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Semiconductors news — Thursday 01 October 2026

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

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  1. Samsung SDI's new LFP battery shows how AI is reshaping battery markets beyond EVs
    TWDigiTimes Daily

    The aggressive rollout of large-scale infrastructure projects has brought increasingly visible changes across global economies and major technology supply chains, with much of that transformation now unfolding under the expanding influence…

  2. Huawei leads global smartwatch market, but earbuds reveal different competitive picture
    TWDigiTimes Daily

    Huawei has regained momentum across its consumer device business, but its position in the global wearables market is becoming increasingly uneven: the Chinese technology giant has taken the global smartwatch crown, while its wireless…

  3. Nanya Technology wins approval for Southern 3D packaging plant
    TWDigiTimes Daily

    The Science Park Review Committee under Taiwan's National Science and Technology Council (NSTC) approved 13 investment projects at its 35th meeting on the 1st, including Nanya Technology's plan to enter the Pingtung area of the Southern…

  4. CSPs embrace multi-vendor co-design for custom ASICs, ending single-supplier era
    TWDigiTimes Daily

    Hyperscale cloud service providers (CSPs) are expanding their custom ASIC partner networks, accelerating a shift toward multi-vendor technology integration. Industry insiders note that the era of a single design partner handling an ASIC…

  5. China car exports to Europe severely underestimated, warns UBS
    TWDigiTimes Daily

    According to UBS, nearly twice as many China-made automobiles are being shipped to Europe as are being registered there, partly because trucking shortages delay deliveries from ports to dealers. The gap adds a new wrinkle in the battle for…

  6. Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li's World Labs
    TWDigiTimes Daily

    Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as a dedicated frontier research organization for large…

  7. A look at the startup winning Nvidia, Intel backing for AI scale-up optics
    TWDigiTimes Daily

    Silicon Valley data center optical interconnect startup CScale emerged from stealth on September 30 after raising US$145 million in a Series C funding round backed by Nvidia and Intel Capital. The latest financing brings the company's…

  8. NextDrive tops Japan HEMS market, speeds IPO push
    TWDigiTimes Daily

    Taiwan energy management startup NextDrive said that it has secured the No. 1 market share in Japan's home energy management system (HEMS) segment and has received key support from the Tokyo Stock Exchange for three straight years, adding…

  9. Champ-ray targets Japan drone market with power modules
    TWDigiTimes Daily

    Champ-Ray Industrial is stepping up efforts to expand in Japan's drone market, using a recent sponsorship tie-in with the Oita Trinita professional football team in Japan's J2 League to open deeper exchanges with the Oita Prefectural…

  10. Machvision expands early to chase NT$10B revenue
    TWDigiTimes Daily

    Machvision is expanding capacity earlier than planned to meet rising demand from semiconductors, substrates, and optical modules, while tight computer numerical control (CNC) and machining supply chains have emerged as its biggest…

  11. Samsung's mobile unit faces more than KRW1 trillion loss as memory costs surge
    TWDigiTimes Daily

    Samsung Electronics is expected to report another operating loss at its Mobile eXperience and network business in the third quarter of 2026, even as strong Galaxy Z foldable sales support handset demand. The preliminary earnings release is…

  12. GM begins U.S. battery cell trial runs with South Korean equipment
    TWDigiTimes Daily

    General Motors (GM) has started trial runs at a new battery cell line in Warren, Michigan, moving into the validation stage of its next-generation mass production plan. The line at the Battery Cell Development Center (BCDC) is being built…

  13. Japan students offered study abroad, grants as job sweeteners
    JPNikkei Asia
  14. Toshiba to double hard disk drive supply to fill AI chip memory gap
    JPNikkei Asia
  15. Moving showed me a different America: Stephen Schwarzman (2)
    JPNikkei Asia
  16. US won't 'sit there and take' overproduction from China: USTR Greer
    JPNikkei Asia
  17. Japan's soggy September dampens tourist spending
    JPNikkei Asia
  18. China shortens leash on property developers
    JPNikkei Asia
  19. Japan's Takaichi disavows reflation as US pushes for policy change
    JPNikkei Asia
  20. In Robotics, Google Goes Android to Tesla’s Apple
    USThe Information

    While interviewing Google’s Koray Kavukcuoglu last week, I had a flash of deja vu. In his first sit-down since taking over as CEO of Google DeepMind, Kavukcuoglu offered some of his most detailed comments yet on where the company's…

  21. Yamato vans add rides to package deliveries on remote Japanese island
    JPNikkei Asia
  22. Making AI work for workers
    JPNikkei Asia
  23. Daikin faces calls for cooler, leaner strategy as capital efficiency lags
    JPNikkei Asia
  24. Vietjet Thailand aims to double revenue by 2028: CEO
    JPNikkei Asia
  25. OpenAI Fires Three Safety Researchers
    USThe Information

    OpenAI said it fired three safety employees for mishandling corporate information, which a person familiar with the matter said included sensitive information with an outside organization that does AI evaluations. “We have parted ways with…

  26. Japan banks uncover twice the vulnerabilities following Mythos AI release
    JPNikkei Asia
  27. Federal Court Dismisses Publishers’ Suits Over Google’s AI Overviews
    USThe Information

    A federal judge on Wednesday dismissed lawsuits from education technology company Chegg and Penske Media, the owner of Rolling Stone, Variety and other publications, which had alleged Google had violated antitrust law when its AI Overviews…

  28. Exclusive: Nvidia, SoftBank Make Final $20 Billion Investment in OpenAI’s Last Round
    USThe Information

    Nvidia and SoftBank have each made the final $10 billion investment in each of their $30 billion pledges to OpenAI’s last funding round, according to a person with knowledge of the investments and a statement from SoftBank. OpenAI in March…

  29. Touring the F5 BIG-IP Next for Kubernetes Lab to Make AI Clusters More Efficient
    USServeTheHome

    We checked out the F5 lab getting over 3x the performance from the same GPU cluster using F5 BIG-IP NEXT for Kubernetes The post Touring the F5 BIG-IP Next for Kubernetes Lab to Make AI Clusters More Efficient appeared first on…

  30. Japan's shipbuilding revival fund stokes private investment
    JPNikkei Asia
  31. BOJ debated more rate hikes to adjust 'accommodative' conditions: opinion summary
    JPNikkei Asia
  32. Qualcomm Doubles Down on Agentic AI at Snapdragon Summit 2026
    USEE Times

    Tirias Research principal analysts Jim McGregor and Francis Sideco were on the ground in Maui, Hawaii, for Qualcomm’s annual Snapdragon Summit. This year’s event was all about personal agentic AI, with

  33. TSMC’s AI Design Kit: Bringing Agentic AI Into Chip Design
    USSemiWiki

    TSMC is introducing an AI Design Kit, or ADK, to help artificial intelligence tools make better use of its semiconductor manufacturing knowledge. The idea is to give AI agents that run chip-design workflows a technology-specific…

  34. Gas vehicles fall under 50% of global new-auto sales for first time
    JPNikkei Asia
  35. Northern Japan banks set for merger talks to create region's top lender
    JPNikkei Asia
  36. Sharon AI Announces $356 Million GPU-Backed Loan
    USThe Information

    Australian neocloud Sharon AI has secured $356 million through its first loan backed by its graphics processing units, making it the latest cloud provider to finance their expansion by borrowing against chips and cash flows from customer…

  37. Data Center Infra Provider Accelevation Sinks In Post-IPO Trading
    USThe Information

    Data center infrastructure provider Accelevation’s shares were trading down roughly 5% on Thursday morning, as the stock continued to sink following its initial public offering earlier this week. The company on Sept. 29 raised $540…

  38. US rate hike bets fade as revised inflation data points to October pause
    JPNikkei Asia
  39. First Intel Panther Lake mini PC cooled with solid-state AirJet tech operates at less than 21 dBA — Aaeon claims its fanless Up Xtreme PTL Edge Air is also slimmer, lighter than actively-cooled rivals
    USTom's Hardware

    Embedded and industrial computing specialist Aaeon has launched a fanless mini PC featuring up to an Intel Core Ultra X7 358H processor. The PC, dubbed the Up Xtreme PTL Edge Air, utilizes Frore’s AirJet ultrasonic membrane technology for…

  40. OpenAI and Synopsys Announce GPT-Synopsys: Why AI-Powered Chip Design Matters
    USSemiWiki

    Wow, OpenAI and Synopsys just announced a multiyear partnership to develop GPT-Synopsys, a specialized artificial intelligence model for semiconductor design. The agreement combines OpenAI’s frontier models with Synopsys’ electronic design…

  41. Japan satellite maker Synspective lands 20-launch deal with Rocket Lab
    JPNikkei Asia
  42. Nvidia launches Open Agent Safety Platform to physically restrain rogue AI agents
    USTom's Hardware

    Nvidia has just launched the Nvidia Open Agent Safety Platform — an open software platform and reference system design — to govern and secure autonomous AI agents. Announced on September 28, 2026, the platform is designed to establish…

  43. AI's chipmaking frontier may face patent infringement hurdles as autonomous tools take over
    USTom's Hardware

    Put to work on different tasks, AI can do a good many specialist skills that even just a few months ago wouldn’t have been thought possible. AI is beginning to take on some of the work required to design the chips that power AI, way beyond…

  44. Edge Computing and Security for Access Control Applications: Getting the Best of the Two Worlds
    USEE Times

    Date: Wednesday, November 4, 2026 Time: 8:00am PDT | 11:00am EDT | 17:00 CET Discover how edge computing and embedded security can combine to deliver fast, privacy-conscious access control. This webinar

  45. Why Coding Agents Are Choosing Vercel as Often as Humans Do
    USThe Information

    The rise of AI agents that write software continues to pay off for the companies that host such software. Among them is Vercel , whose software helps developers make and host websites and AI apps, including so-called agents that automate…

  46. DeepSeek and Huawei release open-source Ascend AI programming tools to reduce reliance on Nvidia ecosystem
    USTom's Hardware

    Chinese AI company DeepSeek has released open-source programming tools developed in partnership with Huawei, for the company's Ascend AI chips , as part of efforts to reduce reliance on Nvidia's software and hardware ecosystem. According…

  47. Maingear’s new program offers instant trade-ins for gaming PC buyers
    USTom's Hardware

    American custom and prebuilt computer seller Maingear has launched a new instant trade-in program in partnership with SELLIT9. The new collab gives customers instant credit on any new Maingear desktop or laptop PC. A broad range of used…

  48. Northern Japan banks to kick off merger talks in latest consolidation move
    JPNikkei Asia
  49. Get over 70% off this Cherry Xtrfy MX 3.1 wired mechanical gaming keyboard
    USTom's Hardware

    With RAM, storage, and graphics card prices still stuck in the stratosphere and no relief in sight, we have an opportunity to upgrade other parts of our PC that aren’t affected by the AIpocalypse. Take, for example, this full-size Cherry…

  50. How SpaceX’s AI Unit Turned Itself Into an AI Cloud Firm
    USThe Information

    SpaceX’s AI unit held talks over the summer about leasing computing capacity to Microsoft, say people familiar with the matter, a sign of how fully Elon Musk has embraced the neocloud business after his initial reluctance. Selling…

  51. Why the energy sector must plan for post-quantum cyber security now
    USSemiWiki

    In a September 2026 World Economic Forum article, Ali El Kaafarani argues that energy companies should begin preparing their systems for post-quantum cryptography now. The reason is practical: power infrastructure lasts for decades, while…

  52. Gears of War: E-Day PC graphics performance tested
    USTom's Hardware

    Gears of War: E-Day takes us back to the very beginning of one of the most beloved sagas in gaming: Emergence Day. And to tell this new chapter in the Gears story, developers at The Coalition rebuilt Gears entirely from the ground up in…

  53. Small Electronics Manufacturers Save Big on ERP 
    USEE Times

    Instead of spending large sums and years implementing a traditional ERP system, small and medium-sized electronics manufacturers are finding that modern, SME-focused manufacturing software can provide the

  54. HP boards the MacBook Neo competitor train — OmniBook 5 comes in four colors with Wildcat Lake and starts at $699.99
    USTom's Hardware

    HP is the latest to announce a MacBook Neo competitor before the holidays. Its OmniBook 5, starting at $699.99, will use Intel's Wildcat Lake chips and come in a series of colors. What stands out is HP's choice of OLED screens for every…

  55. PCBA Test Strategies: How to Select the Right Methodology and Tester
    USEE Times

    In the competitive landscape of electronics manufacturing, the pursuit of zero defects is the ultimate objective. A single malfunctioning Printed Circuit Board Assembly (PCBA) can lead to expensive recalls,

  56. Gears of War E-Day is an uncharacteristically CPU-heavy Unreal Engine 5 game — benchmarking 25 CPUs from Intel and AMD and investigating ‘low core mode’
    USTom's Hardware

    Unreal Engine 5 isn’t particularly heavy on the CPU, but Gears of War E-Day changes that narrative. If you have a monitoring overlay open when you load into the game, you’ll immediately notice your CPU pinned at between 80% and 90%…

  57. Micron projects tightening RAM shortages through 2028 as it generates record profit
    USTom's Hardware

    Micron said during its FY 2026 earnings call that RAM and storage chip shortages will worsen in 2027 and 2028, even as it announced a record gross margin of 86.25%. CEO and chairperson Sanjay Mehrotra said that the company has already sold…

  58. PS3 emulator devs warn of fake Blu-ray drives on Newegg and AliExpress
    USTom's Hardware

    The developers of the Sony PlayStation 3 emulator RPCS3 have warned their social media followers about “a recent influx of fake Blu-ray drives.” According to the emulator devs, scammers are putting inferior optical disc mechanisms in…

  59. Electricity Theft Is Rampant, but Delhi Found a Fix
    USIEEE Spectrum

    It’s disheartening how much power gets generated and then promptly lost as it travels through grid networks. Th is leaking of electricity happens when it vanishes as heat as w ell as whe n it is pilfered by thieves and nonpaying customers…

  60. OpenAI says actors linked to China-based Moonshot AI spearheaded a campaign to extract its models’ hidden reasoning
    USTom's Hardware

    OpenAI said in a company blog post that people associated with China-based Moonshot AI were at the core of an effort to pull hidden reasoning from its models. The post says that a “coordinated campaign” to extract “protected reasoning”…

  61. Grab a huge $520 saving on this RTX 5090 gaming laptop from MSI with 64GB DDR5 and a 2TB SSD
    USTom's Hardware

    There's a huge deal on an MSI gaming laptop right now with a set of top specs, including the best laptop GPU out there, the RTX 5090. This MSI Stealth A18 AI+ laptop is $3,779 , with 64GB of DDR5, 2TB SSD and a 12-core AMD Ryzen AI 9 HX…

