Jet fuel prices may remain elevated for months even if geopolitical tensions ease, the challenge stemming not only from crude supply but also from global refining capacity already operating near full utilization, leaving no room to increase output of refined products.
Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses gain weight and low-margin operations are phased out. The industrial PC supplier reported second-quarter revenue of NT$48.38 billion (approx. US$1.52 billion), while revenue for the first half of the year reached NT$85.49 billion.
Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company’s AI data center (AIDC) expansion.
SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare move for a company that has long prioritized maintaining existing production lines.
Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries across the first half of 2025, full-year 2025, and the first half of 2026. The Arizona fab, long seen as difficult to make profitable, has expanded sharply, while Japan’s JASM has turned from loss to profit, China operations have remained stable, and Germany’s ESMC is still in the red as it remains under construction.
AI data centers are approaching a physical limit: as scale-up architectures stretch across multiple racks and SerDes speeds near 448G, copper’s effective transmission distance is shrinking to just a few dozen centimeters, accelerating the industry’s shift toward all-optical interconnect architectures.
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