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Friday 11 September 2026
GPU economics face pressure as token prices fall, d-Matrix says
Falling token prices are putting pressure on the economics of GPU-based AI inference, potentially prompting data center operators to rethink how workloads are divided across compute and memory resources, according to AI chip startup d-Matrix.
Friday 11 September 2026
Quantum computer development is more about national security than profits, says expert

Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026. According to Japanese media reports, NEC concluded that the commercialization timeline for a physical quantum computer was too long and that hardware investment would be unlikely to deliver commensurate returns. The decision also reportedly prompted quantum R&D researchers to join Fujitsu.

Thursday 10 September 2026
Jeter August revenue rises on AI server shipments
Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year, a new 2026 high that the company said reflects recovering global supply-chain demand and the benefits of its overseas expansion.
Thursday 10 September 2026
Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion of its Arm Total Design for Physical AI ecosystem, for example, includes Taiwanese IC designer Realtek Semiconductor.

Thursday 10 September 2026
AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand
AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the global semiconductor equipment market and opening higher-value opportunities for Taiwan's industrial PC (IPC) suppliers.
Thursday 10 September 2026
Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion
Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident in the continued momentum of AI demand.
Thursday 10 September 2026
Firmus, OpenAI strike compute deal for Malaysia AI factories
Firmus and OpenAI have announced a multi-year strategic partnership that will add dedicated AI compute capacity in Malaysia, underscoring how Asia-Pacific is becoming central to global AI infrastructure. The deal could help expand access to advanced computing, lower deployment costs, and accelerate the rollout of AI services across the region and beyond.
Thursday 10 September 2026
Naver pitches a Europe-facing AI factory to France as Brookfield deal moves ahead
Naver is trying to export the AI factory model it is building at home, telling French companies and institutions this week that it wants to combine France's energy base with its own AI stack to build data center capacity for European firms and startups.
Thursday 10 September 2026
Samsung SDS broadens AI push from software to factory robots
Samsung SDS is using its enterprise AI strategy to move beyond office automation and into factory robotics, betting that its systems-integration experience can turn fragmented robot fleets into centrally managed production tools, according to CHOSUNBIZ and BusinessKorea.
Thursday 10 September 2026
JD Cloud plans 100,000-GPU cluster built on Moore Threads chips
JD Cloud said on September 9 that it plans to build a 100,000-card cluster of full-function GPUs supplied by Moore Threads, a deployment the company describes as the first time domestic GPUs have gone into a 100,000-card core computing cluster at a leading Chinese AI cloud provider. The plan was announced at JD's 2026 Global Technology Explorers Conference in Beijing, according to Yicai.
Thursday 10 September 2026
CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks
At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR glasses runs through the display industry rather than the semiconductor background, where most AR lens-making equipment comes from.
Thursday 10 September 2026
Wiwynn sees AI server shipments to overtake general-purpose servers in 3Q26
Wiwynn Corporation said AI server shipments will overtake general-purpose server shipments in the third quarter of 2026, with the two expected to account for roughly half each, while the company also expects a stronger fourth quarter as ASIC momentum builds.
Thursday 10 September 2026
Google plans EUR13 billion Finland investment to expand data centers, clean energy
Google said it will invest EUR13 billion (US$15.11 billion) in Finland over the next two years, underscoring how data center growth, clean power, and local skills investment are becoming increasingly intertwined for global technology users, businesses, and energy markets. The company said the expansion will support its core services and deepen its long-running presence in the country.
Thursday 10 September 2026
Global PMX sees semiconductor parts shipments strengthen
Global PMX, a major maker of automotive power and safety components, said August consolidated revenue rose to NT$802 million (approx. US$25.4 million), up 33.50% year on year and extending the company's growth momentum from July. The company said order visibility for semiconductor products now stretches through 2027, as AI server liquid-cooling parts and high-end semiconductor components ramp up.
Thursday 10 September 2026
AI server ODMs face widening component mismatches, with shortages reaching 15–20%
Nvidia's Vera Rubin platform is entering its production ramp, and although server ODM shipments are still expected to ramp further, server ODMs delivered strong operating results in August. Industry sources said demand remains robust for both the H-series and GB-series products.
Thursday 10 September 2026
Flex's EPC Power deal points to a broader shift in AI infrastructure
Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers and racks into grid-side power, cooling, and energy management. The acquisition is expected to deepen Flex's role as rising compute density pushes data centers toward higher-voltage architectures.
Thursday 10 September 2026
Hiwin supply deal with Semes points to deeper access in South Korea's memory equipment market
Hiwin Technologies has signed a supply contract with Semes, Samsung Electronics' semiconductor equipment arm, for a single-axis positioning stage being tested in hybrid bonding equipment, signaling a potential opening in South Korea's advanced packaging supply chain. The deal complements Hiwin's push to broaden its co-packaged optics (CPO) business and move into higher-value semiconductor equipment components.
Thursday 10 September 2026
Song Chuan rides 800V HVDC upgrade wave, posts record 2Q26 sales
Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging all rose at the same time. The company also benefited from a richer product mix tilted toward higher-margin new-energy products, lifting second-quarter consolidated revenue and gross margin to record levels and swinging net profit back into the black from a year earlier.
Thursday 10 September 2026
Chenbro Micom August revenue dips, core projects unchanged
Server chassis maker Chenbro Micom reported August 2026 revenue of NT$2.46 billion, up 41% year-over-year. Cumulative revenue for the first eight months reached NT$19.85 billion, up 51.7%, as AI-driven demand for data center infrastructure continued to climb.
Wednesday 9 September 2026
AI computing power propels tech sector to US$30 trillion, putting servers at the core of 2027's supply chain
Taiwan's Market Intelligence & Consulting Institute (MIC) expects servers and data center supply chains to become the primary growth drivers for major information and communications technology (ICT) products in 2027. Global server shipments are projected to increase 12.4% year-over-year to 18.6 million units, with AI server shipments rising 17.8% to 5.4 million units.
Wednesday 9 September 2026
Ledlink Optics posts 21-month revenue high on AI server, auto demand
Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July and 20.42% from a year earlier, as the Taiwan-based supplier said both businesses supported growth heading into the second half of the year.
Wednesday 9 September 2026
Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%
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.
Wednesday 9 September 2026
Weblink posts record August revenue on AI, premium computing demand
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.
Wednesday 9 September 2026
Smart applications boost AOPEN, Acerpure revenue
Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.
Wednesday 9 September 2026
Thailand pauses 49 data center projects
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.