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Friday 7 August 2026
Microsoft launches fourth cloud region in India as AI demand accelerates
Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could matter well beyond India, giving global enterprises more options for sovereign-ready AI, regulated workloads, and lower-latency cloud services in Asia's second-largest internet economy.
Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive electronics fuels one of the industry's strongest growth cycles, with domestic materials suppliers moving quickly to capture opportunities created by tightening global supply.

Friday 7 August 2026
Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing advantage to US and non-Chinese producers while squeezing Chinese manufacturers out of price competitiveness in the American market.
Friday 7 August 2026
Nvidia denies report of seeking China AI-RAN partners for 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according to Chinese media reports, as the chipmaker looks to extend its computing platform beyond data centres and into wireless networks and edge AI infrastructure. In a written response to DIGITIMES, however, Nvidia has categorically denied the report. "The report is unfounded, and the characterization of our activities in the region are false," an Nvidia spokesperson states.

Friday 7 August 2026
Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments are set to keep rising. The Taiwanese electronics maker reported that it shipped 1.6 million notebook units in July, down from 2.4 million in June, and expects third-quarter notebook shipments to fall by a single-digit percentage from the second quarter.
Friday 7 August 2026
Taiwan raises 2027 central government spending to NT$3.6 trillion
Taiwan's central government said it would lift 2027 spending to NT$3.6 trillion, as President Lai Ching-te outlined a budget plan aimed at boosting industrial upgrading, technological innovation, and public welfare. The announcement followed a strong second quarter for Taiwan's electronics and information and communications shipments, which helped drive economic growth to 12.9%.
Friday 7 August 2026
Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may restrict new China-made data-center components, threatening a supply chain central to global AI infrastructure.

Friday 7 August 2026
Huawei's Richard Yu warns of smartphone price hikes as memory costs soar
Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying handset makers risk losses if they continue selling devices at previous price levels.
Friday 7 August 2026
Ex-White House official urges South Korea to avoid excessive digital regulation
Former White House National Security Council chief of staff Alexander Gray has called on South Korea to deepen supply chain cooperation with the US and avoid following the European Union's digital regulation path.
Friday 7 August 2026
Taiwan business optimism eases in the third quarter as supply chains soften
Dun & Bradstreet said Taiwan business confidence slipped slightly in the third quarter of 2026, with its Taiwan Business Optimism Insights survey measuring an overall index of 107. The reading was down 0.8% from the previous quarter but remained 4.5% higher than a year earlier, pointing to a modest cooldown rather than a broad decline.
Thursday 6 August 2026
Unitree's impending IPO draws Meituan and Tencent as investors

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2 billion (approximately US$622 million), while the company's post-listing valuation could range from CNY40 billion to CNY50 billion. It would become the first company on China's A-share market whose primary investment theme is humanoid robotics.

Thursday 6 August 2026
Rashi Peripherals partners with Japan's Restar to build out India semiconductor business

Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese electronics and technology company Restar Corporation. The move pushes the distributor beyond product distribution into engineering, design, and field application support for India's manufacturing sector, according to ScanX, IT Voice India, and CRN Asia.

Thursday 6 August 2026
ByteDance founder shuns AI distillation, wary of more US scrutiny

ByteDance founder Zhang Yiming recently said that the company would not use distillation to train its AI models, even if they fall behind those of other Chinese rivals. His comments come as China's advances in AI have accelerated faster than expected, leading to accusations that its developers are training them based on outputs from US models.

Thursday 6 August 2026
Lo Hsung to debut self-developed robot joint module at Automation Exhibition
Lo Hsung, a Qisda subsidiary, will unveil its first self-developed ACTDG45-O robot joint module at the 2026 Taipei International Industrial Automation Exhibition. The company said the product was built for robotic arms, rotary worktables, high-precision positioning modules, and semiconductor automation equipment as robots and automation systems move toward higher precision, greater torque, and more compact designs.
Thursday 6 August 2026
China smartphone shipments fall 5.5% as 5G models gain share
China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications Technology (CAICT). The shift came as Oppo, Vivo and Xiaomi cut lower-end models amid higher memory and other upstream component costs, pushing 5G devices to 92% of total shipments.