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Wednesday 30 September 2026
Tatung pivots to AI infrastructure integration
Amid continued debate over AI, demand for computing power keeps climbing. Tatung Co. on September 30 unveiled its AI infrastructure solution, "TTG AIDC CUBE," at a launch event titled "Power Ready for AI," aiming to bring computing capacity online within 180 days.
Wednesday 30 September 2026
Tatung targets 180-day AI data center deployment
To showcase its competitiveness in AI infrastructure, Tatung Group on September 30 held the "Power Ready for AI" forum and unveiled a modular AI data center (AIDC) built around the "CUBE AI Data Center" concept. The TTG AIDC CUBE integrates power, cooling, monitoring, and compute into standardized modules, underscoring Tatung's push into a fast-growing market driven by high-density GPUs, rapid deployment, and power demand.
Wednesday 30 September 2026
Jensen Huang, Lisa Su join Tsinghua University advisory board, putting AI chip leaders closer to Beijing

Nvidia founder and CEO Jensen Huang and AMD chair and CEO Lisa Su have joined the advisory board of Tsinghua University's School of Economics and Management (SEM), putting two of the global AI chip industry's most prominent executives on the Beijing-based body.

Wednesday 30 September 2026
China's generative AI user base tops 700 million, driving adoption into manufacturing and humanoid robots
Generative AI adoption in China continues to expand. The China Internet Network Information Center (CNNIC) said in its 2026 Generative AI Application Development Report, released on September 29, that the country had more than 700 million generative AI users as of the first half of 2026, with a penetration rate exceeding 50%.
Wednesday 30 September 2026
DeepSeek brings software tools to Huawei's Ascend 950 to take on Nvidia
DeepSeek is bringing more of the software used to develop its AI models to Huawei Technologies' Ascend 950 processors, deepening cooperation as Chinese technology companies seek to reduce reliance on Nvidia's hardware and CUDA software ecosystem.
Wednesday 30 September 2026
Jensen Huang rejects AI doomsday framing, calls safety an engineering problem
As warnings about catastrophic AI risks intensify, Nvidia CEO Jensen Huang is making a different case: AI safety should be treated as an engineering challenge, not a justification for regulatory exemptions.
Wednesday 30 September 2026
Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom
As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group of tech giants. At the core of its business is an increasingly circular financial network in which companies like Amazon and Alphabet's Google act simultaneously as equity investors, cloud suppliers, distribution channels, and direct AI competitors.
Wednesday 30 September 2026
Tesla secures US$30B credit package to fuel AI and robot capex race
Tesla disclosed on September 29 that it has arranged US$30 billion in new loans and credit facilities as it ramps up investment in AI and robotics, according to a regulatory filing. The funding comes as the company prepares for a record 2026 spending surge across AI compute infrastructure, solar cell manufacturing, and a semiconductor wafer project with SpaceX.
Wednesday 30 September 2026
Googlebook, QwenBook bring agentic AI to the PC system layer, opening new chip opportunities

Qualcomm unveiled no new PC chips at Snapdragon Summit 2026, but its PC strategy remained firmly in focus.

Wednesday 30 September 2026
Florida seeks order to block OpenAI AI model launches
Florida Attorney General James Uthmeier on September 28 asked a court for a temporary injunction to prevent OpenAI from developing new models without third-party-approved safety safeguards during the lawsuit, and to restrict minors' use of ChatGPT.
Wednesday 30 September 2026
OpenAI leans on cheaper models and always-on agents at DevDay as flagship upgrade is shelved
OpenAI used its DevDay 2026 conference to compete on price and autonomy rather than raw capability, launching a midrange model priced at one-fifth of its flagship and a family of always-on agents a day after abandoning its planned flagship upgrade. The shift moves its rivalry with Anthropic, Meta and Google toward cost per task and agent platforms at a time when safety lapses are constraining how fast frontier models can ship.
Wednesday 30 September 2026
Trump opts for voluntary AI audits over new rules after White House summit with tech chiefs
US President Donald Trump has responded to mounting alarm over rogue AI agents with a voluntary industry pledge, two executive orders, and a new name for the technology rather than new regulation, signaling that Washington intends to leave frontier-AI safety largely in companies' hands at least until after the November 3 midterm elections.
Wednesday 30 September 2026
Qualcomm sees smart glasses leading AI wearables boom; AI pins, pendants follow

