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- Luxor TechnologyLuxor Energy and Bentaus Complete First AI GPU Response to ERCOT 4CP SignalsLuxor Energy and Bentaus's Ziani™ platform cut a live GPU's power draw to 25% in under 500 milliseconds with no disruption to inference workloads. — Luxor Energy, the energy division of Luxor Technology Corporation, and Bentaus, developer of the Ziani™...
- NVIDIASpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive ScaleCompanies: NvidiaNVIDIA today announced that SpaceXAI will deploy NVIDIA Vera CPUs to accelerate its next generation of agentic AI applications, bringing the first CPU built for AI agents to one of the world’s most ambitious AI deployments.
- Spirit Electronics Adds Texas Instruments and Microchip Technology Space-Grade Components to Online Store Ahead of SmallSat 2026Companies: Texas InstrumentsMicrochip TechnologySpirit Electronics adds Texas Instruments & Microchip components to its online store, supporting mission‑ready sourcing ahead of SmallSat Conference 2026.
- SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive ScaleCompanies: NvidiaSpaceXAI Scales NVIDIA Vera Rubin From Terrestrial AI Factories to First-Generation Starmind Satellite
- IntelIntel Outlines Architectures for Agentic AI at Hot Chips 2026Companies: IntelWhat’s New: Intel is showcasing three architectures for Agentic AI and Enterprise-scale workloads, combining the Diamond Rapids processor for high-performance orchestration, the Crescent Island GPU for efficient inference and the Wildcat Lake SoC for intelligent client and edge computing.“Agentic AI is fundamentally changing how we design and deliver computing – from the transistor and package … The post Intel Outlines Architectures for Agentic AI at Hot Chips 2026 appeared first on Newsroom.
- ASML reports transactions under its current share buyback programCompanies: ASML HoldingASML reports transactions under its current share buyback program
- Canatu receives further reactor order from FST, validating its CNT technology for pellicle manufacturingCanatu Plc (CANATU, Nasdaq First North Growth Market Finland) has received an order for further CNT100 SEMI reactor from Korean semiconductor company FINE SEMITECH CORPORATION (FST).
- 长江存储上市风来 警惕IPO背后的估值博弈中国工业报 王珊珊 2026年8月21日晚，长江存储控股股份有限公司科创板IPO招股说明书（申报稿）挂网。招股书显示，2026年一季度长江存储实现营收470.42亿元，归母净利润333.79亿元，NANDFlash（闪存芯片）产品毛利率高达78.73%。而在2023年全年，这家公司净亏损191.81亿元。 根据市场调研机构CounterpointResearch的数据，2026年第二季度，长江存储的NAND闪存出货量同比增长22%、环比增长5%，以14%的市场份额首次攀升至全球第三。从产业起步到跻身全球出货量前三，长江存储用时不足十年。但站上这一新高度，也意味着企业真正的挑战才刚刚开启。 警惕“山顶”风险 NANDFlash合约价已经连涨四个季度。集邦咨询最新数据显示，2026年三季度NANDFlash合约价环比仍上涨10%到15%，相比二季度约60%的暴涨，涨幅开始收窄，合约价格已创下有统计以来的历史新高。在芯片说ICTIME
- AI融资与美债“抢钱” 科技股面临利率考验【相关阅读】 全球市场波动中，谁在买入中国资产 □本报记者 王雪青 一边是美国30年期国债收益率一度突破5.3%，一边是AI科技巨头加快走进债券和私募信贷市场。从依靠自有现金流到借助华尔街资本，AI基础设施建设正在进入更大规模、更长周期（883436）、更高杠杆的新阶段。 英伟达（NVDA）近期宣布，携手六家机构建立融资平台，旨在调动超5000亿美元第三方资本，英伟达（NVDA）可能会为项目提供最高25%的残值支持。它标志着GPU及数据中心开始被更系统化地包装成可融资资产。公开信息显示，私募信贷等债务融资可能成为其中的重要渠道。 这只是AI信贷浪潮的一个缩影。近日，美债长端利率飙升，高估值科技股受到明显冲击。当AI巨头成为债券市场的融资“大户”，与美债竞争保险、养老金等长期资金，会否抬高整个美国债券市场的“久期要价”？长期利率上升，又会如何影响科技股的估值？ AI投资进入信用扩张阶段 英伟达（NVDA）近期宣布，公司联合高盛（G
- AAC Technologies CFO Guo Dan: Full-Year 2026 Revenue is Expected to deliver Double-Digit Growth, AI New Businesses Poised to Exceed RMB8 Billion in 202720 August 2026, AAC Technologies Holdings Inc. (stock code: 2018.HK; “AAC Technologies” or the “Group”) today released its interim results for the six months ended 30 June 2026. Revenue for the first half of 2026 (“1H 2026”) reached a record RMB14.51 billion, up 8.9% year-on-year (“YoY”). Net profit attributable to owners of the Company rose 2.9% YoY to RMB901 million. After excluding other gains and losses related to fair value gains and losses, the growth rate of net profit for the first half of the year stood at 37.4%. This marks the third consecutive year the Group has achieved a record first-half revenue since pivoting toward AI-related new businesses. At the results briefing, CFO Guo Dan highlighted that AI new businesses have become the core driver of the Group’s top-line growth. As specialized business segments including liquid-cooling coolant distribution units (CDUs), wafer-level glass (WLG) optical communications, AR optical waveguide lenses and robotic motors ramp, the Group’s multi-engine growth model is accelerating, and the contribution from new businesses is set to expand further. Full-year 2026 revenue is expected to deliver double-digit growth, with the scale of AI new businesses potentially exceeding RMB8 billion in 2027. ( AAC Technologies CFO Guo Dan) Full-year revenue is expected to deliver double-digit growth Dan stated that despite external market pressures, management remains cautiously optimistic regarding full-year operations, expecting double-digit