24
Sep
Microsoft announced that it will invest US$10 billion in expanding AI infrastructure in the Middle East by 2030. The commitment directs funding to a region facing threats from the war in Iran, where data center construction has continued despite the ongoing conflict.
24
Sep
Anduril’s Taiwan supply chain to grow 15-fold in 2026
US defense tech unicorn Anduril plans to expand its overall investment in Taiwan, with procurement from its Taiwan supply chain expected to grow 15-fold in 2026, founder Palmer Luckey said at the International Forum of the Whole-of-Society Defense Resilience Committee.
24
Sep
Taiwan’s homegrown trainer program ends with 66 Brave Eagles delivered
AIDC’s Brave Eagle advanced jet trainer, a flagship “made-in-Taiwan” defense program, completed development and mass production on September 24, with AIDC chairman Chin-Pin Tsao personally leading the final delivery. The handover means all 66 production aircraft have now been delivered, marking a new chapter for Taiwan’s defense aviation supply chain.
24
Sep
Honda eyes Ohio hybrid plant amid pivot to North America
Honda Motor Co. is planning to invest JPY300 billion to JPY400 billion (about US$1.9 billion to US$2.5 billion) in a new hybrid electric vehicle plant in Ohio, with production targeted to begin as early as 2030. According to Nikkei, the project has entered final negotiations as Honda moves hybrids to the center of its North American rebound after reviewing its electric vehicle strategy.
24
Sep
Grab turns Taiwan into a launchpad for Southeast Asia expansion
Grab is expanding the scope of its Taiwan strategy beyond food delivery, launching an overseas expansion programme for merchants aimed at helping Taiwanese food and beverage (F&B) brands enter Southeast Asian markets.
24
Sep
ASRock Industrial revenue jumps 95% in 1H26 on North America deal
ASRock Industrial, the industrial PC (IPC) arm of ASRock, posted a 95.4% year-over-year surge in first-half 2026 revenue after winning a major North American streaming services contract. The company is also expanding into robotics, entertainment, cybersecurity and edge computing as the IPC sector rebounds and shifts toward new applications.
24
Sep
CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM
China’s ChangXin Memory Technologies (CXMT) is gaining ground in the global DRAM market as Samsung Electronics and SK Hynix allocate more production capacity to high-bandwidth memory (HBM), tightening conventional memory supply and giving the Chinese supplier more room to expand without competing primarily on price.
24
Sep
LG sharpens focus on data centers, robotics, chip materials
LG Group is sharpening its focus on data centers, robotics, semiconductor materials, and enterprise AI as the South Korean conglomerate refines how it allocates capital across businesses moving toward commercialization at different speeds.
24
Sep
AI drives Episil GeSi, PMIC growth
Semiconductor epitaxy maker Episil Precision said on September 22 that rising demand from AI data centers has created two main growth engines. Demand for silicon photonics optical communication modules is driving a surge in germanium silicon (GeSi) epitaxy demand, with the sector projected to grow 3.5- to 4-fold in 2027 and demand visibility extending to 2028.
24
Sep
China AI’s new moat: low-cost models meet a rapidly localising hardware stack
China’s AI industry is moving beyond policy-driven technological catch-up into a new phase centered on commercialization and ecosystem competition. Localization is no longer confined to replacing individual components; it is evolving towards full-stack, system-level optimization.