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Friday 7 August 2026
Iron Force Industrial posts weaker first half as it pushes AI server cooling parts
Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results. The Taiwan-based manufacturer said gross margin fell to 22% and net profit after tax dropped 40.32% to NT$139 million, while it moved to expand the AI server cooling components business as a new growth area.
Friday 7 August 2026
Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases
Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial licensing models as they seek more sustainable returns on growing AI investments.
Friday 7 August 2026
LG plans three-tier AI chips for appliances, home robots

LG Electronics plans to develop premium, midrange and entry-level on-device AI chips for products ranging from refrigerators and washing machines to smart-home hubs and service robots, according to ETNews.

Friday 7 August 2026
Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure.

Friday 7 August 2026
Inside Terafab: Musk's US$16.8B bet to turn AI chip shortages into a homegrown supply chain

Elon Musk's ambitions across AI, robotics and space infrastructure are moving into a new phase following the unveiling of Terafab, an ambitious semiconductor manufacturing complex designed to secure the compute capacity required by Tesla, SpaceX and xAI.

Friday 7 August 2026
Microsoft launches fourth cloud region in India as AI demand accelerates
Microsoft has opened its India South Central cloud region in Hyderabad, expanding local capacity for customers in one of the world's fastest-growing digital markets. The move could matter well beyond India, giving global enterprises more options for sovereign-ready AI, regulated workloads, and lower-latency cloud services in Asia's second-largest internet economy.
Friday 7 August 2026
Taiwan Innotech Expo to showcase application-ready tech research

The government-organized 2026 Taiwan Innotech Expo (TIE) will open in Taipei on September 17, with the National Science and Technology Council's (NSTC) Future Tech Pavilion set to showcase the latest research achievements that are ready for proof-of-concept validation and technology licensing. This year's exhibition will spotlight six priority areas: AI applications, semiconductors, precision health, space technology, disaster prevention technology, and net-zero technology.

Friday 7 August 2026
Wistron rumored to win Oracle AI server order as new customers expand
Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order from Oracle, underscoring Taiwan ODMs' growing role in AI server manufacturing as demand surges and production becomes more complex.
Friday 7 August 2026
Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question
Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications of even the AI chip leader's most advanced products. The potential redesign could force cloud providers and AI developers to reconsider how many GPUs they need for large models, while handing memory suppliers greater leverage over the economics of the 2027 AI infrastructure build-out.
Friday 7 August 2026
Transcend July 2026 revenue tops NT$5 billion as AI boosts high-end memory demand
Memory module maker Transcend Information reported July 2026 consolidated revenue of NT$5.2 billion (approx. US$161.44 million), surging 308% from a year earlier and 3% from the previous month, with operating performance remaining at a high level.
Friday 7 August 2026
Commentary: Why playing it safe could cost Taiwan the next battery boom

From smartphones and smartwatches to emerging AI glasses, electric vehicles, autonomous driving systems, and the rapidly expanding drone industry, batteries have become the indispensable power source behind virtually every next-generation technology. More than just the "heart" of these products, batteries have also become one of the world's largest strategic growth markets.

Friday 7 August 2026
Naver speeds up defense AI push, flags data and procurement hurdles

South Korean internet giant Naver is accelerating its move into defense AI after falling short in the country's independent AI foundation model race, seeing the sector as its next growth engine. Through Naver Cloud, the company has set up a dedicated defense AI team and dispatched field engineers into military systems for customized deployments.

Friday 7 August 2026
Chicony Electronics lifts second-quarter profit on commercial demand and AI products
Chicony Electronics reported stronger second-quarter earnings on August 5 as demand from the commercial market outpaced consumer spending. The Taiwanese electronics maker said higher-end products such as smart video conferencing systems and gaming keyboards helped improve its profit mix even as DRAM-related cost pressure remained a drag on end-market demand.
Friday 7 August 2026
Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may restrict new China-made data-center components, threatening a supply chain central to global AI infrastructure.

