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Friday 14 August 2026

AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers

Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products. Some companies, such as LandMark Optoelectronics and Auras Technology, reported year-over-year July revenue growth exceeding 100%.

Friday 14 August 2026

Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the same super data center launched six years ago. The site is now hosting next-generation AI supernode compute capabilities, bringing Alibaba Cloud's "Five Super Data Centers" back into the spotlight as the company positions itself for the AI era.

Friday 14 August 2026

OCP APAC 2026: What if AI's next efficiency breakthrough is simply moving less?

For years, the logic of AI infrastructure has been straightforward: move more data, push more power, transmit more signals, remove more heat.

Friday 14 August 2026

Alibaba Cloud races ahead with Ulanqab AI infrastructure

Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector: moving away from asset-light models reliant on leasing server space to gaining deep control over computing infrastructure. AI firms are no longer merely buying GPUs; they are stockpiling strategic compute assets, with 10,000-to-100,000-card GPU clusters becoming the baseline requirement.

Friday 14 August 2026

Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity

Alibaba Cloud has cut the delivery cycle for large AI data centers to 100 days with its CUBE 5.0 modular architecture, while lowering construction costs by more than 10% and increasing computing density as demand for AI infrastructure accelerates.

Friday 14 August 2026

Compal lifts profit on AI PCs and servers as component costs rise

Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker said the PC industry is moving into a gross margin readjustment phase, and it plans to defend margins while pushing for higher absolute gross profit as AI server scale-up becomes more important in 2027.

Friday 14 August 2026

AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave

Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of tech companies reaching for capital markets to fund investments in AI-driven technologies. The move comes as the company is competing with both Intel and Nvidia to capture enormous opportunities from data center development and agentic AI.

Friday 14 August 2026

IBM and OpenAI partner to accelerate secure enterprise AI deployment

IBM announced on August 13 a strategic partnership with OpenAI to help global enterprises integrate frontier AI models into core operations, application modernization, and cybersecurity frameworks. By combining OpenAI's advanced technologies, including GPT-5.6 and Codex, with IBM Consulting Advantage, the joint initiative targets key industries such as financial services and retail to safely modernize legacy systems and scale AI operations.

Friday 14 August 2026

Analysis: Taiwan Mobile takes control of Systex to close ICT gap with Chunghwa Telecom, Far EasTone

Taiwan Mobile announced on August 13 that it will acquire additional common shares of Systex through its wholly owned subsidiary Taiwan Cellular, raising its total stake to more than 50% and securing majority control of the IT services provider.

Friday 14 August 2026

Phison reports record second quarter profit as AI storage demand surges

Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller supplier said quarterly net profit rose to NT$26.219 billion and earnings per share reached NT$118.57.

Friday 14 August 2026

Quanta posts record second quarter revenue as AI server demand surges

Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated revenue, gross profit, operating profit, and earnings per share all reached quarterly highs in the second quarter of 2026.

Friday 14 August 2026

DeepSeek raises API prices sharply as V4 Pro targets agentic AI market

Chinese AI startup DeepSeek has officially launched its V4 Pro model with significantly enhanced agent capabilities, while sharply increasing API prices as it seeks to expand beyond its reputation for low-cost AI.

Friday 14 August 2026

Taiwan tech dividend expansion to accelerate non-tech industry upgrades

Taiwan is seeking to sign an agreement with the US to avoid double taxation, seen as the last major hurdle to unlocking Taiwanese investment in the US. Taiwan's technology dividend is believed to not only support overseas investment but also accelerate the transformation of its domestic non-tech industries.

Friday 14 August 2026

Taiwan's AIDC sees homegrown drone complete GPS-denied flight tests

Taiwanese aerospace manufacturer Aerospace Industrial Development (AIDC) stated that its AIxVNAV vision-based unmanned aerial vehicle (UAV) navigation and positioning system has passed another test through a competition, following a successful live flight demonstration in May. AIDC, together with partner US spatial intelligence company Vantor Holdings, completed a 2-kilometer autonomous flight mission under GPS-denied test conditions at Taiwan's recent 2026 Presidential Cup Drone Competition.

Friday 14 August 2026

Alibaba Cloud launches Zhenwu M890 supernode for commercial use

Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward larger, faster, and more tightly connected systems. The launch could influence future cloud costs, model access, and enterprise AI deployment well beyond China.

Friday 14 August 2026

China PCB makers pour billions into AI server, HPC, optical markets

Chinese printed circuit board (PCB) makers are stepping up investment in higher-value markets including AI servers, high-performance computing (HPC) and optical communications. Following similar expansion in semiconductors and display panels, Chinese companies are rapidly adding PCB capacity as they seek to catch up with South Korean suppliers that have established an early presence in the high-end substrate market.

Friday 14 August 2026

Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices

Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages will continue to squeeze device costs into next year. chairman and CEO Yuanqing Yang said the group's goal of reaching US$100 billion in annual revenue, originally set for "two years" from the start of the fiscal year, is now on track to be achieved "sooner than planned," with a further target of US$130 billion in revenue and a net margin above 5% raised by analysts on the call and left unchallenged by management as the multi-year direction.

Friday 14 August 2026

Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales

Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue reached US$2.05 billion, topping market expectations of US$1.99 billion, while non-GAAP gross margin came in at 40.2%.

Friday 14 August 2026

Samsung chip design embraces AI, but loss of control and hallucinations remain a problem

The AI wave is sweeping through the chip industry, but hallucinations, loss of control, and cybersecurity risks remain unresolved even as efficiency leaps. Youngsik Kim, head of the Design Technology (DT) team at Samsung Electronics' System LSI division, has pointed out that software has already leveraged AI to cut headcount and generate significant gains, but hardware has yet to see clear benefits.

Friday 14 August 2026

Cerebras raises 2026 outlook as hardware sales weaken

AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware sales and a sharp swing in profitability metrics. The update came as investors focused on whether growth was shifting away from hardware and toward cloud services.

Friday 14 August 2026

Qisda unit expands robot computing platform into Europe and U.S. supply chains

Acepillar, a unit of Qisda, said it has extended its industrial PC, motion control, and automation capabilities into humanoid robotics as global demand shifts toward high-compute, low-latency control systems. The company said its integrated computing platform has passed overseas customer validation, entered mass delivery, and is now being applied in international humanoid robot deployments, including in Europe and the US.

Friday 14 August 2026

Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook

Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory prices climb and global PC demand remains uneven. The company expects third-quarter PC revenue to rise 15% to 20% quarter-on-quarter, helped by both pricing and shipments.

Friday 14 August 2026

Intel tests system memory to ease AI KV-cache pressure

Intel tests presented at the OCP APAC Summit 2026 that moving the key-value cache used in large language model (LLM) inference from GPU memory to system DRAM can raise serving throughput and support more concurrent requests when VRAM is the bottleneck, although the gains fade once compute becomes saturated.

Friday 14 August 2026

Samsung and SK hynix push AI deeper into fabs as semiconductor manufacturing enters autonomous era

As the world enters an AI-powered era where the persistent need for more complex architectures is driven by rising demands for higher computing performance, one bottleneck confronting the semiconductor industry lies not only in technological advancement itself, but also in the capacity to deploy standardized manufacturing processes at greater scale and speed.

Friday 14 August 2026

China's video AI dominance paves the way for world model boom

Chinese AI video-generation models are taking the world by storm. This competitive edge is not only disrupting Hollywood, but could also extend into the realm of "world models."

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