SK Hynix has reiterated that no decision has been made on a potential US initial public offering (IPO) or other external financing for its Solidigm subsidiary, as the company weighs investment needs driven by growing demand for AI data center storage.

Toshiba plans to double production capacity for hard disk drives (HDDs) used in AI data centers by fiscal 2027, investing about JPY60 billion (US$379.4 million) to expand its Philippine operations, according to Nikkei Asia. The expansion will mark Toshiba's first major HDD investment in roughly five years and is intended to strengthen supplies as AI workloads drive demand for high-capacity storage.

Meta has launched a new business unit, "Meta Enterprise Platform," to package its artificial intelligence (AI) models, agent tools, and infrastructure for enterprise customers, and has tapped MongoDB chief executive CJ Desai to lead it.

Wireless communications company Climax Technology is accelerating its AI push by launching an "AI and Advanced Technology Center," with its first project a next-generation AI sensing platform slated for sampling in the third quarter of 2027 and small-volume shipments in the fourth quarter.

CTBC Bank and GMI Cloud on October 1 announced the closing of an NT$14.05 billion (about US$445 million) syndicated credit facility to fund Taiwan's first AI factory. The deal is the first in Taiwan to fully back GPU financing with a commercial banking syndicate.

The aggressive rollout of large-scale infrastructure projects has brought increasingly visible changes across global economies and major technology supply chains, with much of that transformation now unfolding under the expanding influence of AI.

Huawei has regained momentum across its consumer device business, but its position in the global wearables market is becoming increasingly uneven: the Chinese technology giant has taken the global smartwatch crown, while its wireless earbuds remain a more distant fourth behind Apple, Xiaomi, and Samsung Electronics.

Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as a dedicated frontier research organization for large language models (LLMs) and spatial intelligence, with founder Fei-Fei Li joining AMD as executive vice president and chief scientist, reporting directly to Chair and CEO Lisa Su.

Silicon Valley data center optical interconnect startup CScale emerged from stealth on September 30 after raising US$145 million in a Series C funding round backed by Nvidia and Intel Capital. The latest financing brings the company's total funding to US$188 million.

Machvision is expanding capacity earlier than planned to meet rising demand from semiconductors, substrates, and optical modules, while tight computer numerical control (CNC) and machining supply chains have emerged as its biggest operating challenge. The inspection equipment maker is reshaping its Hsinchu and Kunshan facilities and expects the new footprint to support NT$10 billion (US$313.03 million) in revenue starting in 2027.

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).