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Thursday 13 August 2026
Qisda eyes AI infrastructure as fastest-growing business opportunity

Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda will not be absent from the fast-growing race, as the company steps up work on AI servers, data centers, 1.6T switches, and silicon photonics (SiPh).

Thursday 13 August 2026
Pegatron stocks AI server parts early as shortages spread through supply chain
Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while building inventory for the first half of 2027. The Taiwan-based electronics manufacturer said AI server momentum remained strong, but shortages across the upstream supply chain were still creating uncertainty.
Thursday 13 August 2026
Pegatron profit surges on AI server shipments and stronger product mix
Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information products and consumer electronics strengthened. The Taiwan-based electronics manufacturer said AI server demand is expected to remain a key growth driver in the second half of 2026.
Thursday 13 August 2026
Asus raises server outlook as AI demand lifts record second quarter results
Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC and hardware vendor said server order visibility remained high and lifted its full-year server revenue growth target from 100% to at least 150%.
Thursday 13 August 2026
Asus projects up to 150% server growth as AI demand lifts results
Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware maker also projected continued third-quarter growth across its main business lines as it expands in AI servers and new AI PC form factors.
Thursday 13 August 2026
SK Hynix expands EUV roadmap with High-NA tools and PSM adoption
SK hynix said it is advancing its use of extreme ultraviolet (EUV) lithography for the mass production of next-generation DRAM, with high-numerical-aperture (High-NA) EUV equipment introduced in the second half of 2025 and related research and development beginning in 2026. The memory maker is also adopting phase-shift mask (PSM) technology and other process materials to improve EUV performance as demand rises for higher-capacity, higher-performance chips.
Thursday 13 August 2026
South Korea plans new sovereign wealth fund to back AI, robots, supply chains
South Korea plans to establish a strategic investment account with at least 20 trillion won in assets within the Korea Investment Corporation in 2027 as it moves to strengthen its position in global advanced technology competition. According to Bloomberg, the fund will focus on artificial intelligence, robotics, and critical supply chains, while also extending to energy, batteries, power grid infrastructure, nuclear power, and quantum technology.
Thursday 13 August 2026
Pegatron sees 2026 server growth beat expectations
Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its original goal of raising 2026 server revenue to ten times its 2025 level.
Thursday 13 August 2026
Tencent starts paying for AI in cash, core business is covering the bill
Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier, and free cash flow turned negative for the quarter after large prepayments for computing capacity.
Thursday 13 August 2026
Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth for an eighth straight quarter, and AI infrastructure orders from hyperscalers reached 4.5 times the previous year's total. Yet the market's focus shifted to a less comfortable signal: Cisco expects non-GAAP gross margin to ease next quarter, suggesting the hyperscaler business is now large enough to move the company's overall economics.
Thursday 13 August 2026
Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure spending. Management said on the company's August 12 earnings call that the spending is weighing on near-term earnings but is intended to build a "large and valuable AI-native new business."
Thursday 13 August 2026
Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed that view with a fiscal 2027 revenue target for AI infrastructure from hyperscalers and a series of new design wins disclosed on its August 12 earnings call.
Thursday 13 August 2026
Column: Forecasting the planet, one foundation model at a time

Typhoons and extreme heat have dominated headlines since the summer of 2026, while heavy rain and drought have alternated with increasing frequency in recent years. Amid this backdrop, weather forecasting has increasingly turned to AI. The shift is challenging numerical weather prediction (NWP), the supercomputer-driven approach that has underpinned the global meteorological industry for decades.

Thursday 13 August 2026
Alphabet's DeepMind shake-up caps months of AI stumbles
Alphabet's decision to shift day-to-day control of Google DeepMind from Demis Hassabis to his deputy, Koray Kavukcuoglu, was not sudden—it capped a difficult year in which Google lost ground to rivals in the AI race, Reuters reported, citing people familiar with the matter.
Thursday 13 August 2026
ITTS reports first-half growth as ERP and AI projects gain traction
Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance and other smart applications began going live at customer sites. The Taiwanese SAP consulting and managed-services provider said enterprise demand for AI is now tied to broader work on data integration, governance, and process redesign rather than single-tool deployments.
Thursday 13 August 2026
OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward
Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.
Thursday 13 August 2026
Lightmatter white paper targets fragmented supply chain, barriers to photonic interconnect deployment
Bijan Nowroozi, Head of Ecosystem Development at Lightmatter, announced at the OCP APAC Summit 2026 that the company has released an infrastructure white paper aimed at building a more unified, less fragmented supply chain for photonic interconnects.
Thursday 13 August 2026
Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack
Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical and other physical effects earlier in the design process, according to Synopsys executives.
Thursday 13 August 2026
Nvidia's compute financing push signals a new phase for AI spending
Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms into the deal, the chipmaker is effectively turning AI capacity into a financeable asset class, with implications for cloud providers, investors, and credit markets.
Thursday 13 August 2026
Taiwan manufacturers call for faster nuclear restart to keep pace with AI, chip growth

The Chinese National Federation of Industries (CNFI), a major industrial and manufacturing association in Taiwan, called for the government to speed up the restart of nuclear power on the island and addressed three major industry concerns, amid the rapid expansion of the artificial intelligence (AI) and semiconductor sectors.

Thursday 13 August 2026
OCP APAC 2026: Intel sees agentic AI shifting bottlenecks toward CPUs, memory
Intel sees agentic AI changing the balance of AI servers, as CPU orchestration, memory capacity and data movement emerge as performance constraints even when more GPU capacity is available.
Thursday 13 August 2026
Can diamond rewrite the rules of AI chip cooling? Wiwynn is putting it to the test
As AI processors become more powerful, one of the industry's most stubborn constraints is becoming increasingly physical: there is only so much heat conventional materials can move away from an increasingly concentrated piece of silicon.
Thursday 13 August 2026
Naver backs Anthropic in broader AI push

Naver has reportedly invested in US artificial intelligence developer Anthropic, adding another global AI company to a widening network that now spans frontier models, AI agents and large-scale computing infrastructure.

Thursday 13 August 2026
India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion
Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx. US$146.7 million) in a slump sale on a going-concern basis, according to Business Standard and the Economic Times. The consideration will be settled by issuing fully paid-up equity shares in Vyoma.AI rather than cash, thereby keeping the business under L&T's indirect ownership.
Thursday 13 August 2026
From lab bench to IPO: How Taiwan's top university aims to turn professors into founders, campus into a unicorn factory

National Tsing Hua University (NTHU), one of Taiwan's leading research universities, has spent more than a decade cultivating a campus culture of professor-led startups — a track record that has already produced companies such as eMemory Technology, Heron Neutron Medical, Advanced Ceramic X (ACX), Apex Biotechnology (ApexBio), and Finesse Technology. Building on that history, the university announced on August 10 that it will expand the scale of its "NTHU Accelerator."