In a two-part strategy to drive growth, auto components maker Kian Shen Industrial, a division of Yulon Motor Group, is ramping up its Taiwan business while shifting its China-based investments toward export markets. According to company president Chiung-chih Tseng, China accounted for a substantial share of Yulon’s profits in the past, but heated competition in the Chinese market is pushing the parent group to rely more on its core businesses in Taiwan, while its China-based investments turn toward exports.

The AI industry’s release calendar has compressed to the point where a single week can carry five frontier or near-frontier launches, but the acceleration is not a sign of confidence. It is a defensive reflex in a market where a rival’s announcement can bury your own, where Chinese labs have closed most of the quality gap at a fraction of the price, and where neither the American nor the Chinese side of the race expects to earn back its spending for years.

Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at Semicon Taiwan 2026 that the current global chip shortage is unlike the one during Covid-19 and will take longer to resolve. He also discussed progress on Infineon’s new Dresden plant, in-house manufacturing, outsourcing, and the company’s global footprint.

As AI data centers scale rapidly, Eaton is expanding beyond traditional power management into modular power deployment, next-generation DC conversion and liquid cooling, positioning itself to address infrastructure requirements from the electrical grid to AI chips.