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Aug 7
US optical transceiver ban risks slowing AI data center build-out
A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising the risk of higher costs, delayed cluster deployments and stranded GPU capacity.

Wiwynn said changes in how it buys components with customers began to show results in the second quarter of 2026, helping lift gross margin to 9.3%. The server ODM said the shift also supported operating margin of 7.3% and net profit margin of 5.4% as it navigated AI product mix changes and higher component costs.

A cluster of measures signed and drafted since late July has shifted the center of gravity in US supply-chain policy away from finished electronics and toward the raw materials that feed them.

DeepSeek has invested CNY140.8 million (approx. US$20.8 million) in Unitree's Shanghai IPO and agreed to jointly develop AI models for humanoid robots, linking one of China's highest-profile AI developers with the country's leading robotics contender at a critical stage of Unitree's public-market debut.

India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with efforts to expand its chip workforce and sovereign AI capabilities. Investments by ASIP, Dixon, Rashi and global technology partners highlight a strategy increasingly focused on higher-value manufacturing.
Winmate revenue rises as defense and edge AI orders gain momentum
Aug 10, 07:55

Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened, a shift that could matter for global industrial supply chains. The company is also seeing firmer order visibility for the second half of the year, while it works to protect margins from higher component costs.

Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics maker also reported cumulative revenue of NT$6.95 billion for the first seven months of the year, a 53% increase from the same period last year.

The global humanoid robot race is heating up, with the US and China battling for technological and market leadership, but a third force is rapidly emerging.

AI is moving from infotainment into steering, braking, and other core driving functions, raising safety questions that matter far beyond one market. Traditional testing rules are no longer enough, Irene Chuang, senior business manager for Industrial Services and Information Security at TÜV Rheinland Taiwan, said at a Taiwan industry forum, as regulators and automakers worldwide confront black-box AI risks in vehicles.

WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and consumer markets. AI data centers and communications now account for 70% of revenue, up from 50%, with their contribution expected to rise further.
Innodisk reported record second-quarter 2026 results as surging memory prices and artificial intelligence demand lifted profit, revenue, and margins. The memory module maker said quarterly net profit reached NT$10.368 billion, with earnings per share reaching NT$108.93.
VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection, and high-speed cables. The company is also preparing for tighter supply conditions in the second half of 2026, especially in memory.