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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.

The timeline for quantum computing to become commercially viable has shrunk from decades to potentially within 10 years, driven by surging AI demand. That is the view of Dr. Marta P. Estarellas, CEO of Spanish quantum firm Qilimanjaro, which is positioning analog quantum computing as a key technology for future data centers.
Micraft System Plus (MSP+), a supplier of mass transfer and laser technology equipment, will officially open its new Yangmei factory in northern Taiwan in May 2026, significantly boosting production capacity for large-scale G4.5 and above laser devices. The company expects to benefit from the ramp-up of Micro LED equipment shipments, driving full-year revenue and profit growth while strategically positioning itself within the AI supply chain.

Automation solutions provider Mirle announced plans to establish a joint venture with United Alloy-Tech Company (UAT), aiming to capture opportunities in the global automation and robotics market.

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure as China tightens control over critical battery and EV technologies, while TCL considers restructuring its India TV unit and Taiwan's Rapidtek partners with India's HEX20 in satellite development, according to DIGITIMES reports. Separately, the UK has confirmed GBP380 million in support for Tata's Agratas battery plant in Somerset, underscoring intensifying global competition to secure EV and advanced manufacturing supply chains.

Palo Alto Networks warns that the rise of AI agents — now operating with human-like identities and largely through browsers — is reshaping enterprise practices worldwide and creating new governance and security challenges. Organizations face risks from data leakage, autonomous agent interactions, and inadequate browser controls, requiring new approaches to traceability and operational limits.
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.