SK hynix’s second-largest customer generated KRW17.19 trillion (approx. US$12.4 billion) in sales in the first half of 2026, nearly matching the KRW17.61 trillion contributed by its largest customer. Yonhap News Agency identified the largest customer as Nvidia.
Aftermarket (AM) parts and automotive camera maker Hushan Autoparts saw its first-half 2026 operations impacted by US tariff policies and surging memory and IC prices, though long-term growth trends remain unaffected, said chairman Yingzhi Chen. He added that the company’s focus in the second half will be new factory capacity, a new drone camera business, and investments in Japanese auto parts makers, with the aim of entering the original equipment (OE) and AM markets.
Chinese AI chipmaker Biren expects first-half 2026 revenue to reach CNY1.15-1.3 billion (US$171-193 million), up about 1,852% to 2,107% from a year earlier, as demand for GPGPU computing expands across AI coding, long-horizon AI agents and generative AI workloads, according to Cninfo data cited in a report by the Hong Kong Economic Times (HKET).
Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia’s latest capital initiatives and TSMC Chairman C.C. Wei’s assessment of major cloud service provider (CSP) demand, to record capex from US CSPs and surging orders across downstream players like Asus, Gigabyte, and Supermicro—all demonstrate that AI demand is flowing steadily from upstream silicon to servers and data centers, driving concrete gains in revenue, profits, and backlogs.
Samsung Electronics has begun operating a dedicated physical AI research lab focused on humanoid control and manipulation, according to South Korean news outlet Edaily. The move extends its robotics push from hardware investment into the AI and control technologies needed for robots to operate in real-world environments.
Pixio has unveiled the Pixio PX32UF Wave in Japan, with open sales starting on August 31st. This is a 31.5‑inch gaming monitor designed around a rare dual‑mode concept that lets players switch freely between two performance profiles: a high‑fidelity 4K/160Hz mode and an ultra‑fast Full HD/320Hz mode. This flexibility positions the display as a versatile option for gamers who alternate between…
The ViewSonic VX27G26‑2K‑10 is a brand-new esports monitor for China built around a 27‑inch QHD Fast IPS panel. The design keeps visual distractions to a minimum with its three‑sided micro‑border frame, while the panel itself pushes motion performance to extremes: a native 320 Hz refresh rate that can be overclocked to 340 Hz, fully supported across both HDMI 2.1 and DisplayPort 1.4…The expansion of Mitsubishi Electric’s satellite manufacturing business is converging with the higher launch cadence targeted for Japan’s H3 program, developed jointly by JAXA and Mitsubishi Heavy Industries (MHI).
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