MediaTek engage 5 Md$ : le fabless taïwanais entre dans la ligue capex-IA
Le board approuve un budget significatif orienté IA - premier custom AI chip attendu au Q4 2026, un second en 2028.
02/08/2026 à 15h18 18 13
Nanya bets $10.7B on DRAM capacity - the memory capex race reaches Taiwan
Taiwan's Nanya Technology plans a $10.7 billion fab investment, adding another major player to a global DRAM expansion wave driven entirely by AI memory demand.
07/08/2026 à 10h55 13 13
Nvidia signe $1,5 Md avec Amkor : le packaging avancé US devient un hub compute IA
Nvidia engage $1,5 milliard avec Amkor pour le packaging avancé de puces IA à Peoria (Arizona). Un des premiers engagements publics de cette taille sur un back-end situé hors du duo TSMC / ASE Taiwan.
24/07/2026 à 21h02 10 10
Taipei enquête sur des ex-TSMC accusés d'avoir vendu des secrets chip à la Chine
L'enquête déplace la tension supply-chain de l'équipement vers le capital humain - la contrainte la plus difficile à protéger.
20/07/2026 à 16h42 13 17
Nanya Tech quadruple son capex 2027 - Taïwan mise gros sur le retour du DRAM
Le troisième acteur mondial de DRAM annonce un capex 2027 multiplié par quatre. Ce n'est pas un pari sur la HBM - c'est un pari sur la mémoire "vieille école" que l'IA remet au centre.
11/07/2026 à 17h19 4 8
South Korea plans a $72 billion state fund for AI and youth programs
Seoul announced a $72 billion fund targeting AI and youth programs. The number is significant - and so is the framing. South Korea is treating AI investment as a sovereign economic priority on a level that puts most Western public AI budgets in perspective.
21/08/2026 à 16h08 9 10
Salesforce routes AI agent access through MCP and Slack - enterprise agentic infrastructure gets a reference implementation
Salesforce is expanding how AI agents connect to its platform using the Model Context Protocol and routing agent interactions through Slack. When the platform holding enterprise customer data adopts a protocol, other vendors face pressure to follow.
21/08/2026 à 16h08 7 10
Alibaba's second-gen T-Head AI chip is on track to tape out and enter production in 2026
Alibaba expects its second-generation T-Head AI chip to complete tape-out and enter production this year. Tape-out is a real milestone with real money behind it - not a roadmap slide. The Chinese sovereign compute stack just added another confirmed layer.
21/08/2026 à 16h08 6 8
Hacking a $27 smartwatch with Claude: what a weekend project reveals about AI-assisted embedded development
A developer used Claude to reverse-engineer and modify a $27 smartwatch - documenting the full process. The exercise is a useful stress test of AI coding assistance at the hardware/software boundary, where hallucination has physical consequences.
20/08/2026 à 22h32 5 9
Ramp builds its own AI model router - and the name is literally "Router"
The fintech company Ramp has launched an internal AI model routing layer - and open-sourced it as a product. The move reflects a broader pattern: companies that ship AI at scale are building model management infrastructure that the market hasn't provided.
20/08/2026 à 22h32 10 11
MIT Technology Review: AI consciousness debates are a trap - and we're walking into it
MIT Technology Review argues that the debate over AI consciousness is a distraction that serves no one well - not researchers, not policymakers, not the public. The framing itself is the problem.
20/08/2026 à 22h30 7 9
AI trades push Japan stock volatility to an 18-year high - the concentration risk becomes measurable
Nikkei Asia reports Japanese stock volatility has hit an 18-year high, with AI-related trades as the driver. That's a market saying it cannot yet price what the AI capex cycle actually means for Tokyo-listed industrials.
19/08/2026 à 22h31 10 12