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.
Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries across the first half of 2025, full-year 2025, and the first half of 2026. The Arizona fab, long seen as difficult to make profitable, has expanded sharply, while Japan’s JASM has turned from loss to profit, China operations have remained stable, and Germany’s ESMC is still in the red as it remains under construction.
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.
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.
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.
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.
Less than a week after LG Group and Nvidia signed a strategic memorandum of understanding (MOU), Madison Huang, Nvidia’s senior director of product marketing for Omniverse and robotics, is reportedly preparing to visit South Korea and head directly to one of LG’s key robotics R&D sites.
Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.
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