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    Thursday 13 August 2026
    Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

    Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment...

    Thursday 13 August 2026
    ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

    ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

    Thursday 13 August 2026
    LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion
    LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...
    Thursday 13 August 2026
    Tencent starts paying for AI in cash, core business is covering the bill
    Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
    Thursday 13 August 2026
    Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
    Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
    Thursday 13 August 2026
    AI inference surge lifts NAND market to record revenue: Counterpoint
    The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
    Thursday 13 August 2026
    Seetel tops NT$8.2B in first seven months amid US and Australia expansion

    Seetel reported strong momentum in 2026 as large-scale energy storage projects and battery module shipments lifted revenue, while the...

    Thursday 13 August 2026
    ITTS reports first-half growth as ERP and AI projects gain traction
    Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance...
    Thursday 13 August 2026
    PC 2H26 pull-forward correction hits peripheral chip makers
    As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...
    Thursday 13 August 2026
    Univacco reports record 2Q profit and revenue as 3Q demand builds

    Univacco Technology posted record second-quarter and first-half 2026 revenue and profit, driven by its expanding global distribution...

    Thursday 13 August 2026
    Nvidia's compute financing push signals a new phase for AI spending
    Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...
    Thursday 13 August 2026
    Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

    The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

    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...
    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,...
    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...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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