Among personal AI devices beyond smartphones, smart glasses remain the fastest-growing category, according to Ziad Asghar, senior vice president and general manager of XR, wearables, and personal AI at Qualcomm. Speaking during a media Q&A at Snapdragon Summit 2026, Asghar noted that while smart glasses are drawing intense market focus and a steady stream of new product launches, AI pins and pendants are emerging right behind them to cater to users who prefer not to wear eyewear.

Wednesday 30 September 2026
Commentary: Garmin returns to OLED, putting Micro LED on notice
Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display technology is ready for sustained commercial competition. The shift comes about a year after Garmin launched the world's first Micro LED smartwatch, the fenix 8 Pro Micro LED in September 2025.
Wednesday 30 September 2026
AI boom strains PCB supply chain as materials, equipment shortages persist into 2027
Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates, and critical materials.
Wednesday 30 September 2026
Exclusive: Advantech Korea eyes smart surgery, nursing AI PoCs
While Advantech's healthcare business in South Korea remains predominantly hardware-focused—spanning ultrasound computing platforms and medical display partnerships—Charlie Chung, Managing Director of Advantech Korea, identifies smart operating rooms (ORs) and smart nursing care as pivotal growth drivers for healthcare AI. Looking forward, Chung aims to initiate proof-of-concept (PoC) collaborations with local South Korean hospitals and medical device makers.
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 deal is said to support Meta's AI expansion across the Asia-Pacific region, while Firmus notches another order from a major customer in the run-up to a potential public listing.
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 wager that artificial intelligence will transform the global economy far more profoundly than industrialization, electricity, or the internet. To capture that future, the startup is targeting a public valuation of more than US$2 trillion.
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 responses from increasingly complex AI models.
Tuesday 29 September 2026
Column: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in it
Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with a pledge to invest more than US$250 billion in the US by 2035. The fund is designed to give Micron an early look at technology shifts, position it for next-generation AI architectures, and strengthen its strategy to reduce memory-cycle volatility.
Tuesday 29 September 2026
South Korea AI compute squeeze hits researchers and startups
South Korea's AI sector is facing a growing GPU shortage as research institutes and small companies struggle to secure enough compute for model training and deployment. As government support ends, research teams are finding it harder to continue training, while startups are being squeezed by rising rental costs and long-term contract demands from suppliers.
Tuesday 29 September 2026
US, China eye US$60 billion in tariff relief, but chips stay off the table
The US and China are moving toward tariff reductions on about US$60 billion of bilateral trade following last week's Trump-Xi summit, but semiconductors and other strategically sensitive sectors remain outside the arrangement.
Tuesday 29 September 2026
GF's MIPS bets on RISC-V physical AI, expands into autos and data centers
MIPS, a GlobalFoundries (GF) unit, said it has completed its integration with the ARC unit acquired from Synopsys earlier this year and is using the move to position RISC-V for physical AI, while expanding from AIoT into automotive and data center applications. MIPS said the strategy lowers the barrier for global customers to adopt GF platforms across process technologies and has pushed GF and MIPS to become the world's second-largest processor IP provider.
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) partners. The moves come as demand for data center cooling rises with the rapid buildout of AI infrastructure in the US, South Korea, and other markets.
Tuesday 29 September 2026
Vanguard chairman says AI slowdown won't free up chip capacity

Vanguard International Semiconductor (VIS) and NXP Semiconductors' joint venture, VisionPower Semiconductor Manufacturing Company (VSMC), officially opened its 12-inch (300mm) wafer fab on September 28 in Tampines, Singapore. Vanguard and VSMC chairman Leuh Fang said the AI-driven crowding out of capacity has spread across the global semiconductor supply chain, leaving almost no company able to say it has sufficient capacity.