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05.11.26 - 02:06
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Asia Optical posts record Q3 profit, ramps CPO and AI optics push (Digitimes)
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Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating profit, and net profit attributable to owners of the company all hit new highs for the same period. The company is accelerating its co-packaged optics (CPO) and AI application strategy in Q4 2026....
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05.11.26 - 00:54
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AI chips need 1.5 years to move beyond cloud: HCLTech (Digitimes)
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HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale AI deployment. The company made the remarks in a white paper released with Omdia on November 3, which highlights Taiwan's key role in powering the next phase of AI infrastructure growth....
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05.11.26 - 00:54
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Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration (Digitimes)
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As AI data center construction continues to scale up, shortening build times and bringing computing capacity online faster have become key priorities for cloud service providers (CSPs) and AI infrastructure companies. Nvidia's recently launched DSX POD reference design seeks to move equipment installation, cabling, piping, and system testing from data center sites to factories, pushing AI data centers toward prefabricated, modular delivery....
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