Autonomous driving expands into Physical AI, creating new openings for Taiwan firms

The autonomous driving industry is gaining momentum as advances in AI, sensing and semiconductor technologies expand opportunities in vehicle computing, machine vision and Physical AI. At Taiwan-based Turing Drive’s eighth-anniversary press event, longtime partners Vecow and oToBrite shared their perspectives on the evolution of autonomous vehicles, in-vehicle computing and robotics.

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Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers

Speaking at the Silicon Photonics Global Summit ahead of Semicon Taiwan 2026, Marvell Technology CTO Radha Nagarajan highlighted that the core focus for upgrading connectivity in the AI data center era has shifted firmly to power consumption. He noted that the acceleration of co-packaged optics (CPO) adoption is primarily driven by two critical bottlenecks: power and unit density.

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Micron opens Tainan plant after 6.5 months amid labor dispute

Micron’s plant at the Southern Taiwan Science Park, which it purchased from AUO for NT$7.4 billion (US$233.8 million) in August 2024, is now officially in operation, marking a key milestone in the transformation of its Tainan site. The move comes as Micron posts record revenue and profit, while a labor dispute at its Taiwan operations has raised strike concerns.

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ASE CEO describes AI resource squeeze as a short-term problem

AI’s early-stage growth is creating a short-term squeeze on land, talent, capital, and power in Taiwan, but there is no such thing as a world that cannot do without Taiwan, ASE Technology CEO and SEMI Global Board Executive Committee Chair Tien Wu said. He made the remarks at a pre-show conference on August 31 ahead of SEMICON Taiwan 2026, which runs from September 2 to 4.

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