Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing closer to US data center customers as delivery times, tariffs and local service become more important competitive factors.
Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month and 54.19% from a year earlier. The result marked a record monthly high and the first time the group’s revenue exceeded NT$900 billion. In US dollar terms, July revenue rose about 13.6% month on month and 43.1% year on year.
Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign multi-year capacity reservation agreements that give the chipmaker greater visibility while securing future supply for hyperscale AI deployments.
The US-China technology and supply chain conflict has spread to product certification, opening a new front beyond semiconductors and telecom equipment.
China’s State Council has launched a new recommendation program for “leader” companies in energy efficiency and carbon efficiency, with the Ministry of Industry and Information Technology (MIIT), the National Development and Reform Commission (NDRC), and the State Administration for Market Regulation jointly issuing the notice on August 4, 2026. The program is designed to push heavy industry to cut energy use and emissions, as low-carbon certification increasingly becomes a key credential for future market competition.
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