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Semiconductors news — Wednesday 30 September 2026

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

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  1. Revenue Quintupled at AI Memory Maker Micron
    USThe Information

    Memory maker Micron said revenue nearly quintupled to $54.2 billion in the quarter ending Sept.3, as demand for high-bandwidth memory hardware for AI chips showed no sign of slowing down. Micron’s gross margin nearly doubled to $86.8%…

  2. Japan hikes foreign residency fees, tightens rules: 5 things to know
    JPNikkei Asia
  3. Repaying my debt to Japan: Stephen Schwarzman (1)
    JPNikkei Asia
  4. Microsoft Science President Peter Lee to Step Down
    USThe Information

    Microsoft veteran Peter Lee, who for years led the company’s internal research unit, will leave the company, he announced Wednesday. Lee is the latest in a string of senior executive departures from Microsoft announced this year. So far…

  5. Google Unveils Gemini 4 Argon, Pricing It Well Below Rivals
    USThe Information

    Google launched Gemini 4 Argon, its latest flagship AI model, touting its abilities in cybersecurity defense and coding, legal and finance work. The company hasn’t launched such a frontier model in nearly a year, prompting questions about…

  6. Exclusive: Meta’s Muse Tops 3 Million Weekly Users
    USThe Information

    Meta Platforms’ Muse now has more than 3 million users who give the AI agent at least one prompt a week, according to internal data reviewed by The Information, giving the product a sizable active audience just weeks after its launch. That…

  7. China ends tax break on lithium-ion EV batteries after 11 years
    JPNikkei Asia
  8. DeepSeek Open-Sources Software Tools for Huawei AI Chips
    USThe Information

    DeepSeek said Wednesday that it would open-source software tools that are customized for Huawei’s AI chips, as the Chinese AI firm steps up its efforts to use domestic semiconductors for training and running its models. The software tools…

  9. Emergence AI to Deploy Neuroformal AI With Fabless Chipmakers
    USEE Times

    Emergence AI said it is moving its neuroformal AI technology into active deployments with fabless semiconductor companies, while integrated device manufacturers (IDMs) among its customers are asking the

  10. Kirin's purchase of Blackmores yields results 3 years later: president
    JPNikkei Asia
  11. Banks Including SocGen, MUFG Pull Back From Data Center Loan Deals
    USThe Information

    Some of the largest lenders to the artificial intelligence build out are becoming more choosy about the deals they take on as market volatility and rising yields give lenders reasons to choose safer deals over more speculative ones…

  12. Gigabyte TRX50 AERO D Motherboard Review
    USServeTheHome

    Today we are taking a look at Gigabyte's TRX50 AERO D motherboard. Aimed at the high-end desktop market, Gigabyte has designed the AERO D to be a basic but effective pairing for AMD's Threadripper 9000 processors The post Gigabyte TRX50…

  13. Nidec races to shore up governance as auditor withholds earnings sign-off
    JPNikkei Asia
  14. The future of AI belongs to the orchestrators
    JPNikkei Asia
  15. Chinese tourists shun Japan for Southeast Asia during long holiday
    JPNikkei Asia
  16. Can You Trust Your Agent With Your Credit Card?
    USThe Information

    When venture capitalist Yuechen Zhao asked Instinct, the popular consumer AI agent, to look up hotels for him on Booking.com this month, he discovered something unsettling. Zhao, a partner at venture firm Informed Ventures, said the agent…

  17. Sydney Sweeney-Backed Novig Raised at $2 Billion Valuation
    USThe Information

    Novig, a sports-only prediction market backed by Sydney Sweeney, has raised new funding at a $2 billion valuation, the Wall Street Journal reported , citing people familiar with the matter. Founded in 2021 by Harvard graduates Jacob…

  18. Most Japan business leaders want strict 2-year limit on food tax cut: Nikkei poll
    JPNikkei Asia
  19. Analysis: Donald Trump steps into Xi Jinping's Taiwan trap
    JPNikkei Asia
  20. TSMC OIP Ecosystem Forum 2026: Broadcom’s View of ASICs and Ecosystems
    USSemiWiki

    I spent a significant part of my career in the ASIC business. This segment of semiconductors has always been challenging, difficult and invigorating. There is something special about delivering a working custom chip that enables your…

  21. How New Data Center Debt Concessions Could Stall AI Build-Outs
    USThe Information

    Bond markets are getting tough for lower-rated borrowers. One example: CleanSpark, which is developing a data center for Meta Platforms, had to offer investors big concessions to land financing earlier this month. That deal is among the…

  22. Apple Plans Aggressive New Push Into Smart Home
    USThe Information

    Apple plans to launch a smart home hub device on October 13th, Bloomberg reported. The hub has a roughly 6-inch square display that can sit on countertops or be mounted on walls, the news outlet reported. The device will showcase the…

  23. Geekbench 7 results suggest OpenAI's dots run on nine-core AMD EPYC VMs
    USTom's Hardware

    A pre-launch Geekbench 7 result , shared on X by INIYSA as one of OpenAI’s dots (it's answer to Meta's Muse), shows a multi-core score of 9,435, with indications of the hardware used by the new autonomous agent. The VM hardware appears to…

