Stratio eyes mobile ‘fourth lens’ with low-cost germanium SWIR sensor

South Korean startup Stratio has developed a mass-producible short-wave infrared (SWIR) imaging sensor based on germanium, costing just 1% of comparable market products. By integrating AI algorithms, the company targets applications across recycling, agriculture, food safety, home appliances, and security industries, aiming to become the smartphone’s “fourth camera lens.”

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Nvidia casts doubts on OpenAI investment as big tech spreads risk

Nvidia disclosed in its latest earnings report that it cannot guarantee completion of a planned investment in OpenAI, a statement that immediately sparked debate across the tech and financial communities. The disclosure highlights how major players in the US are spreading risk by investing across multiple AI ecosystems rather than committing to a single partner.

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Semco’s 2026 ABF capacity is fully booked as Big Tech snaps up supply

Samsung Electro-Mechanics (Semco) has reportedly locked in supply contracts for ABF substrates with major technology companies such as Alphabet, Tesla, Apple, Amazon Web Services, and Broadcom, leaving its 2026 production almost fully booked, according to South Korean outlets Chosun Biz and EBN. This confirms strong demand for the components used in advanced semiconductor packaging.

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SailPoint report reveals polarized identity security landscape in APAC

Cybersecurity solutions provider SailPoint recently released a report, “The Horizons of Identity Security, 2025-2026,” revealing the current state of identity security among global enterprises. The Asia-Pacific (APAC) region shows a polarized development pattern: over half of the surveyed companies are still in early stages while the proportion of highly mature firms surpasses Europe and matches North America.

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Acer subsidiary Altos Computing lists on Taiwan’s Emerging Stock Board, sharpening its AI computing push

Acer subsidiary Altos Computing began trading on Taiwan’s over-the-counter market on the 21st, advancing its bid to serve rising enterprise demand for AI computing. The company specializes in AI platforms and high-performance servers as workloads extend beyond hyperscale training environments to enterprise deployments of agentic AI for on-premise inference and practical use cases.

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