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Tuesday 29 September 2026
Column: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in it
Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with...
Tuesday 29 September 2026
GlobalFoundries eyes GaN expansion to challenge TSMC in AI

GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services...

Tuesday 29 September 2026
GF's MIPS bets on RISC-V physical AI, expands into autos and data centers
MIPS, a GlobalFoundries (GF) unit, said it has completed its integration with the ARC unit acquired from Synopsys earlier this year and is using the move to position RISC-V for physical...
Tuesday 29 September 2026
Vanguard chairman says AI slowdown won't free up chip capacity

Vanguard International Semiconductor (VIS) and NXP Semiconductors' joint venture, VisionPower Semiconductor Manufacturing Company (VSMC),...

Tuesday 29 September 2026
Qualcomm, Liquid AI tout on-device AI potential at Snapdragon Summit
Qualcomm Technologies held its Snapdragon Summit 2026 in Maui, Hawaii, from September 22 to 24. During the keynote on the second day, Qualcomm president and CEO Cristiano Amon spoke...
Tuesday 29 September 2026
Trump-Xi state dinner puts tech titans at the head table, spotlighting Taiwan's quiet supply chain clout

Chinese President Xi Jinping and his wife, Peng Liyuan, arrived at the White House on the evening of September 24 US time to attend...

Tuesday 29 September 2026
Nvidia expands CUDA-Q platform to target fault-tolerant quantum software
Nvidia expanded its open-source CUDA-Q platform with CUDA-Q Logical, an orchestration layer aimed at helping researchers build software for fault-tolerant quantum computers. The company...
Tuesday 29 September 2026
LG AI Research expands sovereign AI push into Kazakhstan, Middle East
LG AI Research is moving into Kazakhstan and the Middle East to capture demand for sovereign AI in emerging markets. The South Korea-based unit is using its model development and commercialization...
Tuesday 29 September 2026
Meta adds camera-free AI glasses as Samsung prepares 2026 launch
Meta has introduced a camera-free smart glasses model while Samsung Electronics prepares to enter the AI glasses market in 2026, as privacy concerns and product design trade-offs reshape...
Tuesday 29 September 2026
IDC says AI agent growth will widen global compute shortage by 2027

AI agents are moving into enterprise workflows and driving a sharp rise in demand for AI infrastructure, with a new report from IDC...

Tuesday 29 September 2026
Meta's Muse raises questions about AI model leadership, product moats
Meta's Muse AI agent has become a fresh example in the debate over whether frontier model performance still determines commercial success. In a new Stratechery article, founder...
Tuesday 29 September 2026
Samsung invests US$1 billion in ex-AWS chief's AI data center venture, joining Nvidia as a founding investor
Six Samsung companies will invest a combined US$1 billion in Helix Digital Infrastructure, a company set up by investment firm KKR to build data centers and the power supply they need...
Tuesday 29 September 2026
Advantech's North America expansion signals a deeper shift toward local manufacturing, services

Advantech is expanding manufacturing, engineering, and fulfillment capabilities in North America as demand grows for locally designed...

Tuesday 29 September 2026
Column: Beyond Zero Trust – why AI supply chain resilience needs a plan B
Artificial intelligence is rapidly entering enterprise operations, blurring the lines between cybersecurity and supply chain management. In the AI era, Zero Trust is no longer only...
Tuesday 29 September 2026
HAA free tuition enrollment draws Silicon Valley buzz

The Horowitz Andreessen Academy (HAA), a separate education company incubated by Andreessen Horowitz, or a16z, has officially launched...