  24. IEEE Celebrates Innovators Shaping the Future
    USIEEE Spectrum

    Every year, IEEE recognizes individual researchers, innovators, and collaborative teams whose technical achievements and leadership have made a lasting impact on technology, engineering, and society worldwide with its Technical Field…

  25. Top AI tech executives promise to ‘self-police’ AI development
    USTom's Hardware

    President Donald Trump, several Cabinet members, and House Speaker Mike Johnson sat down with key AI leaders for high-level discussions on AI, as recent incidents such as the publicized Hugging Face hack have brought forth issues about AI…

  26. US fintech Stripe eyes AI shopping in Japan with launch of Meta's Muse
    JPNikkei Asia
  27. United, American Airlines up Japan routes to tap demand fueled by weak yen
    JPNikkei Asia
  28. The Pivotal Moments That Gave Rise to Silicon Valley
    USSemiWiki

    The little-known decisions and breakthroughs—and the remarkable role of Robert Noyce—that helped shape the modern semiconductor industry by Sunil Mehta When people tell the story of how Silicon Valley came into being, they usually begin…

  29. Marvel's Wolverine reaches gameplay with KytyPS5 emulator
    USTom's Hardware

    Insomniac Games' Marvel's Wolverine is the hot new PS5 game right now, but that's all it is — there's no PC version in the works, and given Sony's reported decision not to bring single-player games to PC, that seems unlikely to change…

  30. Xbox Disc to Digital feature rolls out to all Xbox players to enable playing disc-free, but selling your media revokes access
    USTom's Hardware

    All Xbox gamers can now get digital versions of their game library with the rollout of the Disc to Digital feature, which allows them to secure a digital license for the game tied to the physical media and associated with their Xbox…

  31. New PS5 Relapse jailbreak enables homebrew and Switch emulation but is hamstrung by rapidly-changing firmware revisions
    USTom's Hardware

    A new PS5 jailbreak has been released with support for all PlayStation 5 consoles running firmware 7.00 through 13.60, meaning all consoles that haven't been updated within the last week or so are compatible. That includes the latest PS5…

  32. Ford, GM hold on to China EV ties despite US curbs
    JPNikkei Asia
  33. Japan's Mitsubishi Heavy plans $640m commercial shipyard expansion
    JPNikkei Asia
  34. AI Chip Design Week
    USTom's Hardware

    Discover where AI is innovating in chipmaking and EDA at Tom's Hardware Premium AI Chip Design Week, from September 28th to October 2nd. Here you will find free in-depth reporting and analysis on the current state of AI in the chip design…

  35. TP-Link opens global preorders for its first Wi-Fi 8 router, but ban keeps it out of US market
    USTom's Hardware

    Today is a big day for TP-Link, as the company revealed that it has opened preorders for its first Wi-Fi 8 hardware. The previously announced Archer 8 Ultra router makes the company’s first entry into what will become a fully stocked…

  36. TSMC’s 3-nm Ramp Looks Different in Historical Context
    USEE Times

    TSMC’s 3-nm process is approaching an important milestone. In the second quarter of 2026, it accounted for 30% of wafer revenue, just behind 5 nm at 33%. Recent industry reports suggest that 3 nm could

  37. SiFive and AMD Bring ROCm to RISC-V Datacenter Servers—and Why It Matters
    USSemiWiki

    SiFive and AMD demonstrated an AI workload that brings together two open technologies: the RISC-V processor architecture and AMD’s ROCm GPU software platform. At the AI Infra Summit on September 15, 2026, the companies showed ROCm 10.0…

  38. Save 60% on your first month of Meshy 7 AI — streamline your 3D printing workflow for less
    USTom's Hardware

    AI has transformed the way we do things in life. If you are passionate about 3D printing, Meshy 7 is a tool you should try. This AI-powered platform can revolutionize your workflow by bringing your ideas to life as quickly as possible…

  39. Anthropic claims popular Chinese AI model has Mythos-class hacking abilities
    USTom's Hardware

    Anthropic has released a new report, claiming that Zhipu AI's GLM-5.3 AI model can be used to generate malicious content, with weak safeguarding. The company claims that the AI model can be used for cyberattacks, and that its safeguards…

  40. Why OpenAI’s DevDay Looked Like Catch-Up
    USThe Information

    While the rest of us were distracted by details within Anthropic’s IPO filing and OpenAI’s plans to raise $30 billion in a new round that could value it around $1.4 trillion, app developers on Tuesday flooded to San Francisco’s Fort Mason…

  41. Meta's Muse AI agent accused of ignoring user permissions and accessing forbidden personal user data
    USTom's Hardware

    Meta's Muse is the hottest new AI agent in town right now after the company announced it earlier this month. But despite having been well-received by those who have put the agent through its paces since then, it now appears Muse might not…

  42. iBuyPower Slate Gaming Desktop review: Strong gaming value and extras
    USTom's Hardware

    The $1,999 iBuyPower Slate arrives with a formula that's hard to argue with: an RTX 5070, a Ryzen 7 7700X3D, a 360mm liquid cooler, and a tempered-glass chassis with plenty of RGB lighting. It even goes beyond expectations by including…

