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Monday 5 October 2026
AMD's Lisa Su back in Taiwan as AI capacity crunch spreads beyond TSMC
AMD CEO Lisa Su arrived in Taiwan on October 5 for a lightning visit, less than five months after her May trip. No major public events are scheduled, but meetings with key suppliers...
Monday 5 October 2026
Huawei counters chip-node limits with Ascend, SuperPoD and τ law
Huawei is increasingly framing its semiconductor strategy around a simple constraint: if advanced process nodes remain limited, more performance must come from architecture, interconnect...
Monday 5 October 2026
South Korea's AI chip budget goes unspent through August
South Korea's government is pushing to join the "global top three AI powers," but the AI semiconductor development program led by the Ministry of Trade, Industry and Resources (MOTIR)...
Friday 2 October 2026
Google's first Suncatcher satellite reaches orbit to test AI chips in space
Google has moved its orbital AI data center ambitions from paper to hardware. A prototype satellite carrying the company's Tensor Processing Units (TPUs) reached orbit on October 1,...
Thursday 1 October 2026
Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman
Huawei rotating chairman Eric Xu said the company's Ascend AI accelerators have surpassed Nvidia in both sales and market share in China, highlighting how US export controls on advanced...
Thursday 1 October 2026
Four glass makers converge on 510x515mm substrate, hinting at TSMC's next move
As AI chip sizes scale up, global glass leaders Corning, AGC, Nippon Electric Glass (NEG), and Schott have all centered their next-generation core substrate and through-glass via (TGV)...
Thursday 1 October 2026
Qualcomm says PC chip shortages are manageable; price swings hit harder
Qualcomm's senior vice president and general manager of the compute and gaming business, Kedar Kondap, said the biggest challenge facing the PC industry is not component shortages,...
Thursday 1 October 2026
Trump-Xi talks leave chip policies unchanged; US guards AI advantage while China pursues self-reliance
Following the summit between US President Donald Trump and Chinese President Xi Jinping, market observers broadly agreed that the talks yielded few surprises. The meeting produced...
Wednesday 30 September 2026
ASE Technology buys Singapore factory for AI chip testing expansion
ASE Technology Holding's Singapore unit has approved the purchase of a factory in Yishun Industrial Park from Dutch LED maker Lumileds Singapore for about US$68.44 million, or about...
Wednesday 30 September 2026
Jensen Huang, Lisa Su join Tsinghua University advisory board, putting AI chip leaders closer to Beijing

Nvidia founder and CEO Jensen Huang and AMD chair and CEO Lisa Su have joined the advisory board of Tsinghua University's School of Economics and...

Thursday 24 September 2026
Alibaba Zhenwu V900 joins Huawei Ascend 960 in race to fill Nvidia's China AI compute gap
Alibaba has formally unveiled its self-developed Zhenwu V900 AI chip at the 2026 Apsara Conference, with CEO Eddie Wu describing the T-Head Semiconductor-designed processor as "China's...
Monday 21 September 2026
ByteDance's China AI chip push hits substrate shortage

China's fast-rising AI models are running into a compute supply bottleneck as demand for advanced packaging substrates surges, with...

Friday 18 September 2026
Analysis: China's 15th five-year plan spotlights diamond for AI chip thermal management
China's Ministry of Industry and Information Technology (MIIT) and National Development and Reform Commission (NDRC) have highlighted ultra-wide bandgap (UWBG) semiconductor materials,...
Thursday 17 September 2026
Tier IV open-sources self-driving AI chip design to challenge Nvidia

Japanese autonomous driving developer Tier IV is developing an AI chip and will release its chip design and related toolchain as open...

Wednesday 16 September 2026
Samsung backs Dutch AI chip startup Euclyd in US$230M funding round
Samsung Electronics is investing in Dutch AI chip startup Euclyd as part of a more than EUR200 million (about US$230.9 million) Series A funding round, highlighting growing efforts...