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Tuesday 13 October 2026
AMD Helion aims to reshape data center design for agentic AI
AMD has introduced Helion, an open rack architecture designed for agentic AI workloads that could change how data centers allocate compute, power, and cooling. The system targets hyperscale...
Tuesday 13 October 2026
Unexpected Claude test behavior prompts US govt to mandate AI incident reporting
Unexpected behavior during Anthropic model testing—including models mistakenly submitting visa applications and sending false murder-case leads to police—has prompted the...
Tuesday 13 October 2026
Nanya Technology's LTAs cover up to 70% of capacity as Pingtung 3D IC plant targets 2H28 production
Nanya Technology reported record profits in the third quarter of 2026, with president Pei-Ing Lee saying long-term agreements (LTAs) now cover approximately 50–70% of the company's...
Tuesday 13 October 2026
AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
Tuesday 13 October 2026
Terafab and beyond: Musk's push to fuse silicon, robotics, space into one AI system
As plans for the Terafab project begin to take shape, the emergence of a scaled chipmaking initiative increasingly reflects Elon Musk's broader ambition to push vertical AI integration...
Tuesday 13 October 2026
China's AI revenue gap with US exposes deeper monetisation divide
China's leading artificial intelligence companies are gaining users and global recognition, but their commercial returns remain far behind those of US rivals. The growing disparity...
Tuesday 13 October 2026
BTL sees AI testing surge, schedules extend to 1Q27
Electronic testing laboratory BTL reported September 2026 revenue of NT$87 million (US$2.73 million), up 10.2% year-over-year, as AI server testing projects at its second Guishan plant...
Tuesday 13 October 2026
AI growth outlook stays strong as risk-free returns come under pressure
Capital expenditure by the top four US cloud service providers (CSPs) is projected to expand further in 2027. Meanwhile, nations such as France and Saudi Arabia are aggressively constructing...
Tuesday 13 October 2026
Taiwan's ICT sector enjoys 3-year boom as US debt swells
Driven by robust demand for AI, high-performance computing (HPC), and cloud data services, Taiwan's information and communications technology (ICT) production momentum has soared for...
Monday 12 October 2026
Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled
Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up...
Monday 12 October 2026
Microsoft to scale Maia AI chips to multi-gigawatt deployments, unveils TSMC N2P-based Maia 300
Microsoft will scale its in-house Azure Maia AI accelerators to multi-gigawatt deployments starting in 2027, making Maia the primary AI inference system for its products and services...
Monday 12 October 2026
Finland orders Google to halt work at two AI data center sites
Finnish authorities ordered Google to suspend parts of construction at planned AI data centers in Muhos and Kajaani after forests were allegedly cleared at the sites before an environmental...
Monday 12 October 2026
Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut
China's Moonshot AI is seeking to settle a shareholder dispute involving claims potentially exceeding US$700 million ahead of a potential US$5 billion Hong Kong initial public offering...
Monday 12 October 2026
Microsoft calls for observable AI systems with emergency shutdown controls
Microsoft urged organizations to design artificial intelligence systems as observable, controllable infrastructure rather than opaque "black boxes," arguing that people must be able...
Monday 12 October 2026
Sumitomo Bakelite expands packaging material production across Singapore, China
Sumitomo Bakelite announced that it is expanding production capacity for encapsulation materials used in advanced chip packaging at its facilities in Singapore and Suzhou, China. This...