  43. Advanced Strategies for Heat Exchanger Manufacturing in EVs ＆ Thermal Management Systems
    USEE Times

    Available Exclusively On Demand As the focus on thermal management continues to expand across industries such as aerospace, defense, semiconductors, wind energy, and electric vehicles (EVs), manufacturers

  44. Grab this 10-port gigabit PoE+ switch with up to 60W of power for under $38, a new record low
    USTom's Hardware

    If you want to expand your home network with cameras, WiFi extenders, and other smart home tech, you'll want to invest in a good power-over-Ethernet switch. At the minute, a Ugreen 10-port PoE+ switch is on sale for just $37.79 on Amazon …

  45. Florida attorney general asks judge to bar OpenAI from developing new AI models without third-party approval
    USTom's Hardware

    Florida Attorney General (AG) James Uthmeier has filed a motion for a temporary injunction against five OpenAI entities and Sam Altman personally over questions about AI safety. It asks the court to order several enjoinments against…

  46. Wall Street and Silicon Valley Split Over AI’s Price Tag
    USThe Information

    Shifting economic forces are driving a widening divide between the financial views of Silicon Valley and Wall Street, clouding the outlook for trillions of dollars invested in AI. Stock market angst has already caused delays for several…

  47. Quantum Equivalence Checking. Innovation in Verification
    USSemiWiki

    Can quantum computing have any relevance to EDA? This month’s paper suggests it might have a role someday, in accelerating one of the most fundamental of EDA algorithms: SAT. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano…

  48. A Brief History of the Bloomberg Terminal
    USIEEE Spectrum

    Financial markets have always relied on timely information, and the drive for timeliness has always adapted to the latest technology. From clipper ships transiting the oceans to telegraph wires connecting cities to fiber-optic cables…

  49. Manufacturing Intelligence: Turning EDA Data into Trusted Action
    USEE Times

    Better hardware enables better software. Better software enables better hardware. The semiconductor industry operates inside this accelerating feedback loop, generating unprecedented volumes of simulation

  50. Trump tells federal agencies to use the term 'Super Intelligence ' instead of artificial intelligence
    USTom's Hardware

    President Donald Trump signed a directive telling federal agencies to start calling AI “Super Intelligence” after hosting a lunch at the White House with industry leaders discussing the technology and the risks that it carried. According…

  51. The price of AI is crashing faster than the rate of Moore's Law, report suggests
    USTom's Hardware

    A new report from AI research firm Epoch AI suggests the price of artificial intelligence has fallen by thousands of times in recent years — faster than any other transformational technology in the past century. The report suggests that…

  52. The state of agentic AI in chip design tools in 2026
    USTom's Hardware

    Three companies, Cadence, Synopsys, and Siemens EDA, dominate chip design software. Their software takes you from chip specification to a manufacturable layout. As AI has rapidly advanced, so have their Electronic Design Automation (EDA)…

  53. The Ethernet spec was first drafted on this day in 1980
    USTom's Hardware

    On this day in 1980, version 1.0 of the Ethernet specification was published by Digital Equipment Corporation (DEC), Intel, and Xerox. This ‘DIX’ standard was established at a time still nearly three years before the modern internet…

  54. Developer trains a small AI on a single RTX 3080 Ti gaming GPU to 'play' Pokémon Red
    USTom's Hardware

    A developer who goes by the name “stmonty” has trained a small AI model on a single RTX 3080 Ti to play Pokémon Red. The developer’s blog post , “Teaching a World Model to Play Pokémon,” details the journey of training a model working from…

  55. The UN needs a 'secular pope' to mediate in a complex world
    JPNikkei Asia
  56. Nuvacore reveals unconventional Core First CPU IP design strategy
    USTom's Hardware

    When Nuvacore, a new CPU startup founded by legendary CPU and system architects Gerard Williams, John Bruno, and Ram Srinivasan, emerged from stealth earlier this year, it promised to "rewrite the rules of silicon," but did not say how it…

  57. ‘This is how AI should be used’ — OpenAI head of hardware breaks down the AI-assisted design of its Jalapeño ASIC
    USTom's Hardware

    OpenAI’s Jalapeño ASIC is a seismic shift for the industry, not because of its efficiency or performance, but because of how it was designed. The company was clear from the jump that AI played a big role in the design process of Jalapeño…

  58. Pick up a new 34-inch gaming monitor from Acer for just $189 — save 24% on this curved ultrawide with a QHD resolution
    USTom's Hardware

    Whether you're looking for a new main monitor or a second screen, today's deal is a fantastic option when you consider its size, resolution, and overall price. Receiving a 24% discount at Walmart, the 34-inch ultra-wide Acer Nitro ED0…

  59. Exclusive: GPU Cloud Provider GMI Raises $668 Million From Nvidia and Others
    USThe Information

    GMI Cloud, a five-year-old provider of Nvidia chip servers to enterprises, said Wednesday it raised $668 million in equity and debt financing. The new fundraise indicates Nvidia is continuing to help smaller, upstart cloud providers…

  60. Pentagon gets pwned as breach exposes sensitive data on nearly three million military and civilian personnel
    USTom's Hardware