revenue growth with gross profit margin to improve steadily from the 22.4% recorded in 1H 2026. By segment, the acoustics and electromagnetic drives business is expected to deliver single-digit full-year revenue growth, with gross margin likely to improve further from the 28.6% recorded in the first half. The precision mechanics and heat dissipation business continues to be a powerful growth engine, with full-year revenue expected to increase by more than 30%. Gross margin in this segment reached 23.1% in the first half and is expected to rise further in the second half. The optics business saw a YoY decline in revenue, reflecting industry conditions and customer mix, but overall gross margin remained resilient. Gross margin of plastic lenses and G+P hybrid lenses improved by more than 5 percentage points YoY, driven by yield and process optimization. The Group is increasing the shipment mix of 6P-and-above high-end lenses and accelerating certification and onboarding with overseas customers. The sensor and semiconductor business, benefiting from AI-driven upgrades in end devices, is expected to grow full-year revenue by 15%–20%, with gross margin improving steadily. Automotive acoustics, leveraging vertically integrated solutions spanning speakers, amplifiers and professional tuning, is expected to grow full-year revenue by 15%–20% despite a weaker auto market. Gross margin may decline by around 2 percentage points YoY, reflecting intensified industry competition and changes in product mix. Among the global leaders in AI thermal management Rapid advances in the AI industry have triggered a surge in thermal-management demand. In 1H 2026, AAC Technologies’ heat dissipation revenue surged approximately 400% YoY to RMB1.10 billion, highlighting its strong growth momentum. According to Dan, AAC Technologies now ranks among the global leaders in consumer-electronics thermal management and among China’s top-three AI-server liquid-cooling providers by market size. In consumer electronics, shipments of the Group’s high-performance innovative vapor chambers (VCs) continued to ramp, and mass-production preparations for next-generation products are progressing smoothly. In AI computing, the Group is pursuing a dual-market expansion strategy covering both domestic and overseas markets. Yuandi (Guangzhou) Digital Technology Co., Ltd., a subsidiary of the Group, has commenced scaled mass production and global batch deliveries of high-power centralized liquid-cooling CDUs, with monthly delivery capacity exceeding 600 units, firmly placing it among the industry’s leading players. Proprietary WLG technology enters optical communications Dan noted that co-packaged optics (CPO), a key technology direction for next-generation high-speed optical interconnects, imposes more stringent requirements on optical alignment — opening an important application scenario for WLG technology. AAC Technologies’ proprietary, self-developed WLG wafer-level glass molding technology offers advantages in high precision, superior consistency and large-scale mass production. The Group is actively engaging in technical exchanges, factory audits and sample submissions with leading overseas optical communications companies, including top-tier players providing high-speed interconnect chips for AI and cloud infrastructure. In AR optics, AAC Technologies has built a one-stop optical system design and simulation solution covering waveguides and light engines. Dan said the Group has become the industry’s first company to achieve volume delivery of full-color light engines serving top-tier customers. In single-layer surface relief grating (SRG) diffractive optical waveguides, it is also the first in the industry to achieve mass production using etching processes. First-ever integration of acoustics and electromagnetic drives To capture AI industry growth opportunities, AAC Technologies has combined its former acoustics and electromagnetic drives businesses — the first organizational integration of these two core segments since the Company’s listing. The combined segment generated revenue of RMB6.01 billion in the first half, up 14.2% YoY, with a gross profit margin of 28.6%. During the reporting period, the segment secured key breakthroughs across several new business lines. Projects related to active cooling fans have successfully passed customer certification and are expected to become standard configurations for high-end models over time, with further expansion into servers, robotics and other markets. Robotic motors and modules secured project design wins from several leading global customers, with certain projects already entering mass production. In addition, AAC Technologies is strategically expanding into the robot systems business, with relevant projects