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Friday 16 October 2026
TSMC details pricing, confirms agentic AI boosts CPU demand
TSMC addressed pricing adjustments, CPUs, and advanced packaging at its earnings briefing on October 15, 2026, confirming that demand for CPUs related to agentic AI continues to rise...
Friday 16 October 2026
DayOne doubles Johor data center financing to MYR30 billion as billings pass 1GW
Singapore-based data center developer DayOne has secured an additional MYR15 billion (US$3.67 billion) in financing from a consortium of seven banks to expand hyperscale data center...
Friday 16 October 2026
AI traffic reshapes e-commerce as Shopline GMV rises 20% in 2026
As GenAI accelerates, e-commerce is shifting from traditional traffic management toward AI-assisted shopping and intelligent operations. Software-as-a-service (SaaS) e-commerce platform...
Friday 16 October 2026
AI investment risks rise as China models gain ground
As interest rates fluctuate, bond yields rise, and Chinese AI models intensify competition, market attention is shifting from technological development and infrastructure expansion...
Friday 16 October 2026
AI power crunch drives data center demand for self-generation
The focus of the global AI race has shifted from securing advanced chips to securing access to electricity, with electrical power now becoming the deciding factor for computing capacity...
Friday 16 October 2026
Cloud AI absorbs resources as non-AI semiconductors face prolonged downturn
Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices...
Friday 16 October 2026
Hesai moves beyond lidar as Kosmo targets physical AI's data bottleneck
As artificial intelligence increasingly blurs the boundary between the digital and physical worlds, complications associated with real-world deployment — particularly the extreme...
Friday 16 October 2026
Manus returns to China's AI agent race with US$500 million reset
As Manus, one of China's more distinctive AI startups, became entangled in the high-profile unwinding of its acquisition by Meta, the startup's failed attempt to capture opportunities...
Friday 16 October 2026
Interview: The AI economy needs US$6T in funding — but from where?
AI is clearly making an enormous impact on the global economy, with capabilities extending from language chatbots to agentic teams and the physical realm within just a few years. A...
Friday 16 October 2026
AI server tracker: Optical suppliers' September revenue jumps 90%
Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster...
Friday 16 October 2026
LINE Taiwan pushes AI services as it marks 15 years and deepens anti-fraud role
LINE Taiwan marked its 15th year in the market with a strategy shift that signals broader ambitions beyond messaging. The company is expanding into AI-powered daily services, aiming...
Friday 16 October 2026
Qualcomm advances complete AI infrastructure platform as agentic AI reshapes competition
Qualcomm has historically provided standard chips primarily through its Snapdragon product line, serving a broad range of end customers. After officially launching its Dragonfly data...
Thursday 15 October 2026
Anthropic targets low-conflict sites for Australian data centers
Anthropic plans to place new data centers in Australia away from densely populated areas, using renewable energy and previously developed sites to reduce conflicts with residents....
Thursday 15 October 2026
Japan Mobility Show puts Physical AI and cross-sector partnerships in focus
Japan Mobility Show Bizweek 2026 showcased Physical AI applications, including Toyota's basketball-playing robot and an air-ground inspection system, as automakers and startups explored...
Thursday 15 October 2026
Luxnet posts record 3Q profit as capacity expansion fuels growth
Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings...