The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked combined August revenue of NT$121.48 billion (US$3.86 billion), according to monthly filings with the Market Observation Post System (MOPS). The growth rates behind it diverge sharply: rail kits rose 191.2% from a year earlier, thermal 58.4%, and power supply 32.5%. The spread maps where rack-scale deployment is binding.
ProLogium said Kyushu Electric Power will make a strategic investment as its long-running collaboration expands from industrial cooperation into capital participation. The move signals growing confidence in next-generation battery technologies, with potential implications for energy security, manufacturing supply chains, and electrification efforts in global markets.
SK Hynix is targeting 2028 to apply High-NA extreme ultraviolet lithography to DRAM mass production and is considering joining an industry initiative to develop 12-inch photomasks, according to South Korea's fnnews. The company has separately confirmed both plans.
Academia Sinica's Quantum Chip Fabrication Space (QC-Fab) in Tainan will open to external users at the end of September 2026, marking a new stage in Taiwan's in-house quantum chip development and manufacturing efforts. After the cleanroom was completed, the institute finished installing process equipment, connecting factory utility lines, testing equipment functions, and training operators.
Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026. According to Japanese media reports, NEC concluded that the commercialization timeline for a physical quantum computer was too long and that hardware investment would be unlikely to deliver commensurate returns. The decision also reportedly prompted quantum R&D researchers to join Fujitsu.
Chinese AI chipmaker Enflame will list on the STAR Market of the Shanghai Stock Exchange on September 11, 2026, becoming the last of China's "four little GPU dragons" to go public. Enflame is grouped with Moore Threads, MetaX, and Biren Technology as China's "four little GPU dragons," and with Enflame's listing, all four companies will have entered the capital market.
