Fifty of the Seventy-Four Smuggled AI Servers Went Through Indonesia
Taiwan indicted nine people, including Nvidia and Super Micro staff, over B300 servers diverted to China. The charges ar...
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ASEAN edition · Tue, 20 Oct 2026 · Signal over noise
Tech News tagged Semiconductors
AI-curated tech news, ASEAN business intelligence, and cybersecurity updates — written for the region.
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Brazil Bought Its AI Supercomputing From Both Sides
Of 2.3bn reais announced, 1.3bn goes to a Rio de Janeiro project with Huawei and iFlytek and 1bn to a Rio Grande do Nort...
Caltech Got Fibre-Grade Optical Loss Onto A Silicon Chip
Optical loss is what has kept chip-scale photonics far behind optical fibre. A Caltech group put the fibre material itse...
Broadcom Guaranteed The Resale Value Of Its Own Chips To Get A $35bn Loan Priced
The AI XPV platform raised debt through a vehicle that buys accelerators and leases them to Anthropic. A deficiency guar...
Data Centre Capex Will Pass A Trillion Dollars This Year
Dell'Oro puts global data centre capital expenditure above US$1tn in 2026. The five largest hyperscalers account for mor...
The Philippines' AI Hub Would Need 16 Per Cent Of Luzon's Grid
Pax Silica at New Clark City is projected to require 3 gigawatts of electricity and 130 million litres of water a day. S...
Nvidia Is Talking To The Korean Startup Whose Chips Compete Where Nvidia Is Weakest
Jensen Huang met Rebellions' chief executive in Santa Clara. The company designs inference NPUs, is valued near US$2.3bn...
Samsung And SK Hynix Are Handing Back More Than They Are Building With
Samsung expects shareholder returns of 90 to 110 trillion won this year, the largest ever by a Korean company. SK Hynix...
The Memory Bolted To Your AI Chip Now Costs More Than You Think
HBM3 runs about US$200 a stack, HBM3E US$300 and HBM4 an estimated US$550, with HBM3E contract prices up around 20 per c...
Marvell Is Paying Google In Warrants To Keep Buying Its Chips
Google gets the right to almost 59 million shares at US$206.58, vesting in tranches tied to every US$500m of chips it pu...
Your VPS Bill Is Going Up Because of Somebody Else's AI
OVHcloud will raise server prices by up to 87 per cent. The RAM it buys has risen sixfold in a year and is heading for t...
Tesla and SpaceX Committed $16.8bn to a Chip Fab. The Rest Is Description.
Phase one is a real number with a decision behind it. The 100 million square feet, the $119 billion and the terawatt of...
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