Kinko announced its consolidated revenue for August 2026 on September 8, reaching NT$557 million, up 6.2% from NT$524 million in July and surging 106.8% from NT$269 million(US$17.58 million) a year earlier. It marked the company's largest year-on-year monthly revenue increase so far in 2026.
Intel's PC CPU prices have continued to rise since the end of 2025, and supply chain sources said the company is expected to raise them by another 10%. Its low-margin small-core line is likely heading toward end-of-life (EOL) as CEO Lip-Bu Tan reshapes the business to cut low-margin products and lift overall profitability.
The 27th China International Optoelectronic Exposition (CIOE 2026) will run September 9-11 in Shenzhen, bringing together more than 5,000 exhibitors from over 30 countries and regions as AI infrastructure, high-speed optical communications and AR/VR applications reshape the optoelectronics industry.
Chicony Electronics said August 2026 revenue came under pressure as higher raw-material costs and shortages of key semiconductor components slowed customer orders, with notebook shipments weakening in particular. The Taiwan-based supplier also said it had secured an exclusive position in the supply chain of a well-known U.S. robotics startup, with shipments expected to begin in 2027.
Malaysia is evaluating Huawei Technologies' Ascend 910C accelerators as the compute backbone of its MYR2 billion (US$494 million) sovereign AI initiative, which is designed to keep national data under domestic control, Bloomberg reported on Sept. 7, citing people familiar with the matter. The number of chips under consideration remains unclear, and no supplier decision has been announced.
Sercomm Corporation reported August revenue of NT$7.044 billion on the 7th, up 45% year-over-year, extending its run of monthly sales above NT$7 billion(US$222.1 million) to a third straight month. The networking and broadband equipment maker also said July and August combined revenue reached NT$15.024 billion, already exceeding the NT$14.75 billion it booked in the third quarter of 2025.
Infineon COO Alexander Gorski said the company is balancing in-house production, outsourcing, and global expansion as supply-chain resilience becomes a key customer requirement. In an exclusive interview with DIGITIMES at SEMICON Taiwan 2026, he also discussed chip shortages and progress at Infineon's new Dresden fab.
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has built a formidable moat around a strategy of being "vertically integrated but horizontally open."
As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage, and greater transmission losses. This is pushing next-generation AI data center power designs toward 800V high-voltage direct current (HVDC).
Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is seeing particularly strong demand for AI servers, prompting Acer's president of Pan-Asia Pacific operations Andrew Hou to say the unit will need to double its headcount to meet customer demand.
FitTech is pivoting away from the crowded LED market into optical communications, with outsourced chip testing and sorting orders set to rise month by month from the third quarter as a shortage of indium phosphide (InP) materials that had constrained shipments in the first half of 2026 gradually eases. The company said it has already secured outsourced orders from at least two major customers, while downstream customers have recently raised their 2027 order outlook.
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