U-leam said LEO satellites will remain its primary growth engine for the next few years, while quantum computing, medical devices, robotics, and drones will form the company's second wave of expansion. The firm reported full-year 2025 revenue of NT$5.88 billion (US$185.58 million), a 52% gross margin, operating profit of NT$233 million, and earnings per share of NT$4.69. It disclosed that about 90% of current revenue came from a single LEO satellite customer.

Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its Atlas robot. But analysts warn that China's control over rare-earth supply chains could become a key risk as the company looks to scale production.

South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran's blockade of the Strait of Hormuz has led to wide-ranging pressures on South Korea's economic security.

At the Plug and Play Silicon Valley May Summit 2026, industry leaders from Sony, Nvidia, and USC gathered to discuss the next phase of the AI revolution during the opening panel discussion, "AI Beyond the Hype: Who Actually Wins the Next Decade?" The consensus was clear: while infrastructure giants laid the groundwork, the next wave of massive disruption will occur in vertical applications.

Sarthak Vaish, associate partner at McKinsey & Company, delivered a pointed reality check at the 5th Mobis Mobility Day in Sunnyvale: the hardware for humanoid robots is ready, but the organizations meant to deploy them are not.

Flexible copper clad laminate (FCCL) manufacturer Asia Electric Material (AEM) said that its long-term investment in new product development has begun to yield results, with the company's operational focus shifting toward product promotion and customer sample certification in 2026. Its two major new products will target the semiconductor and artificial intelligence (AI) application markets.

Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing into a higher-end product tier in the AI PC era. Chipmakers, including Intel on the x86 side and Qualcomm and MediaTek on the Arm side, are also joining the race, further intensifying competition in the AI PC market.

Nvidia's fanless Vera Rubin AI server racks, slated for mass production in the second half of 2026, are expected to accelerate global adoption of liquid cooling across server components, creating demand beyond GPUs for CPUs, memory, network cards, and switches, and reshaping thermal management supply chains worldwide and vendor economics.

Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial competitiveness, and cultivate new growth drivers.

Australia directed six China-linked investors to sell their combined 17% stake in rare earths miner Northern Minerals within two weeks, as reported by The Wall Street Journal and the Australian Broadcasting Corp. The treasury issued the order to protect national interest and to support efforts to build a rare earths supply chain outside China.

Kristin White, transportation industry executive and field strategist at Google, delivered a keynote at the 5th Mobis Mobility Day in Sunnyvale that outlined the company's vision for a new era of physically capable AI — one that moves beyond generating ideas to taking action in the real world.

The humanoid robotics industry is heading for a brutal shakeout. Despite more than 100 startups currently active across the US, Europe, and China, Saeed Amidi, founder and CEO of Plug and Play, predicts that only "one or two will become the next Hyundai or the next Hyundai Mobis" — the rest will fall away.

Apple has added a new high blood pressure notification feature to Apple Watch, sharpening the device's health-management appeal. Market watchers expect a major redesign of high-end Apple Watch models in the second half of 2026, which could boost end-market shipments by 20% to 30% from 2025 as incoming CEO John Ternus takes over on September 1.

Taiwan precision motion-control leader Hiwin Technologies is accelerating growth on the back of semiconductor automation and robotics demand, with robot-related products emerging as a rapidly expanding revenue driver as the company deepens its push into wafer-handling systems, logistics robots, and humanoid robot components.

Hehui Electronics said it expected operations to improve in 2026 as new business in robotics, smart in-vehicle systems, and smart manufacturing gained traction following product demonstrations at Nvidia GTC 2026. The company announced plans to leverage an integrated edge vision-language model and smart mobility capabilities to drive growth and target a return to breakeven in its core business this year, a spokesperson stated.

Asus is accelerating its push into the server market in South Korea, leveraging its manufacturing prowess, long-term ties with major memory makers, and flexible design and supply strategies to take advantage of mass procurements in South Korea's government-led sovereign AI infrastructure initiative and GPU server roll-outs at Hyundai Motor, telecom operators, and financial institutions in the country.

Taiwan's information and communications technology (ICT) sector has reinforced its central role in the global artificial intelligence supply chain and unveiled an overseas expansion strategy, executives said at the Taiwan Electrical and Electronic Manufacturers' Association annual members' meeting in 2026. The industry reported record output in 2025 and is advancing a "TEEMA Science Park 3.0" initiative aimed at helping companies deploy production and data infrastructure abroad to manage geopolitical risk.

Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production orders from 2027. Production shifts globally could affect supply-chain localization, cybersecurity planning, and the rollout of edge-AI-enabled vehicles across markets from the US to Europe.

Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that consolidated revenue for the first quarter reached NT$9.332 billion (US$295.12 million), gross margin was 49.55%, operating margin was 29.04%, net profit was NT$2.4 billion, and earnings per share were NT$21.72, with the server business accounting for more than 50% of total revenue for the first time.

Nvidia's GB300 is becoming the mainstream AI server product in the first quarter of 2026, boosting ODM revenue and profit worldwide; with Vera Rubin servers due to ramp in the third quarter and aggressive ASIC deployments by cloud providers, the global AI server supply chain expects sustained growth into the second half of 2026.

The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) is moving ahead with its global science park strategy, and Mexico's Sonora has emerged as the leading candidate for an early launch, TEEMA chairman Young Liu said before the group's 27th general assembly on May 15, 2026. Liu said Sonora has the strongest chance of becoming the first site because talks began earliest there and field inspections have already been carried out three times, putting it well ahead of other candidate locations.

Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped drive product orders up 35% year-over-year in the third quarter of fiscal 2026. AI infrastructure orders from hyperscalers reached US$1.9 billion during that quarter, and US$5.3 billion for the year to date, beating the company's original US$5 billion target. Looking ahead, Robbins also struck an upbeat tone, saying hyperscaler AI infrastructure orders in fiscal 2026 are expected to reach US$9 billion, or roughly 450% of 2025 levels.

Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first quarter of 2026. The company struck a cautiously optimistic tone for the second half and said long-term growth will center on expanding AI deployment across more real-world use cases.