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Wednesday 12 August 2026
Supermicro defends margin outlook and order quality amid analyst scrutiny
Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion centered on the sustainability of its gross margins, the composition of its record order backlog, and how the company is balancing rapid growth with profitability.
Wednesday 12 August 2026
SpaceXAI launches Grok Bot as AI agent race shifts toward autonomous work

SpaceXAI has launched Grok Bot, an AI agent designed to take on workplace tasks and operate digital tools with limited human intervention, marking the company's latest move to push Grok beyond a conventional chatbot.

Wednesday 12 August 2026
Amazon builds 7.65 GW gas plant for Texas AI data center campus

Amazon is moving ahead with a dedicated gas-fired power plant for a new data center campus in Pecos County, Texas, as part of an effort to speed AI infrastructure deployment outside the state grid. The project, called GW Ranch, is designed to support behind-the-meter self-generation and avoid the interconnection delays that have slowed other power-heavy facilities.

Wednesday 12 August 2026
SPIL breaks ground on NT$100B Douliu plant, targeting operations in 2028

Siliconware Precision Industries (SPIL), a subsidiary of ASE Technology Holding (ASEH), broke ground on a new plant in Douliu, Yunlin County, Taiwan, amid surging global demand for artificial intelligence (AI) and high-performance computing (HPC). The plant will cover an area of approximately six hectares and is expected to introduce chip-on-wafer-on-substrate (CoWoS) advanced packaging technology, with a total investment of about NT$100 billion (approx. US$3.1 billion). The first phase is scheduled to begin operations in 2028.

Wednesday 12 August 2026
CoreWeave accelerates power expansion as AI infrastructure demand surges
CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure continued to outstrip supply, executives said on the company's August 11 earnings call.
Wednesday 12 August 2026
IBM, Together AI plan large-scale Nvidia cluster on IBM Cloud

IBM and Together AI have announced a collaboration to deploy a dedicated Nvidia-powered inference cluster on IBM Cloud, a move that could reshape how enterprises access open-source AI services worldwide. The planned system is designed to improve performance, lower token costs, and expand global access to scalable AI infrastructure as demand for real-time applications grows.

Wednesday 12 August 2026
Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time accounting charge tied to debt restructuring pushed the company to a steep headline loss.
Wednesday 12 August 2026
CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central question hanging over the "neocloud" sector: whether infrastructure can be built out quickly enough to keep pace with contracted demand.
Wednesday 12 August 2026
Synnex sees strong growth in value-added commercial IT, semiconductors
AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit growing far faster than revenue, showing that volume growth is increasingly translating into stronger profitability.
Wednesday 12 August 2026
TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year
AI computing demand is rapidly increasing the complexity of chip integration, shifting advanced packaging competition beyond individual component performance to reliability and validation across packages, PCBs, systems, and even rack-level infrastructure.
Wednesday 12 August 2026
Panel makers turn to AI packaging as old fabs gain value
Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer electronics demand. AUO, Innolux and Hannstar Display all posted month-over-month and year-over-year declines, while Giantplus Technology bucked the trend.
Wednesday 12 August 2026
Taiwan's 20-qubit superconducting quantum computer wins 2026 Future Tech Award

Taiwan's National Science and Technology Council (NSTC) announced the winners of its annual Future Tech Award on August 10, with the aim of encouraging the licensing and commercialization of breakthrough research projects. Among the selected technologies were Academia Sinica's 20-qubit superconducting quantum computer and quantum chip process development project, headed by distinguished research fellow Chii-dong Chen, and research into complementary field-effect transistors and other advanced stacked transistors, led by Chee Wee Liu of the Department of Electrical Engineering at National Taiwan University (NTU).

Wednesday 12 August 2026
Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices
Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media reports. The price pressure is intensifying competition among panel makers, with cost control becoming increasingly important alongside technology in supplier negotiations.
Wednesday 12 August 2026
Samsung weighs power subsidiary to secure semiconductor electricity by 2027
Samsung Group was reported to be considering a dedicated in-house power-procurement subsidiary to secure electricity directly for its semiconductor production facilities, with operations targeted to begin in 2027. The move comes as artificial intelligence and chip production drive higher power demand at Samsung Electronics' wafer fabs, making stable electricity supply a growing factor in manufacturing competitiveness.
Wednesday 12 August 2026
DEEPX wins South Korean air base contract for domestic AI surveillance NPU
South Korean IC design firm DEEPX will deploy its neural processing unit in an AI perimeter surveillance system at a South Korean Air Force base. The project is the first in the country’s defense sector to replace foreign-made GPUs with a domestic NPU in AI video surveillance, according to ZDNet Korea.
Wednesday 12 August 2026
Google DeepMind open-sources WeatherNext after hurricane forecast breakthrough
Google DeepMind said it has open-sourced the code and weights for WeatherNext, its weather AI model that predicted hurricane tracks one day earlier than traditional systems. In research published in Nature, the model was shown to match the 2-day performance of conventional forecasts with its 3-day hurricane outlook.
Wednesday 12 August 2026
Power, not GPUs, is now AI data centers' real bottleneck: Wistron CTO

Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable AI Summit on August 7, Wistron CTO Shen Ching-Yao said GPU lead times have shortened significantly. Orders now generally require around six months of advance planning.

Wednesday 12 August 2026
As renewables overtake coal, microgrids become AI's next frontier

AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the next key battleground for AI data centers and the broader electrification push. Speaking at the Delta Sustainable AI Summit, he said that, for the first time in 2026, global electrification and net-zero emissions will be discussed at the same level during UN climate talks, making Delta's business transformation path clearer.

Wednesday 12 August 2026
Taiwan ranks fifth globally for cyber threats, with semiconductors and finance prime targets

As companies accelerate the adoption of AI agents to reshape business processes, attackers are using the same technology to increase the speed and scale of cyberattacks.

Wednesday 12 August 2026
California satellite makers expand as office vacancies become factory space
California's satellite manufacturing sector kept growing despite high costs and strict regulation, as startups and established operators expanded across San Jose, Sunnyvale, and Los Angeles. According to SpaceNews, the state remained a central hub for the U.S. space supply chain because of its talent base, venture funding, customer access, and the ability to repurpose office space.
Wednesday 12 August 2026
AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains
Several Taiwanese software companies reported stronger results in 2026, with generative AI and AI agents supporting rather than disrupting their businesses. Galaxy Software Services, M-Power Information, and Systex cited a combination of AI-related demand, digital transformation projects, and new product launches as growth drivers.
Wednesday 12 August 2026
Everlight starts Thailand plant to boost AI server and auto supply chains
Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half of 2027. The project is aimed at expanding capacity in Southeast Asia, supporting customers' China-plus-one strategies, and strengthening supply chain resilience for AI servers, automotive electronics, and industrial control applications.
Wednesday 12 August 2026
Etron reports record July revenue as memory prices surge
Etron Technology said July 2026 consolidated revenue jumped to NT$2.125 billion, a fourth straight monthly record, as rising memory prices lifted sales. The Taiwan-based memory IC design company also reported that revenue for the first seven months of 2026 climbed to NT$9.759 billion, up 481.09% from a year earlier.
Tuesday 11 August 2026
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft has lagged Google and Amazon in scaling its in-house AI chips, it is targeting far higher production volumes for Maia 300 than for Maia 200 in hopes of attracting major clients such as Anthropic.
Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly filings in Taipei. Major Taiwanese companies across the AI server supply chain, including server assembly, cooling, power, networking, and testing, reported combined July revenue of NT$2.59 trillion (US$80.34 million), according to the filings.