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Semiconductors news — Friday 02 October 2026

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

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  1. Tracing Hardware Design From Physical Devices to RTL (Infineon, TU Munich)
    USSemiconductor Engineering

    Researchers at Infineon Technologies and Technical University of Munich published a technical paper titled “From Physical Devices to RTL Models: Abstraction and Validation in Hardware Engineering.” Abstract: “This paper introduces the…

  2. Japan's TEPCO to counter 'capacity squatters' in AI data center boom
    JPNikkei Asia
  3. Once in decline, Japan's hard-drive suppliers ride soaring AI demand
    JPNikkei Asia
  4. Student Body President: Stephen Schwarzman (3)
    JPNikkei Asia
  5. Scandal-hit Nidec's new CEO long praised by founder Nagamori
    JPNikkei Asia
  6. Young Indians flock to EU as immigration curbs bite in US, UK
    JPNikkei Asia
  7. HBF for High-Throughput LLM Serving (UC Berkeley, FuriosaAI)
    USSemiconductor Engineering

    Researchers at the UC Berkeley and FuriosaAI published a technical paper titled “Characterizing High Bandwidth Flash for LLM Serving.” Abstract “Large language model (LLM) serving requires substantial memory to store model weights and KV…

  8. Nippon Life set to gain from affiliate Corebridge's merger with Equitable
    JPNikkei Asia
  9. Japan local governments step up Taiwan outreach for chip investment
    JPNikkei Asia
  10. This is BiCS NAND Close Up from Kioxia and Sandisk
    USServeTheHome

    We saw BiCS NAND under the microscope at FMS 2026, and thought our readers might like to see close-ups of the packages The post This is BiCS NAND Close Up from Kioxia and Sandisk appeared first on ServeTheHome .

  11. Formal Automotive Security Analysis Of CAN XL (Georgia Tech, QCRI, Purdue)
    USSemiconductor Engineering

    Researchers at Georgia Institute of Technology, Qatar Computing Research Institute, and Purdue University published a technical paper titled “A Formal Security Analysis of CAN XL.” Abstract: “For decades, the Controller Area Network (CAN)…

  12. OpenAI Hires Top Trump AI Official to Work on National Security
    USThe Information

    OpenAI is continuing to fill out its leadership bench with former Trump administration officials. Thomas Lind, who previously led AI policy at the Office of the National Cyber Director, joined OpenAI this week, an OpenAI spokesperson…

  13. Smart Car Researcher Wants to Eliminate Stoplights
    USIEEE Spectrum

    Christos Cassandras has spent more than 40 years studying how computers and machines make decisions. Lately, his work has focused on a problem nearly every driver knows well: sitting at a red light with no cross traffic in sight, wondering…

  14. Exclusive: Crypto Custodian Anchorage Digital Lays Off 17% Staff
    USThe Information

    Anchorage Digital, the first federally chartered U.S. digital-asset bank, has cut 17% of jobs, CEO Nathan McCauley told employees this week, according to people familiar with the matter. Anchorage, which provides crypto custody and issues…

  15. Lambda Secures $1 Billion GPU Loan
    USThe Information

    AI cloud company Lambda said it has secured its first delayed draw term loan at over $1 billion to purchase more than 30,000 Nvidia graphics processing units. The fixed-rate facility carries an interest rate of 6.78%. Privately held Lambda…

  16. Soybeans slump on dimming hope of Chinese tariff cuts
    JPNikkei Asia
  17. Japan hits Russia 'shadow fleet' in 1st sanctions since Putin trip to disputed isle
    JPNikkei Asia
  18. Japan's Niterra drops deal for Denso spark plug, exhaust sensor businesses
    JPNikkei Asia
  19. CEO Interview Greene Tweed
    USSemiWiki

    Magen Buterbaugh was appointed President and CEO of Greene Tweed in January 2023. A seasoned leader, with broad industry expertise, Magen has led multiple chemicals & materials-based businesses – spanning from startups to…

