Kaori’s Kaohsiung plant targets 2027 output for AI cooling and green energy demand
Smartphone demand and chip supply pressures cloud 2H26 peak season outlook
South Korea takes physical AI push from policy to practice
South Korea has moved its Physical AI Alliance from a policy-setting body into an operational platform, as the government and companies such as Naver deepen cooperation with Nvidia on physical AI, AI factories and large-scale computing infrastructure.
Chinese Premier Li Qiang puts China’s advanced manufacturing agenda on display before Summer Davos
Microsoft’s Satya Nadella warns against AI profits being absorbed by just a few companies
Intel deepens ties with Taiwan’s chip supply chain as October talks expand
India reportedly plans to launch fresh chip incentive in fiscal 2027
AWS Trainium 3 ramp set to boost Taiwan suppliers in the second half of 2026
Amazon Web Services (AWS) is moving into volume production of AI servers built around its latest custom chip, Trainium 3, setting up Taiwan suppliers across cooling, assembly, and slide rails for a shipment ramp that could extend into early 2027, according to supply chain sources.
Infineon and InnoScience’s GaN patent fight hardens market split
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.