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Thursday 1 October 2026
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026
Huawei makes Mate 90 showcase for its Tau chip strategy
Huawei unveiled its Mate 90 smartphone series on October 1, with Richard Yu, Huawei executive director and chairman of the Consumer BG, introducing the new devices alongside a new...
Thursday 1 October 2026
TCC Group targets Ukraine's postwar rebuild with cement acquisition
Taiwan Cement recently authorized its Dutch subsidiary, TCC Group EMEA Holdings B.V., to acquire 100% of Ukrainian cement materials maker Ivano-Frankivskcement (IFCEM), roofing materials...
Thursday 1 October 2026
Volvo Taiwan sees AI wealth lift economy, but not yet car demand
Volvo Car Taiwan acting president Eric Lin said on Sept. 30 that Taiwan's economy is improving on the back of the AI boom, but that the wealth gains are unlikely to translate into...
Thursday 1 October 2026
MediaTek TPU orders rise as chip capacity war intensifies
MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers...
Thursday 1 October 2026
Honor joins Taiwan foldable phone race with Magic V6
Honor launched its first foldable smartphone in Taiwan, the Magic V6, on September 30, about six months after formally entering the local smartphone market in April 2026. The company...
Thursday 1 October 2026
China's humanoid robot lead widens, with domestic vendors supplying over 95% of global shipments
China's humanoid robot market continued to expand rapidly in the first half of 2026, with shipments exceeding 19,000 units and accounting for about 77.9% of the global total. Chinese...
Thursday 1 October 2026
GPS-free indoor drones target high-rack inspection as smart warehouses expand
The drone market is expanding beyond military applications as commercial demand gains momentum. Following the rollout of drone logistics services for Taiwan's outlying islands, industry...
Thursday 1 October 2026
Memory shortages deepen as AI demand keeps server prices climbing
The memory market is entering the fourth quarter of 2026 with a widening split between weak consumer demand and intense server buying, underscoring how artificial intelligence workloads...
Thursday 1 October 2026
SG Semiconductor builds brand and talent for Singapore chip industry
Singapore has launched the SG Semiconductor brand to strengthen its semiconductor profile and attract talent, aiming to create a globally recognizable industry identity beyond its...
Thursday 1 October 2026
Apple Pay arrives in India with a limited card rollout
Apple's entry into India's payments market gives its device users a new way to pay by card, but its initial reach will depend on bank and merchant integrations in a country where a...
Thursday 1 October 2026
Lip-Bu Tan calls TSMC a partner rather than a rival
Intel CEO Lip-Bu Tan stated that Intel's relationship with TSMC is built on partnership rather than rivalry. He noted that a collaborative mindset guides key industry leaders, including...
Thursday 1 October 2026
How a TSMC veteran is steering Singapore's lab-to-fab chip strategy
Yee-Chia Yeo, vice president for innovation and enterprise at A*STAR, returned to Singapore in 2022 and has since turned years of industry experience into a strategy for advancing...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Thursday 1 October 2026
Trump-Xi talks leave chip policies unchanged; US guards AI advantage while China pursues self-reliance
Following the summit between US President Donald Trump and Chinese President Xi Jinping, market observers broadly agreed that the talks yielded few surprises. The meeting produced...