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    Friday 25 September 2026
    From ISM 1.0 to Semicon 2.0—India's chip subsidy overhaul draws early interest, raises the bar for investors
    India's new semiconductor incentive regime is putting more capital at risk for manufacturers, but the first wave of investment commitments suggests lower subsidies have not stopped...
    Wednesday 23 September 2026
    Seven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

    China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost...

    Friday 18 September 2026
    Z.ai's next growth engine starts where compute scarcity ends

    Chinese AI developer Z.ai has raised its 2026 year-end annual recurring revenue (ARR) target by 25% to US$3 billion after fresh financing...

    Tuesday 15 September 2026
    The Boring lands US$3 billion from UAE investors, fueling Musk's underground transit dream
    Even as he leads SpaceX through the largest IPO in history and rolls out Tesla's Cybercab robotaxi fleet in Austin, Texas, Elon Musk has not let go of his ambitions for underground...
    Monday 14 September 2026
    Samsung, SK Hynix reject US$19 billion power prepayment as Korea speeds chip expansion

    Samsung Electronics and SK Hynix have rejected a proposal to prepay KRW25 trillion (approx. US$18.7 billion) in electricity bills, highlighting...

    Monday 14 September 2026
    Z.ai reloads with US$5 billion for China's AI race

    Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...

    Friday 11 September 2026
    Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack
    The US Pentagon is in talks to provide about US$5 billion in financing to AI cloud-computing startup Fluidstack, potentially making the government a major source of capital for the...
    Tuesday 8 September 2026
    Nvidia underwrites its own demand; that may be harder to copy than its chips
    Venture capital firm a16z recently hosted investor Gavin Baker and a16z partner David George for a discussion on Nvidia's competitive position. Baker argued that CEO Jensen Huang has...
    Tuesday 1 September 2026
    Anthropic's rumored US$35 billion Lambda deal shows how far Nvidia will go to bankroll its own customers
    Anthropic has reportedly signed a cloud-computing contract worth US$35 billion with Lambda, an Nvidia-backed cloud provider, under which Nvidia itself holds the data center lease,...
    Tuesday 1 September 2026
    Nvidia and MediaTek link AI technologies in bid to accelerate custom data center chip adoption
    Nvidia and MediaTek are widening a global AI partnership that could reshape data center, edge, and PC hardware markets. MediaTek's US$3.9 billion overseas convertible bond sale, largely...
    Monday 31 August 2026
    Nvidia takes US$3.5 billion of MediaTek's record US$3.9 billion convertible bond
    MediaTek has completed pricing on US$3.9 billion of overseas convertible bonds, more than NT$120 billion and what the company says is the largest overseas CB ever issued in Taiwan's...
    Sunday 30 August 2026
    Nvidia's US$36 billion cloud commitments expose the limits of vertical influence
    As society ushers in the agentic AI era, the AI infrastructure space is simultaneously undergoing intense competition that increasingly tests the limits of technology, as industry...
    Friday 28 August 2026
    Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
    Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
    Thursday 27 August 2026
    Nvidia's second quarter shows demand intact and the cash cycle stretching
    Growth has stopped being the interesting question at Nvidia. Revenue for the quarter ended July 26, 2026 was US$96.2 billion, up 106% from a year earlier, and Data Center accounted...
    Thursday 27 August 2026
    Nvidia says AI labs it is helping to finance will be about a quarter of next year's business
    Nvidia has put a figure on its exposure to the AI labs it helps fund. On its second-quarter earnings call, chief financial officer Colette Kress said the company expects "demand from...
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    BIZ FOCUS
    Sep 24, 08:00
    FSP Debuts World's First 80 PLUS Ruby ATX PSU
    Wednesday 23 September 2026
    The Robot in the Supply Chain
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
    Tuesday 22 September 2026
    AT&S Unveils Strategy to Drive AI Growth
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