The US-China technology and supply chain conflict has spread to product certification, opening a new front beyond semiconductors and telecom equipment.
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.
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.
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.
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.
Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second major expansion announcement this year, Seoul Economic Daily reported, citing a regulatory filing with South Korea’s Financial Supervisory Service.
Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle would own GPUs and other infrastructure. At the same time, a Naver subsidiary would sell computing capacity and related services to customers.
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