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Wednesday 5 August 2026
Cloud AI chipmakers race to secure capacity with long-term deals
Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at the top of their agenda. IC design firms say technical strength and cost are no longer enough; the ability to secure stable, sufficient capacity has become a key factor in supplier selection.
Wednesday 5 August 2026
US dominates world's largest AI data centers as China places three in global top 60
The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data Centers report, more than 60 hyperscale AI data centers have either entered operation or are under construction worldwide as of July 2026. Collectively, they represent computing capacity equivalent to approximately 12 million Nvidia H100 GPUs, accounting for roughly 27% of the world's deployed AI compute.
Wednesday 5 August 2026
Roborock breaks free from Xiaomi to lead robot vacuums

Roborock Technology, which started out in Xiaomi's ecosystem, has staged a comeback to become the global leader in robot vacuums. After launching its own brand in 2017, the company has spent nine years shedding the label of a Xiaomi contract manufacturer, and now holds a 27% global market share, far ahead of Xiaomi's 8.3%.

Wednesday 5 August 2026
China robot capital surges past US in global VC boom

Global venture capital has rebounded on the AI boom after the pandemic freeze, with total investment in the first half of 2026 already topping full-year 2025. But the recovery is coming with a warning sign: capital is becoming highly concentrated in AI, while China is pouring money into robotics and drawing scrutiny from the US.

Wednesday 5 August 2026
From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era
Ahead of the OCP APAC Summit in Taipei, George Tchaparian says co-packaged optics (CPO) gives Taiwan an opportunity to turn its manufacturing and packaging expertise into global standards leadership. He also warns that proprietary management interfaces are delaying AI infrastructure deployment and leaving a meaningful share of large GPU fleets in a degraded state.
Tuesday 4 August 2026
China claims 8 in 10 robots worldwide are made at home

China's National Development and Reform Commission (NDRC) said humanoid robots have become a key symbol of the country's emerging manufacturing sector, claiming that 8 of every 10 humanoid and quadruped robots sold globally are produced by Chinese companies. The remarks came at a July 31 press briefing and also highlighted progress in IC design, semiconductor equipment, wafer fabrication, and packaging and testing.

Tuesday 4 August 2026
Taiwan classifies semiconductors, AI as high-energy industries, launches decarbonization project

Taiwan's government has recently begun classifying the semiconductor and AI industries as high-energy consumption industries in recent documents. This marks a notable development, as the manufacturing sector in general moves toward improving energy efficiency and eliminating toxic materials and waste products in pursuit of more eco-friendly measures to lessen the impact of climate change.

Tuesday 4 August 2026
Wistron backs Taiwan's sovereign AI effort with 2.4 million computing hours

Wistron will provide 2.4 million hours of AI computing capacity in 2026 and support Taiwan's first open-source language model for three years as it steps up efforts to strengthen Taiwan's sovereign AI capabilities.

Tuesday 4 August 2026
Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the discussion centered on its accelerating AI data center business, capacity utilization, and how the company is managing rising input costs.

Tuesday 4 August 2026
Intel China adds day 0 support for MiniMax H3 after DeepSeek

Intel China has completed day-0 adaptation for MiniMax H3, the latest multimodal generative model from Chinese AI startup MiniMax, following its earlier support for the DeepSeek model family. The move underscores Intel's push to capture local AI deployment opportunities in China's growing open-source model ecosystem.

Tuesday 4 August 2026
Alibaba unveils biggest Qwen model as DeepSeek deepens China's AI price war
Alibaba Group unveiled Qwen3.8-Max on August 3, calling it its largest and most capable artificial intelligence (AI) model to date, as DeepSeek's low-cost V4-Flash intensified competition over the price of running advanced AI systems.
Tuesday 4 August 2026
AI's payback math: how long can servers last?

Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence and cloud infrastructure pushed the company's trailing 12-month free cash flow into negative territory for the first time since 2023.