  62. AI agents inadvertently leak 13,000+ internal screenshots from organizations
    USTom's Hardware

    There's a private information leak most days, usually by way of misconfigured services or nasty security bugs. Sometimes, though, users will readily hand over private information without being aware of it. That's the case for over 300…

  63. Micron lawsuit claims Chinese memory maker YMTC poached its engineers, then sued it using its own stolen tech
    USTom's Hardware

    Micron this month filed a lawsuit against China's 3D NAND champion YMTC, accusing it of poaching its leading engineers, illegally obtaining its NAND memory know-how from them, and then using that information to build its own non-volatile…

  64. Firm rents four Nvidia H200s to test '80x cheaper' DeepSeek claim
    USTom's Hardware

    The Call Center Doctors, a call center consultancy that builds and runs call floors for other businesses, rented a server with four Nvidia H200 AI GPUs to serve DeepSeek V4.1 Flash to its Claude Code agents in place of Opus 5.5, according…

  65. India's opposition steps up calls to oust election commission head
    JPNikkei Asia
  66. Japan's largest power producer teams with Dell on $15bn data center
    JPNikkei Asia
  67. Europe businesses seek EU-ASEAN trade pact after Philippine deal
    JPNikkei Asia
  68. Nidec's new chief blames expansion drive, profit chase for write-downs
    JPNikkei Asia
  69. Sony released the first CD audio player on this day in 1982
    USTom's Hardware

    Sony launched the world’s first CD player on this day in 1982, kickstarting the compact disc digital audio era. The Sony CDP-101 was released to consumers in Japan, priced at JPY 168,000. That converts to $1,060 at today’s exchange rate…

  70. Russian missile strikes take out popular piracy websites
    USTom's Hardware

    The Russo-Ukrainian war has now formally extended to the digital realm. Over the last week, there have been multiple reports that the Russian military has started targeting Ukraine's data centers. Although the Western world didn't feel…

  71. Europe’s Space Industry Seeks Greater Supply Chain Control
    USEE Times

    BUDAPEST, Hungary — At the Pretzl Connect 2026 press event, Kate Underhill, future space transportation propulsion architect at the European Space Agency (ESA), emphasized that future launch systems and

  72. Infineon opens plant near Bangkok as Thailand boosts chip ambitions
    JPNikkei Asia
  73. It's raining AI, and won't stop!
    JPNikkei Asia
  74. Charts: Micron earns its best margins from PCs, phones, not AI
    TWDigiTimes Daily

    Micron's best margins aren't coming from AI data centers. They come from PCs and smartphones, markets where Micron warns that unit sales could fall. Credit: DIGITIMES

  75. Topco opens Fukuoka office to link Japan chip hubs
    TWDigiTimes Daily

    Topco Scientific said its Japanese subsidiary, Shunkawa, officially opened its Fukuoka office on October 1, making it the company’s third base in Japan alongside its Tokyo headquarters and Kumamoto office. The move is designed to leverage…

  76. Taiwan aligns green certifications with Japan and EPEAT to speed electronics market entry
    TWDigiTimes Daily

    Taiwan is moving to align its Green Mark ecolabel with international certification systems in an effort to reduce green trade barriers and shorten time to market for electronics products. Credit: Angel Liu

  77. OpenAI Accuses Moonshot of Distillation Campaign
    USThe Information

    OpenAI said it recently identified and mitigated a “coordinated model-distillation campaign” involving individuals associated with Moonshot AI, the Chinese developer of Kimi models. OpenAI said the operators of the campaign tried to…

  78. China ramps up Micro OLED capacity ahead of proven smart glasses demand
    TWDigiTimes Daily

    As smart glasses draw growing market attention, Chinese suppliers including BOE, SeeYA Technology and Sidtek are expanding Micro OLED production. Display industry sources caution, however, that demand for the panels remains uncertain and…

  79. Infineon opens new backend chip plant in Thailand, eyes growth to up to five modules
    TWDigiTimes Daily

    Infineon Technologies officially inaugurated a new backend manufacturing site in Samut Prakan, south of Bangkok, on October 1, expanding the German chipmaker's production network in Southeast Asia starting with an initial investment of…

  80. ASE expands smart OSAT push with six university research partnerships
    TWDigiTimes Daily

    Advanced Semiconductor Engineering (ASE) held its 11th Automation Industry-Academia Project Results Presentation on September 30, unveiling 12 technology projects developed with six Taiwanese universities as it works to advance smart…

  81. Taiwan extends fuel freeze, seeks extra subsidies for CPC, Taipower
    TWDigiTimes Daily

    Taiwan's Executive Yuan has moved to extend price controls and seek additional subsidies for CPC Corporation and Taiwan Power Company as Middle East conflict has lifted global oil and gas costs. The government said the extra budget is…

