AI is moving from infotainment into steering, braking, and other core driving functions, raising safety questions that matter far beyond one market. Traditional testing rules are no longer enough, Irene Chuang, senior business manager for Industrial Services and Information Security at TÜV Rheinland Taiwan, said at a Taiwan industry forum, as regulators and automakers worldwide confront black-box AI risks in vehicles.
WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and consumer markets. AI data centers and communications now account for 70% of revenue, up from 50%, with their contribution expected to rise further.
Innodisk reported record second-quarter 2026 results as surging memory prices and artificial intelligence demand lifted profit, revenue, and margins. The memory module maker said quarterly net profit reached NT$10.368 billion, with earnings per share reaching NT$108.93.
VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection, and high-speed cables. The company is also preparing for tighter supply conditions in the second half of 2026, especially in memory.
Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
The 2026 OCP APAC Summit will take place in Taipei on August 11-12. Ahead of the event, Lightmatter founder and CEO Nicholas Harris spoke exclusively with DIGITIMES about the company's advantages after joining the Nvidia NVLink ecosystem, its technology roadmap and the importance of close collaboration with Taiwan's supply chain.
Clevo president Simon Tsai said AI is extending from infrastructure to consumers, boosting not only the PC industry but also traffic at IT malls. At Clevo's Buynow retail chain, humanoid robots from Unitree Robotics have become hot attractions, helping reshape the product mix in IT retail.
IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip and other component costs remaining high and panel makers seeing limited room for profit, suppliers are showing little willingness to cut prices, while brand customers have not intensified pricing pressure, leaving August IT panel prices likely to stay flat.
Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter and second half could be tougher than in the first half. The company said component shortages are disrupting customer shipments because of imbalances in parts supply, though it will stay in close contact with customers and remain ready to handle rush and urgent orders.
Taiwan's hardware manufacturing sector leads globally, but the country's level of investment in cybersecurity software and identity governance still ranks in the back half of the Asia-Pacific region, SailPoint Taiwan, Hong Kong, and Macau managing director Simon Tai told DIGITIMES in an interview. As the tech industry speeds up digital transformation, remote collaboration, outsourced workflows, and AI agents are increasingly common in enterprise operations, shifting the focus of corporate cybersecurity defenses.
Chenbro Micom reported consolidated revenue of NT$7.82 billion (US$242.4 million) in the second quarter of 2026, up 10% quarter-over-quarter and 43.7% year-over-year. The server chassis maker also posted gross profit of NT$2.55 billion, operating profit of NT$1.93 billion, and net profit attributable to the parent company of NT$1.38 billion, with earnings per share of NT$11.1.
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