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Tuesday 6 October 2026
Samsung recasts India as global innovation base after three decades of manufacturing
Samsung Electronics says its India operations, which it set up in 1995, have evolved from a manufacturing base into a global innovation hub. The South Korean company is pitching the...
Tuesday 6 October 2026
Behind the US$4.2 trillion revenue gap in AI infrastructure
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute...
Tuesday 6 October 2026
Column: How semiconductors' evolution foretells the rise of AI data centers
Semiconductors and AI data centers share a striking number of similarities.
Tuesday 6 October 2026
Kawasaki teams with Noetra on fully autonomous humanoid robot
Kawasaki Heavy Industries plans to launch an AI-powered fully autonomous humanoid robot as early as 2030, using a physical AI platform under development by Japan's Noetra. Nikkei...
Tuesday 6 October 2026
Marvell sees custom chips as a must for CSPs
Nvidia CEO Jensen Huang has said Marvell's optical technology could help make it the next trillion-dollar company, and Marvell took a step toward that goal on September 17 by expanding...
Monday 5 October 2026
Foxconn September revenue tops NT$1 trillion for first time on AI, ICT demand
Driven by strong momentum in AI and consumer electronics, Foxconn reported consolidated revenue of NT$1.158 trillion (US$36.7 billion) for September 2026, marking the first time its...
Monday 5 October 2026
Pegatron AI servers boost September revenue
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
Monday 5 October 2026
AMD's Lisa Su back in Taiwan as AI capacity crunch spreads beyond TSMC
AMD CEO Lisa Su arrived in Taiwan on October 5 for a lightning visit, less than five months after her May trip. No major public events are scheduled, but meetings with key suppliers...
Monday 5 October 2026
Global AI servers shift production nearshore, slowing direct Taiwan exports to US
Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion...
Monday 5 October 2026
AI server lines accelerate automation, boosting cobot demand
The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico...
Saturday 3 October 2026
Interview: AI PCs reach 65% of Europe's notebook channel, but what brings buyers to the market?
The rapid iteration of AI-capable hardware, following an industry-wide push toward integrating AI-processing capabilities into PCs, is bringing renewed attention to what AI could offer...
Friday 2 October 2026
Japanese firms cut China presence 22.4% as trade risks mount
Japanese companies sharply reduced their footprint in China over the past two years, with the number operating there falling 22.4% from 13,034 to 10,118 as of the end of June 2026,...
Friday 2 October 2026
Amazon weighs US$8B chip sale-leaseback to support credit rating
Amazon is considering moving about US$8 billion worth of high-end Nvidia chips off its balance sheet through a sale-leaseback structure, according to the Financial Times and...
Friday 2 October 2026
California tech exec arrested in US$300M Nvidia AI server smuggling case
US federal prosecutors on October 1 arrested a 38-year-old California man accused of violating US export controls by smuggling computer servers containing US$300 million worth of Nvidia...
Friday 2 October 2026
China AI infrastructure spreads to mid-sized firms
China's AI investment is increasingly turning into server purchases and data center construction, and the wave that began with large tech companies is now spreading to mid-sized firms...