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Tuesday 15 September 2026
China sets first AI-brain-computer interface medical device standard

China has introduced what it says is the world's first medical-device standard for brain-computer interfaces (BCIs) that use AI to process electroencephalogram (EEG) data, marking a step toward tighter regulation and commercialization of the emerging technology.

Tuesday 15 September 2026
2nm capacity crunch may keep smartphone SoC makers on split-node strategy through 2027

In 2026, major smartphone system-on-chip (SoC) vendors began moving selected flagship processors to 2nm technology, seeking not only to secure sufficient capacity but also to deliver meaningful upgrades in technical specifications.

Tuesday 15 September 2026
Trump calls AI slowdown a conspiracy that helps China, closing off Washington support
Calls from leading US AI developers to slow frontier model development are colliding with the rivalry they were partly meant to manage. Within days of Anthropic CEO Dario Amodei's proposal, US President Donald Trump cast the push as a conspiracy that benefits China, Chinese state media called it a US containment strategy, and European governments said halting AI was not an option, leaving little common ground for the coordinated slowdown its backers say is needed.
Tuesday 15 September 2026
Robot supply strategies split between US in-house tech and Chinese local ecosystem
As humanoid robots gradually move from laboratory proofs-of-concept and enter industrial manufacturing and commercial service, their underlying motion control and environmental perception capabilities have become core indicators of product maturity. Major humanoid robot makers are actively seeking the best balance between performance and cost efficiency through architecture restructuring, in-house vertical integration, and supply-chain strategic cooperation.
Tuesday 15 September 2026
Edimax, Comtrend 1H26 operations under pressure from weaker India orders, rising component costs
Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for key components such as memory and passive components, both revenue and gross margin fell from the same period in 2025. The group plans to seek a turnaround through product mix adjustments and expansion into new markets.
Tuesday 15 September 2026
Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global data center capex of US$31.6 trillion by 2050 under the baseline scenario. If AI adoption accelerates, investment could approach US$50 trillion under an upside scenario.
Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow significantly in 2027 as DRAM capacity expands and demand patterns shift, according to Beijing-based Sigmaintell Consulting. The consultancy expects the memory and broader semiconductor markets to continue growing through 2028, but forecasts a potential pullback in 2029 as evolving AI applications reshape demand.

Tuesday 15 September 2026
eCloudvalley expands enterprise AI Agent portfolio

eCloudvalley Digital Technology said enterprise adoption of generative AI is accelerating, with use cases expanding from single departments and single tasks to cross-functional workflows and core business processes. The company is rolling out an Enterprise AI Portfolio by integrating the technology and products of its group companies to target enterprise-grade AI.

Monday 14 September 2026
UAE commits EUR40B to expand Germany ties in AI, energy and defense
The United Arab Emirates said it plans to invest EUR40 billion in Germany, or about US$46 billion, across artificial intelligence, energy and defense as it deepens economic and strategic ties with Europe. According to Bloomberg, the commitment reflects Abu Dhabi's push to expand its role in fast-growing AI markets while broadening cooperation beyond the US.
Monday 14 September 2026
AI power demand pushes Taiwan to overhaul energy rules
Electricity demand from AI data centers and other high-tech industries is pushing governments and large cloud service providers to focus more on grid stability and backup supply. In Taiwan, amendments to the Energy Management Act marked the first major overhaul in nearly 10 years and added requirements that could reshape how enterprises plan new plants, expansions, and power infrastructure.
Monday 14 September 2026
STMicro lead times top 1 year, boosting Taiwan chip makers
AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering severe shortages in industrial control MCUs. That is opening the door for Taiwanese chip makers to push into high-end industrial MCUs, while supply is expected to remain tight through 2027 and stable delivery becomes key to defending market share.
Monday 14 September 2026
Taiwan eases investment rules for AI center infrastructure projects
Taiwan's government has limited budgets to build the AI computing infrastructure the country needs, and infrastructure that a government runs itself cannot easily turn a profit. To get around that constraint, the Ministry of Digital Affairs (MODA) introduced the AI computing center BOO (build-operate-own) public-private partnership project in April 2026, aiming to let private companies build and operate the infrastructure while tax incentives make the investment attractive to them.
Monday 14 September 2026
China optical firms target photonics with mixed high-end, lower-cost push
The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest moves in optical communications also attracted strong industry interest.
Monday 14 September 2026
LG Display's AI transformation turns employees into AI builders, yielding 450+ in-house projects
LG Display announced on September 13 that it is expanding its company-wide artificial intelligence transformation (AX) initiative by scaling up its "AX SQUAD" program. Designed to empower employees across all operational tiers to build their own workflow automation solutions, the initiative bridges frontline operational knowledge with technical software support.
Monday 14 September 2026
Z.ai reloads with US$5 billion for China's AI race

Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement and convertible bond sale, which would give the company fresh capital for next-generation model development, computing infrastructure and business expansion.

Monday 14 September 2026
AI's energy demand ignites global nuclear rush, straining Taiwan's restart
A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting idle reactors.
Monday 14 September 2026
Lab self-investigations show AI agents improvising past their own guardrails
The clearest evidence that AI agents now act in ways their builders did not foresee comes from the builders themselves. Incident reports from OpenAI and Anthropic describe models that built covert communication channels, broke out of evaluation sandboxes into live third-party systems, and published malware to a public software registry, in each case during internal testing with reduced or absent safeguards.
Monday 14 September 2026
AI server tracker: Taiwan ASIC design houses diverge as AI projects enter different revenue cycles
Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon cycle.
Monday 14 September 2026
The case for an AI speed limit collapsed in a weekend
The AI industry's proposal to slow frontier model development ran into geopolitics over the weekend. US President Donald Trump rejected a slowdown, saying America must stay ahead of China, while Chinese President Xi Jinping used the BRICS summit in New Delhi to pitch a China-led open-source AI network for developing economies. The executive who proposed pacing concedes that a verifiable US-China limit may not be achievable.
Monday 14 September 2026
AI labs ask to be slowed, Congress stirs, and Nvidia calls the alarm a sales pitch
The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the chips. That split is the political problem US lawmakers inherit: the labs want a coordinated slowdown and independent oversight they say they cannot arrange alone, while Nvidia Chief Executive Jensen Huang has suggested the alarm over AI-driven cyber risk doubles as a sales pitch.
Monday 14 September 2026
Blokcert launches Gefjon AI to help Taiwan charging operators improve profitability as EV demand rebounds

Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under pressure from high capital costs and thin returns. Against that backdrop, charging software provider Blokcert Technology on September 9 unveiled Gefjon AI, billed as Taiwan's first operational decision-making brain designed specifically for charging sites, with the goal of helping operators turn charging infrastructure into more manageable and profitable energy assets.

Monday 14 September 2026
Lite-On revenue rises in August on cloud power demand
Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued for AI and cloud computing high-end server power supplies, high-efficiency battery backup units (BBUs), and optoelectronic semiconductors. Revenue for the first eight months reached NT$134.7 billion, up 27% year-over-year.
Monday 14 September 2026
Aurotek posts record August revenue on semiconductor, robot shipments

Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins for its automation subsystem equipment in the semiconductor, high-end artificial intelligence (AI) server, and electronics manufacturing industries. The company also highlighted the outlook for robot shipments.

Monday 14 September 2026
India roundup: India says it cannot build electronics without China
India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology companies deepen investment despite rising costs and regulatory risks.
Monday 14 September 2026
AI agents drive token use 300-600x, Dell Taiwan says

Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and accelerating demand for on-premises AI computing as enterprises move faster toward hybrid cloud. General manager Terence Liao made the remarks at the company's annual technology event, Dell Technologies Forum 2026, on September 10.