Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus

The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August 27, 2025, Eastern Time. Market anticipation centers on three key issues: changes in AI chip demand structure, the ramp-up of Blackwell chip production capacity, and developments regarding the resumption of sales in the Chinese market following export restrictions.

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Tron Future bets on AI-powered defense as Taiwan’s space industry evolves

As global geopolitical tensions mount, artificial intelligence (AI) and high-speed communications are rapidly transforming the nature of warfare. The traditional hardware-driven arms race is giving way to a new paradigm—one defined by software-centric systems and integrated multi-domain operations. For Taiwan’s ICT sector, this shift opens new strategic opportunities, with firms like Tron Future stepping up to meet growing defense and satellite demands with AI-driven system integration solutions.

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Taiwan’s Walrus Pump rides AI liquid cooling wave, fast-tracks revenue growth in technology pumps

Taiwan’s largest water pump brand, Walrus Pump, is seeing a sharp rise in inquiries from ODMs and cooling module makers for liquid cooling and immersion cooling systems. The company is co-developing solutions with several clients, aiming to lift its technology water pump revenue share to 3% by 2025—a goal it now considers achievable ahead of schedule. Its longer-term target of 10% by 2027 could be reached as early as 2026.

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Bill Gates partners with SK Group to advance South Korea’s SMR ecosystem as global competition rises

During his recent visit to South Korea, Microsoft founder Bill Gates met with SK Group Chairman Chey Tae-won to discuss future cooperation in the energy sector, particularly small modular reactors (SMRs). The two sides agreed to deepen their business ties and strategic partnerships, drawing significant attention from the global nuclear industry.

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CMC teams up with Taiwanese suppliers to launch ET35 electric commercial vehicle

Taiwan-based auto maker China Motor Corporation (CMC) held a press conference at its Hsinchu plant on August 22, 2025, for the launch of the ET35, a 3.5-ton electric commercial vehicle. This milestone signifies the official start of mass production for the first domestic vehicle developed in accordance with the Ministry of Economic Affairs’ (MOEA) smart electric vehicle (EV) 10+1 system architecture.

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