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Thursday 15 October 2026
AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth
Taiwan's connector and server-chassis suppliers posted broadly higher September revenue, although their growth trajectories differed. Seven of eight tracked companies recorded annual...
Thursday 15 October 2026
Applied Materials CEO says agentic AI drives wafer demand
Applied Materials CEO Gary Dickerson said customer demand to produce more good dies per wafer and rapidly expand wafer output has reached levels unprecedented in his career, driven...
Thursday 15 October 2026
US AI data center power shortages drive demand for hybrid solar, natural gas and geothermal systems
The rapid expansion of AI data centers in the US is placing growing pressure on conventional power grids, as their substantial and highly variable electricity requirements strain available...
Thursday 15 October 2026
Anthropic boosts 3Q26 revenue by 45% and stays profitable as IPO approaches
Anthropic's third-quarter revenue surged 45% from the previous quarter and has been profitable on an adjusted basis for the last two quarters, the AI lab told prospective investors...
Thursday 15 October 2026
Analysis: Apple HomeView faces hurdles in smart-home adoption
Apple launched the HomeView smart display at its "Welcome Home" event on October 13, priced at US$299. It's scheduled to debut in eight countries: the US, the UK, Canada, Australia,...
Thursday 15 October 2026
Synopsys CEO says fully autonomous AI chip design remains out of reach
Synopsys CEO Sassine Ghazi said that fully autonomous chip development has not yet crossed the final hurdle to become reality, although the company has advanced from AI-assisted engineering...
Thursday 15 October 2026
Taiwan Perovskite Solar Corp. deploys AI to optimize R&D, explore smart energy applications
Taiwan Perovskite Solar Corp. (TPSC) showcased its theme, "PEROVSKITE AI," at Energy Taiwan 2026, highlighting a two-way synergy between artificial intelligence and perovskite technology...
Thursday 15 October 2026
Apple hits historic $5 trillion valuation, defying market headwinds in China
Apple reached a historic financial milestone by closing above a US$5 trillion market capitalization for the first time, ending the trading session at US$5.005 trillion (US$342.96 per...
Thursday 15 October 2026
StarSeeds, Kaga Electronics target December 2026 AI server production in Japan
Kaga Electronics and AI infrastructure provider StarSeeds have signed a basic contract manufacturing agreement to produce AI servers at a partner facility in Japan, targeting mass...
Thursday 15 October 2026
South Korea's Hanwool wins Delta Electronics MLCC inspection equipment order, breaking Japanese dominance
South Korean inspection equipment manufacturer Hanwool Semiconductor has secured an order to supply ultrasonic inspection equipment for multilayer ceramic capacitors (MLCCs) to a subsidiary...
Thursday 15 October 2026
Nvidia showcases French AI deployments from orbit to quantum ahead of GTC Berlin
France's artificial intelligence (AI) ecosystem is putting agentic computing into production on Nvidia hardware and open models, according to an Nvidia blog post published on October...
Thursday 15 October 2026
Nvidia pledges US$250M in AI safety research to UK, CEO defends industry's approach
Nvidia will provide the UK with US$250 million worth of computing resources over five years to support AI safety research, as CEO Jensen Huang defended the industry's ability to manage...
Thursday 15 October 2026
AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion
Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked...
Thursday 15 October 2026
Pegatron chair opposes Taipei airport relocation for AI park, proposes alternative
Pegatron Chairman Tung Tzu-Hsien expressed opposition to a proposal to relocate Taipei Songshan Airport and redevelop the site into an AI industrial park, arguing that major capital...
Thursday 15 October 2026
Taiwan suppliers target OCP power, cooling, 1.6T integration
The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning...