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Tuesday 6 October 2026
Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growth
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when...
Tuesday 6 October 2026
TSMC expansion pushes Da Yi Cheng Technology's orders over NT$10 billion, visibility through 2028
Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical...
Tuesday 6 October 2026
Behind the US$4.2 trillion revenue gap in AI infrastructure
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute...
Tuesday 6 October 2026
Meta open-sources Muse Gadgets SDK for building AI devices
Meta has open-sourced the Muse Gadgets software development kit (SDK) and firmware code, allowing developers to build physical devices that interact with its AI assistant Muse and...
Tuesday 6 October 2026
Meta, Microsoft reportedly cut internal Claude use as AI costs rise
Meta and Microsoft are reducing employees' internal reliance on Anthropic's Claude as they push proprietary AI tools and seek greater control over rapidly rising AI costs, according...
Tuesday 6 October 2026
Can satellites share power?— Star Catcher puts an orbital grid to the test
As in-orbit AI computing, Earth observation, and defense missions expand rapidly, satellites are demanding more power, turning energy supply into an emerging challenge for the growing...
Tuesday 6 October 2026
MIPS deepens RISC-V ties with China despite US-China tech tensions
Despite intense technology competition between the US and China, cooperation between the two sides on the open-standard RISC-V architecture continues to deepen, with US intellectual...
Tuesday 6 October 2026
Anthropic IPO filing flags legal risks over AI agents
Anthropic said in its IPO filing that as artificial intelligence (AI) systems gain greater autonomous capabilities, the risks rise as well, while current law still does not clearly...
Tuesday 6 October 2026
OpenAI to watermark ChatGPT, Codex text in EU under AI Act
OpenAI will begin adding invisible, machine-readable watermarks to text generated by ChatGPT and Codex in the European Union (EU), as the company moves to comply with the EU AI Act's...
Tuesday 6 October 2026
The death of the software seat: cheaper AI tokens turn enterprise computing into metered labor
The ferocious push toward artificial intelligence (AI) is gathering momentum, built upon increasing industry sentiment regarding demand for higher AI inference and compute-intensive...
Tuesday 6 October 2026
Schneider Electric's deal to buy PTC is the next step in its software push
Schneider Electric has agreed to purchase software company PTC in a deal valuing its equity at around US$22.6 billion. The all-cash acquisition marks the French energy and tech company's...
Tuesday 6 October 2026
Google Gemini 4 Argon sparks internal doubts
Google's new flagship AI model, Gemini 4 Argon, has drawn strong results in multiple benchmark tests, but some employees still say its coding performance is not stable enough. According...
Tuesday 6 October 2026
DeepSeek closes in on US rivals despite chip curbs
China's leading AI models have narrowed their performance gap with US rivals to a record low, while DeepSeek's latest advances in memory efficiency and its deepening work with Huawei...
Tuesday 6 October 2026
LinkCom eyes 4Q26 rebound on smart meter, wireless charging demand
Magnetic components maker LinkCom Manufacturing posted September consolidated revenue of NT$44.18 million (approx. US$1.39 million), up 32.53% from a month earlier and down 10.24%...
Tuesday 6 October 2026
Column: How semiconductors' evolution foretells the rise of AI data centers
Semiconductors and AI data centers share a striking number of similarities.