Google raises capex outlook as compute demand stays tight, boosting Foxconn

Alphabet, Google’s parent company, has raised its capital expenditure forecast to US$195-205 billion and signaled a significant increase again in 2027, while openly saying that AI compute remains in short supply and demand continues to outpace investment. Market participants say the message is a clear sign that the AI data center buildout cycle has not yet peaked.

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Huawei founder endorses Tau Law as sole path for post-Moore chip development

Huawei founder Ren Zhengfei has publicly endorsed the company’s τ (tau) Law as Huawei’s sole technological path for advancing semiconductor development, underscoring six years of sustained investment in the approach. Rather than attempting to disrupt the existing semiconductor industry, Ren said the initiative aims to establish a sustainable path for chip evolution amid restrictions on access to leading-edge manufacturing technologies.

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Taiwan’s NT$210B drone bill sparks debate over defense self-reliance and industrial strategy

The Executive Yuan’s proposed special bill to fund Taiwan’s indigenous defense unmanned systems program has triggered debate over whether the initiative should focus primarily on military procurement or broader industrial development. The plan would allocate NT$210 billion (about US$6.5 billion) from 2026 to 2031 to acquire coastal surveillance drones, coastal attack drones and small suicide unmanned boats, aiming to enhance the armed forces’ asymmetric warfare capabilities.

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Product mix optimization boosts Sinbon 2Q26 net profit up 19%

Benefiting from product mix optimization and a higher contribution from industrial applications, connector maker Sinbon on July 23, 2026, announced its unaudited operating results for the second quarter of 2026. Consolidated revenue and net profit after tax both hit the highest level for the same period on record, rising 16.58% and 19.02% year-over-year, respectively. However, operating profit edged down 1.76% quarter-over-quarter, weighed by higher strategic investment expenses.

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Samsung, LG showcase AI-era displays for humanoid robots

Samsung Display (SDC) and LG Display (LGD) have unveiled a range of display concepts for next-generation AI applications at the 2026 Korea Display Exhibition (K-Display) in Seoul, ranging from face displays for humanoid robots and AI smart glasses to hidden or retractable in-car screens, building upon the companies’ focus on OLED panels for IT applications to sketch out future use cases.

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