CONNECT WITH US
Jul 10
Huawei joins China Mobile, Baidu to build China's first NPO optical interconnect standard

Huawei has joined more than 20 Chinese technology companies and research bodies to launch OPEN NPO, the country's first multi-source agreement for near-packaged optics, in an effort to standardise high-speed optical interconnects for AI supernodes and large-scale computing clusters.

Flytech lifts second-quarter revenue 38% on box PC and POS demand
Jul 11, 11:45
Flytech Technology reported stronger June 2026 and second-quarter revenue as demand in the Americas and the commercial computing market continued to support shipments. The industrial computer maker said continued hardware volume and expanding software businesses should help sustain its growth trend.
Relay supplier Song Chuan Precision reported record June 2026 revenue as customer orders rose and its acquisition of solenoid valve maker Tai Hsing Electronics was folded into its books. The company said the second half should stay supported by demand in new energy and AI power applications.
Lianyou Metals, a rare metals recycler focused on tungsten and cobalt, said its June consolidated revenue reached NT$750 million (US$23.36 million), up 22% from May and 555% from a year earlier. The Taiwan-based company also reported second-quarter consolidated revenue of NT$1.9 billion, rising 92% from the first quarter and 450% year on year, both record highs as the global tungsten supply chain remained tight.
WITS reported consolidated revenue of NT$1.233 billion (US$38.41 million) in June, up 7.3% from May and 37.1% from a year earlier. The Taiwan-based IT services provider also said second-quarter revenue reached NT$3.623 billion, a quarterly increase of 6.6% and a yearly gain of 33.1%, while first-half revenue climbed 30.9% to NT$7.02 billion, both setting company records.
Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand are lifting overall earnings, while TVs, home appliances, and other end-device businesses remain under pressure.

As generative AI fuels rapid growth in demand for high-performance computing (HPC), the semiconductor industry is shifting from a process race to a materials race. Geckos chairman Shen Tsung-huan says that as chip manufacturing moves to 2nm and even more advanced nodes, gains in AI computing power are no longer just a chip design issue, but are increasingly constrained by the thermal conductivity and high-frequency signal transmission capabilities of materials.

Sunplus Innovation Technology (SunplusIT) said on July 9, 2026, that it is preparing to become a listed company in mid-July 2026 and outlined its view on market conditions in the second half of 2026 as well as its product roadmap. The company said its thermal imaging products have begun small-volume shipments, while its eUSB interface has passed certification for Intel and AMD new platforms, positioning it for future growth.
Amtran Technology reported a June 2026 consolidated revenue of NT$2.5 billion (US$78.0 million), up 23% from a year earlier, as the Taiwanese display and peripherals maker said its product mix transformation continued to support growth. The company also said that every month in the first half of 2026 delivered year-over-year gains.
South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the physical AI market through NPU technology.
Apple's decision to sue OpenAI for trade-secret theft does more than escalate a soured partnership between two of technology's most influential companies. It injects legal uncertainty into OpenAI's push to build its own consumer hardware — an effort a growing roster of Asian suppliers has already begun to serve, and it lands just as the AI developer approaches a closely watched initial public offering.
China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle East supply risks to ease quickly — and one that could tighten an already strained global market.