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Wednesday 28 October 2026
Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities
Toyota Motor Corporation is accelerating the commercialization of robots, creating potential opportunities for Ikka Holdings (IKKA-KY) to leverage its existing Japanese automotive...
Wednesday 28 October 2026
Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply
Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside...
Wednesday 28 October 2026
AI startups face scrutiny over revenue metrics used to promote rapid growth
AI startups' revenue figures are under scrutiny as founders and investors question whether companies clearly distinguish active business from contracts that have not yet generated...
Wednesday 28 October 2026
Kentec targets CSP opportunities with AIDC infrastructure integration
Kentec, a subsidiary of Kenmec Group, is shifting beyond its traditional role as a contract manufacturer of components to become a systems integration provider (SIP) for complete AI...
Wednesday 28 October 2026
AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7
The Hurun Research Institute's 2026 Hurun China Rich List shows ByteDance founder Yiming Zhang reclaiming the title of China's richest person with CNY670 billion (US$99.7 billion),...
Wednesday 28 October 2026
Microsoft medical AI tops 80% accuracy in complex cases
Microsoft said its medical artificial intelligence (AI) system achieved higher diagnostic accuracy than general physicians in tests involving complex cases, potentially lowering diagnostic...
Wednesday 28 October 2026
AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing
AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1...
Wednesday 28 October 2026
Google TPUs land Oracle, with OpenAI reportedly next
Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate...
Wednesday 28 October 2026
IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests
Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early...
Wednesday 28 October 2026
Celestica says awarded programs already put 2028 demand above its 2027 outlook
Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...
Wednesday 28 October 2026
Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek
Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing...
Wednesday 28 October 2026
Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge
Nvidia's newly unveiled DSX POD promises to accelerate AI data-center deployment from months to weeks, joining earlier modular offerings from Microsoft and Amazon Web Services (AWS)...
Wednesday 28 October 2026
Google prioritizes frontier AI as cloud capacity runs short
Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded...
Wednesday 28 October 2026
From superconductors to optics: The six Silicon Valley startups bringing AI bottleneck solutions to Taiwan
Silicon Valley venture capital firm Playground Global returned to Taiwan with six portfolio companies spanning memory, power management, optical communications and advanced packaging,...
Wednesday 28 October 2026
SpaceX turns Nvidia GPUs into long-duration assets with US$40 billion Apollo deal
The momentum surrounding chip financing is being met with a subtler but increasingly consequential shift in how AI infrastructure is funded, as technology giants expand compute commitments...