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Wednesday 14 October 2026
AI memory boom pushes smartphone market into premium-first reset
While the rapid advancement of AI has driven steadily growing investment in large-scale infrastructure, one of its downstream effects is becoming increasingly visible in the memory...
Wednesday 14 October 2026
IonQ pushes beyond quantum computing as US$1.3 billion Elisity deal targets cyber defense
IonQ is extending its quantum ambitions beyond processors and networking into enterprise cybersecurity, agreeing to acquire zero-trust security provider Elisity in an all-stock transaction...
Wednesday 14 October 2026
PMIC vendors diverge as PC exposure drives revenue gap
Taiwanese power management IC (PMIC) vendors reported their September and third-quarter 2026 revenue, with results diverging as PC exposure widened the performance gap. Global Mixed-mode...
Wednesday 14 October 2026
Huawei accelerates ASEAN data center hardware supply as Kunpeng chip exports surge
Leveraging Singapore as its regional hub, Huawei has expanded hardware deployments, such as servers, across data centers in the Association of Southeast Asian Nations (ASEAN) region...
Wednesday 14 October 2026
Amazon's Decart talks point to a broader push from custom silicon to world models
As custom AI silicon proliferates alongside growing demand for heterogeneous compute, the ability to move and optimize workloads across different accelerators is becoming an increasingly...
Tuesday 13 October 2026
OpenAI to add 200 Dublin jobs and launch applied AI laboratory
OpenAI will add 200 jobs at its European headquarters in Dublin and establish an applied AI laboratory, expanding its planned Irish workforce to 450 positions. The investment, announced...
Tuesday 13 October 2026
Hong Kong and Japan expand air cargo capacity through multimodal logistics
Hong Kong International Airport and Japan Airlines (JAL) Group are expanding sea-air and rail-air logistics networks to increase passenger and cargo flows, address transport bottlenecks...
Tuesday 13 October 2026
TikTok says AI's long-term impact will outpace near-term gains
TikTok said artificial intelligence (AI) is likely to deliver greater long-term transformation than its current benefits suggest, while the rapid adoption of AI agents is increasing...
Tuesday 13 October 2026
Uber consolidates Taiwan, HK and Macau operations under one GM
Uber Technologies appointed a single general manager for Taiwan, Hong Kong and Macau on October 13, combining leadership across the three markets as the ride-hailing company seeks...
Tuesday 13 October 2026
Charts: ASE tops NT$200B revenue in 3Q26 on AI OSAT demand
ASE reported September revenue of NT$88.13 billion (US$2.7 billion), up 7.15% month-over-month and 45.52% year-over-year, marking a record high for the third consecutive month. Third-quarter...
Tuesday 13 October 2026
Taiwan panel makers enter semiconductor fight as structural challenges persist
Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...
Tuesday 13 October 2026
Formosa Smart Energy draws interest from global cloud providers for AI data centers
Formosa Smart Energy, an energy affiliate of Taiwan's Formosa Plastics Group, said global cloud service providers have approached it about building AI data centers at the group's industrial...
Tuesday 13 October 2026
AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes
Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive...
Tuesday 13 October 2026
Omron to buy US industrial PC maker OnLogic for US$675 million
Japan's Omron has agreed to acquire US industrial computer (IPC) maker OnLogic and its parent company, Interlogic, at an enterprise value of US$675 million, seeking to expand its presence...
Tuesday 13 October 2026
Nvidia and Cisco unveil new optics design to help scale AI factories
Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators,...