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Apr 17
OpenAI reportedly to spend over US$20 billion on Cerebras chips, reducing reliance on Nvidia

OpenAI has reportedly entered into a multi-year agreement to pay chip startup Cerebras Systems more than US$20 billion for AI server capacity, according to a report by The Information. The deal represents an aggressive move by the ChatGPT creator to diversify its hardware supply chain and mitigate its reliance on Nvidia.

Largan eyes FAU opportunity as smartphone downgrades loom
Apr 19, 06:46
Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds are building as smartphone makers look to downgrade specifications.
Worker protests broke out in mid-April across the Noida–Greater Noida industrial belt, a major center for smartphone and electronics manufacturing, disrupting factory operations and prompting a government response. The demonstrations were concentrated in industrial zones such as Phase-2 and Sector 60, where thousands of workers gathered to demand higher wages and improved working conditions.

The second edition of GITEX AI Asia 2026 opened at Marina Bay Sands, bringing together participants from more than 110 countries, as industry focus shifts from artificial intelligence model development to large-scale deployment.

As the global electronics and advanced semiconductor manufacturing sectors expand in 2026, the stability of semiconductor and electronics plant utilities systems has become critical to meeting new factory construction schedules. Kemflo Group CEO Eugene Lin pointed out that, leveraging its integrated strengths across water resources, industrial water treatment, and metal products, Kemflo is establishing itself as an indispensable high-end water treatment partner amid labor shortages in plant operations.
AI and high-performance computing (HPC) are driving increasingly stringent chip performance demands, marking a pivotal shift in advanced packaging technology from traditional wafers to large-size panels. Semiconductor equipment leader Skytech's CEO George Yi announced that its self-developed 310x310mm panel-level packaging physical vapor deposition (PLP PVD) system, a world first, has completed delivery and been successfully integrated into production lines at major OSAT firms including ASE Technology Holding.
Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological Development Area (E-Town) is framed as a public race, but functions more as an industry stress test, compressing a full stack of technologies into a 21-kilometer trial.
The 2026 International Symposium on VLSI Technology, Systems and Applications (VLSI TSA) kicked off on April 14, gathering over 800 semiconductor professionals worldwide. The conference focused on next-generation core areas including GenAI inference acceleration, wafer-level computing, and terahertz wireless communication, while also delving into quantum computer system architectures and extending the reach of semiconductors to AI-driven cardiac analysis and other smart healthcare applications.
Leading optical lens manufacturer Largan Precision held its first-quarter 2026 earnings call on April 16, reporting consolidated revenue of NT$15.54 billion (approx. US$492.37 million) for the quarter. The company cited seasonal factors and market fluctuations for the roughly 10% decline from the fourth quarter of 2025, while noting 7% year-over-year growth.

The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands beyond accelerator capacity into system-level constraints.

Taiwan-based startup Fortune AI will attend the Plug and Play Silicon Valley Summit in May, one of five Taiwanese startups selected for this year's cohort. Its flagship product, SAFE SWIM, uses computer vision with a large language model (LLM) backend to detect drowning risks in real time, delivered as a B2B SaaS subscription to aquatic facilities. Founder and CEO Andrew Chen spoke with DIGITIMES Asia ahead of the event, discussing the product's commercial logic, technical moat, and the realities of entering the US market.
Taiwan's Fortune Electric Value Company (Evalue) has launched a 640kW ultra-fast DC charger capable of charging 800V EVs in 15–20 minutes, with support for up to five simultaneous charging guns. The launch could accelerate the buildout of charging infrastructure capacity globally as operators prioritize fast-slow charging mixes and scale partnerships to meet rising EV demand and reduce emissions.