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- Endoscopes Market Size to Reach USD 41.09 Billion by 2035 as Disposable and AI-Assisted Systems Gain Ground – SNS InsiderU.S. Endoscopes Market projected at USD 12.09 billion by 2035 on rising hospital procedures; Europe reaches USD 8.33 billion, supported by established health coverage and device manufacturing.
- 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
- Barfresh Re-Engages with Nation's Fourth-Largest School District, Fueled by New In-House Manufacturing CapacityCarton Smoothies Added to the Menu as Expanded Arps Dairy Facility Comes Online
- Electrolyzers Market to Reach $14.48 Billion, at a 38.2% CAGR by 2031 | MarketsandMarkets™Delray Beach, FL , Aug. 24, 2026 -- According to MarketsandMarkets, the global Electrolyzers Market size is projected to reach USD 14.48 billion by 2031 from USD 2.08 billion in 2025, at a CAGR of 38.2% during the forecast period. The expansion of renewable energy deployment, national hydrogen mission programs, and the rising integration of green power into industrial and mobility applications are driving the growth of the electrolyzers market. Electrolyzers play a crucial role in enabling the production of green hydrogen, decarbonizing energy systems, and supporting clean power generation across various sectors, including energy (CHP/Power), mobility, industrial chemicals, and grid injection. The demand for electrolyzers is further supported by rapid electrification trends, increasing green hydrogen blending targets, the growth of fuel-cell mobility solutions, and a stronger policy focus on net-zero emissions and energy security.
- Edible Garden and Square Roots Announce Strategic Partnership to Accelerate Farm-to-Formula® Functional Nutrition PlatformCollaboration Combines Agricultural Innovation, Plant Science and Commercial Manufacturing to Develop Next-Generation Clean-Label Functional Beverages
- ApteanAptean (Logility) Recognized as the Only Visionary in the Inaugural 2026 Gartner® Magic Quadrant™ for Supply Chain Management SuitesALPHARETTA, Ga., August 24, 2026--Aptean (Logility) today announced it has been named a Visionary in the 2026 Gartner Magic Quadrant for Supply Chain Management Suites, published August 11, 2026.1 In the company’s view, Aptean’s placement reflects the company’s commitment to AI-powered supply chain innovation and the strength of its end-to-end suite that spans supply chain planning, manufacturing, orchestration, warehousing, and transportation.
- 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).
- GMG Launches New Graphene Water Coolant Additive for Data Centres: G FLUID(TM)Queensland, AU, Aug 24, 2026 - Graphene Manufacturing Group Ltd. (TSXV: GMG) (OTCQX: GMGMF) ("GMG" or the "Company") is pleased to announce the launch of patent pending G FLUIDTM for use as a graphene water-based additive for data centre and industrial cooling circuits to increase heat transfer and reduce microbial and bacterial growth. The cooling water treatment chemicals market is valued at US$15 billion per annum in 2026 and is expected to be valued at US$27.2 billion per annum in 2035 (with a 6.1% CAGR).[1] Figure 1 shows the launch of the initial pack size of 1 litre - used in 1:100 concentrate additive form - where 1 litre is added into 100 litres of coolant. Please see website for more details: https://graphenemg.com/graphene-products/g-fluid/. Figure 1.0 G FLUID™ 1 Litre Bottle Launch To view an enhanced version of this graphic, please visit: https://images.newsfilecorp.com/files/8082/311034_38099a9454ef4b8d_001full.jpg The G FLUID™ product can be used in various application as seen in Figure 2.0. Figure 2.0 G FLUID™ Applications To view an enhanced version of this graphic, please visit: https://images.newsfilecorp.com/files/8082/311034_38099a9454ef4b8d_002full.jpg G FLUID™ is expected to provide a higher heat transfer rate for data centre and industrial cooling systems - with preliminary internal testing showing an increased heat transfer rate of approximately 20% when G FLUID™ is dosed into demineralized water at 1% - providing 0.01% of graphene by weight in final solution. Please see launch video of how G FLUID™ and THERMAL-XR® can support energy reductions for data centres. https://youtu.be/_uAGHFaKQQQ?si=FvG7m_W36b2PBeD9 Cannot view this video? Visit: https://www.youtube.com/watch?v=_uAGHFaKQQQ G FLUID™ provides up to 87% anti-microbial testing outcomes as tested by an independent third party laboratory under testing standard EN 1276. Figure 3.0 shows the various test results from the third party laboratory for anti-microbial performance due to G FLUID™ dosed at 1% - providing 0.01% graphene by weight in the final solution. Figure 3.0 G FLUID™ Anti-Microbial Testing Results To view an enhanced version of this graphic, please visit: https://images.newsfilecorp.com/files/8082/311034_38099a9454ef4b8d_004full.jpg GMG's Managing Director and CEO, Craig Nicol, commented: "G FLUID™ lets a data centre, industrial plant or building operator improve the heat transfer of the water or coolant already running through their cooling loop, at a simple 1% dose rate. Independent laboratory testing to the EN 1276 standard also shows a meaningful reduction in microbial growth in that same water, which matters for anyone managing corrosion, fouling and maintenance costs in a chiller system. We're launching first into data centres, where cooling demand is growing fastest, but the same dosage works in industrial process chillers and building chiller systems, giving us a large market to grow into." GMG's Chairman and Director, Jack Perkowski, commented: "G FLUID™ is our fourth energy-saving product alongside THERMAL-XR® and G® LUBRICANT, and it gives GMG a foothold in a cooling water treatment market worth more than US$15 billion a year globally, growing quickly as AI-driven data centre construction accelerates. It's a strong example of how our graphene production capability keeps opening up new, commercially relevant applications across very different industries." USA EPA Application Update: GMG is also pleased to announce the Company has submitted an amendment application to the United States Environmental Protection Agency ("EPA") seeking approval to manufacture, in addition to sell, graphene and GMG's THERMAL-XR®, G® LUBRICANT and G®FLUID products in the United States. This was based on the advice from the EPA to replace the Significant New Use Notice ("SNUN") the Company submitted in June 2026. GMG expects an EPA approval for this amendment by the end of September 2027 and the existing Consent Order conditions are not impacted for THERMAL-XR® sales into the United States. About GMG GMG is an Australian based clean-technology company which develops, makes and sells energy saving and energy storage solutions, enabled by graphene manufactured via in house production process. GMG uses its own proprietary production process to decompose natural gas (i.e. methane) into its natural elements, carbon (as graphene), hydrogen and some residual hydrocarbon gases. This process produces high quality, low cost, scalable, 'tuneable' and low/no contaminant graphene suitable for use in clean-technology and other applications. The Company's present focus is to de-risk and develop commercial scale-up capabilities, and secure market applications. In the energy savings segment, GMG has initially focused on graphene enhanced heating, ventilation and air conditioning ("HVAC-R") coating (or energy-saving coating) which is now being marketed into other applications including electronic heat sinks, industrial process plants and data centres. Another product GMG has developed is the graphene lubricant additive focused on saving liquid fuels initially for diesel engines. GMG is also developing a graphene coolant additive focused on energy saving for data centres and industrial cooling applications. In the energy storage segment, GMG and the University of Queensland are working collaboratively with financial support from the Australian Government to progress R&D and commercialization of GMG Graphene Batteries. GMG has also developed a graphene additive slurry that is aimed to improve the performance of lithium-ion batteries. GMG's 4 critical business objectives are: Produce Graphene and improve/scale cell production processes Build Revenue from Energy Savings Products Develop Next-Generation Battery Develop Supply Chain, Partners & Project Execution Capability For further information please contact: Craig Nicol, Chief Executive Officer & Managing Director of the Company at [email protected], +61 415 445 223 Leo Karabelas at Focus Communications Investor Relations, [email protected], +1 647 689 6041 www.graphenemg.com Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accept responsibility for the adequacy or accuracy of this news release. Cautionary Note Regarding Forward-Looking Statements This news release includes certain statements and information that may constitute forward-looking information within the meaning of applicable Canadian securities laws. Forward-looking statements relate to future events or future performance and reflect the expectations or beliefs of management of the Company regarding future events. Generally, forward-looking statements and information can be identified by the use of forward-looking terminology such as "intends", "expects" or "anticipates", or variations of such words and phrases, or statements that certain actions, events or results "may", "could", "should", "would" or will "potentially" or "likely" occur. These statements, referred to herein as "forward-looking statements", are not historical facts, are made as of the date of this news release and include, without limitation, statements regarding: G FLUID™'s ability to increase heat transfer rates and limit microbial and bacterial growth; the repeatability of preliminary internal heat transfer testing and of independent laboratory anti-microbial testing in commercial applications; the size and expected growth of the cooling water treatment chemicals market; G FLUID™'s suitability for various applications in water-based cooling systems, including data centres, industrial process chillers and building chiller systems; the Company's amendment application submitted to the United States Environmental Protection Agency ("EPA") seeking approval to manufacture, in addition to sell, graphene and GMG's THERMAL-XR®, G® LUBRICANT, G FLUID™ and other products in the United States; the expected timing of the EPA's review of, and decision on, the amendment application, including the Company's expectation of receiving approval by the end of September 2027; the Company's plans to manufacture and sell its products