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Semiconductors

Semiconductors news — Tuesday 29 September 2026

133 stories from 10 sources, every one in English. Each links to its publisher.

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  1. Google Is Paying About 100 Digital Publishers for AI Overviews
    USThe Information

    Google has been paying roughly 100 digital publishers for how much their content contributes to AI-powered answers to search and other products, according to people familiar with tests. The pilot program signals a further shift by the…

  2. President Trump Announces ‘Super Intelligence’ Accord, Renames AI
    USThe Information

    President Donald Trump announced on Tuesday that leading AI companies had agreed to non-binding commitments on AI safety provisions, including internal controls on model alignment and external auditing. The “White House Accord on Super…

  3. Astera Labs’ Leo Controller Update Targets Memory Constraints
    USEE Times

    The memory wall is seen as the biggest hurdle for rapidly scaling AI deployments, and moving memory closer to compute is seen as the optimal solution to the problem. Astera Labs’ update to its Leo Smart

  4. Scandal-hit University of Tokyo seeks change with first female chief
    JPNikkei Asia
  5. Japan's TDK, Taiyo Yuden ally on next-generation AI components
    JPNikkei Asia
  6. Why Advanced Chip Packaging Is Becoming a Design Problem
    USSemiWiki

    As chipmakers put more computing power into a single system, the challenge extends beyond making individual chips faster. They must connect multiple chips, memory stacks, power supplies, and sometimes optical components in a compact…

  7. Google Joining Industry Group Working to Help AI Better Understand Data
    USThe Information

    Google is in the process of joining Apache Ossie, a software industry group with members such as Snowflake and Nvidia that is trying to make it easier for AI tools to access data from applications and databases, according to a company…

  8. Dalian scraps Japan goods expo on chilled Beijing-Tokyo ties
    JPNikkei Asia
  9. Japan's China derisking has lessons for Southeast Asia
    JPNikkei Asia
  10. Tech supply chain shrugs off AI slowdown calls as demand booms
    JPNikkei Asia
  11. OpenAI debuts personal AI agent Dot to rival Meta's Muse
    JPNikkei Asia
  12. Thai Airways cuts 30% of flights in response to flooding
    JPNikkei Asia
  13. Pollen Metrology: From a Decade-Long Bet to a Proven AI Platform for Semiconductor Manufacturing
    USSemiWiki

    Recently, I had the opportunity to speak with Johann Foucher, founder and CEO of Pollen Metrology, a French company whose journey offers a rare vantage point on how artificial intelligence is reshaping semiconductor manufacturing from the…

  14. China strengthens position for Taiwan conflict with mobilization law
    JPNikkei Asia
  15. Despite inflation, emerging economies struggle to raise interest rates
    JPNikkei Asia
  16. AI boom drives robot makers Fanuc, Yaskawa to step up shift from China to US
    JPNikkei Asia
  17. Japan's Asahi Life aims to hire 1,000 Vietnam staff with acquisition
    JPNikkei Asia
  18. How Investors Are Financing On-Site Power to Break AI Bottlenecks
    USThe Information

    Companies building and operating data centers are hungry for ways to secure the power needed to move ahead with massive AI build-outs. That’s prompted big financing pledges and creative dealmaking for on-site power that can cut data…

  19. OpenAI Announces ‘Dots’ Agents at DevDay
    USThe Information

    OpenAI announced its new agent product called “Dots” at its annual Developer Day on Tuesday, jumping into the increasingly crowded market for AI assistants The announcement, which confirmed The Information’s reporting this month that…

  20. Use Google Gemini to Research Vendor Products, Services, and Features
    USThe Information

    Making a vendor recommendation for a major IT initiative can be paralyzing. Every company promises a “seamless” user experience and “robust” APIs, but buyers typically lack visibility into real-world implementation and operations until…

  21. OpenAI in Early Talks to Raise $30 Billion Before an IPO
    USThe Information

    OpenAI is in early talks with investors to raise a pre-IPO round and is targeting raising $30 billion, according to a person familiar with the matter. The ChatGPT maker could seek a valuation around $1.4 trillion, though it hasn’t signed a…

  22. China courts Japan ex-foreign minister in pressure play against Takaichi
    JPNikkei Asia
  23. Where We Expect AMD EPYC 9006 CPUs in the era of Agentic AI
    USServeTheHome

    We go into the AMD EPYC 9006 series and how the line-up aligns to the demand seens in the era of agentic AI The post Where We Expect AMD EPYC 9006 CPUs in the era of Agentic AI appeared first on ServeTheHome .

