Taiwan is looking to Pittsburgh for lessons from Pittsburgh’s transformation into an AI and robotics hub as it develops technology clusters in southern Taiwan, with National Science and Technology Council (NSTC) Minister Wu Cheng-wen leading a delegation to the Pennsylvania city on August 13-14.
SK hynix’s second-largest customer generated KRW17.19 trillion (approx. US$12.4 billion) in sales in the first half of 2026, nearly matching the KRW17.61 trillion contributed by its largest customer. Yonhap News Agency identified the largest customer as Nvidia.
Mitsubishi Motors will launch its new all-electric SUV, the ASX VR-e, in Australia and New Zealand in the fourth quarter of 2026, with the model supplied through contract manufacturing by Foxconn-backed Foxtron Vehicle Technologies. The move marks the first time a Taiwan-made EV will enter the sales channel of a global legacy automaker under a white-label arrangement.
Samsung Electronics has begun operating a dedicated physical AI research lab focused on humanoid control and manipulation, according to South Korean news outlet Edaily. The move extends its robotics push from hardware investment into the AI and control technologies needed for robots to operate in real-world environments.
Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia’s latest capital initiatives and TSMC Chairman C.C. Wei’s assessment of major cloud service provider (CSP) demand, to record capex from US CSPs and surging orders across downstream players like Asus, Gigabyte, and Supermicro—all demonstrate that AI demand is flowing steadily from upstream silicon to servers and data centers, driving concrete gains in revenue, profits, and backlogs.
Chinese AI chipmaker Biren expects first-half 2026 revenue to reach CNY1.15-1.3 billion (US$171-193 million), up about 1,852% to 2,107% from a year earlier, as demand for GPGPU computing expands across AI coding, long-horizon AI agents and generative AI workloads, according to Cninfo data cited in a report by the Hong Kong Economic Times (HKET).
Aftermarket (AM) parts and automotive camera maker Hushan Autoparts saw its first-half 2026 operations impacted by US tariff policies and surging memory and IC prices, though long-term growth trends remain unaffected, said chairman Yingzhi Chen. He added that the company’s focus in the second half will be new factory capacity, a new drone camera business, and investments in Japanese auto parts makers, with the aim of entering the original equipment (OE) and AM markets.
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