in the United States following any such approval; GMG's intentions to develop commercial scale-up capabilities; GMG's focus in the energy savings segment; GMG's intentions for the use of graphene lubricant additive on saving liquid fuels; expectations for R&D and commercialisation of Graphene Batteries; GMG's ability to improve the performance of lithium-ion batteries; and the Company's four critical business objectives. Such forward-looking statements are based on a number of assumptions of management, including, without limitation, assumptions that: the Company's operational and strategic progress will continue; G FLUID™ will be purchased by cooling water treatment market distributors and customers in large volumes; G FLUID™ will increase heat transfer rates and limit microbial growth in commercial applications; the preliminary internal testing results and independent laboratory testing results will be repeatable and applicable in commercial applications; the EPA will accept and review the Company's amendment application in the ordinary course and will grant approval within the timeframe currently anticipated by the Company; the EPA will not require material additional testing, data or amendments in connection with the application; the regulatory requirements applicable to the manufacture and sale of graphene and graphene-based products in the United States will not change in a manner adverse to the Company; the Company's cash position and business fundamentals remain strong; that the preliminary results will be repeatable and applicable in commercial applications, that the warrant liability will decrease as warrants are exercised or expire, that future financial performance will improve, and that the accounting treatment of warrants under IFRS will remain unchanged. Additionally, forward-looking information involves a variety of known and unknown risks, uncertainties and other factors which may cause the actual plans, intentions, activities, results, performance or achievements of GMG to be materially different from any future plans, intentions, activities, results, performance or achievements expressed or implied by such forward-looking statements. Such risks include, without limitation, fluctuations in the Company's share price that may increase the warrant liability: the risk that the EPA delays, denies or imposes conditions or restrictions on the approval of the Company's amendment application, or that the review takes longer than currently expected; the risk that the EPA requires additional data, testing or information that delays or increases the cost of the application; the risk that the Company is unable to manufacture or sell its products in the United States on the terms or within the timeframe currently anticipated; the risk that G FLUID™'s performance in commercial applications differs from preliminary internal testing or independent laboratory testing results; the risk that market adoption of G FLUID™ is slower or smaller than anticipated; failure to complete or commission the Gen 2.0 Plant as currently planned; construction, cost-overrun, technology and ramp-up risks associated with the Gen 2.0 Plant; failure to achieve operational milestones; inability to commercialize products; changes in accounting standards; adverse market conditions; foreign exchange volatility; and the risk factors set out under the heading "Risk Factors" in the Company's annual information form dated November 4, 2025 available for review on the Company's profile at www.sedarplus.ca. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements or forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements and forward looking information. Readers are cautioned that reliance on such information may not be appropriate for other purposes. The Company does not undertake to update any forward-looking statement, forward-looking information or financial outlook that are incorporated by reference herein, except in accordance with applicable securities laws. [1] https://www.futuremarketinsights.com/reports/cooling-water-treatment-chemicals-market
- NANO Nuclear Energy Inc.NANO Nuclear and Tillman Digital Gateway Sign Strategic Commercial Framework to Enable Advanced Nuclear Power for Gigawatt-Scale U.S. AI Industrial ZonesCommercial framework identifies NANO Nuclear as Tillman's preferred nuclear technology provider; Parties targeting 2 gigawatts ("GW") or more of advanced nuclear capacity by the mid-2030s and 6 GW or more by 2040Framework also includes fully milestone-vesting warrants for Tillman to purchase up to $100 million of NANO Nuclear Energy common stock, with a majority of the warrants vesting upon future binding reactor purchase commitments and a portion vesting upon achievement of key...
- Graphene Manufacturing Group Ltd.GMG Launches New Graphene Water Coolant Additive for Data Centres: G FLUID(TM)Graphene Manufacturing Group Ltd. (TSXV: GMG) (OTCQX: GMGMF) ("GMG" or the "Company") is pleased to announce the launch of patent pending G FLUIDTM for use as a graphene water-based additive for data centre and industrial cooling circuits to increase heat transfer and reduce microbial and bacterial growth. The cooling water treatment chemicals market is valued at US$15 billion per annum in 2026 and is expected to be valued at US$27.2...
- 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