DIGITIMES: News and Insight of the Global Supply Chain

SK Hynix says customers want more than twice the HBM it can supply

DIGITIMES — Wed, 28 Oct 2026 15:18:23 GMT

SK Hynix said customers are seeking more than twice the high-bandwidth memory (HBM) volume it can currently supply, as moves toward shorter memory stacks reflect supply shortages rather than weakening demand.

UMC utilization tops 90% in 2H26 as AI demand drives expansion

Eifeh Strom — Wed, 28 Oct 2026 15:08:45 GMT

United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications, and automotive chips continued to drive the mature and specialty process markets.

Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent

Willis Ke — Wed, 28 Oct 2026 08:51:46 GMT

Taiwan directs too much public research and development (R&D) funding to its national research institutes, according to Chenming Hu, a former chief technology officer of Taiwan Semiconductor Manufacturing Company (TSMC). In his new book, Find the Solutions, Hu argues that this funding does not achieve the same multiplier effect as investment in universities.

Transformation in focus as display supply chain kicks off investor briefings

Charlene Chen — Wed, 28 Oct 2026 08:41:00 GMT

The panel display supply chain's transformation marathon continues as companies begin a week of investor briefings centered on new businesses. CoreIntelligence (CiHC), AUO, Radiant, BenQ Materials and E Ink will present in succession, with transformation progress remaining a key market focus.

Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

DIGITIMES — Wed, 28 Oct 2026 08:36:39 GMT

Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor its post-IPO trajectory, while allowing Oracle to reduce its reliance on Nvidia's expensive chips, even though Oracle also announced a purchase of Vera Rubin platforms for its data centers.

CHPT posts record 3Q26 results as nine-month profit jumps over 90%

DIGITIMES — Wed, 28 Oct 2026 07:14:25 GMT

Chunghwa Precision Test Tech (CHPT), a major semiconductor test interface supplier, posted record revenue and profit in the third quarter of 2026 as consolidated net profit reached NT$551 million (US$16.97 million), up 11.5% quarter on quarter and double the figure from a year earlier. The company has earned more than one times its paid-in capital for three consecutive quarters, with earnings per share reaching NT$16.75.

HTC launches Vivee AI companion pet in US

DIGITIMES — Wed, 28 Oct 2026 07:04:34 GMT

HTC Corporation announced on the 27th that it has launched Vivee, an AI companion device, first in the US, with plans to expand into Taiwan, Japan, and Europe. Alongside its recently introduced Vive Eagle AI glasses product line, the company is using Vivee to extend its AI ecosystem into emotional companionship and interactive experiences.

Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

DIGITIMES — Wed, 28 Oct 2026 06:25:00 GMT

Toyota Motor Corporation is accelerating the commercialization of robots, creating potential opportunities for Ikka Holdings (IKKA-KY) to leverage its existing Japanese automotive supply-chain relationships and compete for robot component orders. IKKA, a long-standing supplier of Toyota-related automotive products, also plans to strengthen its metal-gear and robotic-arm assembly capabilities through an investment in Yijin Precision, extending its customer relationships into new applications.

SK Hynix bets on EUV to extend 6F-squared DRAM as CXMT pushes 4F-squared

DIGITIMES — Wed, 28 Oct 2026 04:22:29 GMT

SK Hynix plans to extend the life of its existing 6F-squared DRAM cell architecture through extreme ultraviolet (EUV) lithography and process improvements, keeping 4F-squared and three-dimensional (3D) DRAM on its technology roadmap as China's ChangXin Memory Technologies (CXMT) prepares to unveil a product based on a smaller cell design.

Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply

DIGITIMES — Wed, 28 Oct 2026 03:59:53 GMT

Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside traditional business PCs. Asus said products related to Nvidia RTX Spark, particularly models with 64GB and 128GB of memory, are being allocated due to strong global demand, with the next shipments expected to arrive progressively by the end of October.

