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Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026),...
Thursday 5 November 2026
Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal
Coherent is positioning itself as the optics supplier with no stake in the chip wars, two days after Marvell Technology agreed to acquire one of its closest rivals.
Thursday 5 November 2026
Qisda revenue rises 13% in October as AI businesses accelerate
Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and...
Thursday 5 November 2026
Qualcomm to debut 6G terminal prototype at China expo, bringing AI memory to smart glasses
US chipmaker Qualcomm will present its latest developments in 6G and AI agent-powered devices at the ninth China International Import Expo (CIIE), held from November 5 to 10 at the...
Thursday 5 November 2026
Apple opens AI beta in China with Qwen-integrated Siri
Apple has opened testing of its China-specific Apple Intelligence service with the iOS 27.3 developer beta released on November 4, integrating Alibaba's Qwen model into Siri. The full...
Thursday 5 November 2026
South Korea's Moreh claims AMD MI355X delivers over twice Nvidia B200's inference throughput
South Korean AI software developer Moreh says AMD Instinct MI355X GPUs running its inference software delivered more than twice the throughput of Nvidia B200 GPUs in company tests,...
Thursday 5 November 2026
US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips
Chinese AI developers are losing a key route to advanced US chips, renting them in data centers outside China, as Washington and US companies stretch American controls over compute...
Thursday 5 November 2026
Syntec Technology's new factories in India, Malaysia to push capacity to more than double in 2027
Syntec Technology is actively advancing its global production capacity expansion and artificial intelligence (AI) technology deployment. The company announced on November 4 that its...
Thursday 5 November 2026
AI doubts mount, but server supply chain still sees strong demand
As concerns over AI deepen and negative headlines continue to emerge, companies across the AI server supply chain say customer orders remain strong. Industry sources said Nvidia GPU...
Thursday 5 November 2026
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI,...
Thursday 5 November 2026
OpenAI moves deeper into software infrastructure with Pierre acquisition plan
OpenAI plans to acquire Pierre Computer Company, extending its push into the infrastructure behind AI-generated software as competition expands beyond coding assistants to the systems...
Thursday 5 November 2026
Asia Optical posts record Q3 profit, ramps CPO and AI optics push
Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating...
Thursday 5 November 2026
oToBrite and Yuan build robot vision chain for Nvidia platform
As the Physical Intelligence and autonomous vehicle markets heat up, oToBrite is partnering with Yuan High-Tech Development to integrate its 3D binocular stereo vision camera module...
Thursday 5 November 2026
AI chips need 1.5 years to move beyond cloud: HCLTech
HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale...
Thursday 5 November 2026
From assembly lines to front lines, defense opens new opportunities for automakers
As low capacity utilization, steep tariffs, and fierce competition from Chinese automakers pressure the industry, significant growth in European defense spending is opening new business...