expected to enter mass production by the end of 2026. “One of the Group’s core strengths is its technology platforms plus cross-scenario reuse,” Dan said. Going forward, the Group will further deepen the integration of the acoustics and electromagnetic drives segment, unlocking synergies across technologies, production capacity and customer resources. While solidifying its core position in consumer electronics, the Group will deliver comprehensive solutions into emerging tracks such as automotive, humanoid robotics and AI terminals, continuously unlocking product value-add and long-term growth potential. Robotics business expected to reach RMB400–700 million in 2027 Regarding the development pace of the robotics industry, Dan noted that the ultimate form of embodied AI remains unsettled. Beyond humanoid robots, task-specific robots for professional scenarios, desktop AI interactive devices and other form factors are being explored in parallel, with product maturity and commercialization timelines varying significantly across use cases. Leveraging its long-standing expertise in precision electromagnetic drives, the Group is building capability moats around universal core components for robots — including motors, rotary joints and gimbal modules. It has already established deep partnerships with several leading overseas robotics companies, spanning core-component supply and joint technology development, and can flexibly address the differentiated needs of different robot form factors. Based on the current project pipeline, Dan said the Group’s robotics-related business is expected to reach RMB400–700 million in 2027. Looking ahead, as large AI models migrate to the edge and multi-form robot applications penetrate faster with accelerating commercialization, the segment is expected to see even stronger growth in the coming years. AI new businesses poised to exceed RMB8 billion next year Addressing market concerns over the impact of rising memory chip prices on the smartphone supply chain, Dan said that, despite industry pressure, AAC Technologies’ traditional smartphone businesses maintained a stable-to-improving gross margin, thanks to the Company’s solid core technology foundation and continuous improvements in internal operational efficiency. Dan further noted that, based on first-half operating performance and the internal outlook for the second half, AAC Technologies has effectively withstood the pressure from declining smartphone shipments and managed the impact of this round of memory-chip price increases on the handset supply chain. Looking at the Company’s medium- to long-term strategic roadmap, Dan revealed that the overall scale of the Company’s AI-related new businesses is expected to reach RMB8–9 billion by 2027, transforming these emerging segments into AAC Technologies' core growth engine. By business line, 2027 scale is expected as follows: - Vapor chambers (VCs) and active cooling: around RMB5 billion - AI devices and gimbal modules: around RMB1.5 billion - CDU liquid cooling and cold plates: around RMB1 billion - robotic core components: RMB400–700 million - new automotive acoustics initiatives: around RMB500 million - WLG optical communications: around RMB100 million in initial revenue “The RMB8–9 billion scale is only a beginning,” Dan emphasized. AI-driven industry transformation is just getting started. The new businesses the Company is focused on — including edge AI hardware, data center liquid cooling, XR, robotics and intelligent cockpits — are expected to grow far faster than traditional businesses over the next three to five years, continuously unlocking growth momentum. Source: Hong Kong Commercial Daily Original article: https://www.hkcd.com.hk/content_app/2026-08/21/content_8770919.html
- AAC Technologies CFO Guo Dan: Full-Year 2026 Revenue is Expected to deliver Double-Digit Growth, AI New Businesses Poised to Exceed RMB8 Billion in 202720 August 2026, AAC Technologies Holdings Inc. (stock code: 2018.HK; “AAC Technologies” or the “Group”) today released its interim results for the six months ended 30 June 2026. Revenue for the first half of 2026 (“1H 2026”) reached a record RMB14.51 billion, up 8.9% year-on-year (“YoY”). Net profit attributable to owners of the Company rose 2.9% YoY to RMB901 million. After excluding other gains and losses related to fair value gains and losses, the growth rate of net profit for the first half of the year stood at 37.4%. This marks the third consecutive year the Group has achieved a record first-half revenue since pivoting toward AI-related new businesses. At the results briefing, CFO Guo Dan highlighted that AI new businesses have become the core driver of the Group’s top-line growth. As specialized business segments including liquid-cooling coolant