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Monday 17 August 2026
AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
Monday 17 August 2026
Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts
This week's most-read stories traced the AI boom across the stack, from supernodes and next-generation memory to liquid cooling, solar power, telecom services and PCB demand. Below...
Monday 17 August 2026
Stripe reportedly agrees to buy AI routing startup OpenRouter for more than US$7 billion
Stripe has reportedly finalized an agreement to acquire OpenRouter, a startup that helps businesses switch between artificial intelligence (AI) models, for more than US$7 billion,...
Monday 17 August 2026
LG, Nvidia deepen ties on humanoid robots, AI factories, and vehicles
LG said on Wednesday that it is developing a next-generation bipedal humanoid robot with Nvidia technology, a move that could influence how factories, vehicles, and service robots...
Monday 17 August 2026
India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

Monday 17 August 2026
DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
Monday 17 August 2026
Solomon posts record 2Q26 profit as AI vision, robotics orders surge
AI vision specialist Solomon Technology Corporation reported strong financial results for the second quarter of 2026, with quarterly profit reaching a record high. Solomon chairman...
Monday 17 August 2026
Taiwan's Century Group eyes SMR supply chain as AI power demand accelerates
AI-driven electricity demand is prompting Century Group to broaden its energy ambitions beyond offshore wind. The group plans to enter the small modular reactor (SMR) supply chain...
Monday 17 August 2026
Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain
Unique Opto-Electronics said stronger demand tied to artificial intelligence applications lifted first-half profitability above 2025 levels, while management struck a cautious tone...
Monday 17 August 2026
Appier lifts FY26 outlook after record second-quarter revenue and margin gains
Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
Monday 17 August 2026
Sigurd tops NT$2B in July revenue as AI testing demand surges
Sigurd Microelectronics, an IC testing and packaging company, reported record July 2026 revenue and said demand from AI and AI connectivity markets drove the result. The company said...
Sunday 16 August 2026
Taiwan Mobile launches tender offer for Systex, targeting majority control
Taiwan Mobile said on August 12 that its board approved a tender offer for Systex Corporation common shares through its wholly owned subsidiary Taiwan Cellular, with the goal of lifting...
Sunday 16 August 2026
Edgecore pushes all-optical networking for distributed AI data centers
Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...
Sunday 16 August 2026
AI reshapes semiconductor testing as KYEC pushes four-way model

As AI chip value and integration complexity keep rising, King Yuan Electronics (KYEC) President Gauss Chang said semiconductor testing...

Sunday 16 August 2026
AI product cycle lifts Chroma test demand
AI is sharply increasing demand for test and measurement equipment, turning it from a cost-cutting support tool into a must-have, said Chroma president I-Shih Tseng. He said he expects...