  24. Managing Power, Performance and Reliability in the Chiplet Era
    USSemiWiki

    Next-gen AI accelerators, high-performance processors, and complex computing architectures depend heavily on advanced packaging. Bringing multiple dies, chiplets, high-bandwidth memory, and advanced interconnects together into a single…

  25. Microsoft Tears Down Its AI Data Wall
    USThe Information

    Microsoft’s biggest products have generally thrived by letting other companies build on top of them. So Microsoft’s decision to join Apache Ossie, a 1-year-old software industry group aiming to make it easier for AI tools to access data…

  26. Japan to create state investment fund for defense startups, eyeing more drones
    JPNikkei Asia
  27. Meta Adapts Muse Agent For Small Businesses
    USThe Information

    Meta Platforms is adapting its AI agent Muse for small businesses, adding integrations with workplace software including Salesforce’s Slack, Intuit QuickBooks and Zoom. In a blog post Tuesday, the company said Muse can connect to…

  28. OpenAI Nears $70 Billion in Annualized Revenue
    USThe Information

    OpenAI is nearing $70 billion in annualized revenue, up around 70% from its revenue pace at the beginning of the third quarter, according to a person briefed on the numbers. That growth comes as the ChatGPT-maker has doubled down on…

  29. Anthropic Discloses up to $84.5 Billion in SpaceX Compute Agreements
    USThe Information

    Anthropic has agreements to pay SpaceX up to $84.5 billion to use the rocket and AI company’s Nvidia-based computing capacity through 2029, according to a confidential initial public offering prospectus reported by Reuters on Tuesday…

  30. Zotac denies warranty support to RTX 3060 owner in India after just one year despite offering three years of coverage
    USTom's Hardware

    Edit 10/1/2026 2:30am PT: Zotac has made a post saying that upon further investigation, it's 'possible' that the customer was given a fake invoice by a retailer. We reached out to the company for further clarity. A representative said the…

  31. Score the Nintendo Switch 2 at its lowest ever Amazon UK price, now just £354.99
    USTom's Hardware

    There's a brilliant deal to be had on the Nintendo Switch 2 over at Amazon in the UK right now. This family-friendly console has just hit £354.99 , which is a new record low price for this retailer, and arguably one of the cheapest prices…

  32. Amazon buys NT$1.59 billion stake in one of its Taiwanese AI server suppliers
    TWDigiTimes Daily

    Amazon will take an equity stake in Gold Circuit Electronics (GCE), a Taiwanese maker of printed circuit boards (PCBs) for AI servers and network switches. GCE's board approved the pricing of a NT$1.589 billion private share placement on…

  33. Siemens and TSMC push AI deeper into chip design
    USSemiWiki

    Siemens and TSMC are expanding their collaboration on semiconductor design tools, with a focus on AI assisted workflows, advanced chip packaging and support for newer manufacturing processes. Their announcement centers on an AI agent…

  34. AI Data Centers Make Power, Cooling Critical to Scaling
    USEE Times

    AI is reshaping the role of data centers, turning them from largely invisible cloud infrastructure into strategic assets where power delivery, cooling, advanced packaging, and semiconductors have become as

  35. Nidec to sell electronic parts unit to Carlyle amid restructuring
    JPNikkei Asia
  36. Amazon Looks to Further Automate Media Buying With New Agentic Tools
    USThe Information

    Amazon introduced new AI-powered tools to help marketers buy ad inventory across the vast variety of media it sells, as it steps up its effort to strengthen its position in the ad tech world. One of these tools, full-funnel campaigns, is…

  37. Blockchain-assisted cyberattacks surge fivefold, driven by Iranian and North Korean state actors, Russia-linked groups
    USTom's Hardware

    Blockchain-assisted cyberattacks have risen more than fivefold since last year, driven largely by North Korean and Iranian nation-state actors and Russian-speaking criminal groups, according to a report by blockchain data and intelligence…

  38. General Catalyst Backs Coding Data Startup Proximal As It Reaches Revenue Milestone
    USThe Information

    It’s no secret that leading AI developers are on the hunt for data to improve their models, especially in lucrative areas like software engineering. The insatiable appetite for data has lifted a whole host of so-called data labeling or…

