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.

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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.

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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.

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