AI startups face scrutiny over revenue metrics used to promote rapid growth

Jingyue Hsiao — Wed, 28 Oct 2026 03:50:00 GMT

AI startups' revenue figures are under scrutiny as founders and investors question whether companies clearly distinguish active business from contracts that have not yet generated sales. The debate concerns how growth is presented to backers, employees and customers, and whether apparently comparable figures measure the same thing.

Kentec targets CSP opportunities with AIDC infrastructure integration

DIGITIMES — Wed, 28 Oct 2026 03:48:50 GMT

Kentec, a subsidiary of Kenmec Group, is shifting beyond its traditional role as a contract manufacturer of components to become a systems integration provider (SIP) for complete AI data center (AIDC) infrastructure. At an investor conference on October 27, Kentec general manager Asa Kuo said the AI era is just beginning, and the company is transforming its revenue mix by leveraging its electronics manufacturing services (EMS) foundation and electromechanical integration capabilities to enter thermal management and AIDC infrastructure.

AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7

DIGITIMES — Wed, 28 Oct 2026 03:33:30 GMT

The Hurun Research Institute's 2026 Hurun China Rich List shows ByteDance founder Yiming Zhang reclaiming the title of China's richest person with CNY670 billion (US$99.7 billion), while DeepSeek founder Wenfeng Liang ranked seventh in his debut appearance with CNY280 billion, highlighting AI's growing impact on Chinese entrepreneurs' fortunes.

Microsoft medical AI tops 80% accuracy in complex cases

DIGITIMES — Wed, 28 Oct 2026 03:20:10 GMT

Microsoft said its medical artificial intelligence (AI) system achieved higher diagnostic accuracy than general physicians in tests involving complex cases, potentially lowering diagnostic costs. Its Microsoft AI Diagnostic Orchestrator (MAI-DxO) simulates the work of a medical team by assigning multiple AI agents to reason collaboratively, asking about medical history step by step, selecting examinations, analyzing results, and refining the diagnosis instead of generating an answer from all symptoms at once.

PC makers reportedly shift production back to China as AI boom drives up component costs

DIGITIMES — Wed, 28 Oct 2026 03:17:54 GMT

US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage costs squeeze margins, reversing part of the industry's previous push to diversify supply chains away from China.

India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh

DIGITIMES — Wed, 28 Oct 2026 03:09:56 GMT

Hyderabad-based Spintronics AI Semiconductors said on October 27 that it is evaluating the feasibility of establishing a gallium nitride (GaN) semiconductor fabrication facility at Vikram Udyogapuri in Ujjain, Madhya Pradesh, with a total proposed investment of about INR28 billion (US$294.14 million), according to ETElectronicsWorld. The company works in GaN, RF, and power semiconductor design.

Alibaba wins injunction over Pentagon rule targeting shared lobbying firms

DIGITIMES — Wed, 28 Oct 2026 02:59:00 GMT

A US federal judge has issued a preliminary injunction ordering the federal government not to deny Defense Department contracts to companies simply because they share lobbying firms with Alibaba Group Holding.

AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing

DIGITIMES — Wed, 28 Oct 2026 02:58:49 GMT

AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1 billion in Meta's equity offering, joining Nvidia in buying into the social media company's fundraising for AI infrastructure. Critics describe this pattern as circular financing.

SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade

DIGITIMES — Wed, 28 Oct 2026 02:58:00 GMT

Solidigm, the US-based subsidiary of SK Hynix, is in talks with the US Department of Commerce over a potential US$45 billion investment in a new NAND flash memory fabrication plant, Bloomberg reported, citing people familiar with the discussions.

SK Hynix's next bet goes beyond memory chips

Sherri Wang — Wed, 28 Oct 2026 02:57:37 GMT

SK Hynix is looking beyond its position as a leading supplier of high-bandwidth memory (HBM), using venture investments to gain a greater say in how next-generation AI infrastructure is designed.

Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows

DIGITIMES — Wed, 28 Oct 2026 02:55:00 GMT

Fujifilm will invest JPY10 billion (US$63.3 million) to increase its magnetic tape production capacity 5x by fiscal 2028, in response to rising demand for long-term data storage as artificial intelligence expands global data generation.

SK Hynix looks beyond IPO to fund Solidigm's US expansion

DIGITIMES — Wed, 28 Oct 2026 02:45:00 GMT

SK Hynix is reassessing how to finance the US manufacturing expansion of its NAND flash subsidiary Solidigm after shelving a potential initial public offering (IPO), as the South Korean memory maker prepares for higher capital spending in 2027 while committing approximately KRW100 trillion to shareholder returns this year.

Google TPUs land Oracle, with OpenAI reportedly next

DIGITIMES — Wed, 28 Oct 2026 02:42:01 GMT

Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate AI computing even as its biggest buyers look for alternatives.

SK Hynix's next AI memory bet isn't HBM

DIGITIMES — Wed, 28 Oct 2026 02:38:42 GMT

SK Hynix is turning to high-bandwidth flash (HBF) to address growing memory bottlenecks in AI inference, as increasingly complex AI agents generate more data than can be economically stored in high-bandwidth memory (HBM) and DRAM alone.

Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale

DIGITIMES — Wed, 28 Oct 2026 02:37:04 GMT

Unimicron Technology is reshaping its global production footprint and steering resources toward Taiwan's higher-margin AI supply chain as surging AI and high-performance computing (HPC) chip demand drives the need for high-layer-count, large-size IC substrates. The company's board has approved an additional NT$50.9 billion (US$1.57 billion) in long-lead equipment orders and plans to sell its Japanese subsidiary to PCB maker Meiko Electronics.

Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase

DIGITIMES — Wed, 28 Oct 2026 02:27:51 GMT

Corning said on October 27 that it is already running ahead of its Springboard target of a US$20 billion annualized sales run rate by the end of 2026, one quarter after upgrading the plan. Third-quarter sales of US$5.1 billion put the run rate at US$20.3 billion, and the fourth-quarter guidance midpoint of US$5.25 billion implies about US$21 billion.

IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests

Lily Hess — Wed, 28 Oct 2026 02:22:46 GMT

Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early read on conditions heading into late 2026 and early 2027. Parade will go first on October 28, followed by Realtek on October 29 and MediaTek on October 30.

Celestica says awarded programs already put 2028 demand above its 2027 outlook

DIGITIMES — Wed, 28 Oct 2026 02:17:31 GMT

Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor and Analyst Day to lay out a multi-year growth plan built on AI networking and custom compute.

Micron recruits in South Korea for Taiwan roles as Taoyuan strike dispute persists

DIGITIMES — Wed, 28 Oct 2026 02:14:47 GMT

Micron Technology is heading to South Korea to recruit engineers for its Taiwan operations, with interviews scheduled in Seoul in late November, as a bonus dispute at its Taoyuan plant remains unresolved. The company and the Taoyuan union held a second round of negotiations on October 27 without reaching an agreement, and a third round has been tentatively set for November 6. At the same time, Micron is advancing a global compensation overhaul, reflecting how profit sharing and competition for technical talent have become a focus for the industry as AI memory demand expands.

Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek

Scarlett Yu — Wed, 28 Oct 2026 02:03:24 GMT

Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing for an initial public offering (IPO), revealing distinct cooperation models and chip technologies across its partner ecosystem.

Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028

DIGITIMES — Wed, 28 Oct 2026 02:01:17 GMT

Seagate Technology told investors it is "still in the early days of a multi-year growth phase" for mass-capacity storage, with demand visibility "extending beyond 2030" and most of its nearline hard drive output already committed for the next two years. On its October 27 earnings call, chief executive Dave Mosley said the company expects strong sequential revenue growth and gross margin expansion throughout fiscal 2027.

