AR glasses are no longer newcomers to the tech industry, but their development remains constrained by high costs. On January 30, 2026, Kinko Optical held the opening ceremony for its AR/VR/MR R&D center at the Tai Yuen Hi-Tech Industrial Park in Zhubei City. Chairman Ching-Chi Chen stated that the center’s equipment investment totals roughly NT$400–500 million (US$12.7–15.8 million), with an initial NT$300 million focusing on AR waveguide and optical engine technologies. The company secured R&D projects with US clients in 2025 and plans to start mass production in 2027, then shifting** large-scale manufacturing to its Taichung facility.

ASE Technology Holding is accelerating capacity expansion across multiple locations to meet rising demand for advanced packaging and testing services, with projects underway in northern, central, and southern Taiwan, as well as in China and Malaysia. The company estimates that capital expenditure could reach US$6 billion in 2026, reflecting continued investment in equipment and facilities.

Msscorps held its year-end gathering on February 1, 2026, during which chairman Chi-Lun Liu highlighted the company’s two decades of deep expertise in semiconductor testing and analysis. Having established a global footprint across 12 facilities in Taiwan, China, the US, and Japan’s key semiconductor hubs, Msscorps has seen monthly revenues hit record highs since the second half of 2025, signaling the start of a new growth phase.

China’s drive to localize its semiconductor supply chain is reshaping the global chipmaking equipment industry, with three domestic suppliers now ranking among the world’s top 20 for the first time — a shift fueled by heavy investment and tighter US export controls.