Taipei investigates former TSMC employees accused of selling chip secrets to China
The investigation shifts supply-chain tension from equipment to human capital - the most difficult constraint to protect.
Jul 20, 2026 at 16:42 13 17
Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 19 8
Eight jailbreaks, the entire industry, almost no response
A researcher documents eight techniques that bypass the safeguards of ChatGPT, Claude, Gemini, Llama, Grok, Qwen, and the like. The most worrying aspect isn't the vulnerability—it's the silence that followed the disclosure.
Jul 14, 2026 at 22:30 30 8
Nanya Tech quadruples its 2027 capex - Taiwan bets big on the DRAM comeback
The third-largest global DRAM player announces a 2027 capex quadrupled. This is not a bet on HBM - it's a bet on "old-school" memory that AI is putting back at the center.
Jul 11, 2026 at 17:19 4 8