Wednesday 7 October 2026
Commentary: Qualcomm patent deal puts spotlight on Huawei's broader IP pushHuawei and Qualcomm announced on Oct. 5 that they had signed a multi-year patent licensing agreement covering technologies including 5G, computing, AI and networking.
AMD expands Korea push after Taiwan supply talks
Wednesday 7 October 2026
Navigating the global AI regulatory divide: American safety debates, China's rapid deployment, Mistral's European push
Wednesday 7 October 2026
Starship reaches orbit on 14th test as Chinese rocket makers race toward low-cost reusability
Wednesday 7 October 2026
Huawei's NPO bet challenges CPO's path to AI scale
Wednesday 7 October 2026
LATEST STORIES
Wednesday 7 October 2026
Towa returns strategic chip packaging production to Japan as AI demand acceleratesTowa plans to build a new factory in Kyoto Prefecture to produce assembly and packaging equipment for advanced semiconductors used in artificial intelligence applications.
Wednesday 7 October 2026
Chip price hikes loom as Taiwan IC designers brace to pass on costs through 2027Taiwanese integrated circuit (IC) design firms report that passing on costs to customers will likely continue through 2027 as upstream foundry and outsourced semiconductor assembly and test (OSAT) price hikes take shape.
Wednesday 7 October 2026
Z.ai takes GLM-5.3 global through Amazon Bedrock's enterprise channelChinese AI company Z.ai is expanding its overseas commercialisation through Amazon Bedrock, with AWS adding GLM-5.3 on October 6 and sharing revenue with Z.ai based on model usage.
Wednesday 7 October 2026
DeepSeek reportedly set to raise more than US$12B ahead of potential IPOChinese AI startup DeepSeek is poised to raise more than CNY80 billion (approx. US$11.9 billion) in its latest funding round, as it builds capital ahead of a potential domestic initial public offering (IPO).
Wednesday 7 October 2026
India nears 2GW of data center capacity, but its racks were built for a pre-AI power loadIndia is joining the top tier of Asia Pacific data center markets with a stock of facilities designed for a fraction of the power AI hardware draws. That gap is turning the country's build-out into a race for liquid cooling, power equipment, and high-density designs, not just floor space.
Wednesday 7 October 2026
iRobot reenters Taiwan market after restructuring, unveils five new modelsThe global household cleaning robot market grew by double digits in 2025, making it a key area for smart home development and intense competition in smart home devices. After filing for bankruptcy at the end of 2025 and completing its restructuring in January 2026, US-based robot vacuum maker iRobot is targeting the Taiwanese market.
Wednesday 7 October 2026
Semicon 2.0 widens focus beyond fabs: Dassault Systèmes pitches virtual twins to India's chipmakersDassault Systèmes is pitching its virtual twin software as the link between India's chip design base and the factories and packaging plants now being built under the country's semiconductor mission. The French industrial software company is offering tools that simulate production before anything is built, as the government's Semicon 2.0 program widens support beyond fabrication to design, research, and talent.
Wednesday 7 October 2026
Amata sees Chinese factories in Thailand rising fivefold over 10 yearsThailand's industrial landscape may shift further toward China as global supply chains continue to move across Southeast Asia. More broadly, the trend highlights how lower costs, trade realignment, and investment incentives are reshaping manufacturing networks, while also raising questions about local supply chains, land use, and economic dependency.
Wednesday 7 October 2026
Canon courts India's chip projects as toolmakers jostle for an early footholdIndia's young chip industry is becoming a contest among the world's largest semiconductor equipment makers, with Canon the latest to declare its interest. The race remains at an early, positioning stage, however, and has so far produced few confirmed orders.
Wednesday 7 October 2026
Rapidus adds Malaysian chip designers to its semiconductor networkJapan's Rapidus is widening its semiconductor push with help from four Malaysian IC design firms, a move that could strengthen chip-development support for customers worldwide. The partnership underlines how Malaysia is emerging as a key design hub, linking Japanese ambitions with global supply-chain and AI-chip demand.
Wednesday 7 October 2026
BOE chairman expected to meet Samsung executive as LCD panel prices riseChinese display makers have raised LCD panel prices as global TV makers head into the holiday season, raising costs for TV makers worldwide. BOE chairman Yanshun Chen is expected to visit South Korea in October 2026 and meet Samsung Electronics president Tae-moon Roh, with supply volumes and pricing set to dominate talks.
Wednesday 7 October 2026
Chunghwa Telecom, New Taipei fire department launch drone-based medical supply transport pilot programChunghwa Telecom's New Taipei operations division and the New Taipei City Fire Department signed a memorandum of understanding on October 6 to promote drone-based emergency blood transport. The pilot will use New Taipei's north coast and mountain routes as a testbed for an air logistics system aimed at improving emergency medical supply delivery in remote areas.
Wednesday 7 October 2026
Samsung Electro-Mechanics secures 2027 AI server MLCC demand as supply pressure buildsSamsung Electro-Mechanics (Semco) has secured another major AI server order, signing a KRW290 billion (about US$216 million) contract to supply multilayer ceramic capacitors (MLCCs) to an undisclosed global customer throughout 2027. The deal is its sixth disclosed long-term supply agreement this year.
Wednesday 7 October 2026
Analysis: Kioxia's NAND pedigree meets an AI-era SSD gapKioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from record NAND demand and higher prices, yet rivals are capturing more value from enterprise solid-state drives (SSDs) for AI servers. Kioxia's challenge is therefore less about making advanced NAND than turning it into qualified products, hyperscaler relationships, and committed volumes before today's AI infrastructure boom hardens the supplier hierarchy.
Wednesday 7 October 2026
Smaller batteries, smarter roads: Honda tests different EV cost modelThe complexity of vehicle economics surrounding surging battery costs has long put the EV industry in a difficult position, caught between power-delivery constraints and energy-efficiency demands.
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- Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues
- TSMC 3nm, 2nm, and CoWoS stay tight as AWS, MediaTek, TPU shift capacity
- ASML lines up Intel, TSMC and Samsung behind 12-inch masks — TSMC alone sets a timeline
- Musk's Memphis move puts xAI at the center of his empire
- TSMC, Intel named as Musk's Terafab ambitions face reality check
- Musk limits TSMC to possible Terafab sublease; Intel says it will stay involved
- Taiwan's next AI battle is all about data and partners, says former tech minister
- Samsung tests Chemtronics glass interposer samples
- Micron's Taiwan union wins strike vote with 99% support
- Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers