Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda will not be absent from the fast-growing race, as the company steps up work on AI servers, data centers, 1.6T switches, and silicon photonics (SiPh).
The technical feasibility of co-packaged optics (CPO) has been demonstrated repeatedly at major industry conferences in recent years. At the 2026 OCP APAC Summit, however, Ayar Labs CEO Mark Wade shifted the focus from whether CPO works to whether it can scale commercially.
Taiwan began charging companies for carbon emissions in 2026 as part of its push toward net-zero by 2050, with the initial filing deadline closing June 1. A total of 461 regulated factories and 240 companies have paid in full, generating NT$4.97 billion (US$154 million) in carbon fees, with the semiconductor industry paying the most: 45%, or NT$2.2 billion. The Ministry of Environment (MOENV) is also advancing a pilot phase for the emissions trading scheme (ETS) as Taiwan works to align with international carbon markets.
ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter of 2026. Chairman Shih-Jye Cheng said the company will raise capital expenditure (capex) for two consecutive years, in 2026 and 2027, to support memory, advanced logic, and new product demand. The company plans to boost capex to more than 25% of revenue as it begins a new expansion cycle.
Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment in AI computing infrastructure is ushering in a new expansion cycle for high-end PCB demand. Chairman Charles Shen said the company expects strong revenue growth in 2026, while increasing contributions from AI-related products should narrow the traditional gap between peak and off-peak seasons. ZDT aims to raise the combined revenue share of servers, optical modules and IC substrates to 45–50% by 2030.
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