Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year earlier. President Anson Chiu said the company has secured two additional cloud service provider (CSP) customers in 2026 and remains highly confident that second-half performance will exceed the first half.
The AI boom has been lifting Taiwan's upstream, midstream and downstream supply chains, but the country's application development remains a key area that still needs work. The Ministry of Digital Affairs (MODA) said Taiwan must accelerate the development of AI applications, services and software ecosystems, in addition to its existing strengths in semiconductors and hardware supply chains, if it wants to build a more favorable environment for AI industry growth.
When the agenda for this year's OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest, and ASE are sharing the stage with Microsoft, Nvidia, and Google.
For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings of seven companies say the constraint has moved. It is now about who sets the price — and on that question the past five quarters have already taught a lesson from which most readers drew the wrong conclusion.
Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion) in 2025, driven by growing demand from AI data centers and energy infrastructure projects.
US transportation authorities have allowed Amazon's Zoox to operate commercially on a limited basis, making it the first paid robotaxi service approved in the country. This follows efforts by Trump administration officials to relax certain rules in an effort to encourage development in autonomous driving technology.
Amazon disclosed a US$496 billion AWS backlog growing at triple-digit rates in the second quarter, and CEO Andy Jassy used the call to lay out unusually specific unit economics defending the capital behind it.
LG Electronics reported a strong second quarter, supported by record sales and one-time gains, while accelerating a shift toward robotics and artificial intelligence infrastructure. The company is increasingly framing its future around physical AI, even as it continues to rely on premium appliances, televisions, and vehicle electronics to support near-term earnings.
The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring demand for high-end multilayer ceramic capacitors (MLCCs) is prompting suppliers to reallocate production capacity and driving a new round of price increases that extend beyond AI-specific products.
Delta Electronics expects capital spending to rise to roughly NT$70 billion in 2026 from NT$46.1 billion in 2025, driven by growing demand from AI data centers and energy infrastructure projects.
ams OSRAM is developing Micro LED-based optical data links for AI data centres, positioning the technology as a high-density, scalable alternative to copper interconnects. To support adoption, the company has built a high-precision simulation platform that evaluates Micro LED optical links under real AI workloads.
Microsoft CEO Satya Nadella laid out how the company is scaling its AI infrastructure and platform to keep pace with demand. He outlined these plans during an earnings call on July 29, when he also announced record revenue above US$331 billion for fiscal year 2026 (ending on June 30), with Microsoft Cloud earnings surpassing US$214 billion and Azure earnings surpassing US$100 billion.
Microsoft reported stronger-than-expected fiscal fourth-quarter results, driven by accelerating Azure cloud growth and rising adoption of its AI products, reinforcing investor confidence that the company's heavy investments in AI are generating commercial returns. Robust guidance for the current quarter and continued enterprise demand also eased concerns over spending on AI infrastructure.
Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and expects silicon sales to become a separately reported revenue category in fiscal 2028. The change would give Arm a third reported revenue line alongside licensing and royalties as it expands from supplying processor designs to selling complete chips.
