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    NEWS TAGGED IT + CE
    Friday 11 September 2026
    AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging
    Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and...
    Friday 11 September 2026
    Innolux factory shift could reshape InnoCare's supply chain and growth mix
    InnoCare Optoelectronics is preparing for a major supply-chain adjustment as Innolux Corporation restructures its factories, with the parent company's second plant scheduled to close...
    Friday 11 September 2026
    CIOE 2026: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

    At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

    Friday 11 September 2026
    CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030
    Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from...
    Friday 11 September 2026
    Nvidia expands Australian AI factory push as global demand rises
    Nvidia's latest partnerships in Australia could reshape where AI capacity is built and who can access it. The plan links power, data centers, and open models to local innovation, while...
    Friday 11 September 2026
    Apple's new chip packaging boosts A20 Pro AI power, pushing MediaTek, Qualcomm to follow suit
    Apple has unveiled its latest iPhone 18 Pro and the A20 Pro, its first 2nm chip. According to Apple's official specifications, the A20 Pro features a six-core CPU, seven-core GPU,...
    Friday 11 September 2026
    CIOE 2026: Smartphone camera market faces deeper slump as Apple draws attention in Shenzhen
    The smartphone camera market drew renewed attention at CIOE 2026 in Shenzhen, but the focus did not signal a broad recovery. For readers worldwide, the outlook matters because weak...
    Friday 11 September 2026
    FCC closes a chip-level loophole while media debate another White House retreat

    A rule published in the Federal Register on September 11 pushes US communications supply-chain...

    Friday 11 September 2026
    AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

    The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

    Friday 11 September 2026
    Anthropic disrupts Chinese AI firms' attempts to extract Claude capabilities
    Anthropic has disrupted a series of operations in which Chinese AI companies allegedly used its Claude models to extract capabilities for their own AI systems, highlighting growing...
    Friday 11 September 2026
    Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack
    The US Pentagon is in talks to provide about US$5 billion in financing to AI cloud-computing startup Fluidstack, potentially making the government a major source of capital for the...
    Friday 11 September 2026
    Jensen Huang bets Nvidia's next leg of growth on turning AI compute into an investable asset

    Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into...

    Friday 11 September 2026
    Nvidia's US$13 billion Hugging Face deal bets physical AI can start at US$400, not US$40,000
    Humanoid robotics has become one of the most visible fronts of the physical-AI race, but the industry's path to scale may depend as much on lowering the cost of experimentation as...
    Friday 11 September 2026
    Oracle's AI cloud build-out is now rewriting its cost structure

    Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

    Friday 11 September 2026
    Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

    Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

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    BIZ FOCUS
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    Wednesday 23 September 2026
    The Robot in the Supply Chain
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
    Tuesday 22 September 2026
    AT&S Unveils Strategy to Drive AI Growth
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