CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The neocloud, which has sharply ramped up its infrastructure spending over the past year, has secured a growing customer base but faces concerns over financial sustainability amid intense competition and fears of an AI slowdown.
The spotlight has been on industry innovation at the 2026 Taipei International Plastics and Rubber Industry Show (TaipeiPLAS), as Taiwan's plastics and rubber sector moves beyond the realm of traditional manufacturing, with forays into high-value applications in aerospace, drones, robotics, automobiles, and healthcare and medicine, aiming to create new value through smart manufacturing, innovative materials, and circular use. According to data from the Ministry of Finance, Taiwan's total exports of plastics and rubber processing machinery reached US$458 million through August 2026.
Foxconn Interconnect Technology (FIT) chairman Sidney Lu said AI demand remains strong, with overall capacity near full utilization and visibility extending through 2027. Optical communications products began shipping in small volumes in 2026 and are expected to scale further in 2027 and 2028, though adoption will ultimately follow customers. "We cannot run faster than our customers," Lu said.
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.
Samsung Electronics' in-house Exynos application processors (APs) are steadily regaining lost ground in the global smartphone market. Samsung's share of the global smartphone AP market rose to 9% in the second quarter of 2026, up 2 percentage points from the previous quarter and 3 percentage points from a year earlier, marking a second straight quarterly increase.
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.
Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and said shipments are set to double year after year, even as the industry continues to sift winners from losers. At this year's China International Optoelectronic Exposition (CIOE), smart glasses remained a standout theme alongside optical communications.
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.
The market value of optical modules used in data centers is projected to grow from US$12.6 billion in 2025 to US$45.4 billion by 2030. Volume shipments of 1.6T modules are set to scale up starting in 2026, followed by initial revenue contributions from 3.2T modules in 2028. Silicon photonics (SiPh) serves as the core architecture underpinning this growth trajectory, with the majority of modules at 800G and above already transitioning to SiPh designs.
Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins for its automation subsystem equipment in the semiconductor, high-end artificial intelligence (AI) server, and electronics manufacturing industries. The company also highlighted the outlook for robot shipments.
