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Sep 8
Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps
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.
China is tightening scrutiny of initial public offerings by humanoid robotics companies as regulators seek to curb excessive valuations and distinguish commercially viable businesses from a crowded field of startups, according to The Information.
At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.
Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the second half of 2026.
Realtek chairman Sun-Chien Chiu, who received an honorary fellowship from Taiwan's Industrial Technology Research Institute (ITRI) this week, said in a public interview that the company is already generating revenue from ASIC projects and has started expanding into 3nm products. Although Realtek's ASIC business is still far smaller than MediaTek's, Chiu said it will continue to grow as more projects come in.
Ample Electronic Technology said strong demand for passive components and artificial intelligence (AI) server-related products is boosting business momentum, as multi-layer ceramic capacitor (MLCC) customers ramp up copper paste purchases.
Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores how telecom networks are becoming a shared foundation for consumer internet, enterprise connectivity, and the data-heavy systems driving the next wave of AI services.
Ability Enterprise reported August 2026 revenue of NT$1.313 billion, its highest monthly level since December 2015, as three new product lines entered volume shipments. The Taiwanese optics and imaging maker said the gain followed a first-half earnings jump and reflected progress in its shift from traditional imaging manufacturing toward AI-enabled visual systems.
JD.com is accelerating its expansion in physical AI, announcing a new "Physical AI Acceleration Plan" at the 2026 JD Global Technology Explorers Conference on September 9. Over the next five years, the company plans to establish 80 RoboBase robotics industry hubs across China, while JD Logistics intends to procure 3 million robots, 1 million autonomous vehicles, and 100,000 drones to advance automation across its logistics supply chain.
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing and graphics products strengthened. The distributor also said revenue for the first eight months climbed 36.44% year-over-year to NT$25.604 billion, with both periods setting records for their respective periods.
Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.
Thailand pauses 49 data center projects
Sep 9, 13:56
Thailand has suspended construction on 49 data center projects while stressing that it is not trying to "close the door" to investment. The move comes as the government works to draft a regulatory framework amid public concern over energy use and environmental impacts, Bloomberg reported.