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12.08.26 - 02:24
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South Korea′s AI Investment Plans (Bloomberg)
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Investments next year could range from 600 billion won to more than 1 trillion won', Min Kyung-seol, South Korea's deputy finance minister for innovation and growth, said in an exclusive interview with Bloomberg's Shery Ahn. (Source: Bloomberg)...
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12.08.26 - 02:18
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Panel makers turn to AI packaging as old fabs gain value (Digitimes)
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Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer electronics demand. AUO, Innolux and Hannstar Display all posted month-over-month and year-over-year declines, while Giantplus Technology bucked the trend....
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12.08.26 - 02:18
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AI server tracker: King Slide, Quanta and AIC lead July growth (Digitimes)
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July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied sharply by segment and supplier. ODM/EMS companies continued to generate the largest revenue base, while rail-kit maker King Slide, server manufacturer QCI and chassis supplier AIC recorded some of the strongest annual growth rates among the companies tracked....
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12.08.26 - 02:06
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Power, not GPUs, is now AI data centers′ real bottleneck: Wistron CTO (Digitimes)
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Surging demand for AI computing is accelerating server and data center infrastructure deployment. Speaking at Delta Electronics' Sustainable AI Summit on August 7, Wistron CTO Shen Ching-Yao said GPU lead times have shortened significantly. Orders now generally require around six months of advance planning....
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12.08.26 - 02:06
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As renewables overtake coal, microgrids become AI′s next frontier (Digitimes)
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AI-driven power demand is surging, and Delta Electronics Chairman Ping Cheng said microgrids and energy resilience are becoming the next key battleground for AI data centers and the broader electrification push. Speaking at the Delta Sustainable AI Summit, he said that, for the first time in 2026, global electrification and net-zero emissions will be discussed at the same level during UN climate talks, making Delta's business transformation path clearer....
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12.08.26 - 02:06
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Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand (Digitimes)
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Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026 revenue and gross margin exceeded expectations, supported by stronger customer orders across all three major product lines and a sharp sequential increase in profit....
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12.08.26 - 02:06
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Everlight starts Thailand plant to boost AI server and auto supply chains (Digitimes)
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Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half of 2027. The project is aimed at expanding capacity in Southeast Asia, supporting customers' China-plus-one strategies, and strengthening supply chain resilience for AI servers, automotive electronics, and industrial control applications....
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12.08.26 - 02:06
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AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains (Digitimes)
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Several Taiwanese software companies reported stronger results in 2026, with generative AI and AI agents supporting rather than disrupting their businesses. Galaxy Software Services, M-Power Information, and Systex cited a combination of AI-related demand, digital transformation projects, and new product launches as growth drivers....
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