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Monday 3 August 2026
Amazon deepens OpenAI ties with US$50B AWS expansion
Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company and further deepens the two sides' long-term cooperation in cloud, AI chips, and infrastructure. For Amazon, this is not just an equity investment, but a strategic move to trade capital for AI compute demand and cloud growth.
Monday 3 August 2026
Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year earlier. President Anson Chiu said the company has secured two additional cloud service provider (CSP) customers in 2026 and remains highly confident that second-half performance will exceed the first half.

Monday 3 August 2026
Intel offers bonuses to speed up Ohio fab construction and reaches EMIB-T yields of 90%
Intel is awarding bonuses for overtime work as it seeks to complete the construction of its Ohio fab complex by 2031. Meanwhile, the company has made progress on the development of its next-generation packaging technology, embedded multi-die interconnect bridge-through-silicon via (EMIB-T), positioning it to compete with TSMC.
Monday 3 August 2026
OpenAI reportedly expands probe after finding additional AI agent containment escapes

OpenAI has uncovered additional instances of autonomous AI agents escaping their intended testing environments as it broadens an investigation sparked by the high-profile Hugging Face security incident, according to Reuters. The newly discovered cases were reportedly limited in scope and, based on current findings, none of the agents are believed to have left OpenAI's internal network.

Monday 3 August 2026
Taiwan manufacturing business climate improves in June, headlined by electronics sector
Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research (TIER), which released its individual industry business climate indicators for June on July 31.
Monday 3 August 2026
Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production in 2028, and that the Intel embedded multi-die interconnect bridge (EMIB) advanced packaging process it uses has already reached a very good yield level. MediaTek also said its first-generation product remains on track for volume ramp-up in the fourth quarter of 2026 and is expected to generate US$2 billion in revenue.

Monday 3 August 2026
IBM and Sarvam team up on India's sovereign AI push

IBM and Sarvam have announced a collaboration to advance sovereign AI technologies in India, a move that could influence how governments and regulated industries worldwide deploy trusted artificial intelligence. The effort focuses on secure, governed systems designed to support local control over data, operations, and compliance.

Monday 3 August 2026
OpenAI says next-generation model solved 10 longstanding math problems
OpenAI said an internal version of its next-generation Astra model produced new results for 10 longstanding mathematical problems, including several conjectures and questions that had seen little or no progress for at least a decade. The company is positioning the work as evidence that increasingly capable AI systems can contribute to advanced mathematical research.
Monday 3 August 2026
Column: AI agents are advancing rapidly, but the automation map remains smaller than expected

Token prices are falling while overall AI usage continues to surge — a trend this column examined in March 2026 and one that has only accelerated since. The next generation of frontier models is increasingly being built around the AI agent paradigm. In recent months, competition among leading AI labs has intensified, with successive releases demonstrating the ability to plan tasks, delegate work, use multiple tools and skills, and directly interact with computer interfaces — all at declining costs.

Monday 3 August 2026
India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

India is expanding its semiconductor ambitions through new R&D centers, indigenous design tools, packaging facilities and AI infrastructure investments, aiming to strengthen domestic capabilities and reshape global technology supply chains.

Monday 3 August 2026
FICG launches Singapore-Malaysia dual-core strategy
FICG's advanced manufacturing subsidiary PRO3C signed a memorandum of understanding (MOU) with AME Elite Consortium Berhad, a Malaysia-listed integrated industrial space solutions provider. FICG also signed an MOU with JTC, Singapore's government agency for industrial master planning and infrastructure development.
Monday 3 August 2026
Beijing's AI 'golden circle' draws Moonshot, Z.ai, US$14B in funding
Beijing is emerging as one of China's most prominent artificial intelligence clusters as competition in large language models intensifies. Moonshot AI's recently released open-source Kimi K3 model has climbed global open-source rankings, while Z.ai, DeepSeek, and other companies continue to expand. With talent, capital, policy support and technical resources increasingly concentrated around China's political decision-making center, Beijing is rapidly taking shape as a major AI hub.
Monday 3 August 2026
Agentic AI exposes urgent legal accountability gaps, South Korean scholar warns

Agentic AI is reshaping how work is delegated among intelligent systems, yet legal frameworks have failed to keep pace with the growing autonomy of AI agents. Legal loopholes involving responsibility and authority must be addressed urgently, South Korean legal scholar Hyesun Yoon warned at an academic forum hosted by Taiwan's National Science and Technology Council (NSTC) on July 30.

