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Sep 8
Intel CPU prices reportedly rising 10% again as Qualcomm and MediaTek target IPC and IoT gaps
Intel's PC CPU prices have continued to rise since the end of 2025, and supply chain sources said the company is expected to raise them by another 10%. Its low-margin small-core line is likely heading toward end-of-life (EOL) as CEO Lip-Bu Tan reshapes the business to cut low-margin products and lift overall profitability.
Meta launched Muse on September 9, a personal AI agent that acts on a user's behalf across email, calendar, payments, shopping, and the smart home — the clearest sign yet that the company means to convert a year of catch-up spending on frontier models into a consumer product before rivals lock in the agent market.
Qualcomm to build custom AI inference chips for AWS
Sep 9, 08:32
Qualcomm's multi-generation agreement to build customized AI inference silicon and optical interconnects for Amazon gives the company something its data center roadmap has lacked since it re-entered the market: a named, US-scale hyperscaler willing to put Qualcomm parts into a production fleet. The commercial value was not disclosed; the strategic value is the point. Qualcomm has spent the past year buying its way into AI infrastructure and telling investors it belongs there. Amazon Web Services (AWS), the largest buyer of AI compute in the market, has now agreed.
CSPs expand Malaysia AI server hubs as Southeast Asia grows
Sep 9, 08:23
According to the latest DIGITIMES Intelligence report, US-based cloud service providers (CSPs) are expanding their footprint in Malaysia, with Microsoft and Google driving the next wave of added AI computing capacity. The availability of land, power, and related infrastructure for campus developments of several hundred MW will further shape Malaysia's data center growth pace and regional divergence.
Arm unveiled new platforms and ecosystem programs for cloud data centers, Physical AI and mobile devices on September 8, broadening its role beyond CPU intellectual property into a wider AI computing platform. The company said the push is aimed at supporting agentic AI, which requires systems to plan tasks, retrieve data, coordinate models and take actions on behalf of users.
Uber Eats names Samuel Li Taiwan GM
Sep 9, 08:07
Uber Eats on September 8 named Samuel Li as its Taiwan general manager, as the delivery platform continues to deepen its local market presence and partner relationships, and drive business growth in Taiwan.
Taiwan Mobile kicked off its fourth annual Tech Day, "D.E.E.P. Tech Day 2026," on September 8. This year's event centered on Agentic AI, exploring enterprise strategy, platform technologies, Japanese corporate case studies, deployment, and governance and security.
For years, sensor technologies tied to image processing and machine vision have carved out their own foothold in the digital world, where the prevailing use of AI was largely confined to workflows such as historical data analysis and software-level applications. The smartphone market became the most visible proving ground, where image-sensing technology held a formidable edge as a crucial component in unlocking the full potential of smartphones' intelligent layer.
OpenAI taps Firmus for Malaysia data center capacity
Sep 9, 08:04
OpenAI has signed a multi-year agreement with Australian AI infrastructure developer Firmus for dedicated computing capacity at two data center sites in Malaysia, becoming an anchor customer as demand for power and data-center capacity accelerates.
LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being driven by shrinking LCD line capacity, rising demand for advanced semiconductor packaging, and continued growth in large-screen TVs.
A new electronics factory in Bengaluru is set to strengthen India's role in global supply chains, with potential benefits for customers in railways, industrial systems, energy, and medical devices worldwide. The facility highlights rising demand for high-reliability manufacturing and deeper India–Italy industrial ties.
Foxconn Interconnect Technology (FIT) announced on September 7, 2026, that it has secured a patent license from competitor Amphenol for high-speed backplane connector solutions. The two companies also issued a joint statement, saying the collaboration marks an important milestone in advancing core technologies for the AI era and will let them offer customers a more complete service package.