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Jul 31

AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027

Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.

Analysis: The AI buildout stopped being a demand story

Jul 31

US CSP leaders keep capex growth as AI monetization deepens

Jul 31

Jensen Huang's open-source push signals a fight over who controls the AI market

Jul 31

Anthropic discloses AI testing breach days after OpenAI incident, raising scrutiny of autonomous agents

Jul 31

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AIIntel offers bonuses to speed up Ohio fab construction and reaches EMIB-T yields of 90%

Aug 3, 15:30

Intel is awarding bonuses for overtime work as it seeks to complete the construction of its Ohio fab complex by 2031. Meanwhile, the company has made progress on the development of its next-generation packaging technology, embedded multi-die interconnect bridge-through-silicon via (EMIB-T), positioning it to compete with TSMC.

SERVER, IPC, CLOUD COMPUTING, IOTLite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Aug 3, 15:30

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year earlier. President Anson Chiu said the company has secured two additional cloud service provider (CSP) customers in 2026 and remains highly confident that second-half performance will exceed the first half.

ICT MANUFACTURINGMA-tek sells Shanghai unit, expands AI market push in Japan and the US

Aug 3, 14:51

MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as global semiconductor supply chains are reshuffled and demand surges for AI, high-performance computing (HPC), advanced process nodes, advanced packaging, and silicon photonics (SiPh). The deal is expected to close and be recognized in revenue by the end of 2026.

ICT MANUFACTURINGDrone delivery goes mainstream as Shenzhen becomes a robot hub

Aug 3, 13:55

Meituan's drone delivery service can reach customers within 3 kilometers in about 15 minutes, rain or shine, and its daily use in Shenzhen is highlighting why the city has become a key launchpad for commercializing unmanned delivery. The city's dense supply chain, talent base, and innovation culture are helping turn robotics into a practical business.

ICT MANUFACTURINGMerry Electronics cites costs and overseas ramp-up as 2026 profit risks

Aug 3, 12:55

Merry Electronics said rising costs, foreign exchange swings and slower efficiency gains at new overseas plants were the main variables for profit growth in 2026. At a recent earnings call, the audio components maker said the third quarter should benefit from seasonal demand, but visibility for the fourth quarter remained limited as customers turned cautious amid Middle East tensions and uncertainty over US interest rate policy.

PC, CEApple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

Aug 3, 12:55

Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches worldwide. The company's final results under Tim Cook also highlighted how memory shortages are reshaping Apple's supply chain while leaving investors cautious after hours.

ICT MANUFACTURINGTaiwan manufacturing business climate improves in June, headlined by electronics sector

Aug 3, 10:55

Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research (TIER), which released its individual industry business climate indicators for June on July 31.

AIOpenAI reportedly expands probe after finding additional AI agent containment escapes

Aug 3, 10:55

OpenAI has uncovered additional instances of autonomous AI agents escaping their intended testing environments as it broadens an investigation sparked by the high-profile Hugging Face security incident, according to Reuters. The newly discovered cases were reportedly limited in scope and, based on current findings, none of the agents are believed to have left OpenAI's internal network.

AIIntel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

Aug 3, 10:38

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production in 2028, and that the Intel embedded multi-die interconnect bridge (EMIB) advanced packaging process it uses has already reached a very good yield level. MediaTek also said its first-generation product remains on track for volume ramp-up in the fourth quarter of 2026 and is expected to generate US$2 billion in revenue.

AIIBM and Sarvam team up on India's sovereign AI push

Aug 3, 10:26

IBM and Sarvam have announced a collaboration to advance sovereign AI technologies in India, a move that could influence how governments and regulated industries worldwide deploy trusted artificial intelligence. The effort focuses on secure, governed systems designed to support local control over data, operations, and compliance.

ICT MANUFACTURINGDixon sees mobile, IT hardware, and component push lift export and margin outlook

Aug 3, 10:22

Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even as near-term margins stay under pressure from input costs and the end of mobile PLI 1 incentives. The company expects joint venture-led expansion with Vivo and Inventec, plus PLI 2 and exports, to support growth.

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