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Aug 7
US optical transceiver ban risks slowing AI data center build-out
A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising the risk of higher costs, delayed cluster deployments and stranded GPU capacity.
Chinese humanoid robotics company Unitree said on August 7, 2026, it will continue boosting R&D in core embodied AI technologies, focusing on large embodied AI models, reinforcement learning, self-developed core components, and high-performance actuators. The company also plans to expand its humanoid robot, quadruped robot, and mecha product lines to deploy robots into high-intensity and high-risk tasks.

DeepSeek's participation in Unitree's Shanghai STAR Market IPO was made at the corporate level, not personally by founder Liang Wenfeng or a fund associated with him.

Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates how AI bottlenecks have expanded to include not only chips used for compute, but also the enormous amounts of electricity needed to support the entire AI supply chain.
Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission no longer focuses only on brands or final assembly. Its emerging framework now extends to chips, modules, software, firmware, design ownership, production location and supply-chain control, raising new compliance risks for optical transceivers, networking equipment and ODM suppliers.

Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity and grid connections. The proposed deal could give Nvidia a 20% to 30% stake and would mark a push into the energy infrastructure needed to support large-scale compute deployment.

South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from US AI data centers but also from a supply partnership with SpaceX that is extending its reach from terrestrial solar projects into space applications.
Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million), attributable net profit climbed 122.61% to CNY2.31 billion, and adjusted net profit increased 137.30% to CNY2.17 billion. Gross margin held near 55%, extending profitability to seven consecutive quarters.

Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president Gilad Shainer told DIGITIMES in an interview. The island, he said, is increasingly serving as an engineering partner for next-generation AI factories rather than simply an assembler.

Hiwin, a major precision motion components maker, has accelerated its sustainability transformation in recent years and achieved two major milestones: it was included in the DJSI Emerging Markets Index in both 2024 and 2025, and in May 2026 it was ranked in the top 1% globally in the S&P Sustainability Yearbook. That makes it one of the highest-rated companies in Taiwan and the world in the machinery and electrical equipment sector.
Taiwanese server rail manufacturer King Slide expressed strong confidence in its operations for the second half of the year and the next three years, following the release of its second-quarter 2026 financial results on August 6 and an earnings call on August 7. The company expects second-half operations will outperform the first half, with order visibility remaining very strong.