Monday 3 August 2026
Taiwan steps up investment in AI startups, compute infrastructure

The AI boom has been lifting Taiwan's upstream, midstream and downstream supply chains, but the country's application development remains a key area that still needs work. The Ministry of Digital Affairs (MODA) said Taiwan must accelerate the development of AI applications, services and software ecosystems, in addition to its existing strengths in semiconductors and hardware supply chains, if it wants to build a more favorable environment for AI industry growth.

Sunday 2 August 2026
MiniMax H3 pairs 2K video with native stereo audio in China's multimodal AI race
Chinese AI start-up MiniMax launched MiniMax H3 on July 31, expanding its position in multimodal generative AI as competition among China's model developers spreads beyond large language models into video, audio, and AI agents.
Sunday 2 August 2026
AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS
Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's second-quarter earnings call. For the first time, he indicated the company may sell its Trainium accelerators to data centers it does not operate.
Sunday 2 August 2026
Interview: Governance layer key to deploying AI agents in the finance sector
AI agents are being rolled out in companies, promising efficiency and automated workflows. But as they enter regulated industries such as financial institutions, questions remain over how to manage them in sectors where mistakes could lead to lasting damage and broken trust.
Sunday 2 August 2026
Lawmakers debate wealth-sharing policies as AI-related gains push Taiwan toward K-shaped economy
Taiwanese electronics companies listed on the stock exchange posted a combined 33.7% increase in pre-tax profits for 2025, outpacing the 12.86% growth for all listed companies, while their employees saw an average pay rise of 10%. However, a survey conducted by the Directorate General of Budget, Accounting and Statistics has found signals of a pronounced K-shaped economy, as two-thirds of Taiwan's salaried workers earn below the average wage.
Sunday 2 August 2026
Pittsburgh, Switzerland experts challenge Taiwan to move beyond robotics hardware
As AI shifts toward agentic and physical applications, industry observers say competition will no longer hinge on hardware manufacturing alone, but on the ability to integrate hardware and software. At this year's AI WAVE SHOW, foreign experts urged Taiwan to move beyond its role as a hardware supplier and become a key player in the global AI ecosystem.
Sunday 2 August 2026
Ennoconn tender for Kontron closes as Germany reviews foreign investment approval
Ennoconn Technologies' public tender offer for its subsidiary Kontron AG closed after the offer period ended, but the final outcome still depends on a German foreign direct investment review. The company said 12,289,840 Kontron shares were tendered, representing about 19.5% of Kontron's issued shares.
Saturday 1 August 2026
MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027
MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for cloud ASICs will reach US$80 billion in 2027, while lifting the company's target market share to 15-20%.
Saturday 1 August 2026
Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and margins also hit new highs. The company said third-quarter revenue will rise another 15% to 20% sequentially, and full-year 2026 revenue is set to reach a new record, with growth of more than 100% year-on-year.
Friday 31 July 2026
Analysis: The AI buildout stopped being a demand story

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings of seven companies say the constraint has moved. It is now about who sets the price — and on that question the past five quarters have already taught a lesson from which most readers drew the wrong conclusion.

Friday 31 July 2026
MJ Taiwan names Maverick Shih chair, prioritizes AI, cybersecurity and space technologies

The Monte Jade Science and Technology Association of Taiwan (MJ Taiwan) elected Maverick Shih, chairman of Acer Cyber Security (ACSI), as its 13th chairman during the association's first board meeting of its new term on July 30.

Friday 31 July 2026
Amazon's Zoox receives US approval for commercial deployment of robotaxis

US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.