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09.10.26 - 04:06
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Interview: How AI forecasting and energy scheduling are raising the bar for green power sellers (Digitimes)
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As the demand for green energy surges in parallel with order volumes and production capacity, scheduling for energy storage systems has become a critical technology to solve the problem of excess power for major tech firms, according to Kelsey Kuan, general manager of HD Renewable Energy subsidiary Star Trade. In an interview with DIGITIMES, Kuan also highlighted the rising technological barriers for electricity sellers, as the business now requires AI forecasting, transfer matching, energy storage, and integrated renewable-energy capabilities....
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09.10.26 - 04:06
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Innodisk, Apacer post September 2026 revenue growth on AI demand (Digitimes)
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Memory module makers Innodisk and Apacer both reported year-over-year and month-over-month revenue growth for September 2026, supported by steady demand from industrial control, edge computing and AI smart connectivity applications. Their cumulative revenue for the first three quarters of the year also set strong growth records....
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09.10.26 - 04:06
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WinWay tops NT$10 billion in revenue as AI demand lifts third-quarter results (Digitimes)
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Semiconductor test interface maker WinWay Technology said AI and high-performance computing (HPC) demand, along with production-efficiency gains on some lines, drove shipments higher in 2026. The company surpassed NT$10 billion (approx. US$314.7 million) in cumulative revenue in September, a milestone it originally expected to hit in 2027, and reported record third-quarter sales as the semiconductor supply chain continued to benefit from strong AI-related spending....
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09.10.26 - 04:06
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Formosa Smart Energy teams up with CXIT on AI data center push (Digitimes)
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Formosa Smart Energy (FSET) is moving into AI data centers and will partner with Chuang-Xi Information and Technology (CXIT) to build one at Formosa Plastics Group's Mailiao industrial park, targeting Taiwanese enterprise users and Japanese cloud service providers (CSPs) in the first phase. The companies also plan to set up a CSP joint venture to run AI data center operations and computing-power services....
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09.10.26 - 04:06
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Samsung HBM4E wins NVIDIA nod for AI accelerator push (Digitimes)
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Samsung Electronics' next-generation 12-layer HBM4E product, a type of high-bandwidth memory (HBM), has reportedly cleared customer quality validation from Nvidia and major hyperscale data center operators. If confirmed, the result would strengthen Samsung's bid to supply memory for next-gen AI accelerators, though order timing and mass production plans remain unclear....
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09.10.26 - 04:06
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Advantech tops US$1 billion in third-quarter revenue as edge AI orders climb (Digitimes)
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Advantech reported on October 7 that third-quarter consolidated revenue reached NT$32.44 billion (approx. US$1.02 billion), a record high as demand for edge AI, semiconductor equipment, and robotics stayed strong. September consolidated revenue rose to NT$10.749 billion, up 73.14% year-over-year, while cumulative revenue for the first nine months of 2026 increased to NT$78.952 billion from NT$52.961 billion a year earlier....
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09.10.26 - 03:54
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Principal′s Shah on AI Capex Cycle, Markets (Bloomberg)
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Seema Shah, Chief Global Strategist at Principal Global Investors, discusses the AI capex cycle and the impact on investor sentiment. She speaks with Avril Hong on the sidelines of the Milken Institute Asia Summit in Singapore. (Source: Bloomberg)...
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