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Wednesday 16 September 2026
Meta globally rolls out Meta One subscription, expands to Taiwan
Meta on Sept. 15 announced the global rollout of Meta One, a new subscription service combining premium features across its social media platforms with expanded access to AI tools, as the company seeks to broaden monetization of its growing AI ecosystem.
Wednesday 16 September 2026
Physical AI could reshape industrial computing as Ennoconn sees a long growth cycle

Artificial intelligence is moving beyond software and into physical systems, and Ennoconn Technology says that shift could create a multi-year expansion for industrial computing vendors. Ennoconn president Nelson Tsay said the next phase of AI is expected to open broad opportunities across robots, factories, and transport applications.

Wednesday 16 September 2026
Samsung backs Dutch AI chip startup Euclyd in US$230M funding round
Samsung Electronics is investing in Dutch AI chip startup Euclyd as part of a more than EUR200 million (about US$230.9 million) Series A funding round, highlighting growing efforts to develop alternatives to Nvidia's dominant AI accelerator platform.
Wednesday 16 September 2026
Altera confidentially files for US IPO as AI chip demand fuels listing boom

Altera, the programmable-chip maker backed by Silver Lake and Intel, has confidentially filed for an initial public offering (IPO) in the US, positioning the company to tap renewed investor demand for semiconductor and AI-related businesses.

Wednesday 16 September 2026
Sharp opens orders for Foxconn-built Nvidia AI servers, targeting JPY250 billion by fiscal 2030
Sharp Corporation began taking orders in Japan on September 15 for AI servers procured from its Taiwanese parent, Foxconn, and equipped with Nvidia processors, giving the display and consumer electronics maker a route into domestic AI infrastructure at a moment when GPU supply remains tight. The company said commercial sales are planned for fiscal 2027, and it is targeting revenue of around JPY250 billion (about US$1.6 billion) in fiscal 2030, according to Kyodo News.
Wednesday 16 September 2026
Advanced processes have no ready-made answers, says TSMC's COO

Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei and co-chief operating officer Y.J. Mii participated in the "Cross-Generational Dialogue: Questions and Answers for the AI Era" forum on September 15. Students asked how TSMC determines whether a technology is worth long-term investment when information is incomplete and the technological direction remains unclear, as well as how people can develop the ability to judge whether answers generated by artificial intelligence (AI) are true or false in the AI era.

Wednesday 16 September 2026
Beyond 2nm: Dimensity 9600 Pro gives MediaTek a bigger role in mobile AI
MediaTek has officially launched the Dimensity 9600 Pro, introducing a major architectural overhaul for its 2026 flagship mobile chip. Beyond the shift to a 2nm process, the new platform adopts a 2+3+3 all-big-core CPU configuration, upgrades its cache architecture, and doubles its NPU resources with a dual-NPU design to support increasingly demanding AI workloads.
Wednesday 16 September 2026
Taiwan can power its AI chip boom — but not with green energy
DIGITIMES Intelligence observes that discussions at the semiconductor sustainability and energy forum during SEMICON Taiwan 2026 centered on two questions: whether Taiwan will have enough electricity to support continued semiconductor expansion driven by AI, and whether that electricity will come from renewable sources.
Wednesday 16 September 2026
South Korean NPU startups face validation hurdle in push for global sales

South Korea's neural processing unit (NPU) startups are moving from chip development toward commercial deployment, but limited experience operating at scale remains a major hurdle to winning global customers.

Wednesday 16 September 2026
ITRI showcases AI robots, drones to push commercialization in southern Taiwan

The Industrial Technology Research Institute (ITRI) held its ITRI Innovation Day on September 15 in Tainan, Taiwan, bringing together research groups and startup teams to highlight 25 cross-disciplinary technologies in AI, smart robotics, and unmanned vehicles. The event was designed to move more research and development results into industrial use through demonstrations, business matchmaking, and an innovation market.

Wednesday 16 September 2026
China's humanoid robot race, Part 2: Upstream profits gather around dexterous hands
Humanoid robot makers are cutting prices and scaling production, yet much of the industry remains unprofitable. Upstream suppliers are starting to show a different economics — especially in dexterous robotic hands.
Wednesday 16 September 2026
DeepSeek to hire its first CFO as it aims for public listing, expands workforce

DeepSeek is reportedly set to hire Wentao Yan, a partner at venture capital firm GL Ventures, as its first CFO. If the appointment takes place, it would happen at an important time for the Chinese AI startup as it seeks to go public, begins a large expansion of its workforce, and invests in chipmaking and computing capacity.

