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Wednesday 7 October 2026
Exclusive: GaN defends fast-charging turf, eyes AI power as low-cost SiC pushes into consumer electronics
The traditional market divide between the third-generation semiconductors gallium nitride (GaN) and silicon carbide (SiC) is seeing greater overlap in 2026, with SiC increasingly encroaching...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Wednesday 7 October 2026
Robots still can't build Nvidia's AI servers as well as people can
AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...
Wednesday 7 October 2026
Catcher lifts AI server shipments as medical, drone products ramp up
Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Wednesday 7 October 2026
Beyond AI: Starcloud tests whether orbital compute can stay busy enough to pay
The excitement around massive orbital infrastructure mainly stems from its tremendous potential in offering compute nodes powered by near-continuous solar energy beyond the spatial...
Wednesday 7 October 2026
Nvidia-backed Reflection AI unveils Beam, pitching an efficient US open model against Chinese rivals
Reflection AI, the Nvidia-backed startup that has cast itself as a US counterweight to China's open-model developers, has unveiled Beam, its first open-weight model, which it says...
Tuesday 6 October 2026
Cerebras' stock slide stops after Sam Altman calls it 'close partner'
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...
Tuesday 6 October 2026
AMD to expand Taiwan supply chain investment as AI demand drives capacity needs
AMD CEO Lisa Su said the company plans to further increase investment in Taiwan's semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available...
Tuesday 6 October 2026
ITRI sees hardware, AI, sensing drive quadruped robot rollout
As AI advances rapidly, the robotics industry is evolving from traditional automation equipment into a productivity tool for every industry, Taiwan's Industrial Technology Research...
Tuesday 6 October 2026
South Korea keeps sovereign AI contest on track, adds KRW4.7T frontier program after hours of confusion
South Korea's Ministry of Science and ICT said its Sovereign AI Foundation Model Project will run to completion as originally planned. The statement reversed, within hours, a vice...
Tuesday 6 October 2026
Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking...
Tuesday 6 October 2026
Taiwan's NSTC seeks AI data center power tech to reduce grid impact of load spikes
Taiwan's National Science and Technology Council (NSTC) has recently issued a call for proposals on "high-performance power conversion and system management technologies for next-generation...
Tuesday 6 October 2026
How RobCo and the robotics unicorn wave are redefining industrial automation
Physical AI is shifting from a hardware niche into the next foundational computing platform, driving record investor capital into embodied intelligence systems.
Tuesday 6 October 2026
Jedec unveils new standard for silicon photonics reliability qualification and testing
Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid...