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Thursday 27 August 2026
Chart: Nvidia's hyperscale revenue doubled again — and that was the slower half of the business
Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale...
Thursday 27 August 2026
Malaysia's EV market sharpens, local brands face off against Chinese rivals
Hybrid and plug-in hybrid demand continues to grow across ASEAN, with Malaysia, Indonesia and Thailand posting the strongest sales gains. The shift is drawing local Southeast Asian...
Thursday 27 August 2026
TI's multiaxial sensor exposes the next EV inverter race: precision catches up with power density
As EV traction inverters increasingly migrate toward 800V architectures, demand for further technological upgrades designed to improve current-sensing performance has pushed the automotive...
Thursday 27 August 2026
Nvidia Vera Rubin drives 800VDC, lifts BBU demand
Nvidia's GPU roadmap is pushing 800VDC into the spotlight as a key next-generation breakthrough, with battery backup modules (BBUs) set to gain in both quality and volume as high-density...
Thursday 27 August 2026
Synopsys lifts 3QFY26 sales, raises full-year outlook
Synopsys, a leading electronic design automation (EDA) company, reported stronger-than-expected fiscal third-quarter results for the 2026 fiscal year (3QFY26) as the AI boom drove...
Thursday 27 August 2026
Kioxia weighs third Kitakami fab as NAND demand rises
Kioxia Holdings is weighing construction of a new manufacturing building at its Kitakami plant in northern Japan, as rising NAND demand pushes the memory maker toward its next phase...
Thursday 27 August 2026
Foxconn reportedly weighs major India expansion as global manufacturing footprint grows
Hon Hai Technology Group, better known as Foxconn, is expanding its global manufacturing footprint through new land acquisitions, factory development, and capacity upgrades as demand...
Thursday 27 August 2026
Chart: Nvidia's segment split tells only half the AI demand story
Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading...
Thursday 27 August 2026
Analysis: Smartwatch demand set to outpace broader hardware market in 2026
Smartwatch shipments are expected to continue rising faster than broader IT hardware in 2026, even as smartphones and notebook PCs see weaker growth due to higher memory costs. For...
Thursday 27 August 2026
Uber expands ride-hailing reach across Taiwan as trips and local demand rise
Uber and its partner fleets expanded ride-hailing coverage in July 2026 to 19 counties and cities across Taiwan proper, underscoring how mobility platforms are reaching farther beyond...
Thursday 27 August 2026
HTSI targets AI chip demand with SiPh, CPO, packaging push
Hermes Testing Solutions (HTSI) said revenue for the first seven months of 2026 reached NT$2.7 billion (US$83.8 million), up 128.2% year-over-year and already exceeding its full-year...
Thursday 27 August 2026
Ablecom takes control of Jochu to expand AI server rack, liquid cooling business
Ablecom Technology said it had joined a private placement for Jochu Technology and become the listed company's largest shareholder, giving the Taiwan-based chassis and thermal solutions...
Thursday 27 August 2026
Commentary: Nvidia bets on open models to lift GPU usage
Nvidia is aggressively expanding into open-source models and positioning itself as the world's largest open AI contributor, as CEO Jensen Huang reshapes the company from a supporter...
Thursday 27 August 2026
Taiwan plans higher power growth to meet AI demand, officials say
Taiwan's government said it will raise electricity supply capacity as it responds to rising demand from AI and industry. The comments came on August 26 at the opening of the 2026 New...
Thursday 27 August 2026
AI data center boom lifts Weltrend fan-control chip sales 64%
Weltrend Semiconductor said first-half 2026 revenue rose 28% from a year earlier to a record for the period, with growth driven almost entirely by cooling demand tied to AI data center...