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Friday 11 September 2026

Huawei stakes out the AI optics rulebook with 7.2Tbps NPO

Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging...

Friday 11 September 2026

CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030

Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from...

Friday 11 September 2026

Nvidia expands Australian AI factory push as global demand rises

Nvidia's latest partnerships in Australia could reshape where AI capacity is built and who can access it. The plan links power, data centers, and open models to local innovation, while...

Friday 11 September 2026

Anthropic disrupts Chinese AI firms' attempts to extract Claude capabilities

Anthropic has disrupted a series of operations in which Chinese AI companies allegedly used its Claude models to extract capabilities for their own AI systems, highlighting growing...

Friday 11 September 2026

Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack

The US Pentagon is in talks to provide about US$5 billion in financing to AI cloud-computing startup Fluidstack, potentially making the government a major source of capital for the...

Friday 11 September 2026

Global IC substrate market to surge 32% to US$19.5 billion in 2026 as Taiwan, Korea lead ABF, BT

Rising demand for generative AI, high-performance computing (HPC), and data center buildouts is pushing the global IC substrate industry into a new phase marked by upgrades in high-end...

Thursday 10 September 2026

Taiwan pushes smart health care partnerships at Singapore medical trade show

Taiwan's National Science and Technology Council recently led hospitals and smart health care companies to Singapore for Medical Fair Asia 2026, the largest and most influential health...

Thursday 10 September 2026

From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation

Introduction

Thursday 10 September 2026

STMicroelectronics sets 2027 AI revenue plan with fiber chips at 80%

STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic...

Thursday 10 September 2026

Huachuang Xinguang sees MicroLED optical interconnects entering data centers in 3 to 5 years

Shenzhen Huachuang Xinguang says MicroLED optical interconnect technology is feasible and expects to target data center applications...

Thursday 10 September 2026

ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out

ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...

Thursday 10 September 2026

Taiwan chipmakers target humanoid robots beyond the 'brain,' focusing on vision, motor control

Taiwanese IC design companies have recently begun highlighting opportunities in physical AI and robotics. Arm's recently announced expansion...

Thursday 10 September 2026

Europe's BEV running costs now 33% below ICE

Daily operating and maintenance costs for battery electric vehicles (BEVs) in Europe are now 33% lower per kilometer than those for comparable internal combustion engine (ICE) cars,...

Thursday 10 September 2026

AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand

AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the...

Thursday 10 September 2026

STMicroelectronics ties AI data center carbon cuts to power design, not location

STMicroelectronics (ST) recently shared its perspective on balancing AI growth with sustainability during a press conference in Taiwan. The company emphasized that controlling carbon...

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Sep 11, 08:00

DAS Expands in Taiwan and Unveils World First at SEMICON

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