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Oct 5
Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure spending, with Anthropic expected to become Broadcom's largest compute customer in 2027.
South Korea's Ministry of Science and ICT said its Sovereign AI Foundation Model Project will run to completion as originally planned. The statement reversed, within hours, a vice minister's suggestion that the national-team AI competition would wind down as the government launches a new KRW4.7 trillion frontier AI program.
Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
Oct 6, 15:02
Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking to address energy and performance bottlenecks as high-speed computing shifts increasingly from copper to optical interconnects.
Taiwan's National Science and Technology Council (NSTC) has recently issued a call for proposals on "high-performance power conversion and system management technologies for next-generation AI data centers." The aim is to help AI-related industries discover and develop usable technologies that can reduce AI's impact on the power grid. The effort targets power consumption, the single biggest customer-side issue facing companies in AI chip design and manufacturing and AI server assembly.
Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting over 15%, making it the company's fastest-growing product line this year. Meanwhile, automotive lens revenue is projected to remain flat in 2026 before returning to growth in 2027, driven by a new design-in project with a US automaker.
Physical AI is shifting from a hardware niche into the next foundational computing platform, driving record investor capital into embodied intelligence systems.
BizLink-KY said September revenue climbed as it ended summer shutdowns at its European facilities and consolidated Interplex Datacom's data communications business, underscoring how global supply chains and AI infrastructure demand are reshaping sales trends worldwide. The company said momentum should remain strong as data center orders expand and new products ramp up.
Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid growth due to its potential to replace copper interconnects amid AI infrastructure demand surges.
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access to frontier computing for cloud providers and developers, while signaling a shift in global AI capacity toward new hubs outside North America.
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when the month typically marked the start of the peak season.
Taiwan unveils new 5-year quantum tech program to speed adoption
Oct 6, 10:40
The National Science and Technology Council (NSTC) has announced the details of its next five-year quantum research program as Taiwan prepares to wrap up its current NT$8 billion (US$252.14 million) National Quantum Team project by the end of 2026.
Samsung Electronics says its India operations, which it set up in 1995, have evolved from a manufacturing base into a global innovation hub. The South Korean company is pitching the country as a source of technology for its worldwide business, rather than only as a market and production base.