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Tuesday 8 September 2026
Nvidia underwrites its own demand, and that may be harder to copy than its chips
Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
Tuesday 8 September 2026
SST market grows 32% as global players race to secure position
As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage,...
Tuesday 8 September 2026
Acer Asia units post double-digit growth on strong AI orders
Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is...
Tuesday 8 September 2026
US-China space race expands from Moon landings to LEO satellite constellations and orbital computing
The US-China space race is broadening beyond rocket launches and crewed lunar missions into a growing array of strategic arenas, including lunar resources, low-Earth-orbit (LEO) satellite...
Tuesday 8 September 2026
Accton sets August revenue record as AI networking demand surges
Accton Technology reported on September 7 that August consolidated revenue reached NT$40.873 billion, a record high and the first time the network equipment maker has exceeded NT$40...
Tuesday 8 September 2026
Interview: California companies highlight synergy between the state and Taiwan
This year's SEMICON Taiwan saw companies worldwide flock to Taipei to learn new industry developments and score potential business opportunities. Many came from elsewhere in Asia,...
Tuesday 8 September 2026
Taiwan sets out 2027 plan to reinforce AI, chip leadership
Taiwan plans to deepen its role in global technology supply chains as demand for AI chips, advanced packaging, and memory tightens worldwide. A new policy agenda aims to bolster semiconductor...
Monday 7 September 2026
How UC Santa Cruz's Silicon Valley lab is reverse-engineering the human brain to solve AI's chip power crisis
As the global race for artificial intelligence (AI) consumes vast oceans of electricity and pushes modern utility grids to the brink, a team of California researchers is looking to...
Monday 7 September 2026
Silicon Valley goes physical: how San Jose is building an energy-rich, tariff-mitigated capital for physical AI
As the artificial intelligence revolution outgrows the digital cloud and demands physical form, a major structural transition is quietly reshaping Silicon Valley. While the region...
Monday 7 September 2026
STMicroelectronics says humanoid robots must clear a trio of hurdles
STMicroelectronics said humanoid robots are still most likely to enter manufacturing first, as the industry works through key hurdles in hand dexterity, edge AI decision-making, and...
Monday 7 September 2026
Yaho rides TSMC, Micron expansion wave to tap facility integration, equipment installation market
Artificial intelligence (AI) and high-performance computing (HPC) are driving the global semiconductor industry into a new expansion cycle, with fabs extending from Taiwan to the US,...
Monday 7 September 2026
Model fatigue, China's price pressure, and a profit horizon still years away
The AI industry's release calendar has compressed to the point where a single week can carry five frontier or near-frontier launches, but the acceleration is not a sign of confidence...
Monday 7 September 2026
Inside K-Safety Expo 2026: AI is disappearing into safety — and that changes everything
By the final afternoon of K-Safety Expo 2026, after three days of threading my way through BEXCO's sprawling exhibition halls in Busan, one impression had become difficult to ignore:...
Monday 7 September 2026
DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia
DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make...
Monday 7 September 2026
Xiaomi warns of more India price hikes as AI squeezes the phone from both sides
The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone...