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Thursday 24 September 2026
Industrial software giants race to build industry world models
While generative AI has surged into mainstream consumer use thanks to ChatGPT, the adoption of AI across industrial sectors has progressed at a much slower pace. Industry analysts point out that the primary culprit is the tendency of current AI architectures to "hallucinate," a fatal vulnerability in manufacturing environments where there is no tolerance for error. As industrial AI development cannot rely on large language models (LLMs) alone, attention is rapidly shifting toward industry world models that anchor AI systems in the laws of physics. Recognizing this pivot, global industrial software giants are already aggressively positioning themselves in this space.
Thursday 24 September 2026
GMI AI compute leasing business sells out in US as big users lock in long contracts

GMI Technology, a Taiwan-based electronics component distributor and application solutions provider, said its AI computing rental business is booming, with strong demand from US technology companies for computing power. The company said large users tend to secure computing capacity through long-term contracts, leaving the market short of supply.

Thursday 24 September 2026
SK Hynix Indiana HBM plant faces lawsuit

SK Hynix's high-bandwidth memory (HBM) production site under construction in Indiana has been drawn into local litigation as the race for AI memory capacity intensifies. Local residents in the US are seeking to overturn a land-use change and halt construction, with a trial scheduled for December 2026 and the case drawing market attention.

Thursday 24 September 2026
Trump-Xi pre-summit watch: China charts a sovereignty-first path for frontier AI
When Donald Trump and Xi Jinping discuss artificial intelligence, the deeper divide may not be over whether AI needs rules, but over what those rules are designed to protect.
Thursday 24 September 2026
Microsoft reframes AI ROI calculations, keeps in-house ASICs for internal use

Microsoft is changing how companies evaluate their generative AI investments, as the technology evolves from its beginnings as a productivity tool into deeper uses in core business workflows. In addition to token consumption and model costs, Microsoft Taiwan general manager Sean Pien points out that corporations are also examining how AI actually benefits workflows and innovation, making return-on-investment (ROI) evaluations harder to judge solely on the basis of time or labor savings.

Thursday 24 September 2026
LSTC links with Rapidus to revive Japan's advanced chipmaking

Japan's Leading-edge Semiconductor Technology Center (LSTC) is building a public-private-academic framework around Rapidus, which plans to mass-produce 2-nanometer chips in 2027, to advance next-generation semiconductor research and talent development and give Japan a unique edge in the global race for advanced process technology.

Thursday 24 September 2026
AMD pushes ROCm for agentic workloads while Intel holds on to OpenVINO

Starting in the second half of 2025, as AI agent programs such as OpenClaw, Hermes, Claude, and DeepSeek Harness were launched one after another, a wave of "keeping lobsters" began to emerge around on-device AI models paired with AI agents.

Wednesday 23 September 2026
US, China diverge on AI guardrails ahead of Trump-Xi summit

The US and China are moving toward different models for governing increasingly capable artificial intelligence, even as the US proposes a limited safety mechanism with China ahead of President Donald Trump and Chinese President Xi Jinping's September 24 summit in Washington. AI is expected to be among the issues discussed at the meeting.

Wednesday 23 September 2026
Engineering over panic: Jensen Huang's pragmatic vision for the future of AI

In a 46-minute interview on CBS, Nvidia CEO Jensen Huang pushed back against apocalyptic warnings regarding artificial intelligence (AI). He urged the industry to focus on rigorous engineering and safe product delivery rather than apocalyptic fearmongering.

Wednesday 23 September 2026
LG Electronics, Microsoft enter partnership on AI data centers, physical AI
LG Electronics entered a partnership with Microsoft to cooperate on a range of AI initiatives. The two firms agreed to work together on AI data centers, LG Electronics' AI data transformation, and physical AI as the company known for appliances taps into growing AI-related industries.
Wednesday 23 September 2026
Qualcomm and Google eye Agentic AI, expand partnership to GoogleBook, automotives
During his keynote at Snapdragon Summit 2026, Qualcomm President and CEO Cristiano Amon invited Rick Osterloh, Senior Vice President of Platforms and Devices at Google, on stage to discuss the past year's developments in agentic AI and the strategic direction of their ongoing partnership. Amon emphasized that Google remains an indispensable partner to Qualcomm, noting that the relationship—built on co-developing the industry's first Android smartphone—has grown even stronger amid the broader AI transformation.
Wednesday 23 September 2026
China's BeiDou eyes US$150 billion industry scale with AI, services at the core

China's BeiDou satellite navigation industry continues to expand rapidly, with applications spreading from chips and modules to end devices. Emerging technologies including artificial intelligence are increasingly being integrated with BeiDou, while the industry is shifting from hardware sales towards data, platforms, and services. Overseas markets are also emerging as a key source of future growth.

