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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
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
Broadcom, Intel CEOs warn capital could become AI's biggest bottleneck
The AI boom could face a new constraint as financing costs and questions over returns threaten to slow infrastructure investment, even as demand for computing hardware remains stro...
Monday 12 October 2026
Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose
The Open Compute Project (OCP) Global Summit 2026 will be held in San Jose, the US, from October 12 to 15, drawing several Taiwan-based manufacturers planning to present hardware for...
Monday 12 October 2026
Weekly news roundup: Musk's Terafab faces reality check; Samsung HBM4E clears quality validation
This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces...
Monday 12 October 2026
Asian AI server suppliers play down impact of US patent probe
The US International Trade Commission's (USITC) decision on October 9 to investigate 20 suppliers of AI server power systems, most of them Taiwanese or Chinese companies and their...
Sunday 11 October 2026
Vicor widens AI server power patent fight, seeking new US import ban on Foxconn, Quanta and Delta
Vicor Corporation is trying for the second time this year to get AI server power hardware from Taiwan's largest server makers barred from the US. It has won such a ban before.
Saturday 10 October 2026
TPCA Show 2026 to spotlight AI computing, Unimicron chair keynote
As explosive AI computing demand drives hardware architecture change, Taiwan Printed Circuit Association (TPCA) is set to open its annual flagship event, with the 21st International...
Saturday 10 October 2026
Unified memory lifts AI PC ambitions as Chinese open models gain local-inference ground
The hardware boundary separating cloud-scale AI from local inference is becoming increasingly porous as PC vendors expand memory capacity and software platforms make larger open-weight...
Saturday 10 October 2026
AI headphones expose audio market's missing platform
As artificial intelligence (AI) moves into headphones, a problem often hidden by hardware specs is becoming clearer: the audio market has a huge installed base, but lacks a common...
Thursday 8 October 2026
Microsoft readies Windows for AI agents as third-party agents such as Meta's Muse spread
Beyond Surface hardware, Microsoft used its October 7 event to change how Windows runs, routes, and contains AI agents, as third-party agents such as Meta's Muse draw privacy complaints...
Wednesday 7 October 2026
SpaceX's US$40 billion Nvidia financing spotlights rise of AI compute as an asset class
SpaceX is seeking roughly US$40 billion in financing to fund purchases of Nvidia AI chips, in a deal led by Apollo Global Management that could become one of the largest examples yet...
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
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak...
Wednesday 7 October 2026
Taiwan's next AI battle is all about data and partners, says former tech minister
Taiwan's tech industry has grown rapidly in recent years on the back of strengths in semiconductors, servers and the data center supply chain, lifting overall GDP. But companies that...