distribution units (CDUs), wafer-level glass (WLG) optical communications, AR optical waveguide lenses and robotic motors ramp, the Group’s multi-engine growth model is accelerating, and the contribution from new businesses is set to expand further. Full-year 2026 revenue is expected to deliver double-digit growth, with the scale of AI new businesses potentially exceeding RMB8 billion in 2027. ( AAC Technologies CFO Guo Dan) Full-year revenue is expected to deliver double-digit growth Dan stated that despite external market pressures, management remains cautiously optimistic regarding full-year operations, expecting double-digit revenue growth with gross profit margin to improve steadily from the 22.4% recorded in 1H 2026. By segment, the acoustics and electromagnetic drives business is expected to deliver single-digit full-year revenue growth, with gross margin likely to improve further from the 28.6% recorded in the first half. The precision mechanics and heat dissipation business continues to be a powerful growth engine, with full-year revenue expected to increase by more than 30%. Gross margin in this segment reached 23.1% in the first half and is expected to rise further in the second half. The optics business saw a YoY decline in revenue, reflecting industry conditions and customer mix, but overall gross margin remained resilient. Gross margin of plastic lenses and G+P hybrid lenses improved by more than 5 percentage points YoY, driven by yield and process optimization. The Group is increasing the shipment mix of 6P-and-above high-end lenses and accelerating certification and onboarding with overseas customers. The sensor and semiconductor business, benefiting from AI-driven upgrades in end devices, is expected to grow full-year revenue by 15%–20%, with gross margin improving steadily. Automotive acoustics, leveraging vertically integrated solutions spanning speakers, amplifiers and professional tuning, is expected to grow full-year revenue by 15%–20% despite a weaker auto market. Gross margin may decline by around 2 percentage points YoY, reflecting intensified industry competition and changes in product mix. Among the global leaders in AI thermal management Rapid advances in the AI industry have triggered a surge in thermal-management demand. In 1H 2026, AAC Technologies’ heat dissipation revenue surged approximately 400% YoY to RMB1.10 billion, highlighting its strong growth momentum. According to Dan, AAC Technologies now ranks among the global leaders in consumer-electronics thermal management and among China’s top-three AI-server liquid-cooling providers by market size. In consumer electronics, shipments of the Group’s high-performance innovative vapor chambers (VCs) continued to ramp, and mass-production preparations for next-generation products are progressing smoothly. In AI computing, the Group is pursuing a dual-market expansion strategy covering both domestic and overseas markets. Yuandi (Guangzhou) Digital Technology Co., Ltd., a subsidiary of the Group, has commenced scaled mass production and global batch deliveries of high-power centralized liquid-cooling CDUs, with monthly delivery capacity exceeding 600 units, firmly placing it among the industry’s leading players. Proprietary WLG technology enters optical communications Dan noted that co-packaged optics (CPO), a key technology direction for next-generation high-speed optical interconnects, imposes more stringent requirements on optical alignment — opening an important application scenario for WLG technology. AAC Technologies’ proprietary, self-developed WLG wafer-level glass molding technology offers advantages in high precision, superior consistency and large-scale mass production. The Group is actively engaging in technical exchanges, factory audits and sample submissions with leading overseas optical communications companies, including top-tier players providing high-speed interconnect chips for AI and cloud infrastructure. In AR optics, AAC Technologies has built a one-stop optical system design and simulation solution covering waveguides and light engines. Dan said the Group has become the industry’s first company to achieve volume delivery of full-color light engines serving top-tier customers. In single-layer surface relief grating (SRG) diffractive optical waveguides, it is also the first in the industry to achieve mass production using etching processes. First-ever integration of acoustics and electromagnetic drives To capture AI industry growth opportunities, AAC Technologies has combined its former acoustics and electromagnetic drives businesses — the first organizational integration of these two core segments since the Company’s listing. The combined segment generated revenue of RMB6.01 billion in the first half, up 14.2% YoY, with