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Monday 14 September 2026
AI labs ask to be slowed, Congress stirs, and Nvidia calls the alarm a sales pitch
The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the...
Monday 14 September 2026
AI infrastructure race shifts to Grid-to-Chip as Foxconn, Delta, Flex converge on the same track

As computing power and per-rack power density for AI servers continue to climb, industry competition is expanding beyond GPUs, servers,...

Monday 14 September 2026
Lite-On revenue rises in August on cloud power demand
Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...
Monday 14 September 2026
Aurotek posts record August revenue on semiconductor, robot shipments

Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins...

Monday 14 September 2026
India roundup: India says it cannot build electronics without China
India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology...
Monday 14 September 2026
Image Match Design wins exclusive fingerprint module role in African ID project

Image Match Design secured an exclusive role in a national identity enrollment and collection system project for a major African country,...

Monday 14 September 2026
AI agents drive token use 300-600x, Dell Taiwan says

Dell Taiwan said the shift from generative AI to agentic AI is pushing token usage up by hundreds of times, sharply lifting costs and...

Sunday 13 September 2026
China's robot champions can run; now they have to prove they can earn

China's humanoid robot boom is entering a harder phase. After years of headline-grabbing demonstrations and heavy private funding, companies...

Sunday 13 September 2026
Column: What is SLAM? The first step in Physical AI
We previously discussed how automation removes environmental uncertainty, while autonomy requires systems to operate in complex settings. The biggest difference is that autonomous...
Sunday 13 September 2026
AI server exports to US slow; electronics parts jump 1.5 times in August
Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...
Sunday 13 September 2026
AI server tracker: Taiwan optics race beyond 1.6T

Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

Sunday 13 September 2026
Delays trim CAEC August sales, but UPS demand outlook stays firm

Changs Ascending Enterprise (CAEC) said some shipments of lithium iron phosphate battery systems used in semiconductor uninterruptible...

Sunday 13 September 2026
Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...
Saturday 12 September 2026
Rethinking defense perimeters, supply chain resilience in the AI era

The concept of corporate cybersecurity used to begin at the so-called perimeter, with firewalls guarding network entry points, email...

Saturday 12 September 2026
Analysis: Speed built Colossus, yet redundancy may decide whether SpaceX can scale it

Much of the industry attention surrounding AI infrastructure buildouts is now inextricably tied to sheer compute power, with market...