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30.07.26 - 03:42
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Zhongji Innolight shares fall on Hong Kong debut amid global AI sell-off (SCMP)
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Zhongji Innolight saw its share price drop as much as 3 per cent after its hotly anticipated debut on the Hong Kong stock market on Thursday, as the Chinese firm felt the impact of a global downturn in investor sentiment towards the artificial intelligence sector.
By 9.33am, it dropped by 2.86 per cent to HK$953.
The Chinese firm – a leading producer of optical transceivers used in AI data centres – had earlier completed Hong Kong's biggest initial public offering of the year, raising HK$53.4......
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30.07.26 - 02:06
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Greatek sees sustained AI demand, plans Philippines packaging plant acquisition (Digitimes)
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Greatek's latest investment and capacity plans signal how AI-driven semiconductor demand is rippling beyond Taiwan, with implications for global device makers, automakers, and industrial customers. The PowerTech Technology unit said orders remain strong, its bumping lines are full, and it is preparing new overseas capacity to support supply chain diversification....
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30.07.26 - 02:06
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AI demand squeezes memory supply, pressuring PC and TV markets (Digitimes)
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At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain, which is likely to affect shipments in third-quarter 2026. She also said rising AI-driven memory demand and tighter supply are expected to keep weighing on PCs and TVs....
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30.07.26 - 02:06
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Robotics makers race to commercialize dexterous hands for Physical AI (Digitimes)
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The robotics industry is moving from AI demonstrations to commercial deployments as vendors push Physical AI into factories, logistics, retail, food service and homes. The shift centers on whether robots can be built as repeatable products that customers will buy, rather than as machines that simply walk, recognize environments or follow commands....
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30.07.26 - 02:06
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Nvidia invests US$1B in Naver′s sovereign AI push (Digitimes)
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Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest shareholder if the deal closes and treasury shares are canceled. The two companies are also teaming up with global investment firm Brookfield on an AI infrastructure plan worth as much as US$10 billion to turn Naver's GAK Sejong data center into the core of South Korea's sovereign AI factory initiative....
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