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Monday 17 August 2026
OCP APAC 2026: When AI starts running the hardware that runs it
The tech industry has long been fixated on one persistent bottleneck: the physical limitations of high compute in the AI era. But what if the industry's focus, rather than pouring...
Monday 17 August 2026
Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

Monday 17 August 2026
AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
Monday 17 August 2026
Weekly news roundup: AI expansion fuels supernodes, post-HBM memory, liquid cooling and supply-chain shifts
This week's most-read stories traced the AI boom across the stack, from supernodes and next-generation memory to liquid cooling, solar power, telecom services and PCB demand. Below...
Monday 17 August 2026
LG, Nvidia deepen ties on humanoid robots, AI factories, and vehicles
LG said on Wednesday that it is developing a next-generation bipedal humanoid robot with Nvidia technology, a move that could influence how factories, vehicles, and service robots...
Monday 17 August 2026
AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
Monday 17 August 2026
India roundup: India's electronics push gains momentum as water, China ties and chip incentives collide

India's electronics and AI infrastructure ambitions are accelerating, but mounting environmental...

Monday 17 August 2026
DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
Sunday 16 August 2026
China's AI supernode build-out turns more chips into more computing power

China is accelerating construction of its national computing network, and a growing share of new capacity is likely to use supernodes...

Sunday 16 August 2026
Edgecore pushes all-optical networking for distributed AI data centers
Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...
Saturday 15 August 2026
Gelsinger calls HBM 'lousy', SK Hynix says it's not memory's final answer

High-bandwidth memory (HBM), a core component in AI semiconductors, has drawn fresh scrutiny after former Intel CEO Pat Gelsinger called...

Saturday 15 August 2026
Lotes sees tight supply, says demand remains intact

Connector maker Lotes is deepening its server business, with its server quick disconnect (QD) line set to enter mass production in July,...

Saturday 15 August 2026
Tripod posts record second-quarter margins on strong server and memory demand
Tripod Technology said revenue and profit both hit record highs in the second quarter of 2026, driven by strong shipments of server and memory products and the continued effect of...
Friday 14 August 2026
Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race
The speed of AI data center deployment is raising the bar for power and cooling suppliers. Chipmakers such as Nvidia and AMD are refreshing platforms annually, with each generation...
Friday 14 August 2026
AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers
Data center infrastructure providers reported revenue gains across baseboard management controllers (BMCs), optical modules, power supply components, and thermal management products...