Seagate's pricing gains strengthen profitability as HAMR transition advances

DIGITIMES — Wed, 28 Oct 2026 01:53:25 GMT

Seagate Technology's latest results show how stronger storage pricing and higher-capacity drives are lifting profitability as cloud customers plan further infrastructure investment. The next test is whether its technology transition can deliver more storage capacity while preserving the commercial discipline behind the improvement.

NXP's automotive content gains, industrial demand strengthen its growth outlook

DIGITIMES — Wed, 28 Oct 2026 01:48:08 GMT

NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another route to growth. The next test is whether those opportunities can sustain demand as the company adds manufacturing capacity and customers weigh their inventory needs.

Corning's AI fiber growth puts capacity delivery, customer funding in focus

DIGITIMES — Wed, 28 Oct 2026 01:29:05 GMT

Corning's third-quarter results show optical networking becoming a larger driver of the materials maker's business as AI infrastructure expands. Stronger sales and profitability support its capacity investments, while the next test is whether customer-backed expansion can translate into timely deliveries and sustained cash generation.

Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing

DIGITIMES — Wed, 28 Oct 2026 01:12:39 GMT

Apple's late-October hardware updates put on-device artificial intelligence at the center of devices that otherwise change little, as rising memory costs push prices higher. The new iPad mini, announced on October 26, and the M6-based iMac and entry-level 14-inch MacBook Pro, announced on October 27, all pair new chips built for local AI workloads with the company's Siri AI assistant. Early coverage described the two Macs as modest chip upgrades and the iPad mini as a substantial redesign that now costs more.

NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027

DIGITIMES — Wed, 28 Oct 2026 00:46:20 GMT

NXP Semiconductors is heading into 2027 with management arguing that its growth now rests on several structural drivers rather than a cyclical rebound. On the company's October 27 earnings call, executives said software-defined vehicles (SDV), AI at the industrial edge and data center control systems would sustain double-digit revenue growth next year.

SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business

DIGITIMES — Wed, 28 Oct 2026 00:44:43 GMT

SK Hynix's third quarter suggests that, for now, the memory industry's familiar boom-and-bust pattern is giving way to something closer to a contracted, supply-constrained business. The South Korean chipmaker said on October 28 that quarterly revenue passed KRW100 trillion (US$75.38 billion) for the first time, rising 328% from a year earlier and 32% from the second quarter, with an operating margin of 80%. More telling than the record is how the company now describes its order book. Long-term agreements with 14 major customers already cover more than half of its production capacity for 2027 and 2028.

Simmtech steps up SOCAMM investment as BT substrate supply tightens

Sherri Wang — Wed, 28 Oct 2026 00:43:07 GMT

Major package substrate makers, including Samsung Electro-Mechanics (Semco), are concentrating capital spending on large, high-layer-count ABF substrates, while capacity expansion for BT substrates used in memory packaging remains limited. With BT substrate supply tightening and demand for low-power SOCAMM memory modules rising, South Korea's Simmtech could benefit from its business in both memory package substrates and module PCBs.

Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge

Willis Ke — Wed, 28 Oct 2026 00:42:54 GMT

Nvidia's newly unveiled DSX POD promises to accelerate AI data-center deployment from months to weeks, joining earlier modular offerings from Microsoft and Amazon Web Services (AWS). While all three rely on prefabricated infrastructure, their computing architectures, power requirements, and target markets reveal fundamentally different strategies.

Semiconductor equipment is not AI chip growth's biggest bottleneck

Charlene Chen — Wed, 28 Oct 2026 00:42:40 GMT

AI is driving a steady upward revision in chip demand, but semiconductor equipment shortages are not the biggest obstacle to expanding AI chip production, according to industry sources. Instead, talent shortages, factory construction constraints, materials availability, power infrastructure, and funding are emerging as more serious challenges, particularly in the US.

Cambricon profit jumps 131%, CEO says firm never gave 1 million-chip forecast

Sherri Wang — Wed, 28 Oct 2026 00:42:20 GMT

Chinese AI chipmaker Cambricon Technologies reported a 131.49% increase in net profit attributable to shareholders for the first nine months of 2026, while revenue more than doubled. Third-quarter net profit rose nearly 150% from a year earlier.