  82. Shinko Electric acquires JDI's Mobara Fab to expand AI packaging capacity
    TWDigiTimes Daily

    Shinko Electric Industries announced on September 30 it has signed a purchase agreement to acquire the Mobara Fab from Japan Display (JDI) in Mobara City, Chiba Prefecture. The transaction is intended to establish a new core production hub…

  83. SiC substrate market shows signs of recovery, driven by demand from vehicles, energy and AI infrastructure
    TWDigiTimes Daily

    DIGITIMES has observed that since Tesla equipped the Model 3 with a traction inverter integrated with SiC power modules in 2018, the application of SiC power devices in the electric vehicle (EV) sector has gradually expanded, prompting…

  84. DB HiTek raises foundry prices by up to 30% as Chinese demand strains 200mm capacity
    TWDigiTimes Daily

    DB HiTek has raised foundry prices by as much as 30%, with Chinese customers facing the steepest increases as rising orders push the South Korean foundry's 8-inch capacity close to full utilization, according to The Elec . Credit: DB HiTek

  85. Ascend now ahead of Nvidia in China, with domestic supply driving AI chip substitution, says Huawei chairman
    TWDigiTimes Daily

    Huawei rotating chairman Eric Xu said the company's Ascend AI accelerators have surpassed Nvidia in both sales and market share in China, highlighting how US export controls on advanced AI chips are accelerating the shift of China's data…

  86. The Hidden Challenges of Edge AI Design
    USSemiconductor Engineering

    Key Takeaways: Successful edge AI design requires prioritizing long-term architectural adaptability, memory bandwidth, and system-level efficiency over raw peak NPU TOPS. The mismatch between fast-evolving AI models and long silicon…

  87. AI-Defined Vehicles Push Compute, Memory, And Validation Limits
    USSemiconductor Engineering

    Key Takeaways: Automakers are making different bets on compute architecture, with some favoring large central processors while others distribute specialized compute across AI-defined vehicle systems. Moving sensor data is becoming as…

  88. Turning Edge AI Data Into Real-Time Action
    USSemiconductor Engineering

    Key Takeaways: Edge AI is expanding across consumer, industrial, automotive, and medical devices by moving real-time intelligence closer to where data is generated. Edge analytics systems deliver value only when edge devices have the right…

  89. Meta's Muse lifts server CPU demand, with AMD EPYC orders extending into 2028
    TWDigiTimes Daily

    Meta's rapid rollout of its Muse AI agent is emerging as an early test of how agentic AI could reshape server infrastructure demand, with CPU suppliers already seeing longer lead times and AMD's latest EPYC processors reportedly booked…

  90. Memory At The Edge: Non-Volatile Memory Challenges And Requirements For Humanoid Robots
    USSemiconductor Engineering

    Humanoid robots are rapidly transitioning from research demonstrations to commercial deployment in factories, warehouses, and service environments. As adoption scales, high-performant, reliable operation increasingly depends on the…

  91. Open Security Foundations Are Only The Beginning: Deploying Caliptra Hardware in Production
    USSemiconductor Engineering

    As AI models, training data, and proprietary workloads become more valuable, the need to protect them rises concurrently. Data center security has always been mission critical, but the imperative for more robust and effective safeguards is…

  92. Why LLMs Are The Best Thing To Happen To Chip Design
    USSemiconductor Engineering

    We live in a world increasingly shaped by artificial intelligence (AI). At the heart of this revolution lies a piece of technology that most people never see: the chip. Fueled by Moore’s Law, compute-per-dollar and compute-per-watt have…

  93. Mitigating Threats With Pre-Silicon Security Verification
    USSemiconductor Engineering

    The safety and security of the silicon chips ubiquitous in modern life have become prime considerations in semiconductor development. Functional safety is well understood, with numerous industry standards and a variety of established…

  94. Crossing Chiplet Boundaries With PCIe Over UCIe
    USSemiconductor Engineering

    By Kartik Sahajpal and Prashant Dixit Chiplet-based architectures are reshaping how high-performance systems are built, enabling designers to partition functionality across multiple dies in a single package for better scalability, yield…

  95. LLM Performance And Acceleration: Part 1
    USSemiconductor Engineering

    At Imagination, we are working to accelerate LLMs on everyday devices. In the first blog of this new two-part series on LLM performance and acceleration, we introduce the key performance metrics: Time to First Token (TTFT) and Inter-Token…

  96. US Executive Order On Energy Grid Supply Chain Security
    USSemiconductor Engineering

    On August 26, 2026, President Trump signed an executive order declaring a national emergency to ban or restrict the acquisition and installation of high-risk foreign-produced equipment in the U.S. electric grid. It cites hidden…

  97. China's 'BEST' fusion reactor enters the engineering endgame
    TWDigiTimes Daily

    China's next-generation fusion programme has entered a new engineering phase with the formal opening of the campus for the Burning Plasma Experimental Superconducting Tokamak (BEST) and the start of critical main-device assembly in Hefei…

