The Daily Receipts

Samsung and SK hynix, racing each other to qualify next-generation HBM for AI accelerators, ramped up spending on chip plants in the first half of 2026. TrendForce, citing the companies' own semi-annual filings, puts their combined semiconductor facility investment at KRW 43.198 trillion, up 35.1% year-over-year

AI data centers are pushing optical interconnects toward near-packaged optics, and TrendForce projects that rising demand for short-reach optical transceivers will lift global VCSEL sales from 2025 through 2031 at a compound annual growth rate of 38%, reaching 650 million VCSEL units by 2031

TSMC, which fabricates nearly every leading-edge AI accelerator, reported September 2026 consolidated revenue of NT$511.86 billion, up 54.6% year-over-year — pushing its cumulative revenue for the first nine months of 2026 to NT$3.899 trillion, up 41.1% year-over-year

AI is widely blamed for tech-sector layoffs, but the US Bureau of Labor Statistics' JOLTS survey shows the opposite trend lately in the Information sector. Its layoffs-and-discharges rate eased to 1.0% in August 2026, the Information sector's JOLTS layoffs rate, down from 2.0% in June and 1.4% in July

TrendForce raised its 2026 global AI server shipment forecast to nearly 31% year-over-year growth, up from its earlier estimate of 28%, citing stronger-than-expected demand from cloud service providers and sovereign AI projects AI server shipments to grow nearly 31% in 2026

Lawrence Berkeley National Laboratory's data-centre energy researchers found that US data-centre electricity use nearly tripled between 2016 and 2023, and its United States Data Center Energy Usage Report projects that by 2028, data centres could account for as much as 12% of all US electricity consumption