China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026, narrowing a technology gap with Samsung Electronics, SK Hynix and Micron that once spanned years.

AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct revenue may be too conservative, telling analysts that the data center AI figure was "probably too low."

Market interest in whether Taiwan's Powerchip Semiconductor Manufacturing (PSMC) would deepen cooperation with Intel or potentially bring the company in as an investor has grown, as the US government and companies like Intel have actively sought partnerships with Taiwanese chipmakers in recent years. Intel and Taiwan's United Microelectronics (UMC) are currently collaborating on a 12-nanometer process platform.

Nanya Technology Corporation reported July 2026 revenue of NT$43.868 billion(US$1.353 billion), up 49.27% from June and marking a new monthly record, as stronger DDR4 contract prices lifted memory sales in the third quarter. The Taiwan memory chip maker also said revenue for the first seven months of 2026 reached NT$175.504 billion, up 660.87% from a year earlier.

Manz has applied to establish a branch in the Tainan Science Park and plans to set up an R&D center there for advanced packaging equipment and systems integration solutions, according to the Southern Taiwan Science Park Bureau. The move is aimed at developing next-generation tools for markets including artificial intelligence, high-performance computing, and panel-level packaging.