Strong Ajinomoto Build-Up Film (ABF) substrate demand has driven a surge in orders for vacuum laminating equipment, with Eternal Precision Mechanics, a unit of Eternal Materials, saying customer orders and inquiries jumped sharply around Christmas 2025 and have continued since. Its Japan plant has been running at full capacity since May this year.
Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into 2028, prompting the company to accelerate capacity expansion and raise its full-year 2026 capital expenditure target to NT$40 billion (US$1.28 billion) from NT$30 billion. Quanta expects its overall margin for 2026 to hold steady at first-half levels.
Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to bring Quantinuum’s next-generation quantum computer, Helios, directly into Oracle Cloud Infrastructure (OCI). The collaboration aims to create a unified computing ecosystem where enterprise customers, AI research labs, and scientific institutions can access quantum processing units (QPUs) alongside existing GPU clusters and high-performance computing (HPC) hardware.
China’s high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of sales and leave Nvidia, AMD and other overseas suppliers with about 10%.
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