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Wednesday 14 October 2026
TSMC-GF interposer deal reshapes US AI supply chain, from CoWoS to HBM
GlobalFoundries (GF) and TSMC have reached a manufacturing agreement to establish a US-based supply source for silicon interposers supporting TSMC's CoWoS advanced packaging ecosystem...
Wednesday 14 October 2026
AI memory boom pushes smartphone market into premium-first reset
While the rapid advancement of AI has driven steadily growing investment in large-scale infrastructure, one of its downstream effects is becoming increasingly visible in the memory...
Wednesday 14 October 2026
IonQ pushes beyond quantum computing as US$1.3 billion Elisity deal targets cyber defense
IonQ is extending its quantum ambitions beyond processors and networking into enterprise cybersecurity, agreeing to acquire zero-trust security provider Elisity in an all-stock transaction...
Wednesday 14 October 2026
Amazon's Decart talks point to a broader push from custom silicon to world models
As custom AI silicon proliferates alongside growing demand for heterogeneous compute, the ability to move and optimize workloads across different accelerators is becoming an increasingly...
Tuesday 13 October 2026
OpenAI to add 200 Dublin jobs and launch applied AI laboratory
OpenAI will add 200 jobs at its European headquarters in Dublin and establish an applied AI laboratory, expanding its planned Irish workforce to 450 positions. The investment, announced...
Tuesday 13 October 2026
TikTok says AI's long-term impact will outpace near-term gains
TikTok said artificial intelligence (AI) is likely to deliver greater long-term transformation than its current benefits suggest, while the rapid adoption of AI agents is increasing...
Tuesday 13 October 2026
Taisic Materials expands SiC capacity for AI data centers, 8-inch markets
Taisic Materials, a Foxconn-backed company under Kenmec Group, operates 65 crystal-growth furnaces as it expands silicon carbide (SiC) ingot and substrate production for AI data centers,...
Tuesday 13 October 2026
Nvidia and Cisco unveil new optics design to help scale AI factories
Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators,...
Tuesday 13 October 2026
Intel CEO warns AI hardware shortages could last up to 3 years
Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
Tuesday 13 October 2026
OpenAI reportedly in talks with startup to bring Sora back to life
Sora, the AI video generation model created by OpenAI, may someday be revived after its services were shut down this year. A startup is reportedly in talks with OpenAI over access...
Tuesday 13 October 2026
Meta's Muse Wonder challenges OpenAI, Anthropic, but frontier AI comes at a higher price
Meta Platforms unveiled Muse Wonder and Muse Wonder Full on October 12, 2026, marking its strongest challenge yet to OpenAI and Anthropic in frontier AI. Developed by Meta Superintelligence...
Tuesday 13 October 2026
DeepSeek expands into embodied AI with early bet on robotics startup Winverse
DeepSeek is expanding its reach beyond digital chatbots into the physical world, agreeing to lead a seed financing round for Winverse AI. According to sources familiar with the matter...
Tuesday 13 October 2026
Wistron, Wiwynn spotlight liquid-cooled AI compute, storage at OCP
Wistron and Wiwynn are showcasing next-generation AI compute and storage systems for AI factories at the 2026 Open Compute Project (OCP) Global Summit in San Jose, California, with...
Tuesday 13 October 2026
Ecosia drops Mistral AI models for Chinese open-weight alternatives
Europe's drive for sovereign AI faces a new test as German search engine Ecosia abandons France's Mistral AI models in favor of open-source AI, including models from China. Ecosia...
Tuesday 13 October 2026
TSMC power plant funding talks still conceptual, says Taipower
Electricity demand from semiconductor manufacturing, memory production, advanced packaging, and server assembly is rising rapidly, fueling reports that Taiwan Power Company (Taipower)...