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Oct 14
Largan chairman casts doubt on Micro LED links for AI data centers
Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission efficiency. Industry sources interviewed by DIGITIMES counter that while individual Micro LEDs transmit data more slowly than lasers, using hundreds of parallel channels could reduce overall system power consumption by simplifying the transmission architecture.
Pegatron chairman T.H. Tung and Topco Scientific founder J.W. Kuo called for Taiwan to recruit talent from overseas as the country faces intensifying industrial challenges. Speaking at a forum organized by the Global Views-Commonwealth Publishing Group on October 14, the two said talent shortages are more urgent than water or power shortages and urged companies to combine overseas hiring with AI and automation.
Kaga Electronics and AI infrastructure provider StarSeeds have signed a basic contract manufacturing agreement to produce AI servers at a partner facility in Japan, targeting mass production in December 2026.
South Korean inspection equipment manufacturer Hanwool Semiconductor has secured an order to supply ultrasonic inspection equipment for multilayer ceramic capacitors (MLCCs) to a subsidiary of Taiwan's Delta Electronics Group.
France's artificial intelligence (AI) ecosystem is putting agentic computing into production on Nvidia hardware and open models, according to an Nvidia blog post published on October 12, 2026, listing projects spanning satellites, public-sector software, banking, cosmetics research, and quantum computing.
Nvidia will provide the UK with US$250 million worth of computing resources over five years to support AI safety research, as CEO Jensen Huang defended the industry's ability to manage risks posed by increasingly powerful AI systems.
Delta, a global leader in power management and smart green solutions, unveiled its comprehensive microgrid and power infrastructure solutions for AI factories and high-density computing at Energy Taiwan 2026 under the theme "Resilient Energy, Powering the AI Future." Marking its 55th anniversary, the company debuted the world's first physical, production-ready containerized Solid-State Transformer (SST)-based DC power system alongside its Solid Oxide Fuel Cell (SOFC) distributed generation system.
Conflicting signals have emerged regarding the production of Apple's newest iPhone models, particularly the iPhone 18 Pro Max. Media reports on the volume changes appear to reflect an entrenchment of the company's premium segment during a year of rising component costs and sliding smartphone sales across the sector.
Lite-On unveils 800 VDC power and liquid cooling for AI data centers
Oct 15, 08:15
Lite-On Technology is showcasing an 800 VDC power architecture, NVIDIA Vera Rubin-compatible power racks and integrated liquid-cooling systems at the 2026 Open Compute Project (OCP) Global Summit. The portfolio is designed to help data-center operators improve power efficiency, manage rising AI rack densities and integrate backup power with thermal management.
Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked companies grew both monthly and January–September revenue from a year earlier, while four recorded declines from August. The results suggest that platform transitions and component availability continue to influence how AI infrastructure demand translates into revenue.
Pegatron Chairman Tung Tzu-Hsien expressed opposition to a proposal to relocate Taipei Songshan Airport and redevelop the site into an AI industrial park, arguing that major capital cities should retain smaller airports to support regional air travel and business connectivity.
Taiwan suppliers target OCP power, cooling, 1.6T integration
Oct 15, 08:07
The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning power systems, servers, connectors, networking, and optical communications. The event highlighted a shift from standalone server performance to integrated systems focused on 800VDC power, liquid cooling, and 1.6T networking.