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Wednesday 12 August 2026
CXMT DDR5 yield tops 90%, narrowing gap with Samsung
China's leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics and strengthening its position in the global PC memory supply chain.
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Thursday 13 August 2026
India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion
Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx. US$146.7 million) in a slump sale on a going-concern basis, according to Business Standard and the Economic Times. The consideration will be settled by issuing fully paid-up equity shares in Vyoma.AI rather than cash, thereby keeping the business under L&T's indirect ownership.
Thursday 13 August 2026
Vietnam opens Haiphong free trade zone to court semiconductor investment
Vietnam has launched the Haiphong Free Trade Zone to draw high-value investment into northern port city of Haiphong, with semiconductors, precision manufacturing, and other strategic industries at the center of the plan. Officials said the new zone is part of a broader effort to make the port city a globally competitive coastal hub for logistics and the marine economy.
Thursday 13 August 2026
South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund
As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale projects taking shape across many of the world's major technology economies.
Thursday 13 August 2026
Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips
Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward higher-value storage products.
Thursday 13 August 2026
AgiBot overtakes Unitree as China expands its lead in humanoid robots
Global humanoid robot shipments nearly quadrupled in the first half of 2026, with Chinese suppliers accounting for more than 97% of the market and AgiBot moving ahead of Unitree Robotics, according to Bloomberg, citing data from market researcher Smart Analytics Global. China also remained the largest demand market, responsible for more than 85% of global demand.
Thursday 13 August 2026
Hengs revenue surges 178% as solar EPC projects reach recognition peak
Solar and energy storage systems provider Hengs Technology reported a strong rebound in the first half of 2026, with revenue rising as large engineering, procurement, and construction (EPC) projects entered their peak revenue-recognition period. The company said the momentum that began in the second quarter was driven by progress on major solar and storage contracts in Taiwan and overseas.
Thursday 13 August 2026
Taoyuan plans AI manufacturing park in Guanyin to support server supply chain
Taoyuan is moving to develop Guanyin into an AI computing park as demand for AI servers drives heavier power requirements and a new round of factory expansion. The city said it had coordinated with the Ministry of Economic Affairs and Taiwan Power Company to make full use of the Datan Power Plant and CPC's Third liquefied natural gas receiving terminal to support AI industry development.
Thursday 13 August 2026
Anli-KY lifts July revenue on AI server and drone product shipments
Anli International reported its first-half results on August 11 after announcing the previous day that increased shipments of AI server and drone-related products had pushed July consolidated revenue to NT$199 million, its highest level of 2026 and up 15.38% from a year earlier. The Taiwanese precision metal parts maker said new-product momentum was building and that second-half operations were expected to outperform the first half.
Thursday 13 August 2026
Inventec posts record second-quarter profit as notebook margins narrow
Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said server products accounted for more than half of revenue in the quarter, while a higher proportion of rack-level shipments pressured profitability.
Wednesday 12 August 2026
FocalTech expects demand to improve in the second half of 2026
Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new device launches, and stronger notebook and tablet demand lifted sales. The company, which held an investor briefing, said persistent memory price pressure and weak peak-season demand for high-end Android phones still kept revenue below 2025 levels.
Wednesday 12 August 2026
Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.

Wednesday 12 August 2026
DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity
DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with industry reports saying the company plans another round of price increases in the second half of 2026.
Wednesday 12 August 2026
South Korea deepens semiconductor ceramics collaboration amid chip industry expansion

South Korea is moving to reinforce its semiconductor materials and components ecosystem as chipmakers accelerate capacity expansion and the government increases financial support for suppliers.

Wednesday 12 August 2026
Fudan's single-electron memory breakthrough opens new path for 2D chip scaling
China's effort to advance memory technology has gained a new research avenue, with a Fudan University team developing a room-temperature single-electron non-volatile memory device based on two-dimensional materials.
Wednesday 12 August 2026
Synnex sees strong growth in value-added commercial IT, semiconductors
AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit growing far faster than revenue, showing that volume growth is increasingly translating into stronger profitability.