Kaynes Circuits reportedly to invest US$570M in Tamil Nadu’s first large-scale PCB facility

The Economic Times, citing unnamed sources, reported that Kaynes Circuits India is set to invest INR49.95 billion (approx. US$570 million) to establish an advanced electronics component manufacturing facility in Thoothukudi, Tamil Nadu, marking the first large-scale PCB investment in the state and signals Tamil Nadu’s broader ambition to develop a new electronics manufacturing cluster in the southern coastal region.

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The AI duo: The shared brain behind self-driving cars and humanoid robots

The global surge in artificial intelligence has thrust two of its most compelling frontiers—autonomous vehicles and humanoid robots—into the spotlight. Often described as the AI Duo, these technologies are increasingly discussed in tandem. One navigates seamlessly through chaotic city traffic; the other moves with purpose through homes, factories, and hospitals. At the heart of both lies a shared intelligence: a rapidly evolving AI ecosystem powering their decision-making and real-time responses. Together, they represent some of the most sophisticated applications of AI in the real world.

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CyberLink reports steady 2Q25 revenue growth, eyes stronger AI PC impact in 2026

On June 30, CyberLink held an online investor conference to announce its financial results for the second quarter of 2025. The company reported revenue of around NT$599 million (approx. US$20.15 million), reflecting a 12.8% increase compared to the same period last year. Operating profit more than doubled, reaching NT$91 million, a rise of 105.5% year-over-year.

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China eases InP restrictions; LMOC projects stable 3Q25, strong 800G demand through 2026

LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates. While suppliers have resumed shipments, production lags persist due to revalidation requirements. Silicon photonics products for data centers now lead LMOC’s portfolio, with demand already extending into 2026.

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Doosan Robotics pursues AI transformation and overseas expansion despite declining performance

Facing dual pressures from international instability and slowing growth in its main markets, South Korea’s collaborative robot giant Doosan Robotics is actively undergoing a strategic transformation. Despite widening losses, the company has aggressively acquired US robotics solutions provider Onexia to drive growth through global expansion and technological upgrades.

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ACSI maintains 42% gross margin, optimistic about 2H25 cybersecurity market

Acer Cyber Security Inc. (ACSI), a subsidiary of Acer, announced its financial results for the second quarter of 2025 on July 30, 2025. The company reported revenue of NT$597 million (US$20 million), marking a 13% year-over-year increase. Operating gross profit reached NT$255 million, up 20% year-over-year, with a gross margin standing at 42.75%. Operating net income was NT$90 million, growing 27% year-over-year, while net profit after tax rose 34% year-over-year to NT$75 million.

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Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets

Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader global expansion efforts. The initial phase of the plant is expected to begin operations in early 2026, with full-scale production lines planned for activation in the second quarter.

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