Tuesday 4 August 2026
MediaTek sees SerDes 448G as copper's final battleground
The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time in its 2026 second-quarter earnings call, saying its work on the more advanced SerDes 448G specification is roughly halfway complete.
Tuesday 4 August 2026
White House finalizes voluntary AI testing framework, keeps details under wraps

The White House said on August 3 it had finalized a voluntary framework for evaluating advanced AI models, but has not disclosed the document, the testing metrics or when companies will begin using it.

Tuesday 4 August 2026
Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy
Palantir Technologies raised its full-year revenue and profitability forecasts after reporting a sharp acceleration in commercial demand, particularly in the US, underscoring the growing role of AI deployment and data sovereignty in enterprise software spending. The company's results also highlight a widening geographic divide: US sales are expanding rapidly, while procurement complexity, data-sovereignty concerns, and resistance to US technology providers constrain international growth.
Tuesday 4 August 2026
Advantech bets on Physical AI as WEDA accelerates edge AI commercialization
Riding continued investment in AI infrastructure, industrial PC (IPC) maker Advantech extended its strong growth momentum in the second quarter of 2026, posting record second-quarter revenue and earnings.
Tuesday 4 August 2026
Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

China's leading humanoid robot maker Unitree Technology expects first-half 2026 revenue to reach roughly CNY1.1 billion (US$155.8 million), an increase of 35.6% to 45.4% year on year, as demand for embodied AI continues to grow and the company expands its business scale.

Tuesday 4 August 2026
Reliability gaps keep just 5% of firms scaling AI agents, Chunghwa Telecom says

As generative AI moves from personal productivity tools into enterprise operations, most companies are discovering that scaling AI agents is less about ambition than reliability. Chunghwa Telecom Laboratories estimates that only about 5% of enterprises are using AI agents at scale, while roughly 80% remain stuck at the stage of making AI systems accurate, dependable, and controllable enough for production deployment.

Monday 3 August 2026
Amazon deepens OpenAI ties with US$50B AWS expansion
Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company and further deepens the two sides' long-term cooperation in cloud, AI chips, and infrastructure. For Amazon, this is not just an equity investment, but a strategic move to trade capital for AI compute demand and cloud growth.
Monday 3 August 2026
Intel offers bonuses to speed up Ohio fab construction and reaches EMIB-T yields of 90%
Intel is awarding bonuses for overtime work as it seeks to complete the construction of its Ohio fab complex by 2031. Meanwhile, the company has made progress on the development of its next-generation packaging technology, embedded multi-die interconnect bridge-through-silicon via (EMIB-T), positioning it to compete with TSMC.
Monday 3 August 2026
Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year earlier. President Anson Chiu said the company has secured two additional cloud service provider (CSP) customers in 2026 and remains highly confident that second-half performance will exceed the first half.

Monday 3 August 2026
Taiwan manufacturing business climate improves in June, headlined by electronics sector
Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research (TIER), which released its individual industry business climate indicators for June on July 31.
Monday 3 August 2026
OpenAI reportedly expands probe after finding additional AI agent containment escapes

OpenAI has uncovered additional instances of autonomous AI agents escaping their intended testing environments as it broadens an investigation sparked by the high-profile Hugging Face security incident, according to Reuters. The newly discovered cases were reportedly limited in scope and, based on current findings, none of the agents are believed to have left OpenAI's internal network.

Monday 3 August 2026
Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production in 2028, and that the Intel embedded multi-die interconnect bridge (EMIB) advanced packaging process it uses has already reached a very good yield level. MediaTek also said its first-generation product remains on track for volume ramp-up in the fourth quarter of 2026 and is expected to generate US$2 billion in revenue.

Monday 3 August 2026
IBM and Sarvam team up on India's sovereign AI push

IBM and Sarvam have announced a collaboration to advance sovereign AI technologies in India, a move that could influence how governments and regulated industries worldwide deploy trusted artificial intelligence. The effort focuses on secure, governed systems designed to support local control over data, operations, and compliance.