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Wednesday 30 September 2026

Gold Circuit turns Amazon into a shareholder for Trainium servers

Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies from a simple supply-chain relationship to a strategic partnership backed by equity. The deal would also turn a GCE customer into a shareholder of the printed circuit board (PCB) maker, while Amazon invests again in Taiwan's server supply chain after joining Alchip Technologies' private placement in 2024.

Wednesday 30 September 2026

Taiwan backs TSMC's US push but insists core R&D stays home

Taiwan's semiconductor industry, which originated in the Hsinchu Science Park and later expanded to the Central and Southern Taiwan Science Parks, now encompasses manufacturing bases across three continents, Premier Jung-Tai Cho said in a policy report to Taiwan's legislature, the Legislative Yuan, as its 11th term convened for its sixth session. Beyond high-tech giants, hidden champions within Taiwan's traditional industries are also taking center stage internationally.

Wednesday 30 September 2026

Netlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent use

Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom, and Google to stop them from allegedly using the company's patented high-bandwidth memory (HBM) technology without authorization. The case arrives as AI applications are driving soaring demand for next-generation memory chips, and it is brought forward by a company with a track record of winning patent verdicts against memory makers.

Wednesday 30 September 2026

Chief Telecom, Google Cloud launch backup services to bolster cable resilience

Chief Telecom said on September 30 that it is working with Google Cloud to combine international submarine cable resources and deploy Cross-Site Interconnect (CSI) technology. The partnership is aimed at launching diversified cross-border submarine cable services to strengthen digital resilience as cable disruptions have increased worldwide and drawn attention to Taiwan's critical infrastructure.

Wednesday 30 September 2026

Interview: iFLYTEK Medical sees clinical integration as key to healthcare AI expansion in South Korea

Xunfei Healthcare (iFLYTEK Medical), the healthcare AI arm of China's iFlytek, is using its Spark Medical Large Model to support diagnosis and medical record generation while tackling challenges including clinical workflow integration, differences in care settings, and model hallucinations. It also hopes to bring its experience from China to South Korea through local partnerships.

Wednesday 30 September 2026

Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards

Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery featuring its proprietary structural design at Data Centre World Asia (DCWA) 2026 in Singapore on September 29.

Wednesday 30 September 2026

ByteDance makes up a fifth of China's AI data center capacity amid growing buildout

ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a time when its major AI developers are racing to accelerate infrastructure buildouts and pushing against capacity limits.

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.

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