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Wednesday 16 September 2026
Research Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

Wednesday 16 September 2026
Amodei's AI slowdown call is unlikely to dent chip demand, industry sources say

Anthropic CEO Dario Amodei's call to slow frontier AI development has stirred debate over safety, but chip industry sources say global...

Tuesday 15 September 2026
How AI real-world deployment is rewriting IPC business models
Mega-construction projects currently underway across the US, South Korea, Japan, and Taiwan are heavily concentrated in two main sectors: semiconductor fabs and automated warehousing/logistics...
Tuesday 15 September 2026
Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub
Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure...
Tuesday 15 September 2026
South Korea updates AI safeguards as Microsoft sets shutdown rules

South Korea is updating its artificial intelligence security guidance as companies deploy AI agents capable of operating with limited...

Tuesday 15 September 2026
China's humanoid robot race, Part 1: Mass production outruns proven demand

China's humanoid robot industry is moving from prototypes to industrial production. The next test is no longer whether robots can be...

Tuesday 15 September 2026
China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit
While the US showcases its strength as one of the world's established space powers — reinforced by SpaceX's growing dominance in satellite connectivity — a quieter but...
Tuesday 15 September 2026
OEM/EMS AI servers: August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026
Sivers Semiconductors positions laser arrays as solution to copper's limits

At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the...

Tuesday 15 September 2026
Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

Tuesday 15 September 2026
Chinese tech firms deepen open source push amid AI pacing debate

As US AI executives warn that artificial intelligence development may need to slow down, Chinese companies are pressing ahead with open...

Tuesday 15 September 2026
Ainos pushes AI Nose into semiconductor front-end manufacturing
Ainos said its second-generation AI Nose has entered commercial deployment at semiconductor fabs, signaling growing interest in chemical sensing for industrial AI. The move highlights...
Tuesday 15 September 2026
AI's next bottleneck may be profitability, not compute, SK chair warns
For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was...
Tuesday 15 September 2026
Inside CIOE: takeaways from China's biggest optoelectronics show
Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE),...