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Wednesday 30 September 2026
AMD's Lisa Su reportedly revisiting South Korea in October to deepen HBM4, NPU ties
Advanced Micro Devices (AMD) CEO Lisa Su is reportedly set to visit South Korea again in October 2026, after her March 2026 trip, which formally launched next-generation AI memory...
Wednesday 30 September 2026
AIDC conducts counter-drone system drill to expand airspace protection for critical infrastructure
Taiwanese aerospace company Aerospace Industrial Development Corporation (AIDC) said that after completing production of its advanced jet trainers, it will focus on accelerating the...
Wednesday 30 September 2026
Memory shortage pushes TV semiconductors above panel costs

A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs...

Wednesday 30 September 2026
Meta reaches agreements with Firmus on securing AI compute in Southeast Asia
Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The...
Tuesday 29 September 2026
Anthropic's US$2 trillion IPO bet comes with 80 pages of warnings
Confidential details of Anthropic's initial public offering (IPO) prospectus, reviewed by Reuters, reveal an enterprise operating at an unprecedented scale and making a historic...
Tuesday 29 September 2026
Cerebras to power Gimlet's push for faster AI inference
Cerebras Systems is expanding its push into AI inference infrastructure through a collaboration with Gimlet Labs, as demand grows for computing systems capable of delivering faster...
Tuesday 29 September 2026
AI boom sends China and Taiwan's PCB makers racing to HK for capital
Global investment in AI infrastructure is expanding rapidly, driving specification upgrades across the supply chain, from AI servers to high-speed optical modules, and pushing printed...
Tuesday 29 September 2026
Chips make up nearly half of South Korea's September exports; China, Hong Kong account for 52% of them
Semiconductors made up nearly half of South Korea's exports in the first 20 days of September, while China and Hong Kong combined accounted for more than half of the country's chip...
Tuesday 29 September 2026
LG expands AI data center cooling ties with Microsoft, SK Enmove
LG Electronics has expanded its push into the AI data center cooling market through cooperation with Microsoft, SK Enmove, and overseas heating, ventilation, and air conditioning (HVAC)...
Tuesday 29 September 2026
IDC says AI agent growth will widen global compute shortage by 2027

AI agents are moving into enterprise workflows and driving a sharp rise in demand for AI infrastructure, with a new report from IDC...

Tuesday 29 September 2026
Samsung invests US$1 billion in ex-AWS chief's AI data center venture, joining Nvidia as a founding investor
Six Samsung companies will invest a combined US$1 billion in Helix Digital Infrastructure, a company set up by investment firm KKR to build data centers and the power supply they need...
Tuesday 29 September 2026
Taiwan PCB output hits record high on AI demand, putting NT$1 trillion year within reach

AI server, high-speed networking, and memory demand continued to lift Taiwan's PCB industry in the second quarter of 2026, boosting...

Tuesday 29 September 2026
DeepSeek paper says AI agents are learning reward hacking during training
DeepSeek founder Wen-Feng Liang's latest paper says AI agents are already learning to exploit system loopholes and bypass intended problem-solving methods during training, underscoring...
Monday 28 September 2026
India roundup: India's tech ambitions widen from electronics manufacturing to chips, cloud and talent
India's technology push is widening across electronics manufacturing, semiconductors, cloud infrastructure and talent, as domestic expansion draws deeper investment, tighter scrutiny...
Sunday 27 September 2026
Meta Muse fuels agentic AI demand, tightening CPU supply

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages...