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.
Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins for its automation subsystem equipment in the semiconductor, high-end artificial intelligence (AI) server, and electronics manufacturing industries. The company also highlighted the outlook for robot shipments.
Image Match Design secured an exclusive role in a national identity enrollment and collection system project for a major African country, according to the company. The biometric IC design firm said it will supply fingerprint collection and recognition equipment through a systems integrator, marking a move into a high-barrier international government market.
Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and accelerating demand for on-premises AI computing as enterprises move faster toward hybrid cloud. General manager Terence Liao made the remarks at the company's annual technology event, Dell Technologies Forum 2026, on September 10.
China's humanoid robot boom is entering a harder phase. After years of headline-grabbing demonstrations and heavy private funding, companies are being pressed to prove something less theatrical but more consequential: that robots can perform reliable work, generate recurring revenue, and justify their valuations.
Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening beyond conventional pluggable transceivers toward continuous-wave (CW) lasers, fiber array units (FAUs), external laser sources and co-packaged optics (CPO), while transmission speeds advance from 800G and 1.6T toward 3.2T and beyond.
Changs Ascending Enterprise (CAEC) said some shipments of lithium iron phosphate battery systems used in semiconductor uninterruptible power supply equipment were delayed after customers adjusted plant expansion schedules, and heavy rain in southern Taiwan slowed delivery and acceptance. August 2026 revenue fell from July, but still ranked as the second-highest August on record.