Friday 7 August 2026
NEO seeks partner by end-2026 for fivefold-density X-SRAM

AI memory startup NEO Semiconductor has unveiled X-SRAM, a new architecture designed to address the difficulty of scaling conventional SRAM at advanced logic process nodes.

Friday 7 August 2026
Why countering drones is the ultimate stress test for on-device AI

Drones, robots and self-driving vehicles are becoming the new proving ground for artificial intelligence. Machines are taking on more decision-making themselves, rather than relying on the cloud. The reason is speed. When a system has to react in milliseconds, waiting on a round trip to external servers is not an option, whether it's avoiding a collision or detecting an unauthorized drone. Elan Microelectronics chairman I-hau Yeh says this shift, moving AI processing from edge computing directly onto the device itself, is becoming essential for unmanned systems. Few applications demand more speed and accuracy than counter-unmanned aircraft systems, or C-UAS: technology built to detect and respond to unauthorized drones.

Friday 7 August 2026
Ex-White House official urges South Korea to avoid excessive digital regulation
Former White House National Security Council chief of staff Alexander Gray has called on South Korea to deepen supply chain cooperation with the US and avoid following the European Union's digital regulation path.
Friday 7 August 2026
Transcend warns memory shortage could extend through 2027
Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream suppliers had warned that supply in 2027 could be even tighter than in 2026, keeping price increases in place for an extended period.
Friday 7 August 2026
Metaage 1H26 profit surges 330% on AI-driven enterprise demand
Metaage, a Qisda group company, reported sharply higher results for the first half of 2026 as demand tied to artificial intelligence accelerated across enterprise customers. The board approved the consolidated financial report for the second quarter of 2026, showing 1H26 revenue of about NT$12.6 billion, up 19% from NT$10.6 billion a year earlier, while net profit attributable to the parent company rose to about NT$349 million.
Friday 7 August 2026
V5 July revenue reaches NT$273 million on AI chip demand, packaging expansion
V5 Technologies reported record consolidated revenue of NT$273 million in July 2026, as demand for AI chips and semiconductor packaging capacity expansion lifted orders. Revenue rose 7.78% from June and 63.4% from a year earlier, while revenue for the first seven months of 2026 climbed to NT$1.692 billion, up 86.26% from NT$908 million in the same period of 2025.
Thursday 6 August 2026
CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities

CHT Security posted strong results for the first half of 2026, with consolidated revenue rising 21% year-on-year to NT$1.182 billion (US$36.6 million), net profit after tax growing 13% year-on-year to NT$251 million, and earnings per share of NT$6.16. Both revenue and profit set new highs for the period, driven by surging corporate cybersecurity demand amid growing AI adoption. Additionally, July revenue rose 9% year-on-year to NT$210 million, bringing cumulative revenue for the first seven months of the year to NT$1.392 billion, up 19% year-on-year and also marking a new high.

Thursday 6 August 2026
Unitree's impending IPO draws Meituan and Tencent as investors

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2 billion (approximately US$622 million), while the company's post-listing valuation could range from CNY40 billion to CNY50 billion. It would become the first company on China's A-share market whose primary investment theme is humanoid robotics.

Thursday 6 August 2026
Taiwan unveils four semiconductor pillars for Smart Nation 2.0 plan

On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative.

Thursday 6 August 2026
ByteDance founder shuns AI distillation, wary of more US scrutiny

ByteDance founder Zhang Yiming recently said that the company would not use distillation to train its AI models, even if they fall behind those of other Chinese rivals. His comments come as China's advances in AI have accelerated faster than expected, leading to accusations that its developers are training them based on outputs from US models.

Thursday 6 August 2026
Analysis: SpaceX's first earnings call reveals machinery behind its infrastructure empire

SpaceX's first earnings disclosure delivered a stronger-than-expected quarterly performance, but the greater significance of the call lay beyond the headline beat. It gave investors their clearest look yet at how the company intends to extend its ambitions beyond rocket launches or broadband connectivity alone.