TLB develops SOCAMM3 substrates; Vietnam plant to break ground

Lily Hess — Wed, 28 Oct 2026 00:42:03 GMT

South Korean memory module substrate maker TLB has begun developing substrates for SOCAMM3, a next-generation low-power memory module for AI servers, with two major memory customers at home and abroad, according to sources. The company expects SOCAMM3 to enter mass production in 2028 as it expands SOCAMM2 production and builds capacity to retain its position in the high-end memory module substrate market.

Google prioritizes frontier AI as cloud capacity runs short

Yunnie Cheng — Wed, 28 Oct 2026 00:41:40 GMT

Google recently unveiled its flagship AI model, Gemini 4 Argon. The model consumed an unprecedented 25 trillion tokens within 72 hours of launch—three times the volume recorded by Gemini 3.0 over the same timeframe, setting a new record for the company. In his first in-depth public interview since the release, Google CEO Sundar Pichai addressed market skepticism regarding claims that "Google has abandoned frontier AI." During the interview, he outlined Google's strategy for allocating AI compute resources, managing its cloud business, and deploying long-term infrastructure.

Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight

Yunnie Cheng — Wed, 28 Oct 2026 00:39:45 GMT

Huawei Technologies has reshuffled its top leadership, appointing Consumer Business Group (BG) CEO Gang He to its 17-member board. The move follows the departure of former board member Vincent Peng, who left after more than 27 years with the company, where he most recently served as president of the Global Procurement Qualification Management Department. Huawei has since updated its executive directory on its official website, removing Peng's biography.

Goke Microelectronics raises KGD packaging prices again

Lily Hess — Wed, 28 Oct 2026 00:39:30 GMT

China-based IC design firm Goke Microelectronics will raise prices for its Known Good Die (KGD) packaged products by US$0.5 to US$1.5 per unit from November 2026, depending on capacity. The move marks the second price adjustment known to customers in 2026, as AI-driven memory demand keeps double data rate (DDR) memory supplies tight and pressure spreads to niche memory and integrated packaging products.

Samsung DX division opens Suzhou robotics R&D hub

Charlene Chen — Wed, 28 Oct 2026 00:38:48 GMT

Samsung Electronics' Device eXperience (DX) division has established its first overseas research and development site for manufacturing technology in Suzhou, China, leveraging the city's robotics and automation ecosystem to develop technologies for Samsung's global factories.

MiCo Ceramics acquires idle LGD plant for KRW150 billion to boost semiconductor component capacity

Yunnie Cheng — Wed, 28 Oct 2026 00:38:20 GMT

South Korean semiconductor equipment component maker MiCo Ceramics is set to acquire an idle facility in Gumi, North Gyeongsang Province, from LG Display (LGD) for KRW150 billion (approx. US$113.2 million). The acquisition of the land and buildings will allow MiCo Ceramics to expand production capacity for key products, including ceramic heaters and electrostatic chucks (ESCs). The deal highlights a broader trend across the tech sector, as real estate assets shed during display industry downsizing are repurposed for the semiconductor supply chain.

FarEasTone, Elveo Mobile expand satellite-to-phone connectivity in Taiwan

DIGITIMES — Wed, 28 Oct 2026 00:37:53 GMT

FarEasTone Telecommunications signed a cooperation agreement with Direct-to-Device (D2D) satellite communications provider Elveo Mobile on October 27 to expand satellite-to-phone services in Taiwan. The partnership will integrate D2D capabilities with FarEasTone's existing terrestrial mobile network, supporting broader coverage, stronger communications resilience, and a future integrated space-and-ground network.

CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry

Charlene Chen — Wed, 28 Oct 2026 00:37:22 GMT

China's CXMT has reportedly declined Apple's inquiry about purchasing DRAM, prioritizing supply to domestic customers instead. As global memory supplies tighten and prices rise, the Chinese memory maker's capacity allocation and companies' efforts to secure supply have drawn attention.

