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Friday 18 September 2026
Taiwan central bank keeps rates unchanged as inflation stays contained
Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal Reserve's rate hike drew criticism from President Donald Trump.
Friday 18 September 2026
Taiwan central bank warns market stability hinges on AI monetization
Taiwan's Central Bank said on the 17th that the success or failure of AI monetization will determine its long-term economic benefits and impact on financial markets. It urged Taiwanese companies to accelerate AI adoption as it weighed the effects of AI development on the macroeconomy and financial stability.
Friday 18 September 2026
China sees a second chance in VLEO as AI shifts the satellite race from chips to networks
Starlink's massive scale in conventional low-Earth-orbit (LEO) satellites has markedly reinforced the satellite giant's aggressive grip on the commercial space industry for the next decade or so.
Friday 18 September 2026
Huawei Connect 2026: Huawei scales supernodes into million-card AI systems

Huawei is extending its AI infrastructure strategy beyond individual accelerators and storage systems, unveiling an Agentic supercluster architecture designed to scale Ascend computing to as many as 1 million accelerator cards through UnifiedBus.

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 eased the computing bottleneck that had constrained growth earlier this year.

Friday 18 September 2026
Taiwan prepares 150-qubit quantum computer RFP, seeks 'win-win' partnerships with global suppliers

Taiwan is moving closer to issuing a request for proposal (RFP) for its quantum computing system project.

Friday 18 September 2026
Taiwan's small businesses race into AI, raising the stakes for execution

Taiwan's small and medium-sized enterprises (SMEs) are making plans to adopt AI, according to a new survey that suggests the debate has shifted from whether to adopt AI to how quickly it can be turned into measurable business gains. The findings point to a new competitive divide shaped by decision speed, data readiness, and management execution.

Friday 18 September 2026
DeepSeek engineer's warning suggests AI may reshape, not simply eliminate, technical work

A DeepSeek engineer's viral reflection on AI's rapid progress has reignited debate over whether artificial intelligence will replace human workers or redefine their roles. His comments suggest the immediate risk for software engineers may be less about layoffs and more about a swift shift in how technical work is done.

Thursday 17 September 2026
AMD pivots to China developer ecosystems as Nvidia retreats

As Nvidia gradually retreats from China's high-end AI accelerator market amid strict US export controls, Advanced Micro Devices (AMD) is deepening its regional AI strategy. Rather than relying solely on traditional CPU and GPU sales, AMD is shifting its focus toward edge AI platforms, AI PCs, agent computers, local developer communities, and university partnerships.

Thursday 17 September 2026
Asia's healthcare AI moves from trials to real-world deployment
At a healthcare AI forum in Wonju on Thursday, September 17, speakers from Taiwan and China argued that AI for hospitals must be built for local patients, local languages, and local clinical guidelines.
Thursday 17 September 2026
Deloitte Taiwan seminar highlights system integration as Physical AI moves into industrial applications
Taiwan's next opportunity in Physical AI may depend less on individual robot components than on its ability to integrate hardware, software, sensing and control into deployable industrial systems, industry and research leaders said at a Deloitte Taiwan seminar in Taichung on September 15.
Thursday 17 September 2026
Trumpf eyes glass as AI demand drives packaging innovation
At the China International Optoelectronic Expo (CIOE), representatives from German laser and plasma generator maker Trumpf offered a glimpse into the company's push to extend its laser solutions to advanced chip packaging, specifically for drilling holes in glass substrates.
Thursday 17 September 2026
The Trump-Jensen speakerphone diplomacy: how Nvidia turned political pressure into a seat at the table
The relationship between Nvidia CEO Jensen Huang and US President Donald Trump has evolved from policy friction to a strategic alignment. The rapid shift in their dynamic reflects how deeply the AI sector has become intertwined with US-China technology rivalries and domestic manufacturing policies.
Thursday 17 September 2026
Humanoid robots could reshape MEMS demand as physical AI advances
Humanoid robots have not yet reached mass adoption, but their sensor needs are already reshaping supply-chain expectations worldwide. Analysts and industry players say the next wave of physical AI could lift demand for MEMS chips, edge computing, and advanced sensing, with broader implications for robotics makers, component suppliers, and global technology markets. Industry players say these systems need several times more sensors than conventional robots, creating a large opportunity for MEMS and sensor suppliers even if unit revenue per robot stays relatively modest.
Thursday 17 September 2026
Ardentec, Sigurd race into silicon photonics TIA testing as US client books capacity
The global optical communications module market continues to grow, and Taiwan's test and packaging companies are moving to capture demand in silicon photonics (SiPh) transimpedance amplifier (TIA) testing as AI data-center networks shift toward faster optical interconnects. Ardentec and Sigurd are among the firms benefiting as a major US customer rushes to reserve capacity.
Thursday 17 September 2026
Tier IV open-sources self-driving AI chip design to challenge Nvidia

