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Wednesday 7 October 2026
Quanta says September server dip is normal as revenue falls 23% from August
Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Yet its revenue for the month fell more than 20% because server shipments dropped from...
Wednesday 7 October 2026
Apple and LG Electronics reportedly team up on branded smart home devices
Apple and LG Electronics are reportedly pairing up to create a line of smart home devices, though the devices will carry the LG brand name. The two companies are expanding their reach...
Wednesday 7 October 2026
China Airlines highlights AI and MR training in aircraft maintenance
Discovery Channel's new documentary Engineering Pioneers: Guardians of Flight takes viewers inside China Airlines' maintenance system, showcasing aircraft hangars, engine...
Wednesday 7 October 2026
SpaceX's US$40 billion Nvidia financing spotlights rise of AI compute as an asset class
SpaceX is seeking roughly US$40 billion in financing to fund purchases of Nvidia AI chips, in a deal led by Apollo Global Management that could become one of the largest examples yet...
Wednesday 7 October 2026
Meta wants to set the rules for AI agents doing business
Meta and enterprise AI startup Sierra are leading Walmart, Stripe, Shopify, Genesys, Instinct and Rocket in developing an open standard for personal AI agents, aiming to define how...
Wednesday 7 October 2026
Schneider-PTC deal targets industrial AI across the lifecycle
Schneider Electric's roughly US$22.6 billion acquisition of US industrial software developer PTC is more than a bid to expand its computer-aided design (CAD) and product lifecycle...
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
LG Electronics 3Q26 operating profit up 13.5%, misses forecasts as cash shifts to AI cooling
LG Electronics' third-quarter results show a company whose mature businesses are generating steady cash, but not enough to meet raised expectations. The company says it will channel...
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
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
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
Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook
Taiwan-Asia Semiconductor Corporation (TASC) expects a stronger second half of 2026 as new Apple Watch demand lifts sensor orders. The company said weak consumer electronics demand...
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
iRobot races to catch Chinese robot vacuum rivals after admitting innovation lag
Once the global leader in robot vacuums, iRobot is trying to regain ground after bankruptcy restructuring and its takeover by contract manufacturer Shenzhen Picea Robotics. The global...