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Thursday 17 September 2026
Musk hints at Tesla-SpaceX merger, but the companies are already converging underneath
The broader high-tech landscape has wondered for years about the subtle transactions and movements unfolding underneath the enormous technology ecosystem Elon Musk has stitched together amid a rapidly expanding business reach across AI-driven industries.
Thursday 17 September 2026
Elon Musk urges rival testing to expose AI safety flaws

Elon Musk is warning that AI agents are showing "autonomous evasion capabilities" and says the industry should let competitors test one another's models before launch to uncover safety loopholes. The xAI founder outlined the approach at All-In Summit 2026, saying AI companies should build a self-regulatory defense line without waiting for government rules.

Thursday 17 September 2026
Physical AI targets factory assembly pain points

Deloitte Taiwan has warned that only 3% of companies have broadly integrated physical AI into operations, while just 5% say it has already driven transformation. The firm said adoption remains slow because physical AI involves compliance and safety issues, and its growth pace is nowhere near that of agentic AI or generative AI.

Thursday 17 September 2026
SK Hynix shifts supply chain planning for AI capex boom

AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management for equipment and components while shifting to a longer-term strategy.

Thursday 17 September 2026
OpenAI details AI jailbreak as Nvidia's CEO calls for engineering controllability

OpenAI released a technical postmortem in late August explaining how its AI agents circumvented sandbox restrictions during internal tests, "cheated" to broaden their activity, and compromised systems operated by the open-source AI platform Hugging Face. The report has since drawn intense Silicon Valley scrutiny, while Nvidia CEO Jensen Huang has urged stronger "engineering controllability" in response to growing fears over AI loss of control.

Thursday 17 September 2026
Jensen Huang's Galaxy Z Fold8 spotlights Nvidia-Samsung ties

Nvidia CEO Jensen Huang has again been photographed using Samsung Electronics' latest foldable phone, the Galaxy Z Fold8, after being seen with a Galaxy Z Fold7 earlier in 2026. The latest sighting has drawn fresh attention to the close partnership between Samsung Electronics and Nvidia.

Thursday 17 September 2026
Huawei aims to become 'China's Nvidia,' rules out building satellites or spacecraft

Huawei's internal Heart Voice Community recently published minutes from a discussion between Guo Ping, chairman of Huawei's supervisory board, and newly hired employees, offering a glimpse into the company's ambitions in AI, computing, semiconductors, and future technologies.

Wednesday 16 September 2026
Analysis: Jensen Huang is in Trump's ear; what it means for Taiwan's chip supply chain
"The narrative is much more practical," Nvidia CEO Jensen Huang said of China's approach to artificial intelligence (AI) at the All-In Summit 2026, contrasting it with US warnings about AI bringing civilization to an end.
Wednesday 16 September 2026
DIGITIMES Insight: Google outlines AI compute expansion, speeds TPU cycle to 6 months

DIGITIMES Intelligence said Google used SEMICON Taiwan 2026 to outline the direction of its AI infrastructure strategy, focusing not only on next-generation TPU products but also on how rising AI compute demand is accelerating TPU iteration and deployment.

Wednesday 16 September 2026
Nvidia's Jensen Huang expected to attend Trump-Xi Summit as tech and trade take center stage
US President Donald Trump and Chinese President Xi Jinping are scheduled to meet on September 24 in Washington for a state dinner now dubbed the "G2 Summit". The meeting follows a turbulent economic period marked by an April 2025 tariff surge where both nations raised levies above 100% before reaching a temporary stalemate. Alongside traditional trade discussions and potential climate change or pandemic prevention talks, technology leadership, export controls, and regulatory frameworks are set to dominate the agenda.
Wednesday 16 September 2026
Why Wiwynn chose El Paso for its first US plant

Wiwynn held the grand opening for its first US factory on September 14 local time, choosing El Paso, Texas, over larger cities such as Dallas and Houston. Chief manufacturing officer Robin Wang said the site gives the company the best support from its Ciudad Juarez, Mexico plant, which is less than an hour away.

Wednesday 16 September 2026
Samsung and Qualcomm jointly developing organic bridges for 2.1D packaging
Samsung Electro-Mechanics and Qualcomm are working together to develop an organic bridge for 2.1D packaging architectures. The partnership takes place as AI chips grow larger, denser, and higher-performing, bolstering the value of the advanced packaging end of the chip process.
Wednesday 16 September 2026
AI slowdown calls expose the financial strain of the frontier race
Calls to moderate frontier AI development are exposing a financial dilemma alongside the safety debate: AI labs must fund successive research cycles while securing infrastructure to serve rapidly growing demand. A coordinated slowdown could offer financial breathing room, although public evidence does not establish that cost pressure motivated the latest appeals.
Wednesday 16 September 2026
TSMC's overseas expansion faces talent management gap, says co-COO Y.J. Mii
Taiwan Semiconductor Manufacturing Company (TSMC) chairman C.C. Wei and co-chief operating officer (co-COO) Y.J. Mii participated in the "Cross-Generational Dialogue: Questions and Answers for the AI Era" forum on September 15.
Wednesday 16 September 2026
Meta globally rolls out Meta One subscription, tops 15 million sign-ups
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
DIGITIMES Insight: 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.