Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other fields, major Taiwan optical manufacturers — including Largan Precision, Asia Optical, Genius Electronic Optical, and JMO Corp. (Zhong Yang Technology) — have successively launched their own CPO initiatives, each pursuing a different strategy. Taiwan-based suppliers acknowledge that Corning, a major glass manufacturer, has a formidable solution, but say many CPO approaches remain under discussion and in development.
Google's planned AI data center in Andhra Pradesh, India, has drawn its first major opposition, with environmental groups protesting over water rights and wildlife concerns. The project, announced in October 2025, calls for US$15 billion in investment over five years and includes participation from Adani Group.
Foxconn is extending decades of expertise in electronics manufacturing, system integration, and assembly, integration and testing (AIT) into the space industry. Through its Pearl satellite missions, the Foxconn Research Institute (FRI) is collecting first-hand data on communications links, orbital operations, and the space environment while giving group-developed hardware an opportunity to establish flight heritage.
DeepSeek's participation in Unitree's Shanghai STAR Market IPO was made at the corporate level, not personally by founder Liang Wenfeng or a fund associated with him.
Naver reported record quarterly revenue in the second quarter of 2026, boosted by advertising and e-commerce growth, while operating profit slipped as spending on AI infrastructure weighed on earnings. The South Korean internet company also said its AI factory business with Nvidia is expected to begin generating revenue in the first half of 2027.
Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity and grid connections. The proposed deal could give Nvidia a 20% to 30% stake and would mark a push into the energy infrastructure needed to support large-scale compute deployment.
Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president Gilad Shainer told DIGITIMES in an interview. The island, he said, is increasingly serving as an engineering partner for next-generation AI factories rather than simply an assembler.
DeepSeek has invested CNY140.8 million (approx. US$20.8 million) in Unitree's Shanghai IPO and agreed to jointly develop AI models for humanoid robots, linking one of China's highest-profile AI developers with the country's leading robotics contender at a critical stage of Unitree's public-market debut.
The global humanoid robot race is heating up, with the US and China battling for technological and market leadership, but a third force is rapidly emerging.
AI is moving from infotainment into steering, braking, and other core driving functions, raising safety questions that matter far beyond one market. Traditional testing rules are no longer enough, Irene Chuang, senior business manager for Industrial Services and Information Security at TÜV Rheinland Taiwan, said at a Taiwan industry forum, as regulators and automakers worldwide confront black-box AI risks in vehicles.