  39. Anthropic lists ‘existential risks to humanity’ as one of its risk factors in IPO prospectus
    USTom's Hardware

    Anthropic warned in its IPO prospectus that advanced AI potentially poses “catastrophic or existential risks to humanity,” noting it as one of the key risk factors that could affect its business. Reuters reports that out of this 261-page…

  40. AirAsia CEO says plane deliveries on track despite financial strain
    JPNikkei Asia
  41. EU Cyber Resilience Act: Three Misconceptions That Put Embedded Products at Risk
    USEE Times

    Cybersecurity threats are increasingly targeting connected products worldwide, placing greater emphasis on how electronic systems are designed, maintained, and supported. In response, the European Union

  42. We tested 13 power banks to help you choose the best one
    USTom's Hardware

    For many of us, the tech we carry to keep our other devices powered while on the go doesn’t get much consideration. Buy a power bank with enough ports, capacity, and output, and you’re good to go, right? And generally, that is right…

  43. Agentic AI Can Reach GDS. What Must It Prove Before Engineers Trust It for Tapeout?
    USSemiWiki

    Agentic AI is beginning to move semiconductor engineering beyond copilots and isolated task automation. From Agentrys’ public material and recent discussion, its architecture points toward a broader engineering flow: Specification → RTL →…

  44. How Nscale’s Unbuilt Data Centers Undercut Its $35 Billion IPO Pitch
    USThe Information

    AI chip rental business Nscale, which has filed paperwork indicating its plan to go public, is a puny, relatively new entrant in the neocloud race. At first blush, it looks to hold a lot of promise, posting rapid growth in the past year…

  45. Tech to Replace Animal Testing Is Almost Ready. Scientists Are Not
    USIEEE Spectrum

    Seventeen years ago, cell biologist Donald Ingber and his colleagues at Harvard University’s Wyss Institute for Biologically Inspired Engineering submitted a paper to the journal Science describing their model human lung. It was smaller…

  46. WEBS-91J0 Enables Vision AI at Smart Intersections
    USEE Times

    Integrating Traffic Video Devices for Distributed Event Detection Smart transportation systems are moving video analytics closer to the roadside for faster local detection of traffic flow, pedestrians,

  47. Silicon is starting to design silicon — how AI is being used in chipmaking, from EDA tools to OpenAI's Jalapeño and beyond
    USTom's Hardware

    In late August, Architect Labs claimed it had designed a chip that was almost entirely developed by AI, an industry-first achievement. AI is already used to optimize floorplans, placement and routing, verification, and other stages of…

  48. China launches 'mini stimulus' targeting affordable homes, infrastructure
    JPNikkei Asia
  49. Save 40% on a new budget gaming keyboard
    USTom's Hardware

    In a world where anything related to a PC seems to have risen 1000% in price, it's good to see that some things are still available at a discount. This keyboard will make enthusiasts wince at the use of membrane switches, but it's the…

  50. Intel's next-gen Nova Lake platforms pass compliance at USB and PCIe standards bodies as launch looms
    USTom's Hardware

    The USB Implementers Forum now lists some of Intel's Core Ultra 400-series 'Nova Lake' platforms in its Integrators List, meaning that the products have passed applicable USB compliance and interoperability tests. The PCI-SIG Integrators…

  51. Oura Postpones IPO, Citing “Uncertainty” in IPO Market
    USThe Information

    Oura, the maker of a popular ring that tracks people’s health, said Tuesday it was postponing its initial public offering, “despite strong demand, due to uncertainty in the IPO market.” Oura was scheduled to go public later this week. The…

  52. Building the real-time cruise terminal
    iTnews Asia

    Podcast: Singapore Cruise Centre’s digital transformation connects ecosystem data, enables passportless clearance and lays the groundwork for AI-driven operations.

