At a shared stage at Semicon Taiwan 2026, executives from Samsung Electronics, SK Hynix, and Micron agreed that traditional 2.5D high-bandwidth memory (HBM) using interposers is approaching a performance ceiling. Consequently, the industry is transitioning toward 3D vertical stacking architectures to minimize transmission power consumption and leverage wafer-level bonding technologies.

On the eve of the opening of SEMICON Taiwan 2026, the Ministry of Economic Affairs (MOEA) hosted the Semicon Network Summit, where President Ching-Te Lai said Nvidia invests and procures more than NT$3 trillion (US$94.4 billion) a year in Taiwan. He added that Micron has invested more than NT$1.4 trillion cumulatively, while AMD has expanded its Taiwan R&D and investment to more than NT$300 billion.

Cloud AI capital expenditure continues to shatter market expectations, sparking growing concerns over whether the spending surge is overheating and heading toward a bubble. Semicon Taiwan 2026 may serve as the ultimate litmus test for this debate.

Cable manufacturer Wonderful Hi-Tech announced its financial results for the second quarter and first half of 2026 during an earnings call held on September 1. A ramp-up in high-speed transmission cable shipments for artificial intelligence (AI) applications, coupled with strong pull-in momentum from a major US low-Earth-orbit (LEO) satellite customer, drove second-quarter results. The company also said it is expanding capacity in Thailand and Vietnam to capture new opportunities in space data centers and physical AI.

China-led experts have released what CCTV described as the world's first international standard for legged robots, creating a common framework for evaluating humanoid robots, robot dogs and other machines designed to walk, run, climb slopes and cross obstacles.

India is preparing a framework that would allow AI agents to make small digital payments without requiring user approval for every transaction, three sources familiar with the matter told Reuters. This would be a step that would put one of the world's largest payment networks behind agentic commerce.

Manus has resumed independent operations under its founding team, closing a turbulent chapter that began with Meta Platforms' multibillion-dollar acquisition of the AI agent startup and ended after Chinese regulators ordered the transaction canceled.

GoPro's planned US$285 million merger with Starman Optical could give the struggling action-camera maker a path to recapitalize its balance sheet and expand into optical transceivers, AI infrastructure, defense, robotics, and aerospace. The deal would repay GoPro's roughly US$92 million in debt while leaving existing shareholders with about 10% of the combined company, potentially marking a major shift in GoPro's business beyond consumer cameras.

Anthropic has released Claude Fable 5.1 and Claude Mythos 5.1, betting that cheaper agentic-AI economics and early scientific-research results will differentiate its latest models more than raw benchmark gains alone. The two are the same underlying model at different safeguard levels: Fable 5.1 is generally available now on Anthropic's platform, Amazon Web Services (AWS), Google Cloud, and Microsoft Azure under the API identifier claude-fable-5-1, while Mythos 5.1 is limited to vetted organizations working in cybersecurity and the life sciences, according to Anthropic's announcement.

Dell Technologies' quarterly results showed record AI server orders and backlog, but executives used the earnings call's question-and-answer session on September 1 to disclose a more detailed point not in the headline numbers: the pace at which enterprise customers, rather than just large cloud and sovereign buyers, are adopting its AI infrastructure.

Dell Technologies closed its fiscal second quarter with revenue of US$47.0 billion, up 58% year over year, but the more telling number is what happened below the top line: operating income more than tripled, and the operating margin nearly doubled to 11.5% from 6.0% a year earlier. AI infrastructure did not just add revenue this quarter — it pulled the entire company's profitability up with it.