Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing investor concerns that had built around whether the server maker's swelling AI order backlog could actually convert into profit.
Silicon Motion announced the pricing of a private placement of US$1 billion in aggregate principal amount of 0% convertible senior notes due 2031, increasing the fundraising size from the previously announced US$800 million.
July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied sharply by segment and supplier. ODM/EMS companies continued to generate the largest revenue base, while rail-kit maker King Slide, server manufacturer QCI and chassis supplier AIC recorded some of the strongest annual growth rates among the companies tracked.
MediaTek reported July 2026 revenue of NT$48.475 billion (US$1.5 billion), down 16.44% month-over-month but up 12.16% year-over-year, in line with its earlier conservative view that the third quarter would at best match the second quarter. The decline reflects weaker smartphone shipment momentum, even though the chipmaker still posted solid year-over-year growth.
Amid a swirl of rumors that Nvidia chip upgrades were being cut, scaled back, or delayed, the company has again pushed back on similar claims surrounding its latest Vera Rubin launch. Nvidia told Wccftech that its product strategy is not a downgrade but a flexible deployment model designed to meet different customer needs.
Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity online. Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has since moved into the industry's middle tier, with plans to expand capacity simultaneously in Taoyuan, Vietnam and the US to capture growing AI demand.
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).
Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads are pushing data centers to rely on networking, optics, packaging, cooling, power delivery and software co-design rather than raw accelerator counts. In a DIGITIMES interview, Nvidia Senior Vice President of Networking Gilad Shainer said the real unit of computing is now the entire data center, not an individual server.