Wednesday 16 September 2026
Apple exits Musk's AI lawsuit, but the fight over iPhone AI access is only getting bigger
The recent AI antitrust case between two of the high-tech landscape's most powerful camps appears to have quietly ended following Elon Musk's legal retreat from Apple. But the battle over AI distribution control is far from settled, as pointed accusations from SpaceXAI and X regarding Apple's behind-the-scenes role in constraining generative-AI competition have left the broader industry unsettled over questions of AI access and app visibility amid Apple's increasingly open, multi-model ecosystem.
Wednesday 16 September 2026
As AI data centers hit a transmission wall, GlobalFoundries pushes into silicon photonics
At the China International Optoelectronics Expo (CIOE), a palm-sized metal transceiver represents the shift from copper to light in data center infrastructure, one of the biggest transformations in the industry amid the AI boom.
Wednesday 16 September 2026
Research Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well beyond its next-generation TPU. Rather than focusing on a single chip, Google described how it links large numbers of TPUs into an integrated computing system spanning compute clusters, data centers, and ultimately multiple data centers, while also addressing the power constraints that emerge as the system continues to scale.

Wednesday 16 September 2026
Amodei's AI slowdown call is unlikely to dent chip demand, industry sources say

Anthropic CEO Dario Amodei's call to slow frontier AI development has stirred debate over safety, but chip industry sources say global demand for AI infrastructure is likely to keep rising. For readers worldwide, the larger issue is not whether AI spending stops, but how quickly it spreads across clouds, devices, and industries.

Tuesday 15 September 2026
How AI real-world deployment is rewriting IPC business models
Mega-construction projects currently underway across the US, South Korea, Japan, and Taiwan are heavily concentrated in two main sectors: semiconductor fabs and automated warehousing/logistics hubs. This trend underscores how AI applications have moved beyond theoretical concepts into physical deployment.
Tuesday 15 September 2026
Wiwynn deepens US AI server footprint with US$1.6 billion Texas manufacturing hub
Wiwynn has officially opened its advanced manufacturing facility in Socorro, Texas, deepening the Taiwan-based server maker's US footprint. The move comes as booming AI infrastructure demand drives cloud service providers and their suppliers toward more localized North American production.
Tuesday 15 September 2026
South Korea updates AI safeguards as Microsoft sets shutdown rules

South Korea is updating its artificial intelligence security guidance as companies deploy AI agents capable of operating with limited human supervision, while Microsoft is proposing model-level rules requiring its systems to remain subject to human interruption and shutdown.

Tuesday 15 September 2026
China's humanoid robot race, Part 1: Mass production outruns proven demand

China's humanoid robot industry is moving from prototypes to industrial production. The next test is no longer whether robots can be built at scale, but whether they can work reliably and cheaply enough to make that scale economically viable.

Tuesday 15 September 2026
China's space-computing race moves beyond single satellites: Shanghai's gigawatt-scale AI ambition lands in orbit
While the US showcases its strength as one of the world's established space powers — reinforced by SpaceX's growing dominance in satellite connectivity — a quieter but equally ambitious force is accelerating half a world away: China's push to build integrated, fully networked orbital infrastructure that goes beyond single-satellite launches.
Tuesday 15 September 2026
OEM/EMS AI servers: August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between explosive demand for artificial intelligence (AI) infrastructure and softening demand for legacy consumer device assembly in 2026. Monthly revenue data highlight how suppliers anchored to high-density compute racks, GPU-based servers, and high-speed network switches are delivering massive year-over-year gains, whereas manufacturers more reliant on standard notebooks face component supply bottlenecks.

Tuesday 15 September 2026
Sivers Semiconductors positions laser arrays as solution to copper's limits

At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the trajectory of the optical networking industry: a 1.6T pluggable optical transceiver currently ramping toward mainstream adoption, and a prototype module built for external light source (ELS) architectures, a technology that could define the next generation of data center interconnects.

Tuesday 15 September 2026
Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup batteries from AI data centers surges. The company said it will keep energy storage systems (ESS) as a core growth driver and flex investment plans to match market demand.

Tuesday 15 September 2026
Chinese tech firms deepen open source push amid AI pacing debate

As US AI executives warn that artificial intelligence development may need to slow down, Chinese companies are pressing ahead with open source tools and large-scale deployment. The gap matters far beyond China, because the next phase of AI competition may be shaped as much by collaboration and standards as by chips and model size.