Unitree post-IPO: Chairman Wang weighs profit, scale and 80% home-robot threshold

Unitree Robotics’ August 19 listing on China’s STAR Market brought the humanoid robot maker into the public-market spotlight, but attention quickly spread beyond its share price. The company’s listing reception that evening drew investors, technology figures and venture capital executives, reflecting how Unitree has accumulated interest across technology, capital markets and the broader public.

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Nvidia, TSMC, chip gear makers ride AI boom into high-margin club

Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a “high-margin club.” Trailing only Nvidia’s 75% gross margin in the fiscal first quarter of 2027 (which ended in April 2026), TSMC posted a record quarterly gross margin of 67.72% in the second quarter, with its first-half margin also reaching 67%. Related suppliers have joined the club as well.

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Commentary: How iPad Air became a catalyst for IT OLED expansion

Apple kicked off the tablet OLED era in 2024, introducing Tandem OLED in the iPad Pro to overcome bottlenecks in display lifespan and brightness. The iPad mini followed, set to adopt OLED in the second half of 2026, though with annual shipments hovering at just 2 million units, its impact is largely symbolic. Market research firm UBI Research noted that tablet OLED growth has largely stalled through 2024 and 2025, with OLED costs remaining the primary hurdle: panels currently run roughly twice the price of LCD alternatives, and narrowing that gap is widely viewed as the primary prerequisite for expanding OLED adoption in IT applications.

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Delta expands AI automation push into robotics, semiconductors, machinery

Delta Electronics outlined a broader AI strategy at the Taipei International Industrial Automation Exhibition on August 19, unveiling robotics and smart manufacturing applications designed to speed deployment across machinery, electronics, and semiconductors. The Taiwan-based industrial technology company also introduced its first Embodied AI Dual-Arm Robot Platform as it sharpened its focus on factory automation and production autonomy.

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