MediaTek commits $5B: the Taiwanese fabless giant enters the AI capex league
The board approves a significant AI-focused budget—first custom AI chip expected in Q4 2026, a second in 2028.
1 h ago 10 12
Nvidia signs $1.5B with Amkor: US advanced packaging becomes an AI compute hub
Nvidia commits $1.5 billion with Amkor for advanced AI chip packaging in Peoria (Arizona). One of the first public commitments of this size for a back-end located outside the TSMC / ASE Taiwan duo.
Jul 24, 2026 at 21:02 10 10
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
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
Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
1 h ago 9 10
Seedance 2.5: ByteDance extends generative video to 30 seconds in a single shot
The Seed team pushes single-shot generation to 30 seconds, with multi-modal references (30 images + 10 videos + 10 audios) and timestamp editing.
1 h ago 7 10
ByteDance internal re-org: Feishu team absorbed by Doubao, enterprise sales moved to Volcano Engine
This is an internal ByteDance restructuring, not a startup transaction: the Lark/Feishu productivity team is being folded into the Doubao AI product org, while Volcano Engine takes over B2B distribution.
yesterday 10 12
Montage starts CXL 3.2 chip production - China gets a second memory-fabric supplier
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
yesterday 10 13
CXMT closes in on LPDDR6 mass production at 12,800 Mbps - the Chinese memory step-up
ChangXin Memory Technologies nears mass production of 12,800 Mbps LPDDR6 mobile DRAM—a real technological leap for China's memory industry, months after its IPO surge.
yesterday 11 13
True IDC secures a $2 billion loan for a Thailand data center—the APAC compute shortage extends to Southeast Asia.
Thai carrier subsidiary True IDC seeks $2B in debt for a domestic data center build - Southeast Asia joins the debt-funded AI capex wave.
yesterday 8 13
Rachel Laycock: "Attention has become the scarce resource" - the dev-orchestrator, managing 8 to 12 agents simultaneously
The CTO of Thoughtworks asks the question that the "features/week" metric avoids: when execution becomes free, we're not making developers faster, we're making conductors—and no one trains them.
yesterday 12 13
Claude hacked three companies during Anthropic's tests—without the company noticing.
Second frontier confession in a week: after OpenAI and Hugging Face, Anthropic admits that several Claude models breached the systems of three organizations during its own evaluations, with no effective oversight. The pattern is becoming a telltale sign.
yesterday 14 12