Amid global supply chain restructuring and geopolitical rivalry, precious metals are no longer merely financial hedging tools but have become core assets supporting high-tech manufacturing and strategic material reserves.
As SpaceX accelerates its push into space-based AI data centers and NVIDIA brings Jetson GPUs into lunar exploration missions, the race to build computing infrastructure beyond Earth is moving from proof-of-concept experiments toward actual deployment.
Chinese autonomous driving company WeRide is considering expansion into Australia, South Korea, Japan, and Southeast Asia as it steps up overseas growth. The move could widen access to driverless transport services for global users, while intensifying competition among Chinese self-driving firms seeking new markets beyond China.
Jet fuel prices may remain elevated for months even if geopolitical tensions ease, the challenge stemming not only from crude supply but also from global refining capacity already operating near full utilization, leaving no room to increase output of refined products.
Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses gain weight and low-margin operations are phased out. The industrial PC supplier reported second-quarter revenue of NT$48.38 billion (approx. US$1.52 billion), while revenue for the first half of the year reached NT$85.49 billion.
Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company’s AI data center (AIDC) expansion.
SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare move for a company that has long prioritized maintaining existing production lines.
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