Chinese AI giants bypass US chip curbs with Southeast Asian compute hubs
Taiwan’s TCC accelerates expansion abroad as the Chinese market stumbles
China’s industrial overcapacity and a prolonged real estate slump continue to weigh on cement demand across both sides of the Taiwan Strait, prompting Taiwan Cement Corporation (TCC) to accelerate its overseas expansion. The company is leaning on high-margin, low-carbon cement operations in Turkey and Portugal, along with its fast-growing European energy-storage business, as its next major growth engines. TCC said its Europe-Africa cement operations and new-energy ventures have become its third and fourth pillars, and it is targeting Europe’s coming wave of urban renewal and a EUR10 billion (approx. US$11.5 billion) electricity-market opportunity.
GPU and TPU dispute illustrates zero-sum fallacy
Taiwan left out of supercapacitors while AI server capacitor boom builds
Taiwan optics firms shift to AR glasses as China cuts costs
Taiwan seeks 48,000 military drones in US$1.5 billion procurement push
Taiwan’s Ministry of National Defense has opened bidding for what officials say will be the country’s largest military drone purchase yet, a five-model program covering 48,000 unmanned aircraft valued at up to NT$50 billion (approx. US$1.55 billion). The tender lays out technical requirements for drones to be delivered between 2026 and 2027 and signals the start of mass production for Taiwan’s fast-growing defense UAV industry.