    The U.S. Department of Defense’s Defense Manpower Data Center (DMDC) experienced a data breach between October 2025 and July 2026, allowing unauthorized users to access and potentially exfiltrate data on 2.76 million records relating to…

  61. 'I tell myself every day it'll ease': Phison CEO sees years of memory shortage
    TWDigiTimes Daily

    Phison Electronics CEO Pua Khein-Seng says he tells himself every day that the memory shortage will ease tomorrow. In reality, he says, AI-driven demand has opened a gap between memory supply and demand that could take many years to close…

  62. Gold Circuit turns Amazon into a shareholder for Trainium servers
    TWDigiTimes Daily

    Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies from a simple supply-chain relationship to a…

  63. Former EVGA employee recounts company’s degrading relationship with Nvidia before 2022 blow-up
    USTom's Hardware

    Former EVGA product manager Brendon Ray Hedrick has posted a personal account of his time at the company in which he details the challenges that EVGA encountered near the end of its partnership with Nvidia. When he left the company in…

  64. AMD acquires AI legend Fei-Fei Li's World Labs for $8.2 billion
    USTom's Hardware

    AMD has agreed to acquire AI model research firm World Labs in an all-stock purchase worth around $8.2 billion. World Labs co-founder Fei-Fei Li will join AMD as executive vice president and chief scientist, reporting to CEO Lisa Su. The…

  65. Apple A20 Pro ditches PoP memory packaging for WMCM
    TWDigiTimes Daily

    Apple's A20 Pro chip has dropped traditional package-on-package (PoP) packaging in favor of Wafer-Level Multi-Chip Module (WMCM), with memory and processor dies laid out side by side to potentially improve packaging yield and thermal…

  66. Taiwan backs TSMC's US push but insists core R＆amp;D stays home
    TWDigiTimes Daily

    Taiwan's semiconductor industry, which originated in the Hsinchu Science Park and later expanded to the Central and Southern Taiwan Science Parks, now encompasses manufacturing bases across three continents, Premier Jung-Tai Cho said in a…

  67. ASE Technology buys Singapore factory for AI chip testing expansion
    TWDigiTimes Daily

    ASE Technology Holding's Singapore unit has approved the purchase of a factory in Yishun Industrial Park from Dutch LED maker Lumileds Singapore for about US$68.44 million, or about NT$2.152 billion. The site is intended to support future…

  68. Vingroup adds oil and gas to growing business portfolio
    JPNikkei Asia
  69. Indonesian business doldrums leave a million university graduates jobless
    JPNikkei Asia
  70. Australia's lithium miners expand and reopen as prices strengthen
    JPNikkei Asia
  71. AI Drives Larger, Denser Packaging, Raising New Challenges for Equipment Makers
    USEE Times

    Artificial intelligence is pushing advanced packaging in seemingly opposite directions: Package sizes are getting larger, while interconnect pitches and defect tolerances continue to shrink. At A*STAR’s

  72. Netlist challenges Micron, Nvidia, Broadcom, Google over alleged HBM patent use
    TWDigiTimes Daily

    Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom, and Google to stop them from allegedly using the company's patented high-bandwidth memory (HBM) technology without authorization. The case…

  73. Taiwan identifies electricity supply as national strength, with plans to expand gas and green energy
    TWDigiTimes Daily

    As power infrastructure is now widely regarded as the foundation of a nation's strength, Taiwan is accelerating investment in gas-fired generation, green energy and energy storage. Premier Cho Jung-tai has outlined a medium- to long-term…

  74. Leisure vehicles become Eurocharm's largest segment with capacity expanding in Vietnam, North America
    TWDigiTimes Daily

    Taiwan's Eurocharm Holdings, an OEM automotive and motorcycle parts maker, said at an earnings call on September 29 that leisure vehicles had become its largest product segment, as it expands production capacity in Vietnam and North…

  75. DIGITIMES Insight: AI is emerging as the new growth anchor in the mobile communications industry
    TWDigiTimes Daily

    South Korea's leading telecommunications operator, SK Telecom (SKT), recently established SK Hyper and SK Horizon in quick succession. The moves mark a pivotal shift for telecommunications AI, signaling a transition from internal…

  76. China auto market cools as Taiwan suppliers brace for 2H26 inventory cuts
    TWDigiTimes Daily

    China's auto market is under pressure from high oil prices and shrinking subsidies, weakening domestic sales even as exports keep growing. Taiwanese supply-chain companies are responding by adjusting their product mix. Credit: DIGITIMES

  77. Japan's Nidec sinks to $3.6bn loss on EV motor write-down
    JPNikkei Asia
  78. Vietnam's BW Industrial eyes IPO in 2027: sources
    JPNikkei Asia
  79. EOI lays out three growth engines, eyes AI optical communications
    TWDigiTimes Daily

    Excellence Optoelectronics (EOI) is banking on stronger orders from its top five customers and new-car launches to drive a recovery in 2026, as the automotive optics and Mini LED module maker expands in Mexico, adds non-headlamp automotive…