  53. Sony Japan tries an anti-scalper lottery system for PS5 Pro orders, locks systems behind a 60-hour playtime requirement
    USTom's Hardware

    In the face of strong demand and device shortages, Sony has decided to filter PlayStation 5 Pro purchasers in Japan using a lottery system. We’ve seen such anti-scalper techniques used by the makers of the most treasured tech before, but…

  54. Toys R Us to exit Japan after years of losses
    JPNikkei Asia
  55. AMD drops an EPYC $15,000, 256-core beast
    USTom's Hardware

    After unveiling the EPYC 9006 (codenamed Venice) series in July and previewing a few impressive Zen 6 benchmarks , AMD has now released full pricing for its highly anticipated next-generation server chips. According to the list…

  56. Grab this 4K-ready gaming PC with a 7800X3D and RTX 5070 for under $2,000 right now, saving you $170
    USTom's Hardware

    There's a brilliantly priced, 4K-capable gaming PC on sale right now at Newegg. The tech retailer has dropped the price on this CyberPowerPC rig to $1,999.99 , giving you specs that include the AMD Ryzen 7 7800X3D and Nvidia GeForce RTX…

  57. Intel patent outlines embedding MicroLEDs directly into CPU package to light up wording or work as an 'extra aesthetic component'
    USTom's Hardware

    Intel has published a patent to integrate MicroLEDs directly into a CPU package. Aside from communication functions, Intel lists many possible uses, including using multi-colored lights to light up the wording on a processor. The patent…

  58. Intel patent embeds MicroLEDs in chip packaging — technology may enable embedded optical interconnects through TGVs
    USTom's Hardware

    Intel has been granted a U.S. patent that discusses embedding MicroLEDs inside chip packaging, as TrendForce reports . The design embeds semiconductor dies fitted with MicroLEDs directly into a glass substrate and connects them using…

  59. Mitsubishi, Shell to double LNG Canada capacity in boost to Asian supplies
    JPNikkei Asia
  60. Nidec replaces chief executive Kishida with technology head
    JPNikkei Asia
  61. Unveiling IC-STAR: Full-Flow Autonomy from Digital to Analog
    USIEEE Spectrum

    Learn how engineers can shift from manually managing tools and handoffs to defining objectives and supervising AI-driven execution across the silicon development lifecycle. Key Takeaways Explore four critical technologies enabling silicon…

  62. Early Nvidia advisor says he's owed $1 billion in stock due to a 1993 vesting error, but Nvidia rejected settlement
    USTom's Hardware

    Former Nvidia advisor Eric Gullichsen says that he is “owed a billion dollars in NVDA stock,” according to his blog post titled the same. The post says that Gullichsen, an early Nvidia Technical Advisory Board member, was granted 25,000…

  63. Mercedes-Benz and ProLogium expand solid-state battery testing partnership
    TWDigiTimes Daily

    ProLogium Technology said it has signed a joint testing agreement with Mercedes-Benz, giving the automaker priority access to evaluate the battery maker's latest Gen4 cells. The companies said the work will build on nearly a decade of…

  64. Anthropic CEO described Jensen Huang as 'kind of Trump-like' during 2022 meeting
    USTom's Hardware

    Nvidia CEO Jensen Huang and Anthropic CEO Dario Amodei had a rocky first meeting, according to an upcoming book. Kevin Roose, the author of the forthcoming book, The AGI Chronicles, published an excerpt on X that their initial rendezvous…

  65. Anthropic's US$2 trillion IPO bet comes with 80 pages of warnings
    TWDigiTimes Daily

    Confidential details of Anthropic's initial public offering (IPO) prospectus, reviewed by Reuters , reveal an enterprise operating at an unprecedented scale and making a historic wager that artificial intelligence will transform the global…

  66. CXMT to spend US$5.2 billion on R＆amp;D and testing as DRAM supply stays tight
    TWDigiTimes Daily

    China's ChangXin Memory Technologies (CXMT) plans to invest CNY34.9 billion (approx. US$5.2 billion) in technology R&D and additional back-end DRAM testing capacity, stepping up investment as tight memory supply and stronger pricing give…

  67. The Trump-Xi summit leaves Taiwan in limbo
    JPNikkei Asia
  68. South Korea's Lee orders officials to accelerate $589bn AI hub plans
    JPNikkei Asia
  69. SoftBank subsidiary Saimemory taps Shinko to bring ZAM closer to commercialization
    TWDigiTimes Daily

    Saimemory, a SoftBank subsidiary, has brought Shinko Electric Industries into its effort to commercialize Z-Angle Memory (ZAM), adding packaging-substrate, high-density integration and manufacturing expertise to a next-generation memory…

  70. In global semiconductor race, Singapore bets on critical, mature technologies
    TWDigiTimes Daily

    Amid the ongoing restructuring of the global semiconductor supply chain, Singapore is focusing on advanced packaging, heterogeneous integration, silicon photonics, and optical interconnects, aiming to leverage nearly six decades' worth of…

  71. Samsung reshuffles DRAM roadmap, prioritizing B1b hybrid bonding for D0a, HBM5
    TWDigiTimes Daily

    Samsung Electronics is reshaping its next-generation dynamic random-access memory (DRAM) roadmap, elevating its B1b wafer-to-wafer (W2W) hybrid bonding technology from a project-specific development to the core technology behind D0a, its…

  72. AIDC sees NT$30 billion military maintenance boost, eyes drones
    TWDigiTimes Daily

    As the last Brave Eagle advanced trainer rolls off the line in September 2026, Aerospace Industrial Development Corporation (AIDC) says its military business is not ending with the trainer's development and mass production program…

  73. EVs and hybrids drive Thailand auto sales recovery
    JPNikkei Asia
  74. China's luxury malls rise above retail gloom with expansion drives
    JPNikkei Asia
  75. RoboTechnik completes Hong Kong listing to fund ficonTEC expansion in silicon photonics
    TWDigiTimes Daily

    RoboTechnik completed a Hong Kong listing on September 29 and began trading on the Hong Kong stock exchange, according to its German photonics automation subsidiary ficonTEC. The new capital will be used for further investment in ficonTEC…

  76. IBM Details Quantum, AI Developments in India
    USEE Times

    A free online quantum computing course co-created by IBM and IIT Madras recorded 208,785 enrollments in India in 2026, including more than 100,000 from Andhra Pradesh, according to IBM. At SEMICON India

  77. Samsung Invests $1 Billion in KKR-Backed AI Infrastructure Firm Helix
    USThe Information

    Samsung Electronics and five of its affiliates are investing $1 billion in Helix Digital Infrastructure, an AI infrastructure venture established in June by private equity firm KKR, the companies announced on Tuesday. Soaring AI demand has…

  78. TSMC OIP: Chip Industry Growth Blows Past Forecast
    USSemiconductor Engineering

    TSMC presented company and semiconductor industry updates at its Open Innovation Partners North America Technology Symposium last week. In January 2024, TSMC’s Kevin Zhang presented the slide below (see figure 1) for the Semiconductor…

  79. Why Verification Needs a Thread, Not More Fragments
    USSemiconductor Engineering

    By Jake Wiltgen and Mike Andrews As systems become more software-defined, safety-aware, and integration-heavy, verification is pushed into a role it was never meant to play. In many organizations, it is treated as a downstream activity: a…

  80. Chip Industry Technical Paper Roundup: Sept. 29
    USSemiconductor Engineering

    New technical papers recently added to Semiconductor Engineering’s library: Technical Paper Research Organizations System-Technology Co-Evaluation of A7 CFET and A10 NSFET Technologies from Cell Parasitics to Chip Reliability TU Munich …

  81. Moore’s Law AI: Applying Agentic AI Across Chip Design
    USSemiconductor Engineering

    With the AI boom driving demand for faster semiconductor chip turnarounds, can AI help engineers meet those tighter deadlines ? Startup Moores Lab AI hopes to provide a definitive answer with its end-to-end chip design automation products…

  82. Foxtron writes a new chapter in Taiwan auto history
    TWDigiTimes Daily

    Taiwan's auto market has faced plenty of challenges in recent years, from broader industry headwinds to continued scrutiny of domestic car production. Against that backdrop, Foxconn-backed Foxtron is emerging as a fast-growing contender…

  83. Taiwan breaks ground on aerospace and drone hub, targeting 2028 completion
    TWDigiTimes Daily

    Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) broke ground on the Minxiong Aerospace and Drone Industrial Park on September 28, aiming to provide critical testing and validation capabilities for the country's…

  84. Cerebras to power Gimlet's push for faster AI inference
    TWDigiTimes Daily

    Cerebras Systems is expanding its push into AI inference infrastructure through a collaboration with Gimlet Labs, as demand grows for computing systems capable of delivering faster responses from increasingly complex AI models. Credit: AFP

  85. Column: Why Micron's US$250M venture fund is about more than HBM margins＆mdash;Taiwan has a stake in it
    TWDigiTimes Daily

    Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with a pledge to invest more than US$250 billion in the US by…

  86. South Korea AI compute squeeze hits researchers and startups
    TWDigiTimes Daily

    South Korea's AI sector is facing a growing GPU shortage as research institutes and small companies struggle to secure enough compute for model training and deployment. As government support ends, research teams are finding it harder to…

