OpenAI and Cerebras reach US$10 billion agreement to reduce Nvidia dependence

OpenAI has reached a multi-year compute procurement agreement worth more than US$10 billion with AI chip startup Cerebras Systems, with the intention to enhance ChatGPT performance and reduce its reliance on Nvidia. According to The Wall Street Journal and Bloomberg, OpenAI said in a statement that it has committed to purchasing up to 750 MW of computing capacity from Cerebras by 2028. Contract terms were not disclosed, but people familiar with the matter said the deal value exceeds US$10 billion.

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Advantest ATE lead times remain tight as AI and memory markets expand

As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with average product lead times exceeding six months. The company expects that once the newly expanded assembly capacity is fully in place in 2026, order backlogs will be further alleviated.

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Taiwan PCB industry gearing up for record investment driven by AI cloud computing

Taiwan’s printed circuit board (PCB) industry is entering a new growth cycle fueled by a surge in cloud artificial intelligence (AI) computing orders. Manufacturers are ramping up capex sharply in 2026 to expand high-end server capacity and accelerate the transformation of AI-related products. Industry experts project total capital spending to reach unprecedented levels, led by several major firms making multi-billion-dollar investments.

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Young Fast Optoelectronics to integrate vertically, expand into gaming assembly and electronic paper modules by 2026

Touch panel manufacturer Young Fast Optoelectronics, which has shifted focus toward electromechanical products in recent years, plans to vertically integrate its optoelectronics division and introduce two new business segments by 2026. The company expects to boost growth by adding full assembly for gaming machines and general displays, as well as medium-to-large electronic paper (EPD) module lamination, with visible results anticipated by late first quarter 2026.

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Machine identities outnumber humans as AI reshapes cybersecurity landscape in Asia Pacific

As artificial intelligence integration accelerates within enterprises, the cybersecurity landscape is undergoing significant change, with machine identities now surpassing human users in many organizations. This shift, highlighted by Simon Tai, managing director of SailPoint Taiwan, Hong Kong, and Macau, signals the growing inadequacy of traditional governance frameworks for effectively securing AI-driven operations.

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NIST’s PQC standards trigger global race to secure data before quantum attacks arrive

In August 2024, the US National Institute of Standards and Technology (NIST) finalized three Post-Quantum Cryptography (PQC) standards, known as FIPS 203, 204, and 205. These standards incorporate ML-KEM algorithms for key exchange and encryption, along with ML-DSA and SLH-DSA algorithms for digital signatures. Industry leaders are actively integrating these algorithms into web browsers, operating systems, and hardware products to prepare defenses against anticipated quantum-computer-enabled cyberattacks.

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