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Thursday 27 August 2026
Anthropic prepares IPO pitch centered on a $30 trillion AI market
Anthropic is preparing for an initial public offering (IPO) and plans to tell investors its total addressable market exceeds US$30 trillion, according to people familiar with the matter...
Thursday 27 August 2026
Anthropic reportedly commits US$45 billion to Nscale for AI computing capacity
Anthropic has reportedly agreed to spend US$45 billion over six years to rent artificial intelligence computing capacity from Nscale's planned data center campus in West Virginia,...
Thursday 27 August 2026
AI glass substrate race shifts toward reliability and mass production
The competition to develop glass substrates for artificial intelligence (AI) semiconductor packaging is intensifying, with Japanese and South Korean manufacturers pursuing different...
Wednesday 26 August 2026
Foxconn shifts China manufacturing from expansion to upgrade
Foxconn is accelerating the geographic diversification of its global manufacturing capacity as AI server demand surges and supply-chain regionalization continues, with 2026 capex expected...
Wednesday 26 August 2026
India's AI buildout accelerates as Vera Rubin demand meets data center expansion
India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...
Wednesday 26 August 2026
India chip manufacturing push exposes production-test skills gap, NI says
India's semiconductor expansion is beginning to expose a shortage of engineers with experience in production testing, a capability that will become increasingly important as new OSAT...
Wednesday 26 August 2026
Waymo's 320 million-km milestone exposes the next robotaxi challenge: scaling the silicon
As robotaxi services expand beyond individual cities into wider regions, the growing appeal of AI-assisted driving and the technological vision that AV developers are eager to realize...
Wednesday 26 August 2026
China's advanced-chip gap could close well before its lithography gap does
As China enters a near-frenzied state of continuous production-capacity expansion, it is easy to see that the main driver behind these aggressive, purpose-built movements in the domestic...
Wednesday 26 August 2026
Samsung, LG ramp up India for AI cooling and appliances
India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center...
Tuesday 25 August 2026
Smartphone lens maker Largan spends US$179m on four Taichung plants in two months
Largan Precision, the world's largest maker of smartphone camera lenses and a longtime supplier of lenses for Apple's iPhone, said on August 25 it would buy land and buildings in Taichung's...
Tuesday 25 August 2026
Taiwan AI server supply chain expands China footprint
Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC...
Tuesday 25 August 2026
Kaynes Technology and BOSGAME sign MoU to expand India market presence
Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands...
Tuesday 25 August 2026
Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified
AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...
Tuesday 25 August 2026
Samsung SDI cashes out Samsung Display stake to fund battery expansion

Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part...

Tuesday 25 August 2026
Toyota and Honda's US manufacturing push could reshape market share, not just tariffs
Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy...