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Thursday 13 August 2026
Pegatron sees 2026 server growth beat expectations
Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...
Thursday 13 August 2026
LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion
LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...
Thursday 13 August 2026
Tencent starts paying for AI in cash, core business is covering the bill
Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
Thursday 13 August 2026
Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
Thursday 13 August 2026
Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
Thursday 13 August 2026
Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
Thursday 13 August 2026
AI inference surge lifts NAND market to record revenue: Counterpoint
The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
Thursday 13 August 2026
Ledlink swings to profit in 2Q26

Ledlink Optics Inc. posted consolidated revenue of NT$353 million (US$10.97 million) in the second quarter of 2026, up 16% quarter-over-quarter...

Thursday 13 August 2026
Seetel tops NT$8.2B in first seven months amid US and Australia expansion

Seetel reported strong momentum in 2026 as large-scale energy storage projects and battery module shipments lifted revenue, while the...

Thursday 13 August 2026
ITTS reports first-half growth as ERP and AI projects gain traction
Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance...
Thursday 13 August 2026
Hanmi pulls ahead of Hanwha as HBM4 orders rebound

South Korea's Hanmi Semiconductor is pulling ahead of rival Hanwha Semitech in thermal compression (TC) bonders for high-bandwidth memory...

Thursday 13 August 2026
Univacco reports record 2Q profit and revenue as 3Q demand builds

Univacco Technology posted record second-quarter and first-half 2026 revenue and profit, driven by its expanding global distribution...

Thursday 13 August 2026
Commentary: Shut out of Nvidia and AMD, Compal charts a different path to AI servers

Compal chairman Ray Chen said the company was still a newcomer to AI servers two years ago but has now moved into the middle tier and...

Thursday 13 August 2026
Nvidia seeks to ease credit risk concerns over US$500B AI financing plan

Nvidia CEO Jensen Huang has sought to reassure investors over the chipmaker's exposure to a newly announced initiative designed to...

Thursday 13 August 2026
India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion
Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx. US$146.7 million)...