CONNECT WITH US
Wednesday 29 July 2026
TDK and LG Innotek form partnership on physical AI sensors
TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines optical, tactile, and motion technologies, with an early focus on humanoid robots and advanced sensing modules for broader global deployment.
Wednesday 29 July 2026
Compal launches Employee Stock Ownership Trust to boost talent retention
Compal Electronics announced it officially launched its Welfare Employee Stock Ownership Trust (ESOT) plan in July 2026 to deepen its talent strategy amid intensifying global competition for talent and the growing focus on corporate sustainability. The company is partnering with CTBC Bank to establish a mechanism that enables the company and its employees to share in future growth.
Wednesday 29 July 2026
AI shift to inference boosts CPU server demand across the supply chain
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals a broader buildout in data centers, with implications for cloud costs, server makers, chip suppliers, and enterprise AI deployment worldwide.
Wednesday 29 July 2026
Samsung reveals battery life, durability details for smart glasses coming this fall
Samsung Electronics has shared new details about its upcoming smart glasses, including battery life and durability specifications, as the company moves to get ahead of privacy concerns that have dogged the category since Meta's Ray-Ban glasses sparked a backlash earlier this year.
Wednesday 29 July 2026
Core Scientific and AMD joing forces to boost AI infrastructure

Core Scientific and AMD have announced a significant partnership to boost AI infrastructure and address the growing demand for artificial intelligence technologies. Under the agreement, AMD will gain access to more than 500 MW of US data center capacity starting in 2027, with the potential to scale up to 2.5 GW.

Tuesday 28 July 2026
Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme
A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million
Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge. Google has already said it will raise capex again in 2027, and industry watchers expect AWS and Microsoft to follow, keeping AI infrastructure momentum strong with more capital injections.
Tuesday 28 July 2026
LG wins Nvidia certification for 600kW CDU and lands North America data center project
LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations. The company also said it recently secured cooling projects for a North America hyperscale cloud service provider and the Sinar Mas data center in Jakarta, Indonesia.
Tuesday 28 July 2026
Apple, Micron's clash over CXMT puts White House in the middle
Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed by Micron. Both companies are lobbying the administration of US President Donald Trump, which could force him to make an uncomfortable choice between his goals of cheaper prices or domestic chip production.
Tuesday 28 July 2026
Nvidia's Vera targets AI server growth, with CSP adoption the key test
Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing systems provider. But the company still needs cloud service providers (CSPs) to embrace the platform at scale if it wants to challenge Intel and AMD in servers.
Tuesday 28 July 2026
China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption is driving shortages of advanced computing capacity. At the same time, portions of the country's installed lower- and mid-tier capacity remain underutilized because of software compatibility issues, weak coordination between supply and demand, and inadequate resource scheduling.
Monday 27 July 2026
Nvidia's Vera CPU targets go beyond Intel and AMD
After Nvidia has grown into a global giant on GPUs, why is it suddenly delving into CPUs? At first glance, its Vera is entering the server CPU market, where its rivals are naturally Intel's Xeon and AMD's EPYC. But Nvidia's real target may be much broader, including cloud providers such as Amazon and Google that design their own CPUs.
Monday 27 July 2026
Pegatron unveils AMD EPYC server platform for AI and HPC
Pegatron unveiled a new server platform powered by AMD's sixth-generation EPYC processors at AMD Advancing AI 2026, targeting enterprise AI, agentic AI, high-performance computing (HPC), cloud computing, and data-intensive workloads.
Monday 27 July 2026
Nvidia weighs US$250B backstop for OpenAI's Ohio data center

Nvidia is in talks to provide a financial backstop of roughly US$250 billion that would help OpenAI lease and finance a massive AI data center campus in southern Ohio, the Wall Street Journal reported, citing people familiar with the matter.

Monday 27 July 2026
Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition from Chinese automakers. The strategy could help reshape its growth outlook, but it also raises the stakes for execution, scale, and cost reduction.

Monday 27 July 2026
India's HCLTech plans US$4.4B AI data center
HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence market through a partnership with AI startup Sarvam and the Government of Odisha.
Monday 27 July 2026
IDMs target AI margins, boosting Taiwan power suppliers
International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is creating a longer runway for power semiconductors. Industry sources said the move could benefit Taiwanese suppliers in midrange products, with pricing gains extending into the second half of 2025 and, in some cases, 2027.
Monday 27 July 2026
AMD widens robotics push with Taiwan IPC partners as it targets Nvidia lead
AMD is deepening its robot and physical AI ambitions, and the move could matter far beyond Taiwan's industrial PC sector. By building a broader partner network in edge AI and robotics, the chipmaker aims to challenge Nvidia as global developers and manufacturers seek cheaper, faster paths to autonomous systems.
Monday 27 July 2026
TIER says Taiwan exports and investment can help absorb geopolitical shocks
Taiwan's export and investment momentum remained strong enough to partly offset geopolitical shocks, according to the Taiwan Institute of Economic Research (TIER). The think tank said the island was facing rising volatility in energy and commodity prices, along with added pressure on global supply chains, financial markets and inflation.
Monday 27 July 2026
TIER lifts Taiwan 2026 growth forecast and flags AI bubble risks
Taiwan Institute of Economic Research raised its forecast for Taiwan's 2026 gross domestic product (GDP) growth to 10.38% and said the artificial intelligence investment boom has become a major uncertainty for the global economy and financial markets. The revision followed upward updates from Academia Sinica and Chung-Hua Institution for Economic Research, while TIER said exports, investment and consumption have been extremely strong since 2026 began.
Monday 27 July 2026
SK Telecom forms SK Hyper to build 15GW of AI data centers by 2035
SK Telecom has created a dedicated subsidiary, SK Hyper, to develop AI data center businesses and expand South Korea's domestic AI infrastructure. The move supports the government's "AI three major powers" strategy and gives the carrier a new vehicle for building and operating large-scale AI data center capacity.
Monday 27 July 2026
GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates
GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its presence in smart retail and edge AI-enabled manufacturing while positioning healthcare as its next major growth market.
Monday 27 July 2026
Industrial PC orders rise on edge AI demand

Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories and other physical environments, marking what vendors describe as a new growth cycle for the sector.

Monday 27 July 2026
Apacer 2Q26 profit tops full-year record on memory shortage
Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion (approx. US$83.8 million), up 45.7% from the prior quarter, surpassing its full-year profit in any previous year, while the earnings per share (EPS) came to NT$20.9. First-half profit also jumped nearly 20-fold from the same period in 2025.
Monday 27 July 2026
Taiwan's AIDC is turning a decade of AI manufacturing know-how into a business model

Taiwan's Aerospace Industrial Development Corporation (AIDC) has spent nearly a decade pushing AI adoption, moving from smart manufacturing in 2015 to full-scale generative AI deployment in 2024, and turning years of production experience into digital corporate assets. Information chief I-ting Fang said the company now hopes to transform its AI and smart manufacturing expertise into a business model that can help more suppliers and manufacturers accelerate AI transformation.