2026年10月5日

AMD's Lisa Su back in Taiwan as AI capacity crunch spreads beyond TSMC

AMD CEO Lisa Su arrived in Taiwan on October 5 for a lightning visit, less than five months after her May trip. No major public events are scheduled, but meetings with key suppliers are planned. Industry sources said her…

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Bangkok floods disrupt logistics for Taiwan PCB makers in Thailand

Severe floods triggered by days of extreme rain in Thailand have paralyzed transport in Bangkok and several other areas, disrupting local auto and components supply chains and drawing attention to damage at Taiwanese com…

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CHPT posts record quarterly revenue as chip test demand rises

Chunghwa Precision Test Tech (CHPT), a supplier of semiconductor test interfaces, posted record revenue for September and the third quarter of 2026 as demand for AI-related chip testing kept capacity utilization high. Re…

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Taiwan teams accelerate 2D semiconductor transfer with published research in Nature

Researchers in Taiwan are intensifying efforts to turn 2D semiconductor materials from basic science into practical applications, with a series of studies published in Nature. The latest work, published in the October 1 …

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Huawei counters chip-node limits with Ascend, SuperPoD and τ law

Huawei is increasingly framing its semiconductor strategy around a simple constraint: if advanced process nodes remain limited, more performance must come from architecture, interconnect and system-level efficiency.

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China's ASML DUV stockpile spurs calls to close export-control loophole

Chinese semiconductor manufacturers have stockpiled hundreds of immersion deep ultraviolet (DUV) lithography systems worth billions of dollars in recent years, prompting a Washington think tank to call for tighter export…

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Cheap SiC substrates ignite demand wave, reshape ecosystem

Prices for low-cost 6-inch silicon carbide (SiC) substrates, after years of capacity expansion and brutal price wars, are now showing clear signs of bottoming out in the second half of 2026. The cheap material has also u…

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AI hardware is propping up world trade, and pulling it toward East Asia and North America

The resilience of global goods trade amid tariff escalation and an energy shock is real, but it rests on a narrow base. A breakdown of ITC Trade Map export data shows that a handful of AI hardware categories, led by serv…

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Supply chain resilience starts before disruption: Why collaboration and visibility matter

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Why supply chain visibility works best when data is shared

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EmTech Future 2026: When AI Meets Everything

Yossi Matias, Vice President & Head of Google Research, explores how AI is beginning to reshape biology, infrastructure, manufacturing, and science, and why its greatest impact may come when it intersects with other …

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Electric Car Makers Need to Appeal to the ‘Other 90%’

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New forensic evidence supports Egyptian "retainer sacrifice"

Fresh analysis of First Dynasty mass burials finds signs of fatal blunt force trauma on 39 percent of skulls

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Climate tech investment cools, but green supply chains support long-term demand

Tighter green supply-chain requirements are driving demand for energy investment and infrastructure, while companies also face the challenge of matching power generation and consumption needs with operating costs and net…

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Bessent expects US-China AI incident channel as Washington leans on voluntary oversight

US Treasury Secretary Scott Bessent said Washington and Beijing are likely to agree on a way to alert each other when artificial intelligence goes wrong, signaling that AI safety is becoming a bilateral security issue ev…

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Global AI servers shift production nearshore, slowing direct Taiwan exports to US

Taiwanese suppliers currently control approximately 90% of the global AI server market. However, a recent survey by Taiwan's Ministry of Economic Affairs showed that the proportion of export orders produced overseas rose…

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Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand

China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant: Apple, Xiaomi, Vivo, Oppo and Hono…

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Nuri launch takes center stage at AEROTEC 2026 as Hanwha moves from rocket manufacturing to launch operations

With South Korea preparing for the fifth launch of its Nuri rocket, the country's space ambitions took center stage at AEROTEC 2026, the second International Aerospace Technology Exhibition held recently in Changwon, a m…

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TSMC, Intel named as Musk's Terafab ambitions face reality check

As Elon Musk's Terafab ambitions advance, the realities of modern silicon manufacturing become increasingly apparent, prompting Musk to enter talks with industry mainstays like Intel and TSMC for assistance.

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DeepSeek Harness challenges Agent lock-in with Claude Code Mods bridge and open plugin architecture

DeepSeek has released a new version of DeepSeek Harness, adding an experimental compatibility layer for Anthropic's Claude Code Mods and sharpening its broader effort to build an open, highly extensible software layer fo…

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Tech giants push into Australia for AI data centers

Microsoft is expanding AI and cloud infrastructure in Australia, while Google has announced a Christmas Island connectivity hub amid reports of a proposed data center there. Australia's abundant renewable energy resource…

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AI server lines accelerate automation, boosting cobot demand

The AI server boom is spreading into the market for collaborative robots (cobots). The share of cobots on AI server production lines is rising as Wiwynn expands their use at its Mexico and Texas plants, while Quanta has …

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Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm

Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure spending, with Anthropic expected to b…

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US appoints new AI czar, task force; seeks balance between safety, competition

The US Trump administration has appointed a new AI czar and task force, which will have 120 days to report on AI's risks and opportunities and recommend the federal government's role in a technology that Trump says many …

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Musk raises Tesla AI5 memory to 96GB after cut

Tesla CEO Elon Musk first said on X that the capacity of the AI5 chip memory would be cut in half to 72GB, but later clarified that AI5 will use 96GB of LPDDR5 instead. The change comes as Tesla seeks to avoid becoming t…

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