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Saturday 15 August 2026
Gelsinger calls HBM 'lousy', SK Hynix says it's not memory's final answer

High-bandwidth memory (HBM), a core component in AI semiconductors, has drawn fresh scrutiny after former Intel CEO Pat Gelsinger called it "lousy" at a recent AI summit in Paris. SK Hynix, the market leader in this type of memory, also said it is not the final answer to AI memory bottlenecks, underscoring the industry's push to find a next-generation memory architecture beyond HBM.

Saturday 15 August 2026
Research Insight: Unitree IPO reveals humanoid robot commercialization still in early innings
Chinese humanoid robot maker Unitree Robotics has drawn significant market attention with its IPO. Based on DIGITIMES' review of the company's three-hour IPO roadshow and Q&A session on August 7, chairman Xingxing Wang and the management team provided further details on humanoid robot commercialization, embodied intelligence, and its supply chain strategy.
Saturday 15 August 2026
MicroIP sees second-half revenue lift as board approves cash raise
MICROIP, which focuses on AI software design services and ASIC design services, said its first-half 2026 financial report showed continued investment in core technologies and key IP. The company also disclosed that its board approved a cash capital increase to support working capital and ongoing development as more projects move into production and delivery.
Saturday 15 August 2026
Taiwan approves NT$8 billion ocean tech program for security and industry
Taiwan's government approved a four-year ocean technology and industry development program for 2027-2030 and will seek more than NT$8 billion in funding. The plan was designed to strengthen maritime security, expand scientific research, and improve industrial competitiveness as Taipei responds to growing pressure in its surrounding waters.
Saturday 15 August 2026
Interview: Acrab CEO Ken Phua on building agentic AI silicon in Singapore
Ken Phua, former Arm China co-CEO, spent 25 years abroad building someone else's business model. He came home to Singapore to build his own.
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.