Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch

Global Electronics Association survey data show that demand across the global electronics manufacturing industry maintained steady expansion in the first half of 2026, with orders, shipments, and capacity utilization strengthening in most months. Capacity utilization, in particular, reached an all-time high since the survey began in June.

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Nvidia closing in on US$100B credit guarantee deal for OpenAI’s Ohio data center

Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI’s 10GW data center in Ohio, among the largest AI infrastructure projects ever, according to The Information. This is a significant reduction from earlier plans by Nvidia to guarantee US$250 billion for the project, although it would remain by far Nvidia’s largest such commitment.

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AMD eyes Taalas: will the system ditch HBM, advanced packaging, and 3D stacking?

The AI compute landscape was jolted in February 2026 by Taalas, a Canadian startup founded by former AMD and NVIDIA architect Ljubisa Bajic. Emerging with an unconventional “Model-Based” chip architecture, which bypasses software to hardwire model structures, parameters, and weights directly into silicon, Taalas emerged from stealth after raising over US$219 million in cumulative funding. Less than six months later, in early August, AMD agreed to acquire Taalas to bolster its strategic position in AI inference.

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Taiwan extends graduate stays to 2 years to ease talent shortages

Taiwan has begun allowing overseas Chinese and foreign graduates with associate degrees or higher to extend their residence for up to two years, a change that has already driven a sharp rise in applications. The policy took effect in January 2026 and is intended to help address the island’s talent shortage while making it easier for employers to hire recent graduates.

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