Vera Rubin.

A new hardware standard could make it easier for AI agents to operate laboratory and factory equipment across borders and industries. Anthropic says its Model Hardware Standard aims to speed device integration, improve safety, and support around-the-clock automated experiments for researchers, engineers, and manufacturers worldwide.

Google is shifting a roughly 90-person artificial intelligence responsibility team out of DeepMind and into its global affairs organization as part of a wider reorganization in early September. The move, which brings the group closer to companywide lobbying and public policy, has prompted internal concerns that it could reduce the team's independence and its ability to identify risks and cybersecurity threats in new models.

Enterprise AI tools are spreading quickly across Taiwan and Hong Kong, but a new Workday study found that many employees are still losing time to disconnected systems, repeated data checks and manual information transfers. The report, based on 6,100 professionals globally, including 200 respondents in Taiwan and Hong Kong, showed that a quarter of local workers still spend seven hours or more each week moving information and verifying data.

Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says more about the AI infrastructure cycle than the headline number does. Management now expects fiscal 2027 revenue of roughly US$12 billion, up from approximately US$11.5 billion a quarter ago, and fiscal 2028 revenue of approximately US$18 billion, up US$1.5 billion from the US$16.5 billion guided three months earlier. Growth is accelerating off a larger base: fiscal 2028 is now guided at about 50% growth, up from roughly 45% previously.

Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker and became substantially the whole company. Revenue for the three months ended August 1, 2026, reached a record US$2.74 billion, up 37% from a year earlier, with the data center end market contributing US$2.17 billion, or 79% of the total, against 74% a year ago. Everything else - the carrier, enterprise networking, consumer, and automotive businesses grouped as communications and other - grew 10% and shrank as a share of the company.

More than a year after Honor first debated the idea internally, its Robot Phone has moved from a contentious concept to a mass-produced commercial product. But the significance of the device extends beyond creating a smartphone with an unconventional form factor.

Taiwan is charting a new direction for its biomedical industry, drawing on its strengths in semiconductors, AI hardware, precision manufacturing and healthcare. AI-powered drug discovery, smart medical devices and biomedical chips are emerging as priority areas.

Capital interest in China has become unusually concentrated on robotics following a state-backed commitment to redirect sizable portions of tech-related incentives from a perfectly mature EV market toward the robotics sector. Since the policy took effect, robot-oriented technologies have surged, with embodied intelligence emerging as one of the most prominent areas of development.

China is setting out a five-year industrial strategy centred on artificial intelligence (AI), semiconductors, 6G, robotics and advanced manufacturing, seeking to strengthen the country's manufacturing base while turning emerging technologies into new growth engines.

Wah Lee Industrial is targeting the second quarter of 2027 to move its Physical AI push into an ODM development phase, signaling an effort to capture more value beyond supplying materials, components and conventional automation systems.

As strong AI demand continues to soak up semiconductor capacity, some ICs and passive components are seeing shortages and longer lead times. Qisda's display maker Data Image has stepped up policy-driven inventory buildup, with some industrial control products now carrying supply lead times of as long as one year and materials for the first and second quarters of 2027 already secured in advance.