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Wednesday 30 September 2026
Apple A20 Pro ditches PoP memory packaging for WMCM
Apple's A20 Pro chip has dropped traditional package-on-package (PoP) packaging in favor of Wafer-Level Multi-Chip Module (WMCM), with memory and processor dies laid out side by side to potentially improve packaging yield and thermal performance, according to a teardown analysis by TechInsights. The findings come as Qualcomm's Snapdragon 8 Elite Gen 6 and Apple's A20 Pro draw comparisons around 2-nanometer chip manufacturing and memory packaging.
Wednesday 30 September 2026
EOI lays out three growth engines, eyes AI optical communications
Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module maker expands in Mexico, adds non-headlamp automotive electronics, and pushes into AI optical communications with a sample target in early 2027.
Wednesday 30 September 2026
Foxconn links motors, humanoids, smart factories into a vertically integrated robotics strategy
Foxconn has partnered with Chinese automotive design and engineering services provider IAT Automotive Technology to establish Beijing Futekang Intelligent Robot Technology, extending its push into embodied intelligence and robotics.
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
Taiwan upgrades Circular Redesign Center as govt pushes top-down circular economy ecosystem
Taiwan's Resource Circulation Administration (RECA), under the Ministry of Environment, has launched an upgraded version of its Circular Redesign Center, with Environment Minister Peng Chi-Ming outlining plans to build a more comprehensive circular economy ecosystem through a top-down approach.
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
AT&T and Corning strike more than US$3 billion fiber supply deal
AT&T and Corning have agreed to a multi-year deal worth more than US$3 billion to expand US fiber networks. The agreement underscores how rising internet use, streaming, and artificial intelligence (AI) are increasing demand for higher-capacity connectivity worldwide, as operators race to build faster, more resilient infrastructure for homes and businesses.
Wednesday 30 September 2026
Acer turns 50, marks it with a musical produced by its founder

Acer marked its 50th anniversary on September 28, 2026, with the premiere of Smile for Half a Century, a commemorative musical that traces the company's journey from a small startup to a global technology brand while looking ahead to its next chapter.

Wednesday 30 September 2026
Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026
Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining as neocloud customers ramp up AI demand. DIGITIMES Intelligence expects the ODM-direct share of contract manufacturing to fall to 79.1% in 2026, dropping below 80% for the first time.
Wednesday 30 September 2026
Rare earths loom over US-China trade truce
The US-China trade truce was extended after last week's Trump-Xi summit, but China's dominance of rare-earth supply chains remains a key pressure point as Washington tries to stabilize economic ties while reducing its dependence on Chinese critical minerals.
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.
Tuesday 29 September 2026
RoboTechnik completes Hong Kong listing to fund ficonTEC expansion in silicon photonics
RoboTechnik completed a Hong Kong listing on September 29 and began trading on the Hong Kong stock exchange, according to its German photonics automation subsidiary ficonTEC. The new capital will be used for further investment in ficonTEC, which is expanding its role in silicon photonics and optical interconnect manufacturing for AI and high-performance computing infrastructure.
Tuesday 29 September 2026
Cerebras to power Gimlet's push for faster AI inference
Cerebras Systems is expanding its push into AI inference infrastructure through a collaboration with Gimlet Labs, as demand grows for computing systems capable of delivering faster responses from increasingly complex AI models.
Tuesday 29 September 2026
South Korea AI compute squeeze hits researchers and startups
South Korea's AI sector is facing a growing GPU shortage as research institutes and small companies struggle to secure enough compute for model training and deployment. As government support ends, research teams are finding it harder to continue training, while startups are being squeezed by rising rental costs and long-term contract demands from suppliers.
Tuesday 29 September 2026
GlobalFoundries eyes GaN expansion to challenge TSMC in AI

GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services in 2027. GF said it was the first foundry to proactively approach TSMC and secure a GaN technology license, positioning itself to give existing customers a "seamless migration" path to its own platform.

Tuesday 29 September 2026
Trump-Xi state dinner puts tech titans at the head table, spotlighting Taiwan's quiet supply chain clout

Chinese President Xi Jinping and his wife, Peng Liyuan, arrived at the White House on the evening of September 24 US time to attend a state dinner hosted by US President Donald Trump and First Lady Melania Trump.

Monday 28 September 2026
Apple keeps iPhone Duo in China, exposing limits of India's phone supply chain

Apple's first foldable iPhone has become a test of how far India has come as a manufacturing base, and the answer is sobering. As India-assembled iPhones reach record export levels, Apple kept development and assembly of its most complex phone, the iPhone Duo, in China. The decision points to a gap that Pune Times Mirror summed up this way: India has become indispensable to Apple's assembly operations, but not yet to its engineering.

Monday 28 September 2026
India roundup: India's tech ambitions widen from electronics manufacturing to chips, cloud and talent
India's technology push is widening across electronics manufacturing, semiconductors, cloud infrastructure and talent, as domestic expansion draws deeper investment, tighter scrutiny and stronger links with global technology supply chains worldwide.
Sunday 27 September 2026
Meta Muse fuels agentic AI demand, tightening CPU supply

Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages beyond GPUs and high-bandwidth memory (HBM), including server CPUs. The trend is lifting order demand for AMD and Intel products, while also tightening the server CPU packaging supply chain.

Friday 25 September 2026
CPC, Taipower pay premiums to secure energy supplies, face financial strain

The ongoing conflict in the Middle East, along with continued tensions between the US and Iran, has kept international energy prices elevated, while shipping volumes through the two major straits have fallen sharply. Against that backdrop, CPC Corporation, Taiwan (CPC), and Taiwan Power Company (Taipower) are shouldering the burden of "containing inflation" by stabilizing domestic prices and easing the burden on consumers, while also absorbing high fuel costs and dealing with increasing financial pressure.

Thursday 24 September 2026
Honda eyes Ohio hybrid plant amid pivot to North America
Honda Motor Co. is planning to invest JPY300 billion to JPY400 billion (about US$1.9 billion to US$2.5 billion) in a new hybrid electric vehicle plant in Ohio, with production targeted to begin as early as 2030. According to Nikkei, the project has entered final negotiations as Honda moves hybrids to the center of its North American rebound after reviewing its electric vehicle strategy.
Thursday 24 September 2026
Peking University Dean's rare Intel China appearance hails AI-plus edge adoption

Chinese macroeconomist Justin Lin, dean of Peking University's Institute of New Structural Economics, made a rare appearance at a tech industry event on September 22, speaking at the 2026 Intel Technology Innovation and Industry Ecosystem Conference about the AI revolution from an economic development perspective. Intel China used the event to showcase AI applications spanning edge AI, enterprise AI, and physical AI, underscoring its push to accelerate AI deployment in China.

Thursday 24 September 2026
Qualcomm splits flagship mobile SoCs into more tiers
Qualcomm is launching two flagship platforms in 2026—the Snapdragon 8 Elite Gen 6 and the Snapdragon 8 Elite Extreme Gen 6—signaling a new era of finer-grained flagship mobile SoC segmentation. The move has raised questions about whether pricier flagship phones are on the way.
Thursday 24 September 2026
IEI sees network security, video growth through 2028

Industrial PC maker IEI Integration said on September 23 that it remains upbeat on full-year 2026 revenue, expecting double-digit growth from 2025 as network security and high-end video systems ramp and visibility in medical and edge-computing orders extends to 2027-2028.

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.