  80. Chief Telecom, Google Cloud launch backup services to bolster cable resilience
    TWDigiTimes Daily

    Chief Telecom said on September 30 that it is working with Google Cloud to combine international submarine cable resources and deploy Cross-Site Interconnect (CSI) technology. The partnership is aimed at launching diversified cross-border…

  81. SK Hynix resumes DDR4, DDR5 packaging orders with Winpac
    TWDigiTimes Daily

    SK Hynix has resumed outsourcing DRAM packaging to South Korean outsourced semiconductor assembly and test (OSAT) provider Winpac, reviving a supplier relationship that ended in 2023 as the memory maker increases the volume of flip-chip…

  82. China's battery race enters post-scale era: Beijing shifts focus to solid-state and quality
    TWDigiTimes Daily

    One of the most pronounced factors behind China's ferocious rise in the global technology landscape has been its unparalleled strength in the EV sector, where fierce competition over power batteries and high-end battery materials has…

  83. AI boom draws display makers into semiconductors with glass core substrates and Micro LED
    TWDigiTimes Daily

    AI is driving the semiconductor industry into a new growth cycle while creating opportunities for display companies traditionally centered on panels to move into semiconductors. These companies are extending their reach into emerging areas…

  84. Interview: iFLYTEK Medical sees clinical integration as key to healthcare AI expansion in South Korea
    TWDigiTimes Daily

    Xunfei Healthcare (iFLYTEK Medical), the healthcare AI arm of China's iFlytek, is using its Spark Medical Large Model to support diagnosis and medical record generation while tackling challenges including clinical workflow integration…

  85. Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards
    TWDigiTimes Daily

    Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery featuring its proprietary structural design at Data…

  86. Murata begins mass production of world's smallest three-terminal MLCCs
    TWDigiTimes Daily

    Murata Manufacturing has started mass production of its LLD series, a new class of ultra-compact capacitors that could help device makers worldwide fit more power management into smaller electronics. The move underscores how component…

  87. Acer targets new niches in mature device markets with education tablets, e-paper displays
    TWDigiTimes Daily

    Acer's recent launches of tablets and e-paper displays have raised a broader question: how can the company carve out growth in mature markets already dominated by established brands? Acer sees education as a key opening for tablets…

  88. ByteDance makes up a fifth of China's AI data center capacity amid growing buildout
    TWDigiTimes Daily

    ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a time when its major AI developers are racing to accelerate…

  89. E-Series GPU IP: The First Step Towards Converged Acceleration
    USSemiconductor Engineering

    E-Series, announced in 2025 and with first silicon expected by the end of 2026, marks a new era for edge system design. E-Series combines graphics, compute and AI on one flexible architecture and one programmable software stack. With up to…

  90. From Caliptra Foundation To Full Production Deployment
    USSemiconductor Engineering

    As AI infrastructure and modern data centers become increasingly dependent on heterogeneous processors, accelerators, and controllers, establishing trust in every device has become a critical security requirement. This white paper examines…

  91. Make Your Interface Work For Your AI SoC—A 10 Step Program: IP Solutions And Models
    USSemiconductor Engineering

    AI-driven SoCs are placing unprecedented demands on compute, memory, and connectivity, making interfaces such as PCIe, CXL, Ethernet, HBM, USB, and UFS critical to overall system performance and verification success. As software and…

  92. Designing Physical AI Systems Under Real-World Constraints
    USSemiconductor Engineering

    Physical AI extends artificial intelligence into systems that sense, interpret, and act in the physical world. Unlike centralized AI infrastructure, these systems operate within bounded latency, power, thermal, reliability, and…

  93. PCIe 8.0 Over UCIe 3.0: Bringing A Proven Protocol Into The Chiplet Era
    USSemiconductor Engineering

    As architectures move from monolithic SoCs to chiplet-based designs, the value of PCIe remains high, yet conventional PCIe implementations board-oriented assumptions are no longer ideal for short-reach, in-package communication. UCIe…

  94. Data Center Energy Trends Force A Rethink Of Chip Power Delivery
    USSemiconductor Engineering

    By Kaladhar Radhakrishnan, Vishal Javvaji, and Nicolas Butzen The modern data center is facing a sharp uptick in power consumption driven by the rapid growth of AI, high-performance computing (HPC), and cloud-scale services. The training…

  95. Rethinking AI Validation
    USSemiconductor Engineering

    AI failures rarely stem from one single mistake; small perception errors can silently propagate through downstream functions and affect safety critical behavior. In automotive ADAS/AD, this risk grows in open, dynamic environments with…

  96. Blog Review: Sept. 30
    USSemiconductor Engineering

    Synopsys’ Prith Banerjee points to graph partitioning for large FEA and CFD simulations as an area where quantum computing already has useful applications within larger workflows. Cadence’s Divya Bora explains AMBA AXI5 MPAM , which…

  97. Switch Faster, Regulate Faster, Protect Faster With Performance Line Microcontrollers
    USSemiconductor Engineering

    AI data center power design has entered a new phase, but it does comes with challenges. The first challenge is architectural: how to move enough power into dense AI racks efficiently. The next challenge is control: How to switch faster…

  98. Photonics Fundamentals For Electronics Engineers: eBook
    USSemiconductor Engineering

    AI has created a crisis in the data center. The amount of data that needs to be processed and stored has pushed compute and memory density far beyond what anyone thought possible even a few years ago. But how to move that data back and…

  99. Alibaba’s AliExpress Tests Membership Program in Challenge to Amazon
    USThe Information

    AliExpress, Alibaba Group’s international e-commerce site, is testing a new VIP membership program in some markets, as it tries to attract and retain high-spending customers in a challenge to Amazon , according to a person with direct…

  100. Tatung pivots to AI infrastructure integration
    TWDigiTimes Daily

    Amid continued debate over AI, demand for computing power keeps climbing. Tatung Co. on September 30 unveiled its AI infrastructure solution, "TTG AIDC CUBE," at a launch event titled "Power Ready for AI," aiming to bring computing…

  101. Tatung targets 180-day AI data center deployment
    TWDigiTimes Daily

    To showcase its competitiveness in AI infrastructure, Tatung Group on September 30 held the "Power Ready for AI" forum and unveiled a modular AI data center (AIDC) built around the "CUBE AI Data Center" concept. The TTG AIDC CUBE…

  102. Jensen Huang, Lisa Su join Tsinghua University advisory board, putting AI chip leaders closer to Beijing
    TWDigiTimes Daily

    Nvidia founder and CEO Jensen Huang and AMD chair and CEO Lisa Su have joined the advisory board of Tsinghua University's School of Economics and Management (SEM), putting two of the global AI chip industry's most prominent executives on…

  103. NSIG chair exit brings leadership succession into focus
    TWDigiTimes Daily

    National Silicon Industry Group (NSIG) chairman Haitao Jiang has resigned from all positions at the company, prompting the Shanghai-listed semiconductor materials supplier to begin a leadership transition. Credit: NSIG

  104. China's generative AI user base tops 700 million, driving adoption into manufacturing and humanoid robots
    TWDigiTimes Daily

    Generative AI adoption in China continues to expand. The China Internet Network Information Center (CNNIC) said in its 2026 Generative AI Application Development Report, released on September 29, that the country had more than 700 million…

  105. Oil retreat fails to halt bond yield rise in Japan, US
    JPNikkei Asia
  106. Palauans fear getting caught in potential conflict between the US and China
    JPNikkei Asia
  107. Malaysia's former PM Mahathir, 101, hospitalized after wife's death
    JPNikkei Asia
  108. Samsung Electro-Mechanics' disclosed 2026 supply agreements total US$2.6 billion as server demand surges
    TWDigiTimes Daily

    Samsung Electro-Mechanics has signed another long-term supply agreement for server components, bringing the value of its disclosed supply agreements this year to about US$2.6 billion as demand for high-performance passive components…

  109. Column: Memory and logic collide as AI shifts the balance
    TWDigiTimes Daily

    As HBM approaches half the cost of a GPU-HBM CoWoS package, can memory still be viewed as merely a passive component of AI computing? The answer goes back to the "memory wall," a challenge that has shaped nearly half a century of…

  110. Bangladesh's US buying spree fails to bring export benefit
    JPNikkei Asia
  111. Taiwan taps US tech for sea drones to fend off China's vast maritime fleet
    JPNikkei Asia
  112. Commentary: What risks does China's DRAM capacity face amid tightening market?
    TWDigiTimes Daily

    China's continued expansion of DRAM capacity has raised a key question for the global memory market: will supply and demand flip? Credit: AFP

  113. DeepSeek brings software tools to Huawei's Ascend 950 to take on Nvidia
    TWDigiTimes Daily

    DeepSeek is bringing more of the software used to develop its AI models to Huawei Technologies' Ascend 950 processors, deepening cooperation as Chinese technology companies seek to reduce reliance on Nvidia's hardware and CUDA software…

  114. Geely-NIO deal signals consolidation in China's fragmented EV battery-swapping market
    TWDigiTimes Daily

    A new partnership between Zhejiang Geely Holding Group and NIO in electric vehicle (EV) battery swapping is signaling potential consolidation in China's fragmented market. With multiple incompatible systems still competing for adoption…

  115. US-China trade truce extension draws orders back to China, threatening Taiwanese booking volumes
    TWDigiTimes Daily

    Following US President Donald Trump's visit to China for a summit with Chinese President Xi Jinping from May 13 to 15, 2026, President Xi accepted an invitation to make a state visit to the United States from September 23 to 25, 2026. The…

  116. VSMC bets on value over cost as Singapore fab builds next-generation R＆amp;D and IP capabilities
    TWDigiTimes Daily

    VisionPower Semiconductor Manufacturing Company (VSMC), the joint venture between Vanguard International Semiconductor (VIS) and NXP Semiconductors, opened its 12-inch wafer fab in Tampines, Singapore, on September 28. Credit: Monica Chen

  117. CXMT's US$5.2 billion buildout deepens China's push for domestic DRAM equipment
    TWDigiTimes Daily

    China's largest dynamic random-access memory (DRAM) maker ChangXin Memory Technologies (CXMT) is accelerating a CNY34.9 billion (US$5.2 billion) expansion aimed at chipmaking equipment, in-house testing and tighter control of its memory…

  118. Foxconn links motors, humanoids, smart factories into a vertically integrated robotics strategy
    TWDigiTimes Daily

    Foxconn has partnered with Chinese automotive design and engineering services provider IAT Automotive Technology to establish Beijing Futekang Intelligent Robot Technology, extending its push into embodied intelligence and robotics…

  119. Magnesium prices fall below aluminum as EV makers look to cut weight
    TWDigiTimes Daily

    Automakers looking to cut the weight of electric vehicles (EVs) to extend driving range have another reason to consider magnesium alloys: magnesium ingots are now cheaper than aluminum ingots. Credit: DIGITIMES

  120. Zephyr: An Efficient Audio Denoising System Using Spiking Neural Networks Enabled With A Sparsity-Aware Flexible FPGA PE Array
    USarXiv cs.AR (Architecture)

    arXiv:2609.37711v1 Announce Type: new Abstract: In this work we look to neuromorphic computing to solve the power consumption problem that audio denoising neural networks face on edge devices like smartphones, wireless headphones and…

  121. Efficient Linkage-Based Compartmentalization on CHERI
    USarXiv cs.AR (Architecture)

    arXiv:2609.36731v1 Announce Type: cross Abstract: We present an efficient linkage-based model for in-process compartmentalization built on CHERI memory safety, which enables fine-grained compartmentalization of the entire UNIX user-space…

  122. Low-power analogue neural networks with trainable nonlinear connections for continuous control
    USarXiv cs.AR (Architecture)

    arXiv:2606.23742v2 Announce Type: replace-cross Abstract: Physical neural networks promise low-power machine learning by computing directly with analogue device physics, but most architectures force nonlinear device responses to act as…

  123. Mixed-Precision Computing for Scientific Discovery: Formats, Co-Design, and Responsible Approximation
    USarXiv cs.AR (Architecture)

    arXiv:2609.37137v1 Announce Type: cross Abstract: Reduced and mixed precision have moved from a niche optimization to a central design axis in scientific computing and engineering, driven by energy constraints, heterogeneous accelerators…

  124. Hardware-Attributed Operator Profiling for PyTorch
    USarXiv cs.AR (Architecture)

    arXiv:2609.11938v2 Announce Type: replace Abstract: Framework profilers expose operator timing without hardware counters; GPU profilers expose hardware counters without operator attribution. Bridging this gap manually is error-prone and…

  125. PoisonCap: Efficient Hierarchical Temporal Safety for CHERI
    USarXiv cs.AR (Architecture)

    arXiv:2605.13210v3 Announce Type: replace Abstract: In this paper, we present PoisonCap: scalable temporal safety with strict use-after-free protection and initialisation safety for CHERI systems. Efficient memory safety is an increasing…

  126. Hardware-Aware Functional Kolmogorov-Arnold Networks for Efficient Medical Image Enhancement and Segmentation
    USarXiv cs.AR (Architecture)

    arXiv:2609.36134v1 Announce Type: cross Abstract: Functional Kolmogorov-Arnold Networks (FunKAN) achieve state-of-the-art accuracy on MRI Gibbs artifact removal and anatomical segmentation, but their 11.6 M parameters and 8.7 GFLOPs are…

  127. BEACON: A Versatile Accelerator for Computational Pathology Applications
    USarXiv cs.AR (Architecture)

    arXiv:2609.11044v2 Announce Type: replace Abstract: While accelerators for AI have seen great commercial success, it is challenging to replicate that success for other specialized domains due to a number of factors. We make the case that…

  128. Low-level optimizations in high-level HDLs: Is there a benefit?
    USarXiv cs.AR (Architecture)

    arXiv:2609.37021v1 Announce Type: new Abstract: This paper explores the applicability of functional programming to the design of Application-specific Integrated Circuits (ASICs). We investigate the impact of designing ASICs using…

  129. PipeDRAM: A Data-Transposition-Free Processing-Using-DRAM Architecture with Hardware/Software Pipelining
    USarXiv cs.AR (Architecture)

    arXiv:2609.30998v2 Announce Type: replace Abstract: Processing-using-DRAM (PUD) architectures exploit the analog operational properties of DRAM to perform bulk bitwise Boolean and arithmetic operations inside memory arrays by organizing…

  130. GEM-KMeans: Memory-Efficient and Accurate Clustering on Massive Scale with GPU Optimization
    USarXiv cs.AR (Architecture)

    arXiv:2609.36074v1 Announce Type: cross Abstract: Memory-efficient scaling on clustering problems without sacrificing statistical accuracy is of central interest for large-scale data analysis and machine learning problems. Nonnegative…

  131. MemExplorer: Navigating the Heterogeneous Memory Design Space for Agentic Inference NPUs
    USarXiv cs.AR (Architecture)

    arXiv:2604.16007v2 Announce Type: replace Abstract: Emerging agentic large language model (LLM) workloads are driving rapidly growing demand for memory capacity and bandwidth. Different phases of inference, such as prefill and decode, have…

  132. Making Analog Training Scale: Co-Designing Mapping, Optimizer, and Converters
    USarXiv cs.AR (Architecture)

    arXiv:2609.36584v1 Announce Type: cross Abstract: Analog in-memory computing (AIMC) offers an alternative for model training by executing matrix operations directly where weights are stored. However, scaling AIMC to train modern deep…

  133. Lossless Compression of Lookup Tables for Hardware Applications
    USarXiv cs.AR (Architecture)

    arXiv:2609.36634v1 Announce Type: new Abstract: Large lookup tables are widely used in hardware to store constant-valued arrays for applications ranging from elementary mathematical operations, such as constant-coefficient multiplication…

  134. MEDEM: Multi-Engine DL Accelerator Design Methodology
    USarXiv cs.AR (Architecture)

    arXiv:2609.37399v1 Announce Type: new Abstract: Multi-engine deep learning (DL) accelerators are becoming increasingly prevalent as they address the heterogeneity and growing complexity of modern DL workloads. To efficiently process…

  135. Automated Pre-Silicon Verification of High-Speed DDR5 and LPDDR5/6 Memory Controllers: Closed-Loop Timing, Mode Register, and PHY Synchronization in UVM
    USarXiv cs.AR (Architecture)

    arXiv:2609.36111v1 Announce Type: new Abstract: External memory interfaces (such as LPDDR5/4 and DDR5) are essential components of modern mobile, cloud, and enterprise computing systems. While memory manufacturers focus on physical DRAM…

  136. cktFormer: Transformer-Based Approach for Automated Analog Circuit Design
    USarXiv cs.AR (Architecture)

    arXiv:2609.36752v1 Announce Type: cross Abstract: Circuit design is a complex and iterative process that requires expertise in electronic engineering. It involves selecting components while meeting performance constraints, such as power…

  137. Jensen Huang rejects AI doomsday framing, calls safety an engineering problem
    TWDigiTimes Daily

    As warnings about catastrophic AI risks intensify, Nvidia CEO Jensen Huang is making a different case: AI safety should be treated as an engineering challenge, not a justification for regulatory exemptions. Credit: DIGITIMES

  138. Chinese EV tech is set to challenge US market barriers over time
    TWDigiTimes Daily

    The Washington summit between Donald Trump and Xi Jinping did not produce the speculated auto deal that would have allowed Chinese automakers to manufacture vehicles in the US. While that gave incumbent automakers in the US a temporary…

  139. China's multipolar worldview doesn't exclude the US -- for now
    JPNikkei Asia
  140. Trump-Xi meeting, upcoming APEC summit put US-China-Russia diplomacy in focus
    TWDigiTimes Daily

    With the conclusion of the summit between Chinese President Xi Jinping and US President Donald Trump, held in Washington, DC, from September 23 to 25, attention has turned to how changes in the US-China relationship will affect…

  141. Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom
    TWDigiTimes Daily

    As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group of tech giants. At the core of its business is an increasingly…

  142. Taiwan upgrades Circular Redesign Center as govt pushes top-down circular economy ecosystem
    TWDigiTimes Daily

    Taiwan's Resource Circulation Administration (RECA), under the Ministry of Environment, has launched an upgraded version of its Circular Redesign Center, with Environment Minister Peng Chi-Ming outlining plans to build a more comprehensive…

  143. Foundry 2.0 revenue hits record as growth spreads beyond TSMC
    TWDigiTimes Daily

    Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center expansion spread beyond leading-edge processors into…

  144. Linde secures Sanand land as global materials suppliers race to localize for India's first fabs
    TWDigiTimes Daily

    India's chip push is drawing the materials layer of the supply chain onshore. With Tata Electronics' Dholera fab and a cluster of packaging plants in Sanand under way, suppliers of industrial gases, wet chemicals, and photoresists from the…

  145. Tesla secures US$30B credit package to fuel AI and robot capex race
    TWDigiTimes Daily

    Tesla disclosed on September 29 that it has arranged US$30 billion in new loans and credit facilities as it ramps up investment in AI and robotics, according to a regulatory filing. The funding comes as the company prepares for a record…

  146. CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout
    TWDigiTimes Daily

    CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector. Credit: GigaDevice

  147. Samsung expects HPC to account for 66% of foundry business by 2029
    TWDigiTimes Daily

    Samsung Electronics expects high-performance computing (HPC) to account for 66% of its foundry business by 2029, up from 28% currently, as the company shifts its contract chipmaking portfolio beyond mobile products toward AI and HPC…

  148. Nidec changes CEO as restructuring accelerates
    TWDigiTimes Daily

    Japanese motor maker Nidec has replaced president and CEO Mitsuya Kishida with chief technology officer Michio Kaida as the company moves to overhaul its business and governance following accounting irregularities and mounting losses…

  149. AT＆amp;T and Corning strike more than US$3 billion fiber supply deal
    TWDigiTimes Daily

    AT&T and Corning have agreed to a multi-year deal worth more than US$3 billion to expand US fiber networks. The agreement underscores how rising internet use, streaming, and artificial intelligence (AI) are increasing demand for…

  150. AI reshapes drone competition from flight to autonomy
    TWDigiTimes Daily

    AI is rapidly reshaping the unmanned vehicle industry, pushing drones beyond autonomous flight toward autonomous mission execution. Competition is shifting from individual vehicle performance to AI decision-making, multi-sensor fusion…