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NEWS TAGGED 2026
Wednesday 28 October 2026
Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight
Huawei Technologies has reshuffled its top leadership, appointing Consumer Business Group (BG) CEO Gang He to its 17-member board. The move follows the departure of former board member...
Wednesday 28 October 2026
Goke Microelectronics raises KGD packaging prices again
China-based IC design firm Goke Microelectronics will raise prices for its Known Good Die (KGD) packaged products by US$0.5 to US$1.5 per unit from November 2026, depending on capacity...
Wednesday 28 October 2026
Macronix posts record 3Q26 profit as gross margin hits 70%
Memory maker Macronix International set a new quarterly record in the third quarter of 2026, with gross margin reaching 70.5% and net profit after tax totaling NT$109.5 billion (approx...
Wednesday 28 October 2026
Analysis: What happens if Claude demand cools before its compute bills do?
Anthropic's IPO filing presents a company growing quickly enough to justify one of the AI industry's most aggressive infrastructure buildouts. But buried in the prospectus is a less...
Wednesday 28 October 2026
GMIF2026 Exhibition Recap: Innovation Across AI Memory and Storage Chain

The 5th GMIF Innovation Summit (Global Memory Innovation Forum 2026, GMIF2026), co-hosted by the Shenzhen Memory Industry Association (SMIA) and the School of Integrated...

Tuesday 27 October 2026
Jensen and Musk both think aging GPUs are worth more than the books show
Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Tuesday 27 October 2026
Tesla sees Cybercab becoming a new growth bet amid declining auto revenue
Tesla's automotive business weakened in the third quarter of 2026 as lower average vehicle prices and battery shortages pressured revenue and profit, while the company accelerated...
Tuesday 27 October 2026
Chinese EVs push imported models ahead of South Korean vehicles
Imported electric vehicles captured more than half of South Korea's new electric passenger-car registrations during the first nine months of 2026, marking the first time the share...
Tuesday 27 October 2026
JIMTOF 2026 draws 94 Taiwan machine tool exhibitors
One of the world's three major machine tool shows, Japan's International Machine Tool Fair (JIMTOF 2026), opened this week, with 94 Taiwan companies exhibiting. The exhibitors are...
Tuesday 27 October 2026
AI spending surges, Microsoft opens exit door to 60,000 employees
Microsoft launched a time-limited Voluntary Exit Offer (VEO) for approximately 60,000 employees in the US, Canada, the UK and India, as the software and cloud provider reshapes its...
Tuesday 27 October 2026
Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers
Anthropic's IPO filing reveals an infrastructure strategy extending far beyond conventional cloud procurement, as the Claude developer locks in hundreds of billions of dollars of compute...
Tuesday 27 October 2026
China AI token debate highlights challenge of monetizing compute
More than half of China's AI token usage is reportedly concentrated in short dramas and video generation, but ByteDance's Doubao has disputed the figure, saying video-generation models...
Tuesday 27 October 2026
The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss
Anthropic's first public filing for its IPO has opened the books on one of the world's fastest-growing AI companies, revealing extraordinary revenue growth alongside a headline net...
Tuesday 27 October 2026
AMD, Nvidia target substrate capacity amid 4x expansion constraints
AMD and Nvidia have separately invested in supply-chain capacity expansion, making substrates, packaging, and testing key priorities as AI demand diversifies. The moves show that chipmakers...
Tuesday 27 October 2026
Malaysia conditionally approves first rare-earth export under new rules
Malaysia has approved its first export of unprocessed rare earths under a new regulatory framework, with the shipment intended for research and development, although officials did...