Wednesday 23 September 2026
LG Energy enters Nvidia's ecosystem as it pivots batteries to data centers
LG Energy's battery energy storage system (BESS) has entered Nvidia's AI Factory ecosystem. Its qualification by the chipmaker comes as LG Energy is reorienting its North American battery plants toward data centers and appears poised to capture fresh demand after the US imposed restrictions on Chinese battery imports.
Wednesday 23 September 2026
DeepSeek, Moonshot, the hidden cost of routing China's AI through Claude

China's internet regulator is reportedly investigating DeepSeek and Moonshot AI over allegations that the two companies routed millions of user interactions, including potentially sensitive government and corporate information, to Anthropic's Claude models without customers' knowledge.

Wednesday 23 September 2026
Gigabyte's Giga Computing sets up AI factory in Taiwan to accelerate rack validation

Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first half of 2026, revenue reached NT$249.272 billion (US$7.9 billion), up 48.4% year-over-year; net profit after tax was NT$11.875 billion (US$373.3 million), up 92.6%; and earnings per share (EPS) hit NT$17.73, all record highs for the same period.

Wednesday 23 September 2026
Meta's Muse gains users as human support raises privacy questions

Meta's new personal AI agent, Muse, is drawing strong early consumer interest while a test involving human contractors highlights the challenges of making autonomous AI reliable and safe.

Wednesday 23 September 2026
Einride builds its next autonomous truck on Nvidia Hyperion as the gap between fleet, driverless fleet stays wide

Nvidia's effort to make its autonomous-vehicle stack the default foundation for heavy freight gained a partner with paying customers on September 21, while Einride gained the compute platform it needs to expand autonomous operations across its electric freight network — a transition the Swedish company must fund through a period of heavy cash burn and a going-concern warning.

Wednesday 23 September 2026
Trump rejects global AI controls, urges US to press ahead with "superintelligence"

US President Donald Trump used his September 22 address to the United Nations General Assembly to reject international efforts to control artificial intelligence, argue that the US must maintain its lead over China, and urge officials to call the technology "superintelligence." The remarks sharpen a policy divide over whether rapid development can be reconciled with safeguards—and whether Washington and Beijing can cooperate on risks even as they compete.

Wednesday 23 September 2026
Taiwan's August export orders top US$100 billion as overseas production edges up

Taiwan's export orders topped US$100 billion in August 2026, reaching US$102.96 billion, up US$5.02 billion from the previous month, according to statistics released by Taiwan's Ministry of Economic Affairs (MOEA) on September 22. Export orders for September are forecast to be between US$106 billion and US$109.1 billion, representing year-over-year growth of 50.7% to 55.1%.

Wednesday 23 September 2026
Malaysia reviews data centre benefits after 40-plus 2026 applications
Malaysia has received more than 40 applications to develop or expand data centres so far in 2026, underscoring the region's continued boom in data centre investment. But officials in Malaysia said the focus should go beyond the headline numbers to the value these projects deliver to local communities and to whether they meet environmental standards.
Wednesday 23 September 2026
Anthropic and OpenAI both cut frontier model prices, ten days after calling for a slowdown
Anthropic and OpenAI, the two AI labs that spent early September telling the world that model capabilities are outrunning the safeguards around them, shipped new frontier models within hours of each other on September 22 — and both sold them primarily on price. The pairing is the clearest sign yet that competitive pressure, not the industry's own risk rhetoric, is still setting the release calendar.
Wednesday 23 September 2026
Taiwan uses AI to close drone thermal imaging gap
As drones, smart vehicles, and autonomous platforms advance, the ability to accurately identify people, vehicles and heat sources in darkness and low-visibility conditions has become a key requirement for safe intelligent mobility. Taiwan's Institute for Information Industry (III) is using AI super-resolution algorithms with edge AI real-time computing to reduce blur and enhance detail in low-resolution thermal images, helping low-cost thermal imaging modules approach the performance of higher-resolution systems and potentially cut sensor costs by about 50%.
Wednesday 23 September 2026
Seven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost of keeping pace is rising even faster. Rhodium Group estimates that seven major Chinese AI companies had combined annualized recurring revenue (ARR) of about US$10.7 billion, based on estimates dated between March and August 2026, roughly one-tenth of the more than US$100 billion attributed to OpenAI and Anthropic combined.

Tuesday 22 September 2026
Anthropic, OpenAI expected to start buying memory directly in 2027
Anthropic and OpenAI are expected to start buying memory directly from manufacturers in 2027 as model developers take greater control of chip and data-center design, potentially broadening the customer base for major memory suppliers beyond GPU and system vendors.
Tuesday 22 September 2026
Changs Ascending eyes AI data center backup power, storage growth
Changs Ascending's board approved an operating plan on Sept. 21 to launch an energy systems integration push into the AI data center sector, betting on structurally rising demand from AI computing centers for stable power, backup power, and ESS. The lithium battery materials maker aims to extend its proven UPS, lithium iron phosphate battery and BESS integration capabilities in semiconductor sites into AI data center power infrastructure as the next growth engine for its energy business.