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NEWS TAGGED 2026
Wednesday 15 October 2025
OCP Summit: Intel to launch Crescent Island AI server GPU in 2026 to re-enter AI market
Intel CTO Sachin Katti announced at the 2025 Open Compute Project (OCP) Global Summit that the company plans to launch a new AI server GPU, codenamed Crescent Island, in 2026. The...
Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
Google to invest US$15B in AI hub in Visakhapatnam to accelerate India's AI transformation
Google has announced plans to establish a large-scale artificial intelligence (AI) hub in Visakhapatnam, Andhra Pradesh, marking its largest investment in India to date. The company...
Monday 13 October 2025
Largan 3Q25 margins pinched by forex; robotics delayed, variable‑aperture yields falter
Optical lens and component manufacturer Largan Precision held an online earnings call on October 9, reporting a third-quarter 2025 revenue of NT$17.68 billion (approx. US$579.5 million),...
Monday 13 October 2025
Nvidia GB300 powers strong 4Q25 momentum for server supply chain
Nvidia's GB300 AI server chassis began shipping in late September 2025, poised to become the main driver of shipment growth for the server supply chain in the fourth quarter of 2025...
Monday 13 October 2025
TV panel area growth set to slow as screen sizes hit limits
Global TV shipments have been declining due to lifestyle changes, but large-area panel shipments have continued to grow as consumers increasingly prefer larger screen sizes. However,...
Friday 10 October 2025
FuriosaAI leads South Korea's physical AI push
As South Korea aims to become a top-three global AI powerhouse, neural processing unit (NPU) startup FuriosaAI envisions AI's ultimate evolution into physical AI. The company believes...
Thursday 9 October 2025
TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand
TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...
Thursday 9 October 2025
Anthropic expands operations to India, setting up Bengaluru office in 2026
Anthropic announced plans to expand its global presence by opening an office in Bengaluru, India, in early 2026. The site will be the company's second in the Asia-Pacific region after...
Wednesday 8 October 2025
Toyota targets younger buyers with new GR Sport models
Hotai Motor unveiled the Toyota Corolla Cross GR Sport and Corolla Altis GR Sport on October 7, aiming to boost year-end sales by appealing to a younger demographic with sporty designs,...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
Indian solar manufacturer to expand AI-powered production capacity in Gujarat
Pahal Solar, an Indian startup integrating artificial intelligence (AI) into solar manufacturing, plans to invest INR170 million (approx. US$1.91 million) to double its production...
Wednesday 8 October 2025
ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push
Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...