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Wednesday 7 October 2026
Commentary: Qualcomm patent deal puts spotlight on Huawei's broader IP push
Huawei and Qualcomm announced on Oct. 5 that they had signed a multi-year patent licensing agreement covering technologies including 5G, computing, AI and networking.
Wednesday 7 October 2026
AMD expands Korea push after Taiwan supply talks
AMD CEO Lisa Su moved from supply-chain talks in Taiwan to South Korea this week, broadening the chipmaker's Asia push from efforts to secure more CPU, GPU and advanced-wafer capacity...
Wednesday 7 October 2026
Samsung arms for memory price surge with AI, services, N-1 phone push
Rising memory prices are already weighing on 2026 smartphone and notebook shipments, and sustained AI infrastructure investments are expected to keep quotes climbing into 2027. To...
Wednesday 7 October 2026
CloudMile flags AI cost pressure, risk governance as key
As AI agents integrate into enterprise operations, companies scaling deployment face rising challenges around runaway costs, permission controls, and cybersecurity governance. CloudMile...
Wednesday 7 October 2026
AI server smuggling cases expose gap between export compliance and due diligence
A string of AI server smuggling prosecutions is showing that following US export-control rules to the letter has not stopped advanced Nvidia hardware from reaching China. The weak...
Wednesday 7 October 2026
Navigating the global AI regulatory divide: American safety debates, China's rapid deployment, Mistral's European push
The global artificial intelligence landscape is witnessing an accelerating divide. While Silicon Valley grapples with escalating safety debates and regulatory friction, Chinese tech...
Wednesday 7 October 2026
Z.ai takes GLM-5.3 global through Amazon Bedrock's enterprise channel
Chinese AI company Z.ai is expanding its overseas commercialisation through Amazon Bedrock, with AWS adding GLM-5.3 on October 6 and sharing revenue with Z.ai based on model usage.
Wednesday 7 October 2026
Starship, Cybercab, inflight Wi-Fi point to Starlink's expanding growth potential
SpaceX launched its Starship super heavy-lift rocket on September 28, successfully reaching orbit for the first time and deploying 26 Starlink V3 low Earth orbit (LEO) satellites....
Wednesday 7 October 2026
Taiwan's next AI battle is all about data and partners, says former tech minister
Taiwan's tech industry has grown rapidly in recent years on the back of strengths in semiconductors, servers and the data center supply chain, lifting overall GDP. But companies that...
Wednesday 7 October 2026
Hwacom shifts semiconductor business to SureWin, targets post-quantum security
Hwacom Systems has shifted its semiconductor-focused business to subsidiary SureWin, targeting growing demand from chipmakers for AI deployment, data governance, and cybersecurity,...
Wednesday 7 October 2026
DeepSeek reportedly set to raise more than US$12B ahead of potential IPO
Chinese AI startup DeepSeek is poised to raise more than CNY80 billion (approx. US$11.9 billion) in its latest funding round, as it builds capital ahead of a potential domestic initial...
Wednesday 7 October 2026
AI supercycle, pricing, and Terafab top the agenda ahead of TSMC's earnings call
TSMC will hold its third-quarter earnings call on October 15 this year.
Wednesday 7 October 2026
India nears 2GW of data center capacity, but its racks were built for a pre-AI power load
India is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's...
Wednesday 7 October 2026
Huawei's NPO bet challenges CPO's path to AI scale
Huawei is backing near-packaged optics (NPO) rather than co-packaged optics (CPO) for its next-generation AI infrastructure, arguing that NPO offers a better balance of cost, manufacturability,...
Wednesday 7 October 2026
AI data center expansion is hitting new limits on power, land, and public consent
The global race to build data centers for artificial intelligence is entering a more difficult phase. Demand for computing capacity remains strong, but new projects increasingly face...