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.

SuperAlloy Industrial is broadening its business beyond forged aluminum wheels, with recycled aluminum and semiconductor parts emerging as new growth drivers. The shift could matter for global customers watching supply chains, low-carbon materials, and semiconductor equipment costs, as the company works to secure certifications, diversify sourcing, and expand production capacity.

As OpenAI extends its foundation model outward to capture every entry point, Anthropic has chosen almost the opposite path. Rather than emulate Google or Apple, Anthropic is concentrating its resources on the capabilities that only a native AI company can build, with compute still its most pressing constraint.

Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx. US$581.96 million), up 38.1% from the previous quarter, while gross margin rose to 77.3%. Operating profit increased 44.4% sequentially to NT$14.13 billion, and net income after tax increased 46.5% sequentially to NT$11.9 billion. Earnings per share (EPS) reached NT$27.70, with single-quarter profit significantly outperforming the company’s full-year earnings in any previous year.