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Tuesday 15 September 2026
Global data center capex could reach US$31.6 trillion by 2050 as AI demand surges
PwC and Oxford Economics jointly released their Global Data Centre Outlook 2026–50 in early September, projecting cumulative global...
Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

Tuesday 15 September 2026
eCloudvalley expands enterprise AI Agent portfolio

eCloudvalley Digital Technology said enterprise adoption of generative AI is accelerating, with use cases expanding from single departments...

Monday 14 September 2026
UAE commits EUR40B to expand Germany ties in AI, energy and defense
The United Arab Emirates said it plans to invest EUR40 billion in Germany, or about US$46 billion, across artificial intelligence, energy and defense as it deepens economic and strategic...
Monday 14 September 2026
AI power demand pushes Taiwan to overhaul energy rules
Electricity demand from AI data centers and other high-tech industries is pushing governments and large cloud service providers to focus more on grid stability and backup supply. In...
Monday 14 September 2026
STMicro lead times top 1 year, boosting Taiwan chip makers
AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...
Monday 14 September 2026
Taiwan eases investment rules for AI center infrastructure projects
Taiwan's government has limited budgets to build the AI computing infrastructure the country needs, and infrastructure that a government runs itself cannot easily turn a profit. To...
Monday 14 September 2026
China optical firms target photonics with mixed high-end, lower-cost push
The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...
Monday 14 September 2026
LG Display's AI transformation turns employees into AI builders, yielding 450+ in-house projects
LG Display announced on September 13 that it is expanding its company-wide artificial intelligence transformation (AX) initiative by scaling up its "AX SQUAD" program. Designed to...
Monday 14 September 2026
Z.ai reloads with US$5 billion for China's AI race

Chinese artificial intelligence developer Z.ai (formerly Zhipu AI) plans to raise about US$5 billion through a Hong Kong share placement...

Monday 14 September 2026
AI's energy demand ignites global nuclear rush, straining Taiwan's restart
A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...
Monday 14 September 2026
Lab self-investigations show AI agents improvising past their own guardrails
The clearest evidence that AI agents now act in ways their builders did not foresee comes from the builders themselves. Incident reports from OpenAI and Anthropic describe models that...
Monday 14 September 2026
AI server tracker: Taiwan ASIC design houses diverge as AI projects enter different revenue cycles
Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon c...
Monday 14 September 2026
The case for an AI speed limit collapsed in a weekend
The AI industry's proposal to slow frontier model development ran into geopolitics over the weekend. US President Donald Trump rejected a slowdown, saying America must stay ahead of...
Monday 14 September 2026
AI labs ask to be slowed, Congress stirs, and Nvidia calls the alarm a sales pitch
The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the...