DIGITIMES Intelligence observed at the 2026 World Artificial Intelligence Conference (WAIC) that AI is rapidly reshaping the direction of the automotive industry. Competition in vehicle intelligence is shifting from software-defined vehicle (SDV) function integration towards the development of AI-defined vehicle (AIDV) capabilities, extending automakers’ competitive focus from software architecture to AI models, computing platforms, and ecosystem integration.

Asia Optical reported record operating profit for the second quarter of 2026, as consolidated revenue, gross profit and operating profit all increased from a year earlier. The company said the result was supported by three growth drivers that it expects to sustain momentum into the third quarter.

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year earlier. President Anson Chiu said the company has secured two additional cloud service provider (CSP) customers in 2026 and remains highly confident that second-half performance will exceed the first half.