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Monday 19 October 2026
Anthropic offers Blackstone more than 10% return in US$60 billion AI chip financing deal
Anthropic is offering Blackstone a total return of more than 10% to help finance a US$60 billion artificial intelligence (AI) chip procurement package, as higher infrastructure financing...
Monday 19 October 2026
AI data-center expansion shifts focus to time-to-power
Artificial intelligence data-center expansion is intensifying a global race for electricity, as cloud providers increasingly prioritize how quickly power can be secured over cost and...
Saturday 17 October 2026
CATL targets 70GWh in sodium-ion ESS orders with European push
Chinese battery giant CATL is deploying sodium-ion technology to expand into Europe's energy storage system (ESS) market. The company recently signed a strategic agreement with German...
Friday 16 October 2026
Taiwan to build industrial parks in US; Texas site already found
Taiwan plans to set up industrial parks in the US to help its supplier ecosystem reach customers like Nvidia and other local hardware manufacturers. It is starting with a complex in...
Thursday 15 October 2026
India's RRP Electronics opens advanced wafer-level packaging facility in Navi Mumbai
India's RRP Electronics has inaugurated an Advanced Wafer-Level Packaging (AWLP) facility at its semiconductor unit in Navi Mumbai, Maharashtra, adding SIM and eSIM module production...
Thursday 15 October 2026
US solar import price floor faces four challenges as December deadline approaches
The US is seeking to improve the competitiveness of domestic solar manufacturers and attract overseas investment through minimum import price requirements for solar products. However,...
Wednesday 14 October 2026
Memory bottlenecks drive HBM shift to 8-layer stacks
As the gap between memory supply and demand widens due to the surge in AI applications, supply chain sources report that major GPU and custom ASIC vendors are considering lower-spec...
Wednesday 14 October 2026
Qualcomm says edge AI faces power, cost, and scale hurdles
Qualcomm is pushing to cut edge AI's energy cost as phones, cars, and other devices face tighter power and cooling limits than data centers. At the opening of Applied Materials' EPIC...
Wednesday 14 October 2026
China’s NEV export rebate cut puts budget EV makers under margin pressure
China will reduce its export tax rebate for new energy vehicles (NEVs) from 13% to 9% on April 1, 2027, increasing cost pressure on automakers, particularly those selling lower-priced...
Tuesday 13 October 2026
Energy law overhaul drives Taiwan storage demand
Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market...
Monday 12 October 2026
Commentary: Largan plays defense in phones, presses CPO offensive
Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
Monday 12 October 2026
LG Display unveils maskless OLED technology, targeting more efficient IT displays
LG Display has unveiled a new organic light-emitting diode (OLED) manufacturing technology designed to improve production efficiency and display performance, and reduce manufacturing...
Sunday 11 October 2026
System integration emerges as Taiwan's next drone industry edge for defense scale-up
As defense technology and unmanned vehicles increasingly extend beyond traditional defense industries into the ICT and semiconductor sectors, Taiwan's manufacturers are being urged...
Wednesday 7 October 2026
Samsung arms for memory price surge with AI, services, N-1 phone push
Rising memory prices are already weighing on 2026 smartphone and notebook shipments, and sustained AI infrastructure investments are expected to keep quotes climbing into 2027. To...
Wednesday 7 October 2026
CloudMile flags AI cost pressure, risk governance as key
As AI agents integrate into enterprise operations, companies scaling deployment face rising challenges around runaway costs, permission controls, and cybersecurity governance. CloudMile...