GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the “insatiable” demand for AI compute will cement its position as a critical provider of high-speed data interconnects.

Taiwan’s leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI servers and automotive electronics intersect with seasonal softness and shifting demand in legacy businesses. January 2026 results from Pegatron and Compal Electronics illustrate how the two companies are navigating that shift with contrasting near-term outcomes.

South Korea is moving to domestically produce key components for electric vehicle (EV) fast chargers, as Chinese-made power modules account for more than 90% of those installed in the country, according to a Hankyung report.