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Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Wednesday 4 November 2026
Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test
Alphabet, Meta Platforms, Microsoft, Amazon, and Oracle have disclosed more than US$3 trillion in future commitments for leases, equipment purchases, energy, and construction as the...
Wednesday 4 November 2026
DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia
DeepSeek plans to use Huawei's Ascend 950 chips as the core training hardware for its next-generation V5 model, potentially extending the companies' partnership from inference to full...
Wednesday 4 November 2026
AMD expands server CPU ambitions as Helios moves its AI business to rack scale
AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The...
Wednesday 4 November 2026
Analysis: Foxtron led Taiwan's EV market during Tesla's delivery lull
Foxtron Vehicle Technologies became Taiwan's top-selling EV brand for the first time in October 2026 by capitalizing on Tesla's early-quarter supply gap. The milestone is a sign that...
Wednesday 4 November 2026
AMD expects more than 80% revenue growth in 2027, led by data centers
AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Bosch creates semiconductor division to expand in robotics, external chipmaking
Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy...
Wednesday 4 November 2026
LG Energy Solution's storage battery surge restores core profit as spending falls
LG Energy Solution's third-quarter recovery shows energy storage as a growing earnings driver as the battery maker redirects production toward North American demand. Better factory...
Wednesday 4 November 2026
Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand
Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related...
Wednesday 4 November 2026
Column: Can post-quantum encryption survive AI's next breakthrough?

Modern cryptography relies heavily on trapdoor one-way functions: mathematical operations that are easy to perform but difficult to reverse without...

Wednesday 4 November 2026
Taiwan eyes US FDPR alignment to block AI transshipment
As US export controls make it increasingly difficult for China and other restricted nations to obtain advanced chips and AI servers, Taiwan is taking proactive measures to tighten...
Wednesday 4 November 2026
Horngyu targets AI power demand with Vietnam plant, North American expansion
Taiwan-based Horngyu Electric is leveraging manufacturing in Vietnam to meet rising demand for electrical equipment from AI data centers (AIDCs), Taiwan makers investing in the US,...
Wednesday 4 November 2026
MediaTek targets global AI leadership as Nvidia invests US$3.5 billion
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
Tuesday 3 November 2026
Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs
Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in...