  98. Four glass makers converge on 510x515mm substrate, hinting at TSMC's next move
    TWDigiTimes Daily

    As AI chip sizes scale up, global glass leaders Corning, AGC, Nippon Electric Glass (NEG), and Schott have all centered their next-generation core substrate and through-glass via (TGV) roadmaps on a unified 510×515mm format. The tight…

  99. Synopsys and Amazon sign US$1 billion-plus deal to speed custom chip development
    TWDigiTimes Daily

    Synopsys announced a strategic agreement with Amazon on September 30, a multi-year deal valued at more than US$1 billion that is intended to speed up Amazon's custom silicon work and support the development of more complex AI-powered…

  100. China's share of global solar module demand falls below 40% as Europe, India gain ground
    TWDigiTimes Daily

    The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is set to fall below 40%, down 12 percentage points…

  101. Australia's Lynas looks to Brazil with Meteoric Resources takeover bid
    JPNikkei Asia
  102. Japan inflation wave lifts prices on 3,000 food and drink items
    JPNikkei Asia
  103. Pandora opens $150m Vietnam plant to diversify beyond Thailand
    JPNikkei Asia
  104. South Korea's Lee balances stance on dialogue as North denies mine blast
    JPNikkei Asia
  105. Jardines' DFI Retail swaps Maxim's stake for Starbucks license and $340m
    JPNikkei Asia
  106. Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion
    TWDigiTimes Daily

    China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already delivered more than 24GW of data center capacity and will remain above that level by the…

  107. China's chip-tool localization accelerates: ACM Research backlog jumps 88%
    TWDigiTimes Daily

    ACM Research (Shanghai)'s order backlog has surged alongside China's semiconductor equipment expansion, giving the Shanghai-listed chip-tool maker a larger base of future deliveries while AI-related capacity investment and localization…

  108. Samsung raises Galaxy S26 prices in South Korea seven months after launch
    TWDigiTimes Daily

    Under pressure from rising memory prices, Samsung Electronics has raised the South Korean launch prices of its Galaxy S26 series about seven months after release. Most models went up by KRW149,600(US$110), while the top-end Galaxy S26…

  109. China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up
    TWDigiTimes Daily

    As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering volume production. These chips are being routed to Chinese OSAT…

  110. Huawei makes Mate 90 showcase for its Tau chip strategy
    TWDigiTimes Daily

    Huawei unveiled its Mate 90 smartphone series on October 1, with Richard Yu, Huawei executive director and chairman of the Consumer BG, introducing the new devices alongside a new generation of in-house chips and imaging hardware. Every…

  111. TCC Group targets Ukraine's postwar rebuild with cement acquisition
    TWDigiTimes Daily

    Taiwan Cement recently authorized its Dutch subsidiary, TCC Group EMEA Holdings B.V., to acquire 100% of Ukrainian cement materials maker Ivano-Frankivskcement (IFCEM), roofing materials company Ivano-Frankivsk-Dakh, gypsum products maker…

  112. Neweb Information targets late-October listing on Taipei Exchange
    TWDigiTimes Daily

    Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded in recent years into AI GPU computing platforms and AI…

  113. Many Processors, Still One Computer: The Nested Parallel von Neumann Architecture and Nested BSP
    USarXiv cs.AR (Architecture)

    arXiv:2609.16787v2 Announce Type: replace-cross Abstract: The contest in large-scale AI computing is no longer whether one processor can be made stronger, but whether a million of them can still behave as a single computer. This paper…

  114. ITHICA: Intra-Thread Instruction Checking Approach for Defect-Induced Silent Data Corruptions
    USarXiv cs.AR (Architecture)

    arXiv:2605.15638v2 Announce Type: replace Abstract: Hyperscalers are reporting silent data corruptions (SDCs), presumed to be caused by silicon manufacturing defects, as a threat to datacenter reliability. To support datacenter testing…

  115. Structure-augmented LLMs for High-Level Synthesis Pragma Optimization
    USarXiv cs.AR (Architecture)

    arXiv:2609.38601v1 Announce Type: new Abstract: Pragma insertion drives the quality of high-level synthesis (HLS) designs. Choosing the right directives demands expert knowledge and reasoning about loop nesting, data dependences, and…

  116. STELLA: A 16nm Spatio-Temporal Elastic Low-Latency CGRA for Multi-Stage Pipelined Applications
    USarXiv cs.AR (Architecture)

    arXiv:2609.39703v1 Announce Type: cross Abstract: Emerging non-matrix ML kernels, such as LayerNorm, GeLu, FFT or circular convolutions, demand low-latency, energy-efficient spatial accelerators beyond MatMul-centric arrays. STELLA…

  117. NDS: Programmer-Free Offload of High-Performance Near Data Strands
    USarXiv cs.AR (Architecture)

    arXiv:2609.38454v1 Announce Type: new Abstract: Near Data Processing (NDP) has the potential to significantly improve system performance and energy by alleviating data movement bottlenecks. However, most NDP proposals pose heavy…

