KKCompany, the parent company of KKBox, said it will list on Taiwan's emerging stock market on August 31, with Fubon Securities serving as lead underwriter and advisor, returning to the local capital markets more than two years after its IPO plan collapsed at the final stage in 2024.

Nvidia's GPU roadmap is pushing 800VDC into the spotlight as a key next-generation breakthrough, with battery backup modules (BBUs) set to gain in both quality and volume as high-density AI factories shift toward the new power architecture.

The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion — 26.8 cents of every dollar they spent, down from a peak of 33.2 cents three quarters ago.

Synopsys, a leading electronic design automation (EDA) company, reported stronger-than-expected fiscal third-quarter results for the 2026 fiscal year (3QFY26) as the AI boom drove higher spending on chips and infrastructure. The company said revenue rose 42.4% year-over-year to US$2.48 billion, topping market expectations of US$2.44 billion, and it raised its full-year revenue and profit outlook.

Hon Hai Technology Group, better known as Foxconn, is expanding its global manufacturing footprint through new land acquisitions, factory development, and capacity upgrades as demand for artificial intelligence infrastructure accelerates and electronics supply chains become more geographically distributed.

Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking its first renewed AI chip sales to China since shipping about US$60 million of H20 chips in early 2025. But shipments fell short of the total approved by US President Donald Trump and licenses cleared by the US government in January, amid opposition from Beijing.

Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials together account for 78% of the balance, against 42% a year earlier. The mix shows a company committing to scarce memory well ahead of the Vera Rubin ramp, and absorbing the cost several quarters before customer price increases land.

Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading is that the customer base is broadening. The sequence says something more specific.

Nvidia has agreed to acquire Hugging Face for US$12.9 billion, giving the AI chipmaker control of one of the most widely used platforms for open-source models, datasets, and AI deployment at a time when some of its biggest customers are developing competing processors.

China is placing artificial intelligence, industrial software and open-source ecosystems at the centre of its next phase of manufacturing digitalisation, seeking to strengthen domestic software capabilities while extending platforms such as Huawei's HarmonyOS (HMOS) across consumer and industrial devices.

Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology showcase. A second-generation model is expected in the second half of 2027, with thinner designs, durability, and mass production capability as the next focus.