OCI Holdings is turning to thinner solar wafers to raise output from its Vietnam operations by nearly 40% without adding production lines, as demand from US customers outpaces existing capacity.

Taiwan’s AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four segments recorded year-over-year growth, while design services posted the strongest monthly increase.

India’s electronics and AI infrastructure ambitions are accelerating, but mounting environmental opposition, tighter Chinese visa curbs, and intensifying competition for semiconductor investment are exposing new challenges. As Google advances a US$15 billion AI data center, Larsen & Toubro (L&T) restructures its cloud business, and Dixon Technologies expands its smartphone OEM business, states are sweetening incentives to strengthen India’s position in global technology supply chains.

Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For January to July 2026, consolidated revenue reached NT$1.1 billion, up 35.0% from the same period in 2025.

Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek Microelectronics, Himax Technologies, and Realtek Semiconductor, as well as PixArt Imaging and Elan Microelectronics, saying that revenue in this area is rising quickly. The companies see AI vision sensing as set to become a key part of their overall revenue mix.

Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation and network security businesses all gained momentum. Revenue growth accelerated further in July, strengthening the company’s confidence in the second-half outlook.