  118. Characterizing High Bandwidth Flash for LLM Serving
    USarXiv cs.AR (Architecture)

    arXiv:2609.39131v1 Announce Type: cross Abstract: Large language model (LLM) serving requires substantial memory to store model weights and KV caches. As models grow larger and contexts become longer, memory capacity and bandwidth…

  119. Exact Diagonal Completion on Reachable Subspaces: Application to QAOA Placement
    USarXiv cs.AR (Architecture)

    arXiv:2609.38734v1 Announce Type: cross Abstract: Unused encoding states offer opportunities to simplify quantum circuits. For algorithms restricted to reachable subspaces, unspecified diagonal-operator entries can be optimized without…

  120. HBFSim: Fast and Faithful Simulation of High-Bandwidth Flash Under Real GPU Execution
    USarXiv cs.AR (Architecture)

    arXiv:2609.09800v3 Announce Type: replace Abstract: High-Bandwidth Flash (HBF) places high-capacity NAND beside HBM to relieve the memory-capacity bottleneck of LLM inference, yet its system-level behavior cannot be evaluated before…

  121. Diagnosing Temporal Misalignment in Multichannel Time-Series Classification with Minimum Description Length
    USarXiv cs.AR (Architecture)

    arXiv:2609.14595v2 Announce Type: replace-cross Abstract: Multichannel time-series classification commonly assumes synchronized sensor streams, although latency, clock drift, and preprocessing can introduce relative delays during data…

  122. zkPHIRE: A Programmable Accelerator for ZKPs over HIgh-degRee, Expressive Gates
    USarXiv cs.AR (Architecture)

    arXiv:2508.16738v3 Announce Type: replace Abstract: Zero-Knowledge Proofs (ZKPs) have emerged as a powerful tool for secure and privacy-preserving computation. ZKPs enable one party to convince another of a statement's validity without…

  123. MG Taiwan details recall after MG ZS scores zero stars in TNCAP test
    TWDigiTimes Daily

    The Taiwan New Car Assessment Program (TNCAP) on September 30 released its third-quarter ratings, publishing the MG ZS assessment under its second-edition protocol, which gave the model an overall zero-star rating. MG Taiwan responded with…

  124. Focus: The hidden price of Nvidia's AI agent security play
    TWDigiTimes Daily

    Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs and deeper dependence on Nvidia's stack. BlueField DPU…

  125. BOE eyes closer ties with Samsung, LG as it pushes into chip packaging
    TWDigiTimes Daily

    China's BOE Technology is seeking closer ties with Samsung Electronics and LG Electronics as the display maker expands beyond panels into semiconductor glass substrates and advanced packaging. Credit: BOE

  126. Machvision's dual-track strategy enters early growth as semiconductor, substrate visibility reaches 3 years
    TWDigiTimes Daily

    Machvision said its "dual-track, four-line" strategy has entered an early growth phase as demand for AI servers, high-speed transmission, and advanced packaging continues to rise. The company said visibility for semiconductor and substrate…

  127. Volvo Taiwan sees AI wealth lift economy, but not yet car demand
    TWDigiTimes Daily

    Volvo Car Taiwan acting president Eric Lin said on Sept. 30 that Taiwan's economy is improving on the back of the AI boom, but that the wealth gains are unlikely to translate into stronger car sales in the near term. He said the market is…

  128. Google skips Gemini 3.5 Pro, launches Gemini 4 Argon at US$2/$10 per million tokens
    TWDigiTimes Daily

    Google has unveiled Gemini 4 Argon, its new top-tier AI model, after months of delays and the cancellation of Gemini 3.5 Pro, launching it at introductory prices of US$2 per million input tokens and US$10 per million output tokens as…

  129. MediaTek TPU orders rise as chip capacity war intensifies
    TWDigiTimes Daily

    MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers (CSPs) battle for semiconductor output in Taiwan's…

  130. Samsung AI Forum 2026 puts agentic AI at center of transformation across devices, robotics, and chipmaking
    TWDigiTimes Daily

    Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver measurable business value across enterprise workflows…

  131. Tata Electronics leans on INR612.8 billion in guarantees to fund iPhone, chip expansion
    TWDigiTimes Daily

    Tata Electronics, Apple's contract manufacturing partner, provided INR612.8 billion (US$6.38 billion) in corporate guarantees on behalf of its subsidiaries in fiscal 2026 as it expanded iPhone manufacturing and semiconductor projects, The…

  132. Micron hikes 2027 HBM prices after missing 2026 memory surge on fixed contracts
    TWDigiTimes Daily

    Micron Technology has sharply raised 2027 prices for high-bandwidth memory (HBM), the stacked DRAM packaged with AI accelerators. The increase comes after a year in which fixed contract prices left HBM largely outside the memory price…

