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Super El Niño Could Cause 451,000 Heat Deaths
September 24, 2026 -- Today’s top stories: Super El Niño Could Cause 451,000 Heat Deaths, US, China Extend Trade Truce Ahead of Trump-Xi Summit, and LinkedIn Tightens Verification to Combat Fake Profiles.
At SEMICON Taiwan 2026, Microsoft Calls on Taiwan Semiconductor Ecosystem to Co-Create Next AI Compute Breakthrough
As global AI giants race to secure advanced chips and reliable power, is bigger necessarily better? At SEMICON Taiwan 2026, Rani Borkar, President for Azure Hardware Systems and Infrastructure at Microsoft, used the example of wheat to challenge a prevailing industry assumption and reveal a major turning point for AI compute. The next phase of competition, she said, will not be about who can acquire the most chips, but who can achieve the highest "yield" from their chips.
Sunlit Fluo & Chemical: The Critical, Under-the-Radar Cog in Taiwan's Semiconductor Sector
Sunlit Fluo & Chemical is a little-known but critical player in Taiwan’s semiconductor supply chain. As the largest producer of semiconductor-grade hydrofluoric acid outside Japan, it has helped strengthen Taiwan’s resilience against global supply disruptions.
Wiwynn: Accelerating US Manufacturing Critical to Survival in AI Server Industry
Wiwynn is rapidly expanding capacity in the U.S. and Mexico, with AI server production expected to double next year. For Taiwanese companies, moving into the U.S. is no longer simply a political gesture. It has become a race for survival, shaped by access to land, power, and automation.
UN Chief Calls on China, US To Establish AI Dialogue
September 23, 2026 -- Today’s top stories: UN Chief Calls on China, US To Establish AI Dialogue, Alibaba Ramps up AI Push, and AI Backlash Puts $68 Billion in US Data Center Projects on Hold.
Taiwan Think Tank: AI Infra Growth Not Slowing Down; DRAM Capacity Crunch to Last Until 2030
MIC expects AI data center capacity of major CSPs to more than triple from 2025 to 2028, while the bigger question is whether demand can translate into a sustainable business model.
US, Japan and South Korea Back Taiwan Ahead of Trump-Xi Summit
September 22, 2026 -- Today’s top stories: US, Japan and South Korea Back Taiwan Ahead of Trump-Xi Summit, Nvidia’s Huang Rejects AI Doomsday Warnings, and EU Targets Data Centre Energy, Water Efficiency.
Can China Catch Up with Memory Chip Leaders? What CXMT’s Breakthrough Means for Taiwan
China’s CXMT has begun mass-producing a new generation of DRAM, launched LPDDR6, and rapidly expanded its global market share. But advanced AI memory remains dominated by Samsung, SK Hynix and Micron. How close has China really come, and what does its rise mean for Taiwan’s memory industry?
TSMC's Baipu Plan: Advanced Packaging, Hidden in Plain Sight
TSMC’s “Baipu Plan” will establish a CoWoS validation hub in Kaohsiung, bringing suppliers on-site to jointly develop and test next-generation advanced packaging technologies.
Flawed AI Intelligence Nearly Triggered US Interception of Chinese Ship
September 21, 2026 -- Today’s top stories: Flawed AI Intelligence Nearly Triggered US Interception of Chinese Ship, Asia’s AI Adoption Nears North American Levels, Google Executive Says, and Warren Buffett Steps Down as Berkshire Chairman After Five Decades.
Why Taiwan's AI Boom Pits Inflation Control Against Inequality
AI Boom Deepens the K-Shaped Divide; Taiwan Central Bank Chose to Tighten Money Supply Without Raising Interest Rates.
Japan, US Discuss $13–19 Billion Chip Factory
September 18, 2026 -- Today’s top stories: Japan, US Discuss $13–19 Billion Chip Factory, OpenAI Discloses Six AI Safety Incidents, and Huawei Accelerates Bid to Challenge Nvidia.