Japanese autonomous driving developer Tier IV is developing an AI chip and will release its chip design and related toolchain as open source, allowing semiconductor manufacturers to use them to develop autonomous driving chips. The company aims to break Nvidia's dominant position in the autonomous driving chip market.

Thursday 17 September 2026
Wiwynn sees strong AI demand offsetting US data center pushback

Wiwynn's top executive said demand for artificial intelligence infrastructure is likely to keep the server maker on a strong growth path through the next several years, even as US opposition to data centers builds. The company is still expanding aggressively in North America, citing customer pressure, record revenue, and an improving margin profile.

Thursday 17 September 2026
China optical suppliers power smart glasses supply chain
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than 80% of smart glasses suppliers are from China, with Chinese vendors covering key areas from camera modules and light waveguides to microelectromechanical systems (MEMS) and batteries.
Thursday 17 September 2026
AI's memory appetite is squeezing the electronics industry from the bottom up, Intel warns

Fast-moving advances in chip production have spurred a semiconductor boom, markedly altering the manufacturing scope of the broader high-tech industry.

Thursday 17 September 2026
Foxconn Interconnect Technology targets the scaling challenge in AI optical interconnects

Foxconn Interconnect Technology (FIT), a subsidiary of Foxconn, held FIT Tech Day 2026 on September 16 under the theme "Light at Scale: The Next Frontier in Data Center Interconnects," bringing together global leaders from the optical communications, AI, and semiconductor industries to examine the next generation of AI connectivity across light sources, materials, photonics, network architecture, manufacturing, and the broader industry ecosystem.

Thursday 17 September 2026
Huawei Connect 2026: Ascend 960 puts industry-first NPO supernode at heart of Huawei's AI scale-up bet
Huawei has unveiled its next-generation Ascend 960 supernode, positioning near-packaged optics (NPO) at the centre of its effort to scale AI computing beyond the limits of individual accelerators. Huawei said the system is the industry's first supernode to adopt NPO and is designed to support large-scale training and inference for models with up to 10 trillion parameters.
Thursday 17 September 2026
FIT ramps up optical interconnect push as AI race shifts to connectivity
At the FIT Tech Day 2026 on September 16, Foxconn Interconnect Technology (FIT) chairman Sidney Lu noted that as artificial intelligence (AI) advances rapidly, the industry's focus is shifting from simply pursuing greater computing power to improving the overall efficiency of data centers. He said the key to the next 10 years of AI lies not only in chips and computing performance, but also in whether data can flow smoothly within data centers and across different systems through faster, more stable, and more efficient connectivity.
Thursday 17 September 2026
AI risk split among tech leaders set to play out at Trump-Xi White House dinner
Former Apple CEO Tim Cook and OpenAI CEO Sam Altman are set to attend a White House state dinner on Sept. 24, 2026, with Nvidia CEO Jensen Huang and other business leaders also expected to attend, according to people familiar with the matter. Trump, who is hosting the dinner for Chinese President Xi Jinping's visit to Washington, has invited Cook, Altman, Huang and other business leaders — even as a fight over the pace of AI development roils Silicon Valley and Washington alike. OpenAI's chief global affairs officer, Chris Lehane, has confirmed Altman's attendance.
Thursday 17 September 2026
General-purpose home robots face sensing test
General-purpose home robots are the ultimate goal for the humanoid robotics industry, but the market remains at an early stage. DIGITIMES analysts said the key to commercialization is not just whether a robot can move, but whether it can understand a complex and constantly changing home environment, complete tasks, and execute different functions reliably.
Thursday 17 September 2026
South Korea's medical device city opens physical AI institute, aiming to train 1,400 workers in five years
Wonju, a South Korean city of about 360,000, roughly 90 minutes east of Seoul, opened a government-funded institute on Thursday, September 17, to train more than 1,400 workers in artificial intelligence over five years.