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Monday 12 October 2026
Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production

China's Biren Technology has successfully powered on its next-generation BR20X GPU, advancing to post-tapeout validation while preparing for customer...

Monday 12 October 2026
ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang
Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...
Monday 12 October 2026
Nvidia, Reflection AI, the strategic pivot to open-weight ecosystems
The Financial Times recently reported that Nvidia is in early-stage talks to acquire or significantly deepen its investment in the US$25 billion open-weight AI startup Reflection...
Monday 12 October 2026
MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...
Monday 12 October 2026
Weekly news roundup: Musk's Terafab faces reality check; Samsung HBM4E clears quality validation
This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces...
Monday 12 October 2026
India roundup: AI data center buildout accelerates as semiconductor push continues to broaden

India's technology buildout is deepening across semiconductors and AI infrastructure, with chip IP, packaging and equipment initiatives advancing...

Sunday 11 October 2026
Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply...
Saturday 10 October 2026
Huawei faces price reset as memory costs surge
Huawei consumer business group chairman Richard Yu said surging memory component costs have added more than US$200 to the hardware cost of each Huawei smartphone, putting fresh pressure...
Friday 9 October 2026
MediaTek 3Q26 revenue beats forecast, maintains peak-season momentum
MediaTek reported its September and third-quarter 2026 revenue results, with September revenue of NT$55.40 billion (approx. US$1.74 billion), down 13.69% from the previous month and...
Friday 9 October 2026
Advantech tops US$1 billion in third-quarter revenue as edge AI orders climb
Advantech reported on October 7 that third-quarter consolidated revenue reached NT$32.44 billion (approx. US$1.02 billion), a record high as demand for edge AI, semiconductor equipment,...
Friday 9 October 2026
WinWay tops NT$10 billion in revenue as AI demand lifts third-quarter results
Semiconductor test interface maker WinWay Technology said AI and high-performance computing (HPC) demand, along with production-efficiency gains on some lines, drove shipments higher...
Thursday 8 October 2026
SpaceX pursues US$40 billion Nvidia chip financing while Terafab charts path to AI compute independence
SpaceX is reportedly seeking US$40 billion in financing to purchase Nvidia chips, a massive capital commitment driven by surging artificial intelligence (AI) computing demand. Viewed...
Thursday 8 October 2026
Infineon completes acquisition of C2i to expand AI data center power capabilities
Infineon has finished acquiring India-based C2i Semiconductors, a maker of software-defined multiphase controllers and smart power stages used in AI data centers. The acquisition indicates...
Thursday 8 October 2026
Sasken eyes reusable chip IP as India pushes beyond semiconductor design services
India-based engineering firm Sasken Technologies plans to license company-owned semiconductor interconnect intellectual property (IP) to multiple customers, marking an effort to move...
Thursday 8 October 2026
Malaysia's chip push: a new island and pressure from Washington and Beijing
Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick...