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Sep 11
Oracle's AI cloud build-out is now rewriting its cost structure

Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire income statement. Revenue for the quarter ended August 31, 2026, rose 30% to US$19.3 billion, the company said on September 10, and every headline growth rate was strong. The more consequential shift sits one line lower, in what it now costs Oracle to deliver that revenue.

The concept of corporate cybersecurity used to begin at the so-called perimeter, with firewalls guarding network entry points, email gateways filtering out suspicious messages, and antivirus software blocking malware. This wall-building mindset at the perimeter worked reasonably well when corporate information systems were relatively closed.

Much of the industry attention surrounding AI infrastructure buildouts is now inextricably tied to sheer compute power, with market dominance or competitiveness defined largely by the highest-performing GPUs or the fastest construction.

Asustek Computer (Asus) has been accelerating the integration of AI, hardware, software, and cloud technologies into healthcare as it builds a next-generation smart healthcare ecosystem. Kuo-Hao Huang, vice president of the Asus AI Research Center, said the biggest challenge hospitals face in adopting AI is not the AI models themselves, but whether their data, workflows, and system architectures are ready.

Taiwan's power and energy companies are looking to grow their presence in Europe. To support that push, the Chinese International Economic Cooperation Association (CIECA) organized the "2026 Taiwan Economic and Trade Delegation to France," a 25-member group of representatives from domestic industry groups and energy and power companies, which traveled to Paris from September 5 to 13 to discuss trade and investment opportunities centered on grid upgrades and energy security and resilience.

Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month and 34.11% from a year earlier, supported by its information and communications technology businesses. The company expects stronger second-half shipments, led by expanding server volumes and the launch of Apple's iPhone 18 series, with the fourth quarter likely to mark the seasonal peak.

Apple has finally unveiled the long-anticipated foldable iPhone Duo, with former CEO Tim Cook making a brief appearance at the start of the launch video. The moment suggested the device was Cook's farewell act, rather than John Ternus' first turn as chief executive, even as Apple used the 2026 fall event to frame its next stage of AI strategy.

At the 2026 China International Optoelectronic Exposition (CIOE), Luxshare and its lens module unit Luxvisions jointly showcased multiple optical and sensing technologies, including automotive camera modules, robot vision modules for autonomous guided vehicles (AGVs) and autonomous mobile robots (AMRs), as well as tracking modules and waveguide display components for augmented reality (AR), virtual reality (VR), and extended reality (XR) wearables. The display underscored the group's push for vertical integration in optics.

King Slide Works posted the fastest revenue growth in August among the 50 Taiwan-listed AI supply chain companies tracked by DIGITIMES, with sales up 318% from a year earlier. It marked the fourth consecutive month that the server rail kit maker more than doubled its revenue, following gains of 161% in May, 200% in June and 315% in July.
Huawei stakes out the AI optics rulebook with 7.2Tbps NPO
Sep 11
Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging optical-interconnect standards as AI clusters strain the limits of copper connectivity.
Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and Innolux, the island's two largest panel makers, are accelerating capacity reductions and asset sales while redirecting capital and technology toward higher-growth businesses. For smaller and mid-sized players, however, the path beyond displays remains far less defined.
InnoCare Optoelectronics is preparing for a major supply-chain adjustment as Innolux Corporation restructures its factories, with the parent company's second plant scheduled to close in September 2026. President Eric Lee said InnoCare has already built inventory, expanded outsourcing, and lined up a new production line to limit disruption, while also using the transition to strengthen its product mix and expand into semiconductor-related inspection work.