Germany diversifies transport fuels to cut carbon emissions as HVO 100, eSAF reshape global supply chains

Yunnie Cheng — Wed, 28 Oct 2026 00:35:19 GMT

Germany is advancing a pragmatically diversified transport and energy strategy centered on renewable diesel and electricity-based sustainable aviation fuel (eSAF). As the country works to avoid over-reliance on any single energy source while maintaining energy security and grid stability, this policy shift is actively reshaping supply-chain dynamics across Europe and Taiwan.

Skymizer partners with Egis to develop 12nm and 6nm AI accelerators

Yunnie Cheng — Wed, 28 Oct 2026 00:34:59 GMT

Taiwanese startup Skymizer has formally announced a strategic partnership with Egis Technology to develop Flow (T12), a new-generation AI inference chip. Fabricated on TSMC's 12nm node and paired with LPDDR5 memory, the solution requires just three PCIe cards and 750W of power to run 3-trillion-parameter large language models (LLMs). This represents roughly one-tenth the power consumption of a comparable Nvidia H100 deployment.

From superconductors to optics: The six Silicon Valley startups bringing AI bottleneck solutions to Taiwan

Charlene Chen — Wed, 28 Oct 2026 00:34:34 GMT

Silicon Valley venture capital firm Playground Global returned to Taiwan with six portfolio companies spanning memory, power management, optical communications and advanced packaging, showcasing technology breakthroughs and expansion plans aimed at easing AI computing bottlenecks. Its newest portfolio companies also made their Taiwan debut.

Macronix posts record 3Q26 profit as gross margin hits 70%

DIGITIMES — Wed, 28 Oct 2026 00:34:17 GMT

Memory maker Macronix International set a new quarterly record in the third quarter of 2026, with gross margin reaching 70.5% and net profit after tax totaling NT$109.5 billion (approx. US$3.37 billion). Chairman Min-chiu Wu said future growth will come mainly from price increases, as limited existing capacity and investment lead times of more than one year prevent rapid expansion through capacity additions.

SpaceX turns Nvidia GPUs into long-duration assets with US$40 billion Apollo deal

DIGITIMES — Wed, 28 Oct 2026 00:33:59 GMT

The momentum surrounding chip financing is being met with a subtler but increasingly consequential shift in how AI infrastructure is funded, as technology giants expand compute commitments through long-duration financing structures rather than relying solely on outright equipment purchases.

Analysis: 3M's investment in Genius Electronic Optical puts EBO mass production to the test

Scarlett Yu — Wed, 28 Oct 2026 00:33:42 GMT

US materials giant 3M recently entered into a strategic partnership with Taiwanese optical component manufacturer Genius Electronic Optical (GSEO), with plans to acquire a 4.7% stake in the company through a private placement. The two companies aim to accelerate technology development and expand manufacturing capacity for expanded beam optics (EBO).

Analysis: What happens if Claude demand cools before its compute bills do?

DIGITIMES — Wed, 28 Oct 2026 00:32:24 GMT

Anthropic's IPO filing presents a company growing quickly enough to justify one of the AI industry's most aggressive infrastructure buildouts. But buried in the prospectus is a less comfortable question: what happens if customer demand proves more flexible than the contracts Anthropic has signed to serve it?

For Taiwan's geothermal sector, institutional barriers outweigh drilling challenges

Kevin Wang — Wed, 28 Oct 2026 00:32:03 GMT

Geothermal energy commercialization in Taiwan has taken a major step forward with a 20-plus MW corporate power purchase agreement (CPPA) from a semiconductor giant, yet for geothermal energy developers and operators, numerous obstacles still remain before it can become a stable, continuous power source.

Jensen and Musk both think aging GPUs are worth more than the books show

Yunnie Cheng — Tue, 27 Oct 2026 09:35:06 GMT

Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic: GPUs are no longer rapidly depreciating consumables. Instead, their effective operational lifespans far exceed initial market expectations.