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Sony Group has decided to spin off its TV business and place it into a joint venture controlled by TCL, marking the company's formal retreat from a segment that once defined Japan's consumer-electronics prowess. The move underscores Sony's strategic pivot toward higher-margin businesses—gaming, music, and film—while reflecting a broader, decades-long withdrawal by Japanese firms from mass-market home appliances....

Mitsubishi Fuso Truck and Bus Corporation (MFTBC), a major Japanese commercial vehicle maker, has announced to establish a joint venture with Taiwan-based Foxconn....

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment business, including TV and audio product R&D, manufacturing, operations, and after-sales services. The new entity is expected to begin operations as early as April 2027, effectively placing the future of the Bravia brand under TCL's operational control....

Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan Semiconductor Manufacturing Company (TSMC)....

The humanoid robot industry experienced notable commercial growth in 2025, with an annual increase of 16,000 new units installed worldwide, according to reports from multiple research agencies. The sector remains dominated by Chinese manufacturers, who captured the majority of global market share alongside a single leading American firm....

Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year and expects tight supply conditions to persist through 2027, according to comments from a senior executive cited by South Korean media....

GlobalWafers chairwoman Doris Hsu said in a January 21, 2026, media interview that with easing inflation pressures and some central bank policy adjustments, the global economy is experiencing moderate growth despite ongoing challenges from geopolitical tensions and trade uncertainties....

On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking most-favored-nation (MFN) rates. This makes Taiwan the first country to secure tariff relief under Section 232. Both sides also plan to expand supply chain investment cooperation. Hsu called this a very positive outcome for Taiwan's overall industry and said it has eased market concerns....

GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya, Japan, as well as Denmark, all hitting record revenues in 2025. Niche products like gallium nitride (GaN) stood out for their strong performance. Hsu also outlined GlobalWafers' 2026 strategy and shared her outlook on market conditions....

The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand. However, the Chinese government has shown no intention of granting approval, causing supply chain plans that were originally preparing to ship to be put on hold. Currently, the main obstacle to entering the Chinese market is the mindset of the Chinese authorities. From the Chinese government's perspective, since domestic AI chips are already usable, there is no need to further allow China's AI development to rely more heavily on the US and Nvidia....

Despite the debut of the Alpamayo self-driving AI architecture by Nvidia at CES 2026, Mercedes-Benz, the earliest adoptor of the architecture, instead turned to focus on enhanced Level 2 systems (L2+) with the removal of the L3 autonomous driving functionalities in the refreshed version of its flagship S-Class in late January....

Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle platform builds for cloud, networking, and data centers. Recent company updates from Celestica, Sanmina, Jabil, and Flex show a common playbook: move up the value chain, standardize repeatable system designs, and invest in power, thermal, and integration capabilities that shorten deployment times for hyperscale customers....

China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group claiming it breached the company's internal systems and stole large volumes of sensitive engineering and operational data tied to products for leading technology clients, including Apple, Nvidia, Tesla, Meta Platforms, Qualcomm, and LG Electronics. If confirmed, the incident could pose risks to the global consumer electronics supply chain....

Taiwan's government is moving its quantum technology development program into a second phase, centered on building a national-level heterogeneous hybrid computing platform that integrates high-performance computing (HPC) with quantum computing (QC). Based in southern Taiwan, the system is intended to accelerate real-world applications through international cooperation, leveraging the country's strong semiconductor manufacturing expertise....

A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification, and globalized manufacturing. Recent company filings, investor communications, and post‑autumn analyst commentary point to a common theme: growth is being pursued less through single-product cycles and more through platform capabilities—vertical integration, module-level design, and cross‑sector customer expansion—while capital market actions and overseas footprints are being positioned as strategic amplifiers....

Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond simple capacity dispersion and entering a new phase marked by the geographic redistribution of engineering capabilities. Recent market reports that Google plans to relocate portions of new product introduction (NPI) work for select high-end smartphone models to Vietnam starting in 2026 have drawn close attention across the industry....

Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI data center conflicts. SAS is committing to 100% green energy for new plants and integrating green energy certificates with wafer sales....

Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial players. On one front, major Chinese banks have completed the launch of dedicated or jointly operated satellites, formally integrating satellite applications into financial risk management and digital operations. On another, privately owned aerospace companies are accelerating their push toward initial public offerings, underscoring how commercial spaceflight is moving more rapidly toward both capital-market validation and real-world applications....

TYC Brother Industrial, with 40 years of global experience in the automotive supply chain, is expanding its manufacturing operations to the US, signaling a strategic shift amid evolving industry dynamics. Chuang Tai-Shie, a member of the company's board of directors, emphasized that this move reflects broader trends reshaping global manufacturing and supply chains....

Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's top 20 players projected to climb sharply in 2025, according to estimates compiled by DIGITIMES....