Infineon Technologies officially inaugurated a new backend manufacturing site in Samut Prakan, south of Bangkok, on October 1, expanding the German chipmaker's production network in Southeast Asia starting with an initial investment of over EUR100 million (US$113.1 million).
China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already delivered more than 24GW of data center capacity and will remain above that level by the end of 2026, making China the world's second-largest data center market after the US.
Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded in recent years into AI GPU computing platforms and AI infrastructure, with AI-related revenue in the first half of 2026 already exceeding the level recorded for all of 2025.
Machvision said its "dual-track, four-line" strategy has entered an early growth phase as demand for AI servers, high-speed transmission, and advanced packaging continues to rise. The company said visibility for semiconductor and substrate orders has stretched to as long as 3 years in some cases.
Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver measurable business value across enterprise workflows, device-side applications, and semiconductor design and manufacturing.
Tata Electronics, Apple's contract manufacturing partner, provided INR612.8 billion (US$6.38 billion) in corporate guarantees on behalf of its subsidiaries in fiscal 2026 as it expanded iPhone manufacturing and semiconductor projects, The Economic Times reported.
Over the past year, Nvidia has repeatedly observed AI agents drifting beyond approved workflows. In some cases, agents quietly escalated read permissions to write access, sent requests to unauthorized endpoints, or clicked unauthorized CAPTCHA-bypass links.
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5 billion of cloud and data-center infrastructure revenue, up about 52%. That business sits inside an Intelligent Infrastructure segment forecast at about US$25.6 billion, up about 43%. Management laid out the roadmap segment by segment at its fourth-quarter earnings call and ninth annual investor briefing on September 30, 2026, according to a Bloomberg transcript.
Applied Materials announced that Kioxia will join its Equipment and Process Innovation and Commercialization (EPIC) Center in Silicon Valley, California. The two companies will collaborate on developing advanced memory cells and structures, multi-chip stacking architectures, and new materials engineering technologies to improve the memory density and performance required in the artificial intelligence (AI) era.
Connector maker Nextronics Engineering said its humanoid robot-related products began shipping in 2026, while North American customers are preparing for mass production and have set a 2027 production target. The company expects those programs, alongside AI-related communications, to lift revenue sharply in 2027 and further shift its business mix toward higher-growth segments.
Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure company, on September 30. The agreement marks HPE's inaugural order for the AMD Helios™ AI Rack by HPE, which will be deployed across Vultr's US cloud data centers to power large-scale model training and inference workloads for global enterprises and service providers.
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