Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex acquisition, as AI applications continue to drive demand for data center computing power and spur the company's AI data center (AIDC) expansion.

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.

Less than a week after LG Group and Nvidia signed a strategic memorandum of understanding (MOU), Madison Huang, Nvidia's senior director of product marketing for Omniverse and robotics, is reportedly preparing to visit South Korea and head directly to one of LG's key robotics R&D sites.

Nvidia's Madison Huang is set to visit LG Electronics' Yangjae R&D campus in Seoul on August 18 to inspect the company's robot data factory and hold closed-door talks with senior LG executives on robotics cooperation, according to Yonhap and Chosun Biz.

Anthropic and OpenAI are turning their AI rivalry into a revenue race, with both companies posting sharp growth, gaining enterprise customers, and preparing for potential public listings. Coding tools, subscriptions, and AI agents are emerging as key growth engines, while investors increasingly view the two firms as the leading private-market contenders in generative AI.

WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier, and returned to profit as demand from AI data centers and the broader market lifted shipments of high-speed optical communications products. Net profit attributable to the parent company reached NT$6.16 million, compared with a loss in the same period of 2025, while earnings per share came to NT$0.19.

Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong demand for artificial intelligence (AI) servers and high-performance computing (HPC) has significantly improved its product structure. High-end coated drill bit products accounted for 56% of product share in the first half of the year, already exceeding the company's original full-year target of 55%.

India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental opposition, tighter Chinese visa curbs, and intensifying competition for semiconductor investment are exposing new challenges. As Google advances a US$15 billion AI data center, Larsen & Toubro (L&T) restructures its cloud business, and Dixon Technologies expands its smartphone OEM business, states are sweetening incentives to strengthen India's position in global technology supply chains.