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Tuesday 20 October 2026
Huawei-Chery Luxeed gains independent EV license
China’s Luxeed EV brand, jointly developed by Chery Auto and Huawei, has obtained independent vehicle manufacturing qualifications and plans to pursue a standalone listing. Production...
Monday 19 October 2026
Anthropic offers Blackstone more than 10% return in US$60 billion AI chip financing deal
Anthropic is offering Blackstone a total return of more than 10% to help finance a US$60 billion artificial intelligence (AI) chip procurement package, as higher infrastructure financing...
Monday 19 October 2026
Elon Musk points to China's 2028 DRAM supply surge to challenge Samsung, SK Hynix pricing power
Tesla CEO Elon Musk has predicted a surge in Chinese memory chip production by 2028, raising questions over Samsung Electronics and SK Hynix's pricing power during an AI-driven dynamic...
Monday 19 October 2026
China's 420GWh storage boom enters a quality reset as Beijing reins in overcompetition
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post...
Monday 19 October 2026
Taiwan launches first proof-of-concept project for green-power time shifting
Taiwan has launched its first proof-of-concept project for shifting renewable electricity through energy storage, a move that could give companies worldwide a model for managing mismatches...
Monday 19 October 2026
Anthropic signs first Canada data center lease
Anthropic has signed its first data center lease in Canada, taking capacity at the Point Tupper data center campus planned by energy company EverWind Fuels in Nova Scotia. The facility...
Monday 19 October 2026
Taiwan plans 25 gas-fired units to secure power for 10 years
Taiwan's Ministry of Economic Affairs plans to add 25 gas-fired power units with a combined capacity of 26GW to meet rising electricity demand from the semiconductor industry and AI...
Monday 19 October 2026
iBase Solution targets AI data center EPC contracts with modular liquid cooling, energy storage expertise
Taiwan-based iBase Solution is expanding from industrial computers (IPCs) and energy storage into liquid-cooled prefabricated modular data centers, targeting AI infrastructure construction...
Monday 19 October 2026
Memory giants lock in up to 70% of capacity under long-term deals as AI demand reshapes industry cycles
AI-driven memory demand is growing exponentially, pushing the industry into a structural supply shortage. As supply tightens and contract prices surge in 2026, major AI companies and...
Monday 19 October 2026
DIGITIMES Insights: SpaceX moves closer to independent mobile network as Starlink expands spectrum holdings beyond satellites
SpaceX announced on October 8, 2026, that it would acquire US 800MHz low-band spectrum licenses held by Grain Management, covering up to 14MHz of paired bandwidth. The transaction...
Monday 19 October 2026
AI data-center expansion shifts focus to time-to-power
Artificial intelligence data-center expansion is intensifying a global race for electricity, as cloud providers increasingly prioritize how quickly power can be secured over cost and...
Monday 19 October 2026
Weekly news roundup: Tata's Dholera fab faces test; how Intel's CEO helped reshape its comeback
This week's coverage (October 12 to October 18, 2026) highlights semiconductor capacity, AI infrastructure, and the commercialization challenges behind ambitious technology strategies...
Monday 19 October 2026
Semiconductor equipment demand rises as risks curb AI bubble
SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
Saturday 17 October 2026
CATL targets 70GWh in sodium-ion ESS orders with European push
Chinese battery giant CATL is deploying sodium-ion technology to expand into Europe's energy storage system (ESS) market. The company recently signed a strategic agreement with German...
Saturday 17 October 2026
TECO targets AI data center growth with energy storage, transformers
TECO Electric and Machinery participated in Energy Taiwan on October 14, showcasing its smart microgrid solutions and outlining the future development of its power and energy business...