14 stories · “ai-chips”.
TSMC's Q3 2026 net income hit a record NT$763 billion on 15 October, up 68.7% year on year, as AI demand beat its own guidance and chip stocks fell anyway.
Taiwan plans to add AI servers and cutting-edge chips to its export-control list, making unauthorised shipments to China a crime under the Foreign Trade Act.
The Wall Street Journal reported Amazon is in advanced talks to buy AI startup Decart for roughly $7 billion, to make its Trainium chips easier to use.
Microsoft unveiled the Maia 300, its third in-house AI accelerator, on 12 October 2026, with multi-gigawatt inference deployments planned from 2027 onward.
SpaceX is in early talks to raise about $40 billion to buy Nvidia AI chips, with reports describing $10 billion of bank loans and $30 billion of bonds.
Tencent has reportedly leased 100,000 AI chips in Oracle data centers in South-East Asia for five years and about $7 billion, a deal neither firm confirms.
U.S. prosecutors charged Greg Lui and his firm Earthmade Computer with smuggling $300 million in Nvidia AI servers to China via Malaysia and Singapore.
AMD agreed to acquire World Labs, Fei-Fei Li's spatial-intelligence startup, for $8.2 billion in stock, naming her executive vice president and chief scientist.
Alibaba's T-Head unit unveiled the Zhenwu V900 AI accelerator at Apsara 2026 and set a target of more than 20GW of global data-center capacity by 2032.
Meta will deploy its MTIA 450 inference chip, designed with Broadcom and built by TSMC, in data centers in the first half of 2027, as it scales custom silicon.
Huawei pulled the Ascend 960DT to Q1 2027, showed the industry-first NPO Atlas 960E SuperPoD at Connect 2026 and set a yearly doubling cadence in Shanghai.
Amazon gets warrants worth about $4 billion as Qualcomm buys its way into AWS AI infrastructure, with a vesting ceiling of $60 billion in purchases.
TSMC's August 2026 revenue hit a record NT$514.8 billion, up 53.3% year on year, as AI demand keeps outrunning its expanding fab and packaging capacity.
Broadcom's custom AI chip business tripled to $16.7 billion last quarter as the company raised its two-year outlook, even as next-quarter guidance landed just below Wall Street's bar.
