Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire income statement. Revenue for the quarter ended August 31, 2026, rose 30% to US$19.3 billion, the company said on September 10, and every headline growth rate was strong. The more consequential shift sits one line lower, in what it now costs Oracle to deliver that revenue.

Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand exists to whether it can build fast enough, and to argue the numbers now answer it.

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics (N&M) is using complementary metal-oxide-semiconductor (CMOS) processes to develop a single chip capable of emitting more than four wavelengths of mid- to far-infrared light.

Kathy Yang, chief campus operations officer at Foxconn, said the company began moving abroad more than a decade ago as production shifted toward lower-cost regions, and that its global footprint has since become a source of supply chain resilience. Speaking at an Empower Women For A Better World forum in Taiwan on September 9, she said the strategy was planned well before the pandemic, and geopolitical tensions accelerated industry change.

Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026. According to Japanese media reports, NEC concluded that the commercialization timeline for a physical quantum computer was too long and that hardware investment would be unlikely to deliver commensurate returns. The decision also reportedly prompted quantum R&D researchers to join Fujitsu.