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Tuesday 11 August 2026
YAGEO, Walsin post record July sales as AI demand lifts passive components
YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from AI-related, networking, industrial, and automotive customers remained solid, while capacity utilization remained high.
Tuesday 11 August 2026
Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady
Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated revenue reached NT$2.181 billion, up 1.25% year-over-year, while operating profit was NT$77.51 million and net profit after tax was NT$77.64 million.
Tuesday 11 August 2026
Fitipower sees e-paper and e-label growth, warns on 2H26 demand

Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several new products for sampling and mass production in 2026, laying the groundwork for continued revenue growth. He added that the e-paper and electronic label markets are a major focus, with Fitipower hoping for sequential quarterly growth this year. However, he said end-market demand is not yet strong and still requires caution.

Tuesday 11 August 2026
Google's Gemini delay puts pressure on its AI leadership
Google's repeated delays to Gemini 3.5 Pro are sharpening scrutiny of its AI strategy, as the company works to keep pace with OpenAI and Anthropic. In response, Google has elevated Koray Kavukcuoglu to oversee DeepMind operations, AI research, and the Gemini team, signaling a shift toward execution as much as research.
Tuesday 11 August 2026
Analysis: Google's AI shake-up shifts power from star scientists to managers
Google has carried out its biggest artificial intelligence (AI) reorganization since merging Google Brain and DeepMind in 2023, putting Sundar Pichai and Koray Kavukcuoglu at the center of its AI strategy. The move ends the company's three-year scientist-led model and creates a clearer chain of command across research, models, products, and business. The implications extend beyond personnel, suggesting Google is prioritizing execution, accountability, and commercial returns over academic prestige.
Tuesday 11 August 2026
Trusval posts record profit on semiconductor fab and memory project demand
Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity expansion, advanced process lines, and packaging plants. The company said it expects the momentum to continue in the second half of 2026 as it expands its engineering and utility connection businesses.
Tuesday 11 August 2026
Meta bets open, on-device model can win AI power struggle
Meta Platforms is trying to turn open-source AI into a strategic weapon rather than a side project. On August 10, the company released Muse Glimmer, a 30-billion-parameter open-weights model built for local, agentic tasks, alongside a 6,500-word essay from CEO Mark Zuckerberg arguing that distributing powerful AI widely — not concentrating it inside a handful of labs — is the surest way to avoid outcomes like mass unemployment or an unchecked "singular" superintelligence. The pairing signals that Meta now sees openness itself as the differentiator it needs while it plays catch-up to Anthropic and OpenAI.
Tuesday 11 August 2026
Asus posts record July revenue on strong AI server demand
Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from the previous month. Growth was driven by strong demand for artificial intelligence (AI) servers. Group consolidated revenue for the first seven months of 2026 totaled NT$550.23 billion, up 40.9% year-over-year.
Tuesday 11 August 2026
Anthropic taps Macquarie and GIC to build AI data centers under new venture
Anthropic PBC has formed a strategic partnership with Macquarie Asset Management and Singapore's GIC to build data centers dedicated to its Claude chatbot, the companies said on August 10, the latest sign that institutional capital is moving to own, not just finance, the physical infrastructure behind AI.
Tuesday 11 August 2026
MA-tek reports record July revenue on glass-substrate testing demand
Materials Analysis Technology, or MA-tek, said its first-half 2026 results reached record levels and July revenue set a monthly record for a fifth straight month, while demand grew for through-glass via (TGV) inspection services for glass substrates. The semiconductor testing company said the gains were driven by rising demand tied to advanced chip nodes, AI computing upgrades, and packaging shifts across the industry.
Tuesday 11 August 2026
Jiuhan lifts first-half profit 400% on NT$11 billion order book
Jiuhan System Technology reported record second-quarter and first-half 2026 revenue and profit on strong demand tied to advanced semiconductor manufacturing and AI infrastructure. The Taiwanese builder said its order book stood at NT$11 billion as of the end of July, giving it visibility for the next two to three years.
Tuesday 11 August 2026
PSA, NTUT sign NT$50 million AI research and talent deal
Passive System Alliance (PSA) Group and National Taipei University of Technology have signed a three-year industry-academia agreement worth NT$50 million to advance artificial intelligence research and workforce development. The partnership, set to begin in the fourth quarter of 2026, brings together PSA Group companies including Walsin Technology, Walton Advanced Engineering, HannStar Board Corporation, and INPAQ Technology with NTUT’s engineering and AI capabilities.
Tuesday 11 August 2026
Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other fields, major Taiwan optical manufacturers — including Largan Precision, Asia Optical, Genius Electronic Optical, and JMO Corp. (Zhong Yang Technology) — have successively launched their own CPO initiatives, each pursuing a different strategy. Taiwan-based suppliers acknowledge that Corning, a major glass manufacturer, has a formidable solution, but say many CPO approaches remain under discussion and in development.

