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Tuesday 11 August 2026
Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned data center operator, as the Claude developer races to keep pace with surging customer demand, people familiar with the matter told Bloomberg.

Tuesday 11 August 2026
LiteOn teams with Wolfspeed on 800VDC power systems for AI data centers

LiteOn Technology plans to begin trial production of its 800V high-voltage direct current (HVDC) solutions in August as it prepares to scale next-generation power systems for AI data centers.

Tuesday 11 August 2026
Iron Force Industrial expands into AI server cooling as auto market stays uneven
Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components for AI servers, a shift that could open new markets for precision manufacturers worldwide. The company is seeking steadier growth despite persistent pressure in the automotive sector.
Tuesday 11 August 2026
Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%
Taiwanese wireless security systems maker Climax Technology held a groundbreaking ceremony at the site of its new plant in the Jiuzong section of Neihu District, Taipei, on August 10, announcing that its capacity expansion plan has formally entered the construction phase.
Tuesday 11 August 2026
Asus posts record July revenue on strong AI server demand
Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from the previous month. Growth was driven by strong demand for artificial intelligence (AI) servers. Group consolidated revenue for the first seven months of 2026 totaled NT$550.23 billion, up 40.9% year-over-year.
Monday 10 August 2026
Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck
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.
Monday 10 August 2026
Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
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.
Monday 10 August 2026
Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

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.

Monday 10 August 2026
King Slide confident in next 3 years, aiming for US production in September
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.
Monday 10 August 2026
India roundup: Chip push broadens as localization and capacity remain works in progress
India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with efforts to expand its chip workforce and sovereign AI capabilities. Investments by ASIP, Dixon, Rashi and global technology partners highlight a strategy increasingly focused on higher-value manufacturing.
Monday 10 August 2026
Winmate revenue rises as defense and edge AI orders gain momentum

Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened, a shift that could matter for global industrial supply chains. The company is also seeing firmer order visibility for the second half of the year, while it works to protect margins from higher component costs.

Sunday 9 August 2026
WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027
WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and consumer markets. AI data centers and communications now account for 70% of revenue, up from 50%, with their contribution expected to rise further.
Sunday 9 August 2026
Rohm sees AI server demand lift first-quarter profit 4,825%
Rohm Semiconductor reported sharply higher first-quarter results on August 5, 2026, as recovering demand for automotive power semiconductors and strong AI-linked data center business drove growth. For the quarter ended June 2026, the Japanese chipmaker posted revenue of JPY135.7 billion, up 16.8% from a year earlier, while operating profit surged 4,825.6% to JPY9.6 billion.
Sunday 9 August 2026
Innodisk posts record second quarter profit on AI and memory demand
Innodisk reported record second-quarter 2026 results as surging memory prices and artificial intelligence demand lifted profit, revenue, and margins. The memory module maker said quarterly net profit reached NT$10.368 billion, with earnings per share reaching NT$108.93.
Saturday 8 August 2026
Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
Saturday 8 August 2026
Compeq says satellite and data center orders will drive second-half growth
Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting further gains through the rest of 2026. The high-density interconnect (HDI) printed circuit board (PCB) maker cited stable shipments of high-end smartphone and low-Earth-orbit satellite products, along with rapidly rising data center sales.
Saturday 8 August 2026
Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain
The 2026 OCP APAC Summit will take place in Taipei on August 11-12. Ahead of the event, Lightmatter founder and CEO Nicholas Harris spoke exclusively with DIGITIMES about the company's advantages after joining the Nvidia NVLink ecosystem, its technology roadmap and the importance of close collaboration with Taiwan's supply chain.
Saturday 8 August 2026
Highpoint Service Network posts record first-half profit on India expansion
Highpoint Service Network approved its second-quarter 2026 financial report on August 5, posting record revenue for both the quarter and the first half as it expanded in the Asia-Pacific and launched operations in India. The Taiwan-based service provider reported consolidated revenue of NT$375 million, net profit after tax of NT$8.38 million, and earnings per share (EPS) of NT$0.46 for the quarter.
Saturday 8 August 2026
Sercomm July revenue rises 51% on Wi-Fi upgrade demand
Sercomm Corporation reported July revenue of NT$7.98 billion, up 51% from a year earlier and a new monthly high, as rising AI adoption continued to drive network traffic and equipment upgrade demand. Revenue for the first seven months reached NT$45.24 billion, also a record and up 57% year-over-year.
Saturday 8 August 2026
Chenbro revenue climbs in the second quarter as July shipments hit a record
Chenbro Micom reported consolidated revenue of NT$7.82 billion (US$242.4 million) in the second quarter of 2026, up 10% quarter-over-quarter and 43.7% year-over-year. The server chassis maker also posted gross profit of NT$2.55 billion, operating profit of NT$1.93 billion, and net profit attributable to the parent company of NT$1.38 billion, with earnings per share of NT$11.1.
Saturday 8 August 2026
Accton revenue jumps on AI switch demand as 1.6T shipments expand
Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion, up 71.69% year-on-year. The networking equipment maker said cumulative revenue for the first seven months reached NT$205.131 billion, up 62.36% year-on-year, and it kept a cautiously optimistic outlook for full-year 2026 operations.
Friday 7 August 2026
Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down 4.2% month-over-month but up 60.8% year-over-year. Revenue for the first seven months reached NT$2.05 trillion, up 88.2% from a year earlier. The company expects AI server shipments to grow sequentially throughout the second half of 2026.

Friday 7 August 2026
Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results in the first quarter. The Japan-based IC substrate maker now expects full-year net profit to rise, reversing an earlier forecast for a decline.
Friday 7 August 2026
Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence data center in Akita Prefecture, according to Bloomberg. Abu Dhabi sovereign wealth fund Mubadala Investment is expected to lead the investment in a project that could become Japan's largest data center.

Friday 7 August 2026
Iron Force Industrial posts weaker first half as it pushes AI server cooling parts
Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results. The Taiwan-based manufacturer said gross margin fell to 22% and net profit after tax dropped 40.32% to NT$139 million, while it moved to expand the AI server cooling components business as a new growth area.