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Sep 17

Apple's AI ambitions are outgrowing the Mac — Nvidia may hold the key

Apple is exploring a return to the enterprise server market with an AI inference system built around future M8 Ultra chips, potentially using Nvidia's NVLink Fusion interconnect technology.

Asia's healthcare AI moves from trials to real-world deployment

Sep 17

China optical suppliers power smart glasses supply chain

Sep 17

AI risk split among tech leaders set to play out at Trump-Xi White House dinner

Sep 17

Foxconn links FII and FIT to tackle AI infrastructure beyond the chip

Sep 17

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AIDeepSeek engineer's warning suggests AI may reshape, not simply eliminate, technical work

Sep 18, 00:10

A DeepSeek engineer's viral reflection on AI's rapid progress has reignited debate over whether artificial intelligence will replace human workers or redefine their roles. His comments suggest the immediate risk for software engineers may be less about layoffs and more about a swift shift in how technical work is done.

AIDeloitte Taiwan seminar highlights system integration as Physical AI moves into industrial applications

Sep 17

Taiwan's next opportunity in Physical AI may depend less on individual robot components than on its ability to integrate hardware, software, sensing and control into deployable industrial systems, industry and research leaders said at a Deloitte Taiwan seminar in Taichung on September 15.

AITrumpf eyes glass as AI demand drives packaging innovation

Sep 17

At the China International Optoelectronic Expo (CIOE), representatives from German laser and plasma generator maker Trumpf offered a glimpse into the company's push to extend its laser solutions to advanced chip packaging, specifically for drilling holes in glass substrates.

ICT MANUFACTURINGTopview sees supply-chain shifts supporting orders as AI investment reshapes its outlook

Sep 17

Topview Optronics said shifts tied to artificial intelligence are helping it secure orders through the end of 2026, even as it continues to contend with memory shortages and rising component costs. The surveillance equipment maker said it is accelerating its adoption of AI and smart factory technology, and expects only slight full-year growth in 2026 compared with 2025.

SERVER, IPC, CLOUD COMPUTING, IOTHumanoid robots could reshape MEMS demand as physical AI advances

Sep 17

Humanoid robots have not yet reached mass adoption, but their sensor needs are already reshaping supply-chain expectations worldwide. Analysts and industry players say the next wave of physical AI could lift demand for MEMS chips, edge computing, and advanced sensing, with broader implications for robotics makers, component suppliers, and global technology markets. Industry players say these systems need several times more sensors than conventional robots, creating a large opportunity for MEMS and sensor suppliers even if unit revenue per robot stays relatively modest.

AIArdentec, Sigurd race into silicon photonics TIA testing as US client books capacity

Sep 17

The global optical communications module market continues to grow, and Taiwan's test and packaging companies are moving to capture demand in silicon photonics (SiPh) transimpedance amplifier (TIA) testing as AI data-center networks shift toward faster optical interconnects. Ardentec and Sigurd are among the firms benefiting as a major US customer rushes to reserve capacity.

SERVER, IPC, CLOUD COMPUTING, IOTHuawei Connect 2026: OceanStor M900 turns PB-scale KV cache into Huawei's next AI infrastructure layer

Sep 17

Huawei has unveiled the OceanStor M900 at Huawei Connect 2026, extending its AI infrastructure strategy into memory and storage with a petabyte-scale key-value (KV) cache system designed for AI agents and long-context inference.

SERVER, IPC, CLOUD COMPUTING, IOTWiwynn sees strong AI demand offsetting US data center pushback

Sep 17

Wiwynn's top executive said demand for artificial intelligence infrastructure is likely to keep the server maker on a strong growth path through the next several years, even as US opposition to data centers builds. The company is still expanding aggressively in North America, citing customer pressure, record revenue, and an improving margin profile.

AIAI's memory appetite is squeezing the electronics industry from the bottom up, Intel warns

Sep 17

Fast-moving advances in chip production have spurred a semiconductor boom, markedly altering the manufacturing scope of the broader high-tech industry.

ICT MANUFACTURINGWhy Taiwan's tech needs better storytelling to win global capital

Sep 17

Taiwan has demonstrated its strong R&D and innovative capabilities in tech, but the challenge remains in propelling these technologies to global markets. In the opinion of Edison Awards CEO Frank Bonafilia, Taiwan is not lacking in innovation, but the real hurdles lie in securing capital and backing from major investment banks, and building partnerships with major global firms to commercialize and scale up Taiwan-developed technologies.

SERVER, IPC, CLOUD COMPUTING, IOTFoxconn Interconnect Technology targets the scaling challenge in AI optical interconnects

Sep 17

Foxconn Interconnect Technology (FIT), a subsidiary of Foxconn, held FIT Tech Day 2026 on September 16 under the theme "Light at Scale: The Next Frontier in Data Center Interconnects," bringing together global leaders from the optical communications, AI, and semiconductor industries to examine the next generation of AI connectivity across light sources, materials, photonics, network architecture, manufacturing, and the broader industry ecosystem.

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