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Wednesday 7 October 2026
Seagate, Toshiba reportedly compete for TDK's HDD head unit, a key AI storage link

Seagate Technology and Toshiba are reportedly competing to acquire TDK's hard-disk-drive magnetic-head business, a deal that could reshape one...

Wednesday 7 October 2026
Robots still can't build Nvidia's AI servers as well as people can
AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...
Wednesday 7 October 2026
Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
Wednesday 7 October 2026
Column: Robots have learned to move. They haven't learned to think
At IROS 2026, one of the world's top robotics conferences, held in Pittsburgh at the end of September, a robot startup's booth featured a dual-arm robot catching, in midair, sticks...
Wednesday 7 October 2026
Catcher lifts AI server shipments as medical, drone products ramp up
Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Wednesday 7 October 2026
Beyond AI: Starcloud tests whether orbital compute can stay busy enough to pay
The excitement around massive orbital infrastructure mainly stems from its tremendous potential in offering compute nodes powered by near-continuous solar energy beyond the spatial...
Wednesday 7 October 2026
Nvidia-backed Reflection AI unveils Beam, pitching an efficient US open model against Chinese rivals
Reflection AI, the Nvidia-backed startup that has cast itself as a US counterweight to China's open-model developers, has unveiled Beam, its first open-weight model, which it says...
Wednesday 7 October 2026
DIGITIMES Insight: AI servers will carry nearly twice as many CPUs per accelerator by 2027
Demand for agentic AI in commercial and consumer markets was rising rapidly, and the market appeal of consumer services such as Meta Muse was expanding. In agentic AI tasks, large...
Tuesday 6 October 2026
Cerebras' stock slide stops after Sam Altman calls it 'close partner'
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...
Tuesday 6 October 2026
LG lands 5GW North American data center cooling deal
LG Electronics has signed a long-term agreement to supply chillers for data center projects totaling more than 5GW of capacity in the US and Canada, giving the South Korean company...
Tuesday 6 October 2026
BenQ Materials expands Xpore circular textile push
BenQ Materials showcased its eco-friendly performance fabric brand Xpore at the Taipei Innovative Textile Application Show (TITAS) 2026, marking the brand's second appearance at the...
Tuesday 6 October 2026
AMD to expand Taiwan supply chain investment as AI demand drives capacity needs
AMD CEO Lisa Su said the company plans to further increase investment in Taiwan's semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available...
Tuesday 6 October 2026
ITRI sees hardware, AI, sensing drive quadruped robot rollout
As AI advances rapidly, the robotics industry is evolving from traditional automation equipment into a productivity tool for every industry, Taiwan's Industrial Technology Research...
Tuesday 6 October 2026
South Korea keeps sovereign AI contest on track, adds KRW4.7T frontier program after hours of confusion
South Korea's Ministry of Science and ICT said its Sovereign AI Foundation Model Project will run to completion as originally planned. The statement reversed, within hours, a vice...