Tongtai expands aerospace, AI and semiconductor push under new board

Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company’s commitment to expanding into advanced manufacturing sectors despite a challenging operating environment.

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FineMat pivots beyond metal masks with AI cooling, semiconductor, and drone push

Amid growing localization efforts across China’s supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company’s liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume production ramps in 2027, cooling products could account for more than 50% of total revenue, becoming a key growth driver.

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Google co-founder says AGI’s missing piece is the physical world, not language

Two years after returning to Google, co-founder Sergey Brin recently made his first public appearance and participated in an open Q&A session at the AGI House event in Silicon Valley. During the discussion, Brin addressed Google’s current development status, explained the company’s technological direction, and revealed that a debate over the definition of artificial general intelligence (AGI) is beginning to emerge. The outcome of this debate could directly influence the future development path of AGI.

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ASMedia launches second transformation plan, targets revenue doubling, AI server market expansion

High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansion in artificial intelligence (AI) server demand, the PC and motherboard sectors have faced severe crowding-out effects.

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Taiwan LED makers look beyond lighting to AI optical communication

Taiwan’s LED industry is moving beyond lighting components into AI optical communication, Micro LED, sensing, and high-end optoelectronic semiconductor applications. After years of oversupply, price wars, and restructuring, local LED makers are seeking a new role in the global supply chain as AI data centers accelerate demand for high-speed optical transmission.

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