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Friday 30 October 2026
Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Friday 30 October 2026
Trump targets foreign robotics imports under Section 232, citing national security risks
Citing a grave threat to national security and the vulnerability of American critical infrastructure, President Donald J. Trump has directed the Secretary of Commerce and the US Trade...
Friday 30 October 2026
Doosan Enerbility expands AI power push with US gas turbine orders, next-gen nuclear
Doosan Enerbility is strengthening its position in the AI-driven power infrastructure market, backed by 12 gas turbine orders in the US and an expanding nuclear energy portfolio. At...
Friday 30 October 2026
Taiwan manufacturing demand rises as bank property loans decline
Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...
Friday 30 October 2026
STMicroelectronics rides AI and satellite demand, but margin recovery awaits fab overhaul
STMicroelectronics (ST) reported third-quarter 2026 revenue of US$3.76 billion, above the midpoint of its guidance, as AI data center and low Earth orbit (LEO) satellite demand lifted...
Friday 30 October 2026
Anthropic's multi-platform AI strategy pressures Nvidia pricing power
Anthropic's "multi-platform resource pool" strategy, disclosed in its S-1 filing, is sending an important signal to the AI chip industry. The company uses Amazon Trainium, Google tensor...
Friday 30 October 2026
Power shortages slow AI data-center builds as Delta expands HVDC, SOFC
Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict,...
Friday 30 October 2026
US Drone Dominance Program raises AI supply-chain stakes
As the US Drone Dominance Program (DDP) expands procurement, orders exceeding 10,000 units will generate significant economies of scale across the drone supply chain. The program's...
Friday 30 October 2026
Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit
Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng...
Friday 30 October 2026
Amazon's cloud acceleration lifts profitability as AI spending absorbs cash
Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens...
Friday 30 October 2026
Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter...
Friday 30 October 2026
China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value
Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership...
Friday 30 October 2026
Taiflex, E Ink accelerate PTFE development for AI connectivity materials
Flexible copper-clad laminate (FCCL) maker Taiflex Scientific announced on October 28 that its board had approved a memorandum of understanding with global e-paper leader E Ink Holdings...
Friday 30 October 2026
Elite Material posts record 3Q26 revenue on AI demand
Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end...