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    Exclusive: Chinese energy storage giants reportedly exit US as two-way tech restrictions open door for non-Chinese suppliers
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    Amazon Leo tops 400Mbps in test, targets Starlink market
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    Weekly news roundup: From October 12 to October 18, 2026
    13min ago
    NEWS TAGGED 2026
    Thursday 13 August 2026
    ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

    ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

    Thursday 13 August 2026
    Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
    Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...
    Thursday 13 August 2026
    Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation
    Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...
    Thursday 13 August 2026
    Pegatron sees 2026 server growth beat expectations
    Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...
    Thursday 13 August 2026
    Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
    Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
    Thursday 13 August 2026
    Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
    Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
    Thursday 13 August 2026
    Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
    Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
    Thursday 13 August 2026
    Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware
    Honor unveiled the Robot Phone on August 12, 2026, calling it the world's first "robot phone" and positioning it as the clearest hardware expression yet of the company's push to become...
    Thursday 13 August 2026
    Column: Forecasting the planet, one foundation model at a time

    Typhoons and extreme heat have dominated headlines since the summer of 2026, while heavy rain and drought have alternated with increasing...

    Thursday 13 August 2026
    AI inference surge lifts NAND market to record revenue: Counterpoint
    The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
    Thursday 13 August 2026
    ITTS reports first-half growth as ERP and AI projects gain traction
    Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance...
    Thursday 13 August 2026
    PC 2H26 pull-forward correction hits peripheral chip makers
    As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...
    Thursday 13 August 2026
    Seetel tops NT$8.2B in first seven months amid US and Australia expansion

    Seetel reported strong momentum in 2026 as large-scale energy storage projects and battery module shipments lifted revenue, while the...

    Thursday 13 August 2026
    OCP APAC 2026: Ayar Labs CEO says copper is holding back open compute, sees optical interconnects as way forward
    Speaking at the OCP APAC Summit 2026, Ayar Labs CEO Mark Wade argued that copper interconnects have become one of the biggest obstacles to realizing the vision of open computing.
    Thursday 13 August 2026
    Univacco reports record 2Q profit and revenue as 3Q demand builds

    Univacco Technology posted record second-quarter and first-half 2026 revenue and profit, driven by its expanding global distribution...

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    BIZ FOCUS
    Oct 15, 08:00
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, Sandisk, BIWIN, and Others Honored
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era