Foxconn2026-09-14 03:33:17Foxconn, iAuto and partners set up robotics technology company in BeijingA new robotics-focused company has been established in Beijing, according to corporate registry information from Tianyancha App. The company, named Beijing Futekang Intelligent Robot Technology Co., Ltd., was recently incorporated with Xuan Qiwu listed as its legal representative and registered capital of RMB 50 million. Its stated business scope includes intelligent robot sales, industrial robot sales, and the manufacturing of robots for specialized operations. Shareholding information shows the company is jointly owned by iAuto Automotive Technology Co., Ltd., Foxconn Technology Group Co., Ltd., and Beijing Gongxin Tongda Technology Partnership (Limited Partnership). The update was cited by PANews on Sept. 14 as a market information item.710
Skild AI2026-09-10 16:35:21Skild AI unveils S1 robot foundation model that learns new tasks from a single videoSkild AI has introduced S1, a robot foundation model designed to learn and carry out previously unseen tasks after watching a single video demonstration. According to the company, the model can handle new tasks lasting up to 10 minutes without updating model weights or applying task-specific post-training. Skild AI said the technology has already led to more than 60 deployment partnerships across manufacturing, logistics, and food preparation. Co-founder and CEO Deepak Pathak said learning from experience rather than pre-programming represents a major shift in robotics. The company also said NVIDIA Isaac Lab and Cosmos helped generate the large-scale and diverse experience needed for robot learning. In factory settings, Skild has worked with NVIDIA and Foxconn on high-precision assembly for NVIDIA Blackwell systems. Citing NVIDIA Blog, the report added that Skild AI reached a $100 million annual recurring revenue run rate 10 months after its first commercial deployment. In testing, S1 posted about a 66% per-step success rate on new multi-step tasks, compared with 9% for similar AI systems.880
Apple2026-09-10 09:21:41iPhone Duo supply chain gains are uneven, with hinge maker Shin Zu Shing standing outApple unveiled its first foldable phone, the iPhone Duo, on Sept. 9, with a starting price of $1,999, preorders set for Oct. 16, and retail sales beginning Oct. 23. Goldman Sachs estimated first-year shipments at 14 million units in a base case and 35 million in a bullish case, but the potential upside for suppliers is not evenly distributed. The biggest direct beneficiary, according to the report, is Shin Zu Shing because the hinge is a new component that does not exist in standard iPhone models. The hinge is described as one of the hardest parts to manufacture in a foldable phone. It contains about 100 components and uses materials including liquid metal alloy, titanium, and stainless steel. Media reports citing supply-chain sources said a joint venture between Shin Zu Shing and Foxconn subsidiary FII secured about 65% of orders, while Amphenol took the remaining 35%. By contrast, suppliers already present across the broader iPhone lineup, such as TSMC and Foxconn, may see only incremental gains. Samsung Display is supplying foldable OLED panels under an exclusive three-year deal, leaving Taiwanese panel makers out of that segment entirely. The report also noted that shipment forecasts vary sharply, from 6 million to 35 million units, making precise profit estimates difficult at this stage.640
Amazon2026-09-07 03:24:56AWS raises capital spending to $220 billion, lifting orders for Alchip, Wiwynn and FoxconnAmazon is increasing spending on AI infrastructure through Amazon Web Services, with annual capital expenditure now set at $220 billion, up 10% from an earlier $200 billion estimate. According to the report, the added budget is being directed toward AI data centers, servers and networking equipment, driving fresh order momentum across parts of Taiwan’s supply chain, including Alchip, Wiwynn, Foxconn and TSMC. The report says AWS CEO Andy Jassy recently stated that the imbalance between AI compute supply and demand is expected to last through 2027, while demand for 2028 has already started to emerge. AWS’s AI business, together with its in-house chips, has reportedly reached $25 billion in scale and is still posting triple-digit annual growth. TSMC is said to be benefiting through 3 nm manufacturing orders tied to AWS custom ASIC programs led by Annapurna Labs. Alchip said quarterly revenue and profit could both hit record highs, with visibility on related projects extending at least three to four years. Wiwynn is handling AI rack assembly and switch trays, while Foxconn has entered AWS’s supply chain with CPU tray orders. Foxconn has also set a goal of taking more than 40% market share in ASIC servers.880
WuBlockchain2026-09-06 11:53:20CXMT’s DRAM share hits 10% as Foxconn sales climb and Iran oil risk growsWuBlockchain’s WhiteLine Daily highlighted four developments shaping current market thinking around AI infrastructure and energy risk. Counterpoint Research said ChangXin Memory Technologies, or CXMT, lifted its global DRAM revenue share to 10% in the second quarter of 2026, up from 4% a year earlier and 8% in the first quarter, placing it fourth worldwide behind Samsung, SK Hynix, and Micron. The company’s interim report, released on Aug. 28, showed first-half revenue of 150.31 billion yuan, up 873.64% year over year, while net profit attributable to shareholders reached 77.605 billion yuan versus a 2.332 billion yuan loss a year earlier. Foxconn, meanwhile, reported August revenue of NT$921.77 billion, or about $29.1 billion, up 51.98% from a year earlier and the highest ever for the same month. It also said third-quarter visibility had improved and overall performance should beat market expectations. In India, Tata Consultancy Services said its AI data center unit HyperVault had secured 264 acres in Hyderabad for a campus that could scale to 1 GW, with up to 700 billion rupees, or about $7.4 billion, in investment. Separately, after the U.S. military said it struck three Iranian crude transport vessels on Sept. 5, concern over disruption around Kharg Island and the Strait of Hormuz pushed supply risk back into focus, with Brent previously rising to $96.28 a barrel and up about 7.6% for the week.960
Foxconn2026-09-05 13:53:11Foxconn Expects Q3 Earnings to Beat Estimates as AI Server Demand Reshapes BusinessFoxconn forecasts third-quarter results to exceed market expectations, driven by AI server demand that is reshaping its business. The company is strategically pivoting toward AI infrastructure, highlighting the growing importance of AI in reshaping the global tech supply chain.770
GF Securities2026-08-13 05:29:11GF Securities says AI stock correction is nearing an end as capital rotates from memory to CPO opticsHong Kong-based GF Securities said in its August technology sector report that the July pullback in AI-linked stocks is close to ending, with the Philadelphia Semiconductor Index seeing its forward P/E fall to 27x and crowded leveraged positions largely cleared out. The firm added AMD, Foxconn and Lumentum to its preferred list while removing United Microelectronics, MediaTek and ASML, arguing that current leadership is concentrated in GPU, CPU and optics rather than mature-node foundry, smartphone chips or front-end lithography. GF Securities also said supply-chain capital is rotating away from memory components toward optical interconnects, with near-packaged optics and co-packaged optics emerging as the next focus. It projected U.S. cloud service providers’ capital expenditure growth at 85% in 2026, 45% in 2027 and about 20% in 2028, while estimating debt issuance at $257 billion in 2026 and $419 billion in 2027. The report said net leverage should still stay around 0.5x by 2029. At the same time, it kept a cautious near-term view on smartphones and warned that NAND oversupply could begin to surface in the second half of 2027.1910
Foxconn2026-08-05 07:35:43Foxconn Sees AI Rack Shipments Staying on Growth Path in Q3Foxconn expects artificial intelligence rack shipments to maintain growth in the third quarter, according to Jinshi.1900
