Inside Corning: a century of R&D bets, and why optical fiber is paying off again
Preface
26
Jun
26
Jun
Agility Robotics IPO strengthens Foxconn’s long-term robotics ambitions
Humanoid robotics and physical AI pioneer Agility Robotics has announced plans to pursue a public listing, drawing significant attention from global capital markets and the technology industry. Behind the IPO, however, lies a notable Taiwanese supply-chain presence that adds broader strategic significance to the company’s public market debut.
26
Jun
Qualcomm HBC takes aim at HBM costs in AI data centers
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
26
Jun
Taiwan to draft new drone budget after defense bill cuts
Taiwan’s Executive Yuan has decided to draft a separate special bill to support drone development and procurement after the Legislative Yuan cut relevant items from the NT$1.25 trillion (approx. US$39 billion) special budget for national defense, with the Executive Yuan citing national security concerns and the need to build an autonomous industrial supply chain. The move comes as a delegation of lawmakers, led by Speaker Daniel K.Y. Han, returns from a visit to TSMC’s Arizona plant and meetings with US lawmakers, yet it remains unclear whether that trip will help win opposition support for the drone bill.
26
Jun
AIDC showcases advanced composite materials for next-gen aircraft, drones
To meet the aerospace industry’s push for lighter, more environmentally sustainable next-generation aircraft, Taiwan’s Aerospace Industrial Development Corporation (AIDC) has stepped up research and development of thermoplastic composite materials in recent years.
26
Jun
Groundhog Technologies wins world’s first telecom GenAI order, eyes LEO satellite optimization market
Groundhog Technologies is eyeing opportunities in low Earth orbit (LEO) satellite applications by targeting the satellite resource optimization market, according to chairman David Chiou at the company’s latest shareholders’ meeting on June 24. Chiou also announced that Groundhog has won the first generative AI order worldwide in the field of telecom engineering, with Singapore Telecommunications (Singtel) as its client.
26
Jun
AuthenX targets AI data center interconnects with plug-and-play FAU for CPO
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia’s next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array units (FAU) and external laser sources (ELS).
26
Jun
Global intelligent eyewear market surges as AR and smart glasses gain ground
Global demand for intelligent eyewear is rising fast, with shipments jumping 83% in the first quarter of 2026, according to Counterpoint Research. For readers worldwide, the shift signals a faster move toward AI-enabled wearables, while VR headsets continue to struggle with weak demand and slower product refreshes.
26
Jun
Z.ai’s HK$1tn rally tests China AI boom: model leap or market mirage?
Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China’s frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising a second question: whether investors are pricing a real technology shift or a thin-float capital-market fever.
26
Jun
Seres’ US$25bn wipeout tests the price of Huawei’s EV halo
Seres Group, once the clearest listed proxy for Huawei’s EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales and profit.