  87. India can't stop buying Russian oil despite new US law, analysts say
    JPNikkei Asia
  88. AI boom sends China and Taiwan's PCB makers racing to HK for capital
    TWDigiTimes Daily

    Global investment in AI infrastructure is expanding rapidly, driving specification upgrades across the supply chain, from AI servers to high-speed optical modules, and pushing printed circuit boards (PCBs) into a more critical role in…

  89. Samsung Foundry nears 60% 2nm yield, shifts focus to power efficiency to win customers
    TWDigiTimes Daily

    Samsung Electronics' foundry business has reportedly raised yield on its 2-nanometer (2nm) SF2 process to nearly 60% and is now shifting engineering work toward power efficiency and other maturity checks. The effort is part of a broader…

  90. MicroIP unveils AI drone and edge systems at Taiwan Expo USA
    TWDigiTimes Daily

    MicroIP Technology showcased its AI drone vertical mission system at the 2026 Taiwan Expo USA in Dallas, drawing attention from organizers and US stakeholders. The company said the event highlighted Taiwan's push into higher-value edge…

  91. Broadcom, Toppan open Singapore's first advanced chip substrate facility
    JPNikkei Asia
  92. Australian interest rates hit 15-year high after fourth hike this year
    JPNikkei Asia
  93. Samsung joins AI infrastructure race with $1bn Helix deal
    JPNikkei Asia
  94. Shein shares sink 12% as slow revenue growth fuels doubts
    JPNikkei Asia
  95. Solidigm weighs US IPO as AI storage demand lifts valuation
    TWDigiTimes Daily

    SK Hynix's US-based NAND flash and solid-state drive (SSD) subsidiary, Solidigm, is considering a US initial public offering as early as 2027, with reports indicating a potential valuation of up to US$150 billion and a fundraising target…

  96. Samsung Electro-Mechanics to invest US$5 billion in ABF substrate expansion
    TWDigiTimes Daily

    Samsung Electro-Mechanics said it will invest KRW6.78 trillion (about US$5 billion) in South Korea and Vietnam to expand ABF substrate production for AI servers and high-performance computing (HPC) markets. Part of the funding reportedly…

  97. US, China eye US$60 billion in tariff relief, but chips stay off the table
    TWDigiTimes Daily

    The US and China are moving toward tariff reductions on about US$60 billion of bilateral trade following last week's Trump-Xi summit, but semiconductors and other strategically sensitive sectors remain outside the arrangement. Credit: AFP

  98. Asia's data centers face growing opposition
    JPNikkei Asia
  99. Philippine nickel exports to Indonesia soar after output quotas cut
    JPNikkei Asia
  100. China's Toyota joint ventures to be put under one roof to help ailing GAC
    JPNikkei Asia
  101. Advanced packaging shifts toward system integration as AI renews semiconductor talent appeal
    TWDigiTimes Daily

    At Singapore's Innovate Together 2026 conference on September 25, executives and researchers from A*STAR's Institute of Microelectronics (IME), KLA, ASM International, the National University of Singapore (NUS), the SHINE Centre, and ASMPT…

  102. Beyond 16 layers: HBM stacks test advanced packaging equipment makers
    TWDigiTimes Daily

    At Singapore's Innovate Together 2026 conference on September 25, equipment makers including ASM, ASMPT, and KLA said the challenges facing next-generation advanced packaging are expanding beyond the performance of individual tools to…

  103. Samsung bonus plan to lift South Korea talent race
    TWDigiTimes Daily

    Samsung Electronics' Device Solutions division is set to announce the calculation and payout rules for its special management performance bonus in late September, after a holiday break. The move comes as SK Hynix continues recruiting…

  104. GlobalFoundries eyes GaN expansion to challenge TSMC in AI
    TWDigiTimes Daily

    GlobalFoundries (GF) is preparing a major global capacity expansion as TSMC is set to gradually exit gallium nitride (GaN) foundry services in 2027. GF said it was the first foundry to proactively approach TSMC and secure a GaN technology…

  105. SK Hynix tests HBM5 with TSMC as HBM4 enters Nvidia's next platform
    TWDigiTimes Daily

    SK Hynix has validated its HBM5 memory with TSMC's CoWoS packaging, the company said in a September 28 post on its corporate newsroom. That means work on the generation after next is already underway with the foundry, while its HBM4 is…

