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Sep 18, 12:29

High-end GPUs may be slowing China's AI compute expansion

China's wide gap in token costs stems largely from domestic companies' difficulty in accessing Nvidia high-end GPUs, forcing them to squeeze more value from each token to recoup costs. But supply-chain sources say the scale of China and US AI compute investment may actually be roughly comparable, despite US hyperscalers' far larger 2025 capex.

Winbond cements server NOR lead with Infineon deal

Sep 18, 16:08

Mobile SoC battle for 2026 centers on NPUs

Sep 18, 10:31

ByteDance builds strong supply chain force to master emerging hardware ecosystems beyond core demand

Sep 18, 10:01

Nvidia roadmap shifts to rack-scale AI with Rubin Ultra

Sep 18, 08:26

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PC, CECorning to raise display glass substrate prices 15% from 4Q26

Sep 18, 15:45

Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026, according to industry sources. The company confirmed the move amid persistent cost pressure across the electronics supply chain.

ICT MANUFACTURINGChina's AI data center token costs hinge on access to advanced GPUs

Sep 18, 14:31

China's AI data centers are confronting a severe chip access bottleneck, with the cost of producing tokens shaped less by model design than by geopolitics, according to a recent Caijing analysis. The report said restricted access to high-end GPUs has become the most critical cost burden in China's AI era.

AICoreWeave launches US$3 billion bond sale amid growing revenue, debt

Sep 18, 13:44

CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The neocloud, which has sharply ramped up its infrastructure spending over the past year, has secured a growing customer base but faces concerns over financial sustainability amid intense competition and fears of an AI slowdown.

AIKing Charles tests AI's safety consensus as Nvidia keeps its foot on the accelerator

Sep 18, 11:41

King Charles III has stepped into the intensifying debate over artificial intelligence, urging executives from Nvidia, Google DeepMind, OpenAI, and Anthropic to keep AI under human control and ensure the technology serves people and the planet.

PC, CEByteDance's second AI-agent phone drops forced automation for permission — yet app wall still up

Sep 18, 10:50

The question facing China's "AI agent phone" category is no longer whether a model can drive a smartphone. It is whether the apps will let it. Judging by the first mass-produced device to try it, the answer is mostly not yet.

ICT MANUFACTURINGTaiwan central bank keeps rates unchanged as inflation stays contained

Sep 18, 09:19

Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal Reserve's rate hike drew criticism from President Donald Trump.

AITaiwan central bank warns market stability hinges on AI monetization

Sep 18, 09:17

Taiwan's Central Bank said on the 17th that the success or failure of AI monetization will determine its long-term economic benefits and impact on financial markets. It urged Taiwanese companies to accelerate AI adoption as it weighed the effects of AI development on the macroeconomy and financial stability.

ICT MANUFACTURINGHousing slump and plant builds diverge as Tung Ho Steel sees AI demand support

Sep 18, 08:32

Electric-arc furnace steelmaker Tung Ho Steel said Taiwan's real-estate slowdown has dragged down rebar orders in 2026, while high-tech investment and plant construction have strongly supported its section steel and steel structure business. General manager Bing-Hua Huang said rebar shipments and order intake have both slowed since the start of 2026 amid housing policy headwinds. From January to August 2026, order intake fell 23% year-over-year, while orders on hand slipped from 1.2 million tonnes to 1.15 million tonnes, leaving rebar order visibility at 10 months.

AIChina sees a second chance in VLEO as AI shifts the satellite race from chips to networks

Sep 18, 08:32

Starlink's massive scale in conventional low-Earth-orbit (LEO) satellites has markedly reinforced the satellite giant's aggressive grip on the commercial space industry for the next decade or so.

AIHuawei Connect 2026: Huawei scales supernodes into million-card AI systems

Sep 18, 08:29

Huawei is extending its AI infrastructure strategy beyond individual accelerators and storage systems, unveiling an Agentic supercluster architecture designed to scale Ascend computing to as many as 1 million accelerator cards through UnifiedBus.

AIZ.ai's next growth engine starts where compute scarcity ends

Sep 18, 08:29

Chinese AI developer Z.ai has raised its 2026 year-end annual recurring revenue (ARR) target by 25% to US$3 billion after fresh financing eased the computing bottleneck that had constrained growth earlier this year.

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