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Wednesday 5 August 2026
SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...
Wednesday 5 August 2026
Cloud AI chipmakers race to secure capacity with long-term deals
Cloud AI chip demand remains exceptionally hot, forcing chipmakers to put advanced-node capacity at the top of their agenda. IC design firms say technical strength and cost are no...
Wednesday 5 August 2026
US dominates world's largest AI data centers as China places three in global top 60
The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data Centers report, more than 60 hyperscale AI data centers have either entered operation...
Wednesday 5 August 2026
Roborock breaks free from Xiaomi to lead robot vacuums

Roborock Technology, which started out in Xiaomi's ecosystem, has staged a comeback to become the global leader in robot vacuums. After...

Wednesday 5 August 2026
China robot capital surges past US in global VC boom

Global venture capital has rebounded on the AI boom after the pandemic freeze, with total investment in the first half of 2026 already...

Wednesday 5 August 2026
From chip to grid: OCP CEO George Tchaparian on redefining data center architecture for the AI era
Ahead of the OCP APAC Summit in Taipei, George Tchaparian says co-packaged optics (CPO) gives Taiwan an opportunity to turn its manufacturing and packaging expertise into global...
Tuesday 4 August 2026
China claims 8 in 10 robots worldwide are made at home

China's National Development and Reform Commission (NDRC) said humanoid robots have become a key symbol of the country's emerging manufacturing...

Tuesday 4 August 2026
Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the...

Tuesday 4 August 2026
Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026
Taiwan-based specialty chemicals supplier Johnson Fine Chemical expects robust growth in electronic materials demand driven by AI, high-performance computing (HPC) and advanced communications...
Tuesday 4 August 2026
MediaTek sees SerDes 448G as copper's final battleground
The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
Tuesday 4 August 2026
Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

China's leading humanoid robot maker Unitree Technology expects first-half 2026 revenue to reach roughly CNY1.1 billion (US$155.8 million),...

Tuesday 4 August 2026
Delta's move into HVDC signals a shift in AI data-center power
Delta Electronics is moving from planning to early shipments in high-voltage direct current (HVDC) systems as rising power demand from Nvidia's next-generation AI platforms pushes...
Monday 3 August 2026
Amazon deepens OpenAI ties with US$50B AWS expansion
Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...
Monday 3 August 2026
Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year...

Monday 3 August 2026
Drone delivery goes mainstream as Shenzhen becomes a robot hub
Meituan's drone delivery service can reach customers within 3 kilometers in about 15 minutes, rain or shine, and its daily use in Shenzhen is highlighting why the city has become a...