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    China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit
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    NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
    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
    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),...
    Tuesday 15 September 2026
    Robot supply strategies split between US in-house tech and Chinese local ecosystem
    As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception...
    Tuesday 15 September 2026
    Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
    PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
    Tuesday 15 September 2026
    Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

    After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

    Monday 14 September 2026
    STMicro lead times top 1 year, boosting Taiwan chip makers
    AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...
    Monday 14 September 2026
    China optical firms target photonics with mixed high-end, lower-cost push
    The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...
    Monday 14 September 2026
    Foxconn subsidiary broadens AI interconnect role as 1.6T enters deployment
    AI data centers are moving decisively toward 1.6T connectivity, with 800G now mainstream in AI clusters and 400G remaining common in general cloud and enterprise deployments.
    Monday 14 September 2026
    AI's energy demand ignites global nuclear rush, straining Taiwan's restart
    A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...
    Monday 14 September 2026
    Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

    Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

    Monday 14 September 2026
    CPO nears mass production — next battle about interfaces, yield and maintenance
    As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO)...
    Monday 14 September 2026
    Lite-On revenue rises in August on cloud power demand
    Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...
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    BIZ FOCUS
    Sep 14, 08:00
    Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects
    Monday 14 September 2026
    Scaling Photonics: Assembly, Test and Fiber Automation at SEMICON Taiwan
    Friday 11 September 2026
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
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