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Wednesday 21 October 2026
Infineon, Wolfspeed pivot to 8-inch SiC to cut costs and meet rising AI power demand
Infineon Technologies and US-based silicon carbide (SiC) leader Wolfspeed announced on October 15 a new multi-year supply agreement for 8-inch SiC wafers. This deal transitions their...
Wednesday 21 October 2026
Qisda integrates four companies to build scalable rack-scale AI solutions
Qisda Group is targeting rack-scale AI opportunities in data centers by accelerating development of its rack-scale AI solutions. Through in-house design, manufacturing, and cross-domain...
Wednesday 21 October 2026
Anthropic's IPO spotlight falls on its potential US$750 billion AI compute tab
Anthropic's draft IPO prospectus captures the tension behind its rapid growth: first-half revenue surged to US$16.3 billion, while the company reported a US$80.7 billion net loss and...
Wednesday 21 October 2026
China launches state-owned data group as market-facing arm of its AI infrastructure push
China has established a new state-owned enterprise, National Data Group, headquartered in Xiong'an, Hebei province. Ding Xuexiang, a vice-premier of the State Council, attended its...
Wednesday 21 October 2026
Taiwan PCB output set to top NT$1 trillion as VP touts AI opportunity
The 27th Taiwan Printed Circuit Industry International Exhibition (TPCA Show 2026) opened in Nangang on October 20, with Vice President Hsiao Bi-khim calling on the PCB industry to...
Wednesday 21 October 2026
CATL's profit growth slows, sharpening focus on 50% energy-storage revenue target
CATL's third-quarter revenue rose 58.58% year-over-year to CNY165.22 billion (approx. US$24.73 billion), but net profit attributable to shareholders increased just 14.54% to CNY21.25...
Wednesday 21 October 2026
AMD: Physical AI demands more than TOPS
Physical AI that can sense, reason, control machines and interact with people, Salil Raje, senior vice president of AMD's Embedded Computing Group, said TOPS (trillions of operations...
Wednesday 21 October 2026
DIGITIMES Insights: AI server PCB upgrades drive explosive demand for advanced backdrilling equipment
DIGITIMES observes that as AI servers and high-speed networking equipment continuously pursue higher data transmission rates, printed circuit boards (PCBs) are being upgraded through...
Wednesday 21 October 2026
TSMC and others turn LCD plants into AI assets as LG Innotek weighs acquisition
Growing demand for AI servers, advanced packaging, and data centers is reviving interest in idle LCD plants, with companies acquiring and converting existing sites into semiconductor...
Wednesday 21 October 2026
AI chip scaling shifts into 3D, with performance per watt the new benchmark, says former TSMC VP
Growing AI computing demand is bringing the semiconductor industry to a technological turning point. Transistor scaling has long driven gains in chip density, performance, and energy...
Wednesday 21 October 2026
Breaking AI's memory wall: former TSMC VP charts a path with HBM, optical links and 3D stacking
AI processor performance continues to improve, but memory bandwidth is growing more slowly, making data supply a major constraint on AI chip performance and energy efficiency. Efforts...
Wednesday 21 October 2026
Taiwan's September export orders jump 62.4% on AI demand
Taiwan's export orders totaled US$114.21 billion in September 2026, up US$11.25 billion, or 10.9%, from the previous month, according to data released by Taiwan's Ministry of Economic...
Wednesday 21 October 2026
Starting with Data Challenges: TS Holdings Explores AI Through Hackathon

As generative AI rapidly penetrates the enterprise sector, financial institutions are expanding beyond customer-facing "smart customer service" to actively leverage AI...

Wednesday 21 October 2026
AI infrastructure faces four hurdles: Power, construction, technology, funding
At last week's SEMICON West 2026 industry outlook forum, research firms said investment in US AI data centers continues to accelerate, but the industry still faces multiple hurdles...
Tuesday 20 October 2026
BYD's China EV battery market share slips as overseas installations surge 66.5%
BYD is facing declining market share in China's domestic electric vehicle (EV) battery market, even as its overseas business continues to expand, highlighting a growing divergence...