As global companies rush to tap the robotics boom, Taiwan's manufacturers are focusing on a blue ocean strategy centered on components, non-humanoid designs, and non-consumer products. A recent partnership between Taiwan's Industrial Technology Research Institute (ITRI) and domestic companies has produced a local robot dog platform with a much higher self-sufficiency rate, signaling that Taiwanese firms can help build a non-China supply chain.

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware and away from software deals. Management framed the weakness as delayed demand rather than lost business, while reaffirming free cash flow growth, margin expansion plans, and confidence in the company's long-term software and mainframe franchises.

Specialty chemicals maker Johnson Fine Chemical has won approval from the Taiwan Stock Exchange for its listing plan and is now targeting an IPO as soon as late 2026 to early 2027. In recent years, the company has used specialty amine curing agents to break into the AI server and high-end tech hardware supply chains, meeting the demanding requirements of next-generation high-frequency, high-speed copper-clad laminates (CCL) for heat resistance, dimensional stability, low water absorption, and long-term reliability.