AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating margin reached 21%, turning positive from the same period in 2025, and net profit after tax came to NT$3.291 billion, an EPS of NT$0.76.

Motorcycle IoT has returned to the spotlight after a leading two-wheeler maker that pioneered connected systems 10 years ago said it will end related services in 2027. The move has prompted the market to take a fresh look at the state of motorcycle IoT, once hailed as a breakthrough for smart mobility.

Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters for global electronics supply chains, where any prolonged disruption at a major semiconductor supplier could affect customers, investors, and component availability worldwide.

A new report released by the Taiwanese national think tank Research Institute for Democracy, Society and Emerging Technology (DSET) found that Taiwan’s drone battery industry has achieved steady growth and significant progress in recent years, with Taiwan now Ukraine’s third-largest supplier of drone batteries, behind China and Vietnam.