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Tuesday 11 August 2026
TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...
Tuesday 11 August 2026
Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

Tuesday 11 August 2026
Google's US$15B India AI data center faces environmental backlash

Google's planned AI data center in Andhra Pradesh, India, has drawn its first major opposition, with environmental groups protesting...

Tuesday 11 August 2026
Foxconn Research Institute maps four-stage LEO roadmap from relay satellites to AI-native networks

Foxconn is extending decades of expertise in electronics manufacturing, system integration, and assembly, integration and testing (AIT)...

Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first...
Monday 10 August 2026
Hotai Leasing to debut on the Taiwan stock market on August 11

Hotai Motor's all-round mobility services unit, Hotai Leasing, will officially launch its public listing on August 11. Hotai Leasing...

Monday 10 August 2026
Acer Gadget lifts revenue on smart-life peripherals and plans 2H expansion

Acer Gadget, a subsidiary of Acer Group, reported strong second-quarter results for 2026 and said it expects growth to continue in...

Monday 10 August 2026
Unitree CEO eyes embodied AI and robot expansion
Chinese humanoid robotics company Unitree said on August 7, 2026, it will continue boosting R&D in core embodied AI technologies, focusing on large embodied AI models, reinforcement...
Monday 10 August 2026
Commentary: What the DeepSeek-Unitree tie-up reveals about China's hard-tech financing

DeepSeek's participation in Unitree's Shanghai STAR Market IPO was made at the corporate level, not personally by founder Liang Wenfeng...

Monday 10 August 2026
Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck
Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates...
Monday 10 August 2026
Naver revenue hit a record in 2Q26 as AI spending held down profit

Naver reported record quarterly revenue in the second quarter of 2026, boosted by advertising and e-commerce growth, while operating...

Monday 10 August 2026
Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.
Monday 10 August 2026
FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission...

Monday 10 August 2026
Nvidia reportedly weighs up to US$3B stake in Lancium

Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity...

Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...