  106. GF's MIPS bets on RISC-V physical AI, expands into autos and data centers
    TWDigiTimes Daily

    MIPS, a GlobalFoundries (GF) unit, said it has completed its integration with the ARC unit acquired from Synopsys earlier this year and is using the move to position RISC-V for physical AI, while expanding from AIoT into automotive and…

  107. Anthropic’s Confidential Filing Reveals Customer Concentration
    USThe Information

    Anthropic said nearly a quarter of its $4.6 billion in revenue last year came from just two customers, according to a confidentially filed IPO prospectus reported by Reuters on Monday. That’s one metric that could give investors pause…

  108. Taiwan's Brave Eagle reaches 55% domestic content, bringing 200 suppliers into aerospace
    TWDigiTimes Daily

    Taiwan's Brave Eagle advanced jet trainer program officially concluded its production phase in 2026, but the capabilities developed through the project could mark the beginning of a broader push toward greater defense aerospace…

  109. HBM to take nearly 30% of DRAM capacity as Samsung speeds up P5
    TWDigiTimes Daily

    High-bandwidth memory (HBM) is expected to account for nearly 30% of DRAM makers' total wafer capacity in 2027, up from about 20% currently, as Samsung Electronics moves to accelerate the rollout of new memory capacity amid tightening…

  110. Exclusive: Inside Tesla's playbook for dodging First Solar's TOPCon patent traps
    TWDigiTimes Daily

    Cadmium telluride (CdTe) thin-film solar giant First Solar is widely viewed across the global solar supply chain as the most aggressive litigant in US TOPCon patent infringement disputes. As First Solar does not actually manufacture TOPCon…

  111. NVIDIA Open Agent Safety Platform Launched
    USServeTheHome

    NVIDIA is taking on agentic AI security with the new Open Agent Safety Platform and OpenShell 0.1.0 frameworks The post NVIDIA Open Agent Safety Platform Launched appeared first on ServeTheHome .

  112. Japan's Aeon pins hopes on Vietnam to drive next phase of Asian growth
    JPNikkei Asia
  113. Chips make up nearly half of South Korea's September exports; China, Hong Kong account for 52% of them
    TWDigiTimes Daily

    Semiconductors made up nearly half of South Korea's exports in the first 20 days of September, while China and Hong Kong combined accounted for more than half of the country's chip shipments in August, underscoring the growing…

  114. LG expands AI data center cooling ties with Microsoft, SK Enmove
    TWDigiTimes Daily

    LG Electronics has expanded its push into the AI data center cooling market through cooperation with Microsoft, SK Enmove, and overseas heating, ventilation, and air conditioning (HVAC) partners. The moves come as demand for data center…

  115. South Korea looks beyond high-nickel NCM in battery push
    TWDigiTimes Daily

    South Korea is broadening its battery strategy beyond high-nickel NCM, stepping up investment in sodium-ion, all-solid-state and lower-cost technologies after acknowledging that its focus on high-performance batteries left it exposed to…

  116. VSMC Singapore fab fully booked as VIS weighs Fab 2
    TWDigiTimes Daily

    Capacity at VisionPower Semiconductor Manufacturing Company's (VSMC) first 12-inch wafer fab in Singapore is fully booked as the joint venture between Vanguard International Semiconductor (VIS) and NXP Semiconductors begins a preliminary…

  117. TSMC helps VSMC build first Singapore fab in 22 months at lower cost than US
    TWDigiTimes Daily

    VSMC, the joint venture between Vanguard International Semiconductor (VIS) and NXP Semiconductors, officially opened its first 12-inch wafer fab in Singapore on September 28, completing construction in just 22 months. Credit: Monica Chen

  118. Vanguard chairman says AI slowdown won't free up chip capacity
    TWDigiTimes Daily

    Vanguard International Semiconductor (VIS) and NXP Semiconductors' joint venture, VisionPower Semiconductor Manufacturing Company (VSMC), officially opened its 12-inch (300mm) wafer fab on September 28 in Tampines, Singapore. Vanguard and…

  119. Qualcomm, Liquid AI tout on-device AI potential at Snapdragon Summit
    TWDigiTimes Daily

    Qualcomm Technologies held its Snapdragon Summit 2026 in Maui, Hawaii, from September 22 to 24. During the keynote on the second day, Qualcomm president and CEO Cristiano Amon spoke with co-founder and CEO of Liquid AI Ramin Hasani…