Tuesday 11 August 2026
Google's US$15B India AI data center faces environmental backlash

Google's planned AI data center in Andhra Pradesh, India, has drawn its first major opposition, with environmental groups protesting over water rights and wildlife concerns. The project, announced in October 2025, calls for US$15 billion in investment over five years and includes participation from Adani Group.

Tuesday 11 August 2026
Foxconn Research Institute maps four-stage LEO roadmap from relay satellites to AI-native networks

Foxconn is extending decades of expertise in electronics manufacturing, system integration, and assembly, integration and testing (AIT) into the space industry. Through its Pearl satellite missions, the Foxconn Research Institute (FRI) is collecting first-hand data on communications links, orbital operations, and the space environment while giving group-developed hardware an opportunity to establish flight heritage.

Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first quarter of 2027. Apple is also expected to keep rolling out new OLED devices from late 2026 into early 2027.
Monday 10 August 2026
Commentary: What the DeepSeek-Unitree tie-up reveals about China's hard-tech financing

DeepSeek's participation in Unitree's Shanghai STAR Market IPO was made at the corporate level, not personally by founder Liang Wenfeng or a fund associated with him.

Monday 10 August 2026
Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck
Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates how AI bottlenecks have expanded to include not only chips used for compute, but also the enormous amounts of electricity needed to support the entire AI supply chain.
Monday 10 August 2026
Naver revenue hit a record in 2Q26 as AI spending held down profit

Naver reported record quarterly revenue in the second quarter of 2026, boosted by advertising and e-commerce growth, while operating profit slipped as spending on AI infrastructure weighed on earnings. The South Korean internet company also said its AI factory business with Nvidia is expected to begin generating revenue in the first half of 2027.

Monday 10 August 2026
Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.
Monday 10 August 2026
Nvidia reportedly weighs up to US$3B stake in Lancium

Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity and grid connections. The proposed deal could give Nvidia a 20% to 30% stake and would mark a push into the energy infrastructure needed to support large-scale compute deployment.

Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from US AI data centers but also from a supply partnership with SpaceX that is extending its reach from terrestrial solar projects into space applications.
Monday 10 August 2026
Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key
Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million), attributable net profit climbed 122.61% to CNY2.31 billion, and adjusted net profit increased 137.30% to CNY2.17 billion. Gross margin held near 55%, extending profitability to seven consecutive quarters.
Monday 10 August 2026
Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president Gilad Shainer told DIGITIMES in an interview. The island, he said, is increasingly serving as an engineering partner for next-generation AI factories rather than simply an assembler.

Monday 10 August 2026
DeepSeek takes Unitree stake to pair AI models with humanoid robots

DeepSeek has invested CNY140.8 million (approx. US$20.8 million) in Unitree's Shanghai IPO and agreed to jointly develop AI models for humanoid robots, linking one of China's highest-profile AI developers with the country's leading robotics contender at a critical stage of Unitree's public-market debut.