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Sep 22

Taiwan advances major science park expansion to support AI, semiconductor growth

Demand from high-tech companies for new research and manufacturing sites remains strong, prompting Taiwan to advance plans to expand Longtan Science Park by 104 hectares as the government seeks to accommodate continued growth in AI and semiconductor industries.

SiPearl delivers first homegrown server chips for Europe's exascale supercomputer

Sep 22

DeepSeek bets on Huawei chips for model training as Nvidia's China sales slip

Sep 22

Microsoft Taiwan to double data centers as AI computing demand exceeds supply

Sep 22

AI inference demand surges as training slowdown talk fades

Sep 22

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AITrump rejects global AI controls and urges US to press ahead with "superintelligence"

Sep 23, 09:44

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.

ICT MANUFACTURINGTaiwan's August export orders top US$100 billion as overseas production edges up

Sep 23, 09:27

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%.

ICT MANUFACTURINGAcbel targets Europe's fast-charging market with new high-power DC modules

Sep 23, 09:15

Demand for faster EV charging is rising as markets move from slow AC systems to DC fast charging and ultra-fast networks. The expansion in Poland points to wider global implications for drivers, fleets, and charging equipment makers, as countries race to build higher-capacity infrastructure that can support heavier traffic and larger batteries.

AIMalaysia reviews data centre benefits after 40-plus 2026 applications

Sep 23, 09:11

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.

AIAnthropic and OpenAI both cut frontier model prices, ten days after calling for a slowdown

Sep 23, 08:20

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.

ICT MANUFACTURINGEurope industrial controls rebound lifts Higgstec's 1H26 growth

Sep 23, 08:19

Higgstec said its first half 2026 operating momentum recovered as inventory reduction in the European industrial controls market neared completion, client orders picked up again, and commercial products in Asia gradually ramped. The niche touchscreen panel maker has also launched mass production on an assembly line it spent more than a year building, extending its business from standalone touch panels to a "one-stop service" that integrates display modules and mechanical parts.

ICT MANUFACTURINGASRock's center of gravity moves from motherboards to AI servers

Sep 23, 08:17

ASRock's business focus is shifting toward AI as ASRock Rack expands server output and ASRock Industrial pushes into edge computing. Following ASRock Rack's listing, ASRock Industrial is also set to go public, as the group's transition from motherboards to AI servers and edge AI gradually takes shape.

AITaiwan uses AI to close drone thermal imaging gap

Sep 23, 08:14

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%.

SERVER, IPC, CLOUD COMPUTING, IOTWin Semiconductors expands optical communications capacity with DUV tools

Sep 23, 08:13

Optical communications capacity is in short supply as surging computing demand from AI data centers turns transmission into a bottleneck for AI infrastructure. The market is shifting toward combined optical-and-copper solutions, while optical communications rapidly advances toward 800G and 1.6T, prompting compound semiconductor foundry Win Semiconductors to expand its photodiode (PD) and laser diode (LD) capacity and co-develop 200G components with customers.

AISeven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

Sep 23, 08:13

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.

ICT MANUFACTURINGChangs Ascending eyes AI data center backup power, storage growth

Sep 22

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.

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