a gross profit margin of 28.6%. During the reporting period, the segment secured key breakthroughs across several new business lines. Projects related to active cooling fans have successfully passed customer certification and are expected to become standard configurations for high-end models over time, with further expansion into servers, robotics and other markets. Robotic motors and modules secured project design wins from several leading global customers, with certain projects already entering mass production. In addition, AAC Technologies is strategically expanding into the robot systems business, with relevant projects expected to enter mass production by the end of 2026. “One of the Group’s core strengths is its technology platforms plus cross-scenario reuse,” Dan said. Going forward, the Group will further deepen the integration of the acoustics and electromagnetic drives segment, unlocking synergies across technologies, production capacity and customer resources. While solidifying its core position in consumer electronics, the Group will deliver comprehensive solutions into emerging tracks such as automotive, humanoid robotics and AI terminals, continuously unlocking product value-add and long-term growth potential. Robotics business expected to reach RMB400–700 million in 2027 Regarding the development pace of the robotics industry, Dan noted that the ultimate form of embodied AI remains unsettled. Beyond humanoid robots, task-specific robots for professional scenarios, desktop AI interactive devices and other form factors are being explored in parallel, with product maturity and commercialization timelines varying significantly across use cases. Leveraging its long-standing expertise in precision electromagnetic drives, the Group is building capability moats around universal core components for robots — including motors, rotary joints and gimbal modules. It has already established deep partnerships with several leading overseas robotics companies, spanning core-component supply and joint technology development, and can flexibly address the differentiated needs of different robot form factors. Based on the current project pipeline, Dan said the Group’s robotics-related business is expected to reach RMB400–700 million in 2027. Looking ahead, as large AI models migrate to the edge and multi-form robot applications penetrate faster with accelerating commercialization, the segment is expected to see even stronger growth in the coming years. AI new businesses poised to exceed RMB8 billion next year Addressing market concerns over the impact of rising memory chip prices on the smartphone supply chain, Dan said that, despite industry pressure, AAC Technologies’ traditional smartphone businesses maintained a stable-to-improving gross margin, thanks to the Company’s solid core technology foundation and continuous improvements in internal operational efficiency. Dan further noted that, based on first-half operating performance and the internal outlook for the second half, AAC Technologies has effectively withstood the pressure from declining smartphone shipments and managed the impact of this round of memory-chip price increases on the handset supply chain. Looking at the Company’s medium- to long-term strategic roadmap, Dan revealed that the overall scale of the Company’s AI-related new businesses is expected to reach RMB8–9 billion by 2027, transforming these emerging segments into AAC Technologies' core growth engine. By business line, 2027 scale is expected as follows: - Vapor chambers (VCs) and active cooling: around RMB5 billion - AI devices and gimbal modules: around RMB1.5 billion - CDU liquid cooling and cold plates: around RMB1 billion - robotic core components: RMB400–700 million - new automotive acoustics initiatives: around RMB500 million - WLG optical communications: around RMB100 million in initial revenue “The RMB8–9 billion scale is only a beginning,” Dan emphasized. AI-driven industry transformation is just getting started. The new businesses the Company is focused on — including edge AI hardware, data center liquid cooling, XR, robotics and intelligent cockpits — are expected to grow far faster than traditional businesses over the next three to five years, continuously unlocking growth momentum. Source: Hong Kong Commercial Daily Original article: https://www.hkcd.com.hk/content_app/2026-08/21/content_8770919.html
- Advantech Co., Ltd.Advantech Unveils Qualcomm® Dragonwing™ IQ9-Based Solutions for Industrial Vision IntelligenceCompanies: QualcommAdvantech announced its latest edge AI solutions powered by the Qualcomm® Dragonwing™ IQ-9075 processor, including the AOM-6741 SMARC module, ASR-A503/AFE-A503 robotic controllers, and AIR-055 edge AI system. Designed for industrial-grade vision...