  133. Taiwan launches joint cybersecurity audits for government IT service providers
    TWDigiTimes Daily

    Taiwan's Ministry of Digital Affairs (MODA) has launched a joint cybersecurity audit initiative aiming to reduce repeated inspections on vendors that provide the government with IT services, while strengthening government information…

  134. OpenAI claims to thwart model distillation attack tied to Moonshot
    TWDigiTimes Daily

    OpenAI said it detected and blocked an organized adversarial distillation attack, with some activity linked to Chinese AI startup Moonshot AI. The company said it first spotted the effort on July 1 and saw a peak on July 24 and 25, when it…

  135. US unveils South Korea's US$20B nuclear, Alaska LNG investment
    TWDigiTimes Daily

    The US has unilaterally announced South Korea's investment package in the US, including Alaska LNG development and the construction of eight large nuclear power plants. Seoul had previously listed those two projects as issues to be…

  136. Qualcomm, Samsung redesign chip packaging as heat limits phone performance
    TWDigiTimes Daily

    Qualcomm and Samsung Electronics are redesigning how memory is packaged with flagship smartphone processors, as rising chip performance puts greater pressure on the limited cooling capacity of mobile devices. Credit: Qualcomm

  137. Nvidia ties AI agent security to BlueField-4, Vera CPU
    TWDigiTimes Daily

    Over the past year, Nvidia has repeatedly observed AI agents drifting beyond approved workflows. In some cases, agents quietly escalated read permissions to write access, sent requests to unauthorized endpoints, or clicked unauthorized…

  138. Himalayan hydropower boom faces mounting insurance pressures
    JPNikkei Asia
  139. Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
    TWDigiTimes Daily

    Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5 billion of cloud and data-center infrastructure revenue…

  140. Synopsys raises long-term growth and margin targets, guides fiscal 2027 revenue to US$11.15 billion
    TWDigiTimes Daily

    Synopsys is betting that custom silicon and AI-driven chip design will lift its growth above the double-digit pace it previously targeted. At its investor day in New York on September 30, 2026, the design software and IP company raised its…

  141. Applied Materials' EPIC Center adds Kioxia for AI memory, 3D stacking push
    TWDigiTimes Daily

    Applied Materials announced that Kioxia will join its Equipment and Process Innovation and Commercialization (EPIC) Center in Silicon Valley, California. The two companies will collaborate on developing advanced memory cells and…

  142. Honor joins Taiwan foldable phone race with Magic V6
    TWDigiTimes Daily

    Honor launched its first foldable smartphone in Taiwan, the Magic V6, on September 30, about six months after formally entering the local smartphone market in April 2026. The company hopes the premium flagship will strengthen its brand…

  143. Nextronics sees AI, robotics, medical demand reshaping revenue mix
    TWDigiTimes Daily

    Connector maker Nextronics Engineering said its humanoid robot-related products began shipping in 2026, while North American customers are preparing for mass production and have set a 2027 production target. The company expects those…

  144. HPE secures US$1.2 B order from Vultr for first AMD Helios AI rack systems
    TWDigiTimes Daily

    Hewlett Packard Enterprise announced a major US$1.2 billion order from Vultr, which HPE describes as the world's largest privately held cloud infrastructure company, on September 30. The agreement marks HPE's inaugural order for the AMD…

  145. China Rare Earth Group moves downstream, linking rare-earth magnets to robot direct-drive systems
    TWDigiTimes Daily

    China Rare Earth Innovation Technology and Beijing-based Direct Drive Tech signed a strategic cooperation agreement on September 29 to jointly develop high-performance magnetic materials for direct-drive motors, including…

  146. Google to test AI computing in space with first orbital TPU launch
    TWDigiTimes Daily

    Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually expand beyond terrestrial data centers and into space…

  147. ProLogium advances Dunkirk superfactory, deepens Europe battery autonomy
    TWDigiTimes Daily

    ProLogium, a maker of inorganic lithium ceramic batteries, said construction and infrastructure work at its Dunkirk superfactory in France has started in phases, including power infrastructure and grid connection work, with a target to…

  148. Micron sees no end to the memory shortage, even after new fabs open in 2028
    TWDigiTimes Daily

    Micron told investors on September 30 that it cannot say when memory supply will catch up with demand. It expects the shortage to get worse over the next two years, even though additional cleanroom space is expected from late 2028. Credit…

  149. China's humanoid robot lead widens, with domestic vendors supplying over 95% of global shipments
    TWDigiTimes Daily

    China's humanoid robot market continued to expand rapidly in the first half of 2026, with shipments exceeding 19,000 units and accounting for about 77.9% of the global total. Chinese suppliers, meanwhile, represented more than 95% of…

  150. Unimicron expands ABF substrate capacity with NT$10B Hukou land deal
    TWDigiTimes Daily

    Unimicron has moved again to ease tight ABF substrate supply, buying a Hukou site from Bridgestone Taiwan for more than NT$10 billion (US$313.65 million). The deal highlights how AI chip demand is reshaping capacity plans, as customers…