The MIPI Alliance held this year's MIPI Demo Day Taipei at the Grand Hyatt Taipei this week, where 16 member companies demonstrated working products to more than 200 developers and engineers. Founded in 2003 to standardize camera and display interfaces for smartphones, the alliance now serves automotive, IoT, industrial, medical, and PC applications, with AI driving its next expansion into AR glasses and humanoid robots.

Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company said it is facing a tight supply environment for its chips, but brought up its ramping of production and testing capacity, including through its new Malaysia back-end facility.

Liquid cooling is becoming mainstream in AI servers, prompting data-center customers to assess pumps that can move 100 metric tons of water per hour as chip heat rises. Taiwan pump maker Walrus Pump expects slower ordering momentum to limit technology-pump revenue growth, while broader adoption could improve its earnings mix.

3M Chairman and CEO Bill Brown outlined the latest progress in the company's expanded beam optics (EBO) technology during its third-quarter earnings call, highlighting a contract manufacturing agreement with Taiwan's Largan Precision and the technology's potential US$2 billion market opportunity.

Taiwanese passive-component maker Holy Stone has entered the supply chain of a major South Korean automaker after about two years of market expansion, prompting the company to raise its 2027 South Korea revenue-growth target to more than 50%. The company is targeting automotive, safety-certified, and high-end multilayer ceramic capacitors (MLCCs) while expanding Taiwan production to meet AI-driven demand and pursuing semiconductor and timing-component opportunities.

TECO Electric and Machinery showcased its transformation from an air-conditioning equipment maker to a systems integrator at the 2026 RHVAC Taiwan on October 20, focusing on AI data center thermal management and refrigerants with low global warming potential (GWP). The company expects commercial air conditioning and AI data center cooling solutions to account for more than 60% of its air conditioning technology business group's revenue in 2027.

Li Auto's chip and domain controller subsidiary, Mahe Xin Technology, has entered a first-round equity financing agreement worth CNY 1.625 billion (approx. US$243.33 million). The fundraising follows the automaker's recent opening of its in-house technologies to external customers, mirroring similar moves by other Chinese EV companies.

Apple announced new and expanded US supplier partnerships on October 20, 2026, including plans to commit up to US$100 million to titanium producer Perryman Company over three years and broaden its camera-technology partnership with Qnity Electronics.

The AI infrastructure race is increasingly becoming a contest over who can turn electrical capacity, cooling systems, and hardware into usable compute the fastest.

Toppan Holdings and Japan's Keio University have completed a proof of concept for technology that combines quantum computers with generative AI to support manga and anime production, and have launched follow-up research. The research team generated images through quantum circuits and used AI for background completion, coloring, and resolution enhancement, demonstrating the feasibility of applying quantum technology to content production.

Taiwan's export orders totaled US$114.21 billion in September 2026, up US$11.25 billion, or 10.9%, from the previous month, according to data released by Taiwan's Ministry of Economic Affairs (MOEA) on October 20. After seasonal adjustment, orders rose 1.1%. Compared with September 2025, export orders increased US$42.87 billion, or 62.4%, while growth in New Taiwan dollar terms reached 69.5%.

Global Tek Industrial held an opening ceremony on the 20th for its Super Smart Manufacturing Park in Chonburi, Thailand. Spanning 177,600 square meters, the facility is the group's largest single production base. Having entered trial production in the third quarter of 2026, the plant will expand beyond existing automotive orders to incorporate high-value-added products such as AI liquid cooling and aerospace components, fulfilling customer demand for non-China supply chains.

Intel has asked the Federal Communications Commission (FCC) for a waiver to the US ban on advanced foreign robots, citing worries that its machines will not receive equipment updates, which could hinder its ability to produce semiconductors in the US. The request comes after the US banned imports of foreign-made robots in July.

AI servers are driving demand for power components, transient voltage suppressors (TVS), and electrostatic discharge (ESD) protection devices. Yea Shin Technology, a subsidiary of Eris Technology, will begin trading on Taiwan's emerging stock market on October 23 and plans to raise the share of 6-inch wafers in its capacity from 35% to more than 50%, as its TVS products enter the international AI server supply chain.

Taiwanese electronics makers are deepening their presence in Mexico's Chihuahua state, drawn by surging US demand for AI servers, officials and business leaders told a seminar in Taipei on October 19. The pace of foreign investment is driven by the state's access to the US market, even as Chihuahua seeks to transition from a manufacturing base into a research and design hub.

The 2026 OCP Global Summit, held from October 12 to 15 in San Jose, California, highlighted a shift from open server hardware to open AI infrastructure. Rack-scale standardization is now expanding into system-level co-design for AI factories.

After two years of recovery, the digital camera market is slowing in 2026, with action cameras and handheld smart cameras taking over as the next growth engines. Optical industry observers say consumers no longer expect one camera to cover every scenario, instead choosing specialized devices for specific uses—a shift that has made action cameras the clearest winner.

Canon Marketing Taiwan President Hu Da-gang said the global camera market performed well in 2026, with demand rebounding after the pandemic and smartphone photography helping cultivate a new generation of photography enthusiasts. He also expressed optimism about 2027, as Canon and other brands prepare to launch more new models and capitalize on market momentum.

Taiwan plans to set up industrial parks in the US to help its supplier ecosystem reach customers like Nvidia and other local hardware manufacturers. It is starting with a complex in Texas, which has become a hotspot of expansion plans among Taiwanese tech companies.

Taiwan-based microcontroller (MCU) manufacturer Holtek Semiconductor unveiled its 2026 product roadmap on October 15, focusing on four core areas: smart protection, green energy and intelligent control, edge AI computing, and general-purpose applications.

Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices has come to an abrupt halt. At a SEMICON West 2026 industry outlook session, Duncan Meldrum, an economist at Hilltop Economics, warned that the shift is putting additional pressure on the broader semiconductor market.

AI is clearly making an enormous impact on the global economy, with capabilities extending from language chatbots to agentic teams and the physical realm within just a few years. A new report by consulting firm Bain takes stock of AI's effects on businesses so far and projects how it could shape the near future.

Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings per share (EPS) of NT$0.72. September EPS exceeded half of the second-quarter 2026 EPS of NT$1.29, signaling strong momentum in the second half of the year.

Conflicting signals have emerged regarding the production of Apple's newest iPhone models, particularly the iPhone 18 Pro Max. Media reports on the volume changes appear to reflect an entrenchment of the company's premium segment during a year of rising component costs and sliding smartphone sales across the sector.

The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning power systems, servers, connectors, networking, and optical communications. The event highlighted a shift from standalone server performance to integrated systems focused on 800VDC power, liquid cooling, and 1.6T networking.