  120. Trump-Xi state dinner puts tech titans at the head table, spotlighting Taiwan's quiet supply chain clout
    TWDigiTimes Daily

    Chinese President Xi Jinping and his wife, Peng Liyuan, arrived at the White House on the evening of September 24 US time to attend a state dinner hosted by US President Donald Trump and First Lady Melania Trump. Credit: CNA

  121. Nvidia expands CUDA-Q platform to target fault-tolerant quantum software
    TWDigiTimes Daily

    Nvidia expanded its open-source CUDA-Q platform with CUDA-Q Logical, an orchestration layer aimed at helping researchers build software for fault-tolerant quantum computers. The company said the platform already integrates with about 75%…

  122. LG AI Research expands sovereign AI push into Kazakhstan, Middle East
    TWDigiTimes Daily

    LG AI Research is moving into Kazakhstan and the Middle East to capture demand for sovereign AI in emerging markets. The South Korea-based unit is using its model development and commercialization experience to pursue overseas deals as US…

  123. What＆#8217;s behind the capacity crunch that＆#8217;s holding back APAC＆#8217;s AI ambitions?
    iTnews Asia

    Power agreements and new data centres are reshaping the regional AI map. How can CIOs make deployment workable?

  124. Meta adds camera-free AI glasses as Samsung prepares 2026 launch
    TWDigiTimes Daily

    Meta has introduced a camera-free smart glasses model while Samsung Electronics prepares to enter the AI glasses market in 2026, as privacy concerns and product design trade-offs reshape the category. The shift comes amid growing scrutiny…

  125. South Korean component makers face price cuts as memory costs climb
    TWDigiTimes Daily

    South Korean electronics component suppliers are under growing pressure as rising memory prices drive chip inflation deeper into the supply chain. Finished-goods makers are asking for price cuts of 10% to 20% starting in the third quarter…

  126. IDC says AI agent growth will widen global compute shortage by 2027
    TWDigiTimes Daily

    AI agents are moving into enterprise workflows and driving a sharp rise in demand for AI infrastructure, with a new report from IDC and IEIT Systems warning that the global compute supply-demand gap will continue widening through 2030. The…

  127. Meta's Muse raises questions about AI model leadership, product moats
    TWDigiTimes Daily

    Meta's Muse AI agent has become a fresh example in the debate over whether frontier model performance still determines commercial success. In a new Stratechery article, founder Ben Thompson said the AI sector is now facing five forms of…

  128. AI server MLCC prices rise as Chinese suppliers gain ground in generic parts
    TWDigiTimes Daily

    Multilayer ceramic capacitor (MLCC) prices for AI servers have continued to climb, while prices for general-purpose components used in consumer appliances have dropped sharply. The split in the market has opened more room for Chinese…

  129. Apple's foldable iPhone Duo faces low yields ahead of October launch
    TWDigiTimes Daily

    Apple's first foldable handset, the iPhone Duo, is nearing launch in October, but reports from China said production remains constrained by low yields in final assembly, panels, and hinges. Jiemian News reported that, as of September 17…

  130. Samsung invests US$1 billion in ex-AWS chief's AI data center venture, joining Nvidia as a founding investor
    TWDigiTimes Daily

    Six Samsung companies will invest a combined US$1 billion in Helix Digital Infrastructure, a company set up by investment firm KKR to build data centers and the power supply they need for AI. The investment gives the Korean group a stake…

  131. Posco Future M lands KRW1.1 trillion LFP cathode deal with SK On
    TWDigiTimes Daily

    Posco Future M signed a large lithium iron phosphate (LFP) cathode materials supply contract with SK On for 2027 to 2029, in a deal worth about KRW1.1 trillion (US$810 million). The agreement expands the South Korean materials maker's role…

  132. AMD pays US$8.2 billion for Fei-Fei Li's 3D world-modeling startup to shape future AI chips
    TWDigiTimes Daily

    AMD has agreed to acquire World Labs, the San Francisco AI research startup led by Fei-Fei Li, in an all-stock deal valued at about US$8.2 billion. The chipmaker says it wants the startup's model expertise to shape its future hardware…

  133. Meta’s MongoDB CEO Poach
    USThe Information

    Mark Zuckerberg is on a roll. Fresh off his triumphant rollout of the Muse personal agent, he signaled his commitment to selling AI to companies by announcing the poaching of CJ Desai, MongoDB’s CEO, as head of a newly created Meta…