Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market for training and running AI models, old rival Nvidia still holds the upper hand.

Google has moved its orbital AI data center ambitions from paper to hardware. A prototype satellite carrying the company's Tensor Processing Units (TPUs) reached orbit on October 1, 2026, and the data it returns over the coming weeks will help decide whether Project Suncatcher's vision of solar-powered compute clusters in low Earth orbit can survive contact with reality. The launch also puts the first real test data behind a concept that a Gartner analyst has said does not make economic sense.

China's AI investment is increasingly turning into server purchases and data center construction, and the wave that began with large tech companies is now spreading to mid-sized firms. South Korean media say the expanding China AI demand could open new markets for Samsung Electronics and SK Hynix.

AI-driven memory demand is surging, and Micron has recently accelerated capacity expansion across multiple regions worldwide, including Taiwan, the US, Japan, Singapore, and India. Donghui Lu, vice president of Micron's DRAM Asia frontend operations and head of Micron Taiwan, said the company's capex for construction over the next few years will be enormous, ranking it among the world's biggest construction investors, and stressed the keyword "together" as it works with Taiwanese equipment and materials suppliers to enter overseas markets.

When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and customer begins to blur.

New AI models arrive every few weeks, and the question of which is better often comes down to the leaderboard. Behind those rankings, evaluation can look like an academic exercise in setting rules, running tests, and assigning scores. However, public benchmarks—and strong placement on them—have long been tied to a lucrative business, with money flowing to different players in different eras.

Samsung Electronics on October 1 unveiled its next-generation premium Galaxy Tab S12 series, its first clip-on wireless earbuds, the Galaxy Buds On, and the Galaxy SmartTag3, which expands iOS support. The three product lines target large-screen creation and multitasking, open-ear listening, and cross-platform item finding, underscoring Samsung's push to broaden the Galaxy ecosystem through software services and accessories.

SK Hynix has reiterated that no decision has been made on a potential US initial public offering (IPO) or other external financing for its Solidigm subsidiary, as the company weighs investment needs driven by growing demand for AI data center storage.

Toshiba plans to double production capacity for hard disk drives (HDDs) used in AI data centers by fiscal 2027, investing about JPY60 billion (US$379.4 million) to expand its Philippine operations, according to Nikkei Asia. The expansion will mark Toshiba's first major HDD investment in roughly five years and is intended to strengthen supplies as AI workloads drive demand for high-capacity storage.

Meta has launched a new business unit, "Meta Enterprise Platform," to package its artificial intelligence (AI) models, agent tools, and infrastructure for enterprise customers, and has tapped MongoDB chief executive CJ Desai to lead it.

Wireless communications company Climax Technology is accelerating its AI push by launching an "AI and Advanced Technology Center," with its first project a next-generation AI sensing platform slated for sampling in the third quarter of 2027 and small-volume shipments in the fourth quarter.

CTBC Bank and GMI Cloud on October 1 announced the closing of an NT$14.05 billion (about US$445 million) syndicated credit facility to fund Taiwan's first AI factory. The deal is the first in Taiwan to fully back GPU financing with a commercial banking syndicate.

Swancor Holding subsidiary Swancor Regener is jointly exhibiting with Aeraxa Aerospace Technology at the Taichung AI and Smart Manufacturing Show in Taichung, Taiwan, showcasing products and technologies including recycled raw materials, drone structural components, and smart flight-control core modules.

The aggressive rollout of large-scale infrastructure projects has brought increasingly visible changes across global economies and major technology supply chains, with much of that transformation now unfolding under the expanding influence of AI.

Huawei has regained momentum across its consumer device business, but its position in the global wearables market is becoming increasingly uneven: the Chinese technology giant has taken the global smartwatch crown, while its wireless earbuds remain a more distant fourth behind Apple, Xiaomi, and Samsung Electronics.

Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as a dedicated frontier research organization for large language models (LLMs) and spatial intelligence, with founder Fei-Fei Li joining AMD as executive vice president and chief scientist, reporting directly to Chair and CEO Lisa Su.

Silicon Valley data center optical interconnect startup CScale emerged from stealth on September 30 after raising US$145 million in a Series C funding round backed by Nvidia and Intel Capital. The latest financing brings the company's total funding to US$188 million.

Infineon Technologies officially inaugurated a new backend manufacturing site in Samut Prakan, south of Bangkok, on October 1, expanding the German chipmaker's production network in Southeast Asia starting with an initial investment of over EUR100 million (US$113.1 million).

Advanced Semiconductor Engineering (ASE) held its 11th Automation Industry-Academia Project Results Presentation on September 30, unveiling 12 technology projects developed with six Taiwanese universities as it works to advance smart outsourced semiconductor assembly and test (OSAT) and digital manufacturing. The projects were designed to support semiconductor factory efficiency, quality control, resilience, and climate adaptation.

Synopsys announced a strategic agreement with Amazon on September 30, a multi-year deal valued at more than US$1 billion that is intended to speed up Amazon's custom silicon work and support the development of more complex AI-powered products and cloud infrastructure.

Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded in recent years into AI GPU computing platforms and AI infrastructure, with AI-related revenue in the first half of 2026 already exceeding the level recorded for all of 2025.

Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs and deeper dependence on Nvidia's stack.

Google has unveiled Gemini 4 Argon, its new top-tier AI model, after months of delays and the cancellation of Gemini 3.5 Pro, launching it at introductory prices of US$2 per million input tokens and US$10 per million output tokens as competition with OpenAI and Anthropic intensifies.

Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver measurable business value across enterprise workflows, device-side applications, and semiconductor design and manufacturing.

OpenAI said it detected and blocked an organized adversarial distillation attack, with some activity linked to Chinese AI startup Moonshot AI. The company said it first spotted the effort on July 1 and saw a peak on July 24 and 25, when it detected about 16,000 related requests from more than 4,000 users.