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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
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...
Thursday 5 November 2026
Subsidies pave the way as cheap cells squeeze Taiwan's energy storage players into a profit battle
With Taiwan's electricity prices poised to rise, large power users set to bear the brunt, and the government planning to broaden the definition of large power users, pairing electricity...
Wednesday 4 November 2026
Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components
PC component maker Darfon Electronics is consolidating its production capacity in China and Southeast Asia, while simultaneously shifting some of its resources for IT peripherals toward...
Tuesday 3 November 2026
Stellantis warns chip shortages could disrupt Fiat production in Italy
Stellantis said on November 2 that shortages of critical electronic components for engine control units (ECUs) had significantly disrupted production of several Fiat models in Italy...
Monday 2 November 2026
Jinpao taps robotics contest to deepen Thailand ties, develop AI talent
JPP Holding's Thai operating arm, Jinpao Precision Industry, joined Praksa subdistrict authorities in Samut Prakan Province, Thailand, on October 31 to hold the finals of the Jinpao–Praksa...
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
Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM
This week’s coverage highlights intensifying competition and capacity constraints across the global semiconductor industry. Taiwan faces debate over whether public R&D funding...
Friday 30 October 2026
Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer...
Thursday 29 October 2026
Nvidia under probe by US justice officials over Hugging Face acquisition
The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues...
Thursday 29 October 2026
China's auto supply chain shifts from price wars to value competition
China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...
Thursday 29 October 2026
Analysis: SpaceX–Tesla merger could reshape AI industry integration, capital allocation, US-China tech rivalry
Elon Musk recently confirmed the possibility of a merger between SpaceX and Tesla, signaling an ambition to redefine competition in the AI era beyond individual products and technological...
Thursday 29 October 2026
Amazon Leo wins FCC approval for Globalstar acquisition
The US Federal Communications Commission (FCC) has approved Amazon Leo’s approximately US$11.57 billion acquisition of Globalstar, giving Amazon access to about 25 MHz of mobile...
Thursday 29 October 2026
Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks
US AI startup Anthropic has formally filed for an initial public offering (IPO) with the US Securities and Exchange Commission (SEC), identifying competitive pressure from Chinese...
Friday 23 October 2026
Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's...