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IN THE NEWS
Monday 2 November 2026
AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend
Tong Hsing Electronic Industries (THEIL) outlined the latest developments and market trends across its four major product lines of optical communications, ceramic substrates, new semiconductor...
Monday 2 November 2026
AI data center boom in Taiwan faces power, high-voltage line hurdles
As AI data centers expand, Taiwan is facing challenges in securing power supply, battery backup, and cooling systems, with the state-run Taiwan Power Company (Taipower) requiring about...
Monday 2 November 2026
South Korea builds SMR ecosystem as SK Innovation advances Natrium tech, Samsung C&T pushes modular construction
South Korean energy and engineering companies are positioning themselves for the emerging small modular reactor (SMR) market, with SK Innovation (SKI) seeking to build expertise through...
Monday 2 November 2026
Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains
Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model...
Monday 2 November 2026
Foxconn takes AI beyond clinical software with hospital partnerships and medical robotics
Foxconn is expanding its AI capabilities into clinical workflows, medical robotics and healthcare manufacturing, working with hospitals, equipment makers and technology partners to...
Monday 2 November 2026
DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race
Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the...
Monday 2 November 2026
Exclusive: How Germany's fast-follower economy reshapes the AI PC race as local AI awaits killer app
As AI PC configurations reach new technological heights amid a broader push toward higher-spec machines, the market is moving steadily toward wider adoption of AI-capable hardware.
Monday 2 November 2026
Lite-On boosts 2027 capex as AI race raises stakes for CSPs
Lite-On Technology will continue increasing capital expenditure in 2027 as cloud service providers (CSPs) pour money into the artificial intelligence (AI) infrastructure race, president...
Monday 2 November 2026
Sam Altman meets with Samsung, SK as memory crunch deepens
OpenAI CEO Sam Altman met with executives from Samsung Group and SK Group during a brief visit to South Korea on October 31, as tightening memory supplies and growing commitments to...
Monday 2 November 2026
Foxconn nears EV JV agreement with Poland's EMP as European expansion gains momentum
Foxconn is in advanced discussions with Polish electric vehicle (EV) company Electromobility Poland (EMP) to establish a joint venture, with an agreement expected soon, according to...
Monday 2 November 2026
Exclusive: Metal adhesion poses challenge for aluminum nitride in AI optics
As AI and large-scale data center buildouts drive up data transmission speeds, heat is becoming increasingly concentrated in key components. This has drawn attention to ceramic substrates...
Monday 2 November 2026
Nvidia to become Naver’s third-largest shareholder
Nvidia will invest US$1 billion (KRW1.34 trillion) in South Korean internet company Naver, acquiring an approximately 4.54% stake and surpassing Naver founder and board chairman Hae-jin...
Monday 2 November 2026
FuriosaAI raises US$620 million, quadruples valuation to challenge Nvidia
South Korean AI chip startup FuriosaAI has raised US$620 million in its latest funding round, quadrupling its valuation from the previous round to US$2.9 billion and strengthening...
Monday 2 November 2026
Apple Intelligence heads toward paid tiers in 2027, yet AI usage limits leave key questions unanswered
Apple is preparing to charge for heavier use of certain Apple Intelligence features from 2027, introducing usage caps for cloud-based AI services that could become part of its existing...
Monday 2 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress...