Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist
Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027
Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion) in 2025, driven by growing demand from AI data centers and energy infrastructure projects.
ByteDance merges Lark with Doubao after AI revenue hits US$4B run rate
Pegatron chair says AI outlook remains strong, calls for Taiwan application push
Amazon’s Zoox receives US approval for commercial deployment of robotaxis
US transportation authorities have allowed Amazon’s Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.
Research Insight: CXMT reaches 7.67% DRAM share with US$4.4B IPO, 2028 tech roadmap
Thunder Tiger calls for budget clarity as Taiwan pushes uncrewed surface vessel development
AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027
Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.