Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the same super data center launched six years ago. The site is now hosting next-generation AI supernode compute capabilities, bringing Alibaba Cloud's "Five Super Data Centers" back into the spotlight as the company positions itself for the AI era.

A new US government-linked report says American tariff revenue is being drained by tens of billions of dollars a year through illegal transshipment, with exporters routing China-origin goods through more than 40 third countries — many of them in Asia — to dodge higher US duties. The report, titled "The Great Transshipment Scam," traces the practice to Chinese exporters' response to the Section 301 tariffs imposed in 2018 and estimates current annual illegal transshipment flows at US$40 billion to US$303 billion, depending on methodology.

Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin enters mass production and ramps up. The move is set to drive upgrades at TSMC and could trigger another wave of orders across the global equipment and materials supply chain.

Dixon Technologies has disclosed plans to incorporate a new subsidiary, Adivistar Electronics India Private Limited, in which it will hold a 51% equity stake, according to a regulatory filing dated August 12.

Driven by sustained momentum in AI and semiconductor demand, Taiwan's machinery exports continued their upward trajectory in July, with electronic equipment leading the expansion. Machine tool exports, however, posted only modest growth, as exchange-rate headwinds continued to mute momentum against key regional competitors.

Hyundai Motor Group and the South Korean government are accelerating a KRW9 trillion (approx. US$6.3 billion) robot and AI investment plan for the Saemangeum area in Jeollabuk-do, aiming to turn it into a global robot foundry. Yet analysts caution that the current funding structure can hardly support the development of the robotics sector, given that robotics R&D and core supply chains remain concentrated in the capital region and Gyeongsang-do.

Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into 2028, prompting the company to accelerate capacity expansion and raise its full-year 2026 capital expenditure target to NT$40 billion (US$1.28 billion) from NT$30 billion. Quanta expects its overall margin for 2026 to hold steady at first-half levels.

ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter of 2026. Chairman Shih-Jye Cheng said the company will raise capital expenditure (capex) for two consecutive years, in 2026 and 2027, to support memory, advanced logic, and new product demand. The company plans to boost capex to more than 25% of revenue as it begins a new expansion cycle.

Foxconn said its decade-long partnership with Sharp has entered a new growth phase, as the Taiwanese electronics group expands into AI servers, semiconductors, robotics, and next-generation communications. The comments, made at Foxconn's second quarter 2026 investor conference on August 12, came as the two companies marked 10 years since Foxconn completed its investment in Sharp.

Univacco Technology posted record second-quarter and first-half 2026 revenue and profit, driven by its expanding global distribution network, an improved product mix and stronger demand in North America. The vacuum metallized film and precision coating maker also said July revenue stayed at a historically high level, setting a solid tone for the third quarter, which it described as the industry's peak season.

Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and wants to keep closing the gap with the leaders. However, opportunities to break into Nvidia and AMD's supply chains remain difficult to win, whereas enterprise OEM business offers a more promising opening for Compal to catch up with front-runners.

Foxconn approved the purchase of an industrial property in New Taipei City's Tucheng District for NT$1 billion (US$31.08 million), the company said on the 12th. The site will support future planning in optical communications, ultra-precision molds and precision molding.

Nvidia CEO Jensen Huang has sought to reassure investors over the chipmaker's exposure to a newly announced initiative designed to mobilize more than US$500 billion in third-party capital for artificial intelligence infrastructure.

At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main bottleneck is no longer compute; beyond memory, networking has become a key constraint on how far AI infrastructure can scale.

Lumentum Holdings said it is pulling forward capacity investments across lasers, transceivers, and optical circuit switches (OCS) after fiscal fourth-quarter revenue surged 109% year-over-year to US$1.01 billion, with the company now guiding to hit its long-stated US$1.25 billion quarterly revenue target more than a quarter ahead of schedule.