21
Aug
Piotech Inc. reported a sharp rise in first-half 2026 earnings, helped by stronger demand for semiconductor deposition equipment, wider adoption of new process tools and improving economies of scale.
21
Aug
DS Technology shifts from custom automation to modular systems, eyes Brazil and Mexico
Taiwanese automation integrator DS Technology is shifting more of its highly customized robotic automation work toward standardized, modular systems as it seeks to make its technology easier to sell and deploy overseas, with prospective partners in Brazil and Mexico among its latest expansion targets.
21
Aug
Cambricon advances sixth-gen AI silicon, broadens support for DeepSeek, Qwen and GLM
Cambricon Technologies chairman and president Chen Tian-shi said the company’s sixth-generation AI processor and instruction set remain under development, with the next-generation platform targeting large-model training and inference while improving programmability, ease of use, performance, power efficiency and chip area.
21
Aug
Hiwin expands into CPO optical coupling process; 2H26 robotics revenue outlook brightens
Hiwin Technologies Chairman Eric Y. T. Chuo stated that the company has supplied samples of miniature ball screws and single-axis robots to co-packaged optics (CPO) vendors across Taiwan and China for validation. Meanwhile, the timeline for its dual-arm logistics robot, originally scheduled for small-batch shipment in 2026, has been adjusted due to customer requirement changes. Hiwin expects to submit revised samples for testing in November.
21
Aug
Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton’s growth
Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures from Amazon, Microsoft, Alphabet, and Meta are projected to reach a record high of US$745 billion in 2026.
21
Aug
Ubtech expands humanoid push as Nvidia executives quietly visit WRC booth
As the first publicly listed humanoid robot company, Ubtech Robotics is often referred to in China as the sector’s “first humanoid robot stock.” At the 2026 World Robot Conference (WRC) in Beijing, the company found itself sharing the spotlight with recently listed Unitree Robotics, as both showcased their latest humanoid platforms.
21
Aug
Vecow eyes robotics growth as North America, EMEA account for 65% of business
Taiwan industrial computer supplier Vecow is stepping up its push into robotics and edge AI, with North America and Europe, the Middle East and Africa (EMEA) together accounting for 65% of its business, Executive Vice President Joseph Huang said at Automation Taipei 2026 on August 21.
21
Aug
Taiwan automation shifts from hardware specs to AI platforms and open robot architectures
Taiwan’s automation industry is moving beyond the traditional race over robot-arm payload, servo precision, and sensor resolution. At the 2026 Automation Taipei and Taiwan Automation Intelligence and Robot Show, held August 19-22 at the Taipei Nangang Exhibition Center, the industry’s major players all put the spotlight on AI software-hardware integration platforms and open robot architectures as the technologies will determine the next phase of competition.
21
Aug
CoWoS boom lifts Taiwan semiconductor equipment makers, Bosch Rexroth targets 2027 volume growth
Bosch Rexroth, the industrial technology subsidiary of Bosch, showcased advanced semiconductor and smart manufacturing solutions at the 2026 Taipei International Industrial Automation Exhibition, held from August 19 to 22.
21
Aug
Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge
The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES, the three largest upstream memory chip makers are headed for a more than threefold jump in combined DRAM and NAND revenue in 2026, with supply constraints likely to keep pricing firm until new capacity arrives in 2027.