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16.10.26 - 09:30
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AI Capex, Gamble or Jackpot?: Market Snapshot (Bloomberg)
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This week started with a striking warning from the Broadcom CEO, who likened the artificial intelligence market to a "casino." The statement was followed by strong earnings from ASML and a better-than-expected outlook from TSMC, though neither was enough to stem a global tech stock rout. Bloomberg's "The Opening Trade" spoke to analysts and experts about what this tells us about the state of expenditure within the booming trade and whether its becoming an increasingly riskier bet. (Source: Bloomberg)...
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16.10.26 - 09:06
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Samsung, SK Hynix aim to ease AI memory bottlenecks with zHBM, HBF (Digitimes)
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Samsung Electronics and SK Hynix are developing new memory technologies to address growing bottlenecks in AI systems, with Samsung exploring a design that stacks high-bandwidth memory (HBM) directly above graphics processors and SK Hynix advancing high-bandwidth flash (HBF) to expand memory capacity for AI inference....
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16.10.26 - 09:06
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Delta says AI power gap will drive standalone microgrids (Digitimes)
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Delta Electronics chairman Ping Cheng said at the 2026 Global Views Leaders Forum on October 15, 2026, that the world is entering an era of electrification, with AI data centers and EVs driving electricity demand beyond available supply. Delta is expanding its focus from power consumption to an integrated microgrid architecture spanning generation, transmission, distribution, energy storage and consumption, with solid oxide fuel cells (SOFCs) and solid-state transformers (SSTs) as its key products....
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16.10.26 - 09:06
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Taiwan forecasts 6.04% growth in 2027 on AI-driven exports (Digitimes)
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Taiwan's economy is projected to grow 6.04% in 2027 as expanding global AI-related capital spending boosts the island's exports, despite geopolitical conflicts and trade barriers weighing on global growth, Taiwan's National Development Council (NDC) Minister Yeh Chun-hsien said on October 15....
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16.10.26 - 08:30
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Who is Nathan Chen, the Chinese teen AI prodigy being courted by Silicon Valley? (SCMP)
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A 17-year-old artificial intelligence researcher formerly with Moonshot AI has announced his departure for the United States, sparking intense speculation about his next move amid heated competition for elite talent between Silicon Valley and China's tech hubs.
Nathan Chen Guangyu wrote on social media on Thursday that he had left the Beijing-based start-up after less than a year, describing his time there as “the best [year] of my life so far”.
The announcement caught many industry observers by......
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