  20. Sean Parker Spreads the Gospel of AI Music
    USThe Information

    To the music industry, Sean Parker has been many things. As co-founder of Napster, he was first an “outlaw renegade,” as he himself puts it. After his time at Facebook, his next act was as an early Spotify investor—putting in money while…

  21. AI Data Center Debt Is Showing Up Everywhere
    USThe Information

    Debt financing for data centers and related infrastructure has grown rapidly enough that it’s become its own category these days—credit analysts are breaking out AI versus non–AI-linked debt across markets to analyze new issuance and…

  22. Hyundai group tops Honda for first time in US hybrid sales
    JPNikkei Asia
  23. Japan to develop low-cost cruise missile that overwhelms air defenses
    JPNikkei Asia
  24. Toshiba to double HDD production capacity as 30TB-class loom — 65TB, 100TB drives on the roadmap for 2030 and beyond
    USTom's Hardware

    Toshiba has spent approximately ¥60 billion ($380 million) to expand its hard drive assembly capacity in the Philippines, doubling its production capacity for nearline HDDs in fiscal 2027 compared to fiscal 2025, reports Nikkei . The…

  25. AutoSens 2026: Regulation Drives Automotive Sensing Architectures
    USEE Times

    BARCELONA, Spain — At AutoSens and InCabin Europe 2026 in Barcelona, more than 1,000 engineers, executives, and semiconductor experts gathered to examine how evolving safety, perception, and computing

  26. Rumored Intel Nova Lake table lists three 'BFC' chips with up to 144MB of L3
    USTom's Hardware

    A rumored SKU table for Intel's upcoming Nova Lake desktop CPUs has surfaced, showcasing seven models that will (presumably) make up Intel's initial NVL-S lineup. The list includes three models with the "BFC" tag, which seems to be Intel's…

  27. Japan legal tech firm teams with AI provider Harvey to supply data
    JPNikkei Asia
  28. JAL to lower bar for elite status in bid for frequent flyers
    JPNikkei Asia
  29. TSMC OIP Ecosystem Forum 2026: Spotlight on Emerging Technologies
    USSemiWiki

    The TSMC OIP Ecosystem Forum highlighted many accomplishments across TSMC’s vast ecosystem. Specific achievements with TSMC as well as collaborative work across several companies were all on display. And there was an exhibit area where you…

  30. California tech CEO arrested, faces up to 20 years in prison for smuggling $300 million in Nvidia AI servers to China
    USTom's Hardware

    A California man has been arrested for smuggling over $300 million worth of restricted Nvidia chips to China in violation of U.S. export controls. According to a U.S. Department of Justice (DoJ) press release on October 1, the defendant …

  31. BiWin's CL 100 Mini is a particularly puny but potent SSD for portable gaming
    USTom's Hardware

    Owning a PC gaming handheld is quite handy, but sometimes involves playing uncalled-for matches of Tetris with the internal storage, especially as games get larger. Storage expansion often comes by way of microSD cards, which can be added…

  32. Amazon Pledges To Give Up NDAs, Give Back $1 Billion To Communities In Data-Center Buildout
    USThe Information

    Amazon Web Services pledged to spend $1 billion over the next five years upgrading heat and water systems in schools, homes and other municipal buildings, among other projects, as part of an effort to win over local communities who fear…

  33. Sony brings AI-powered upscaling to the standard PS5
    USTom's Hardware

    The PlayStation 5 is getting AI-driven upscaling, giving base console owners access to the technology that was previously available on the more powerful PlayStation 5 Pro. In a blog post , Sony introduced Quick Spectral Super Resolution…

  34. Thai Airways suspends CEO after Bangkok airport chaos during flooding
    JPNikkei Asia
  35. Amazon and Synopsys ink multi-year billion-dollar deal in multi-year IP agreement to accelerate AI chip design efforts
    USTom's Hardware

    Amazon and chip design tool maker Synopsys are entering a multi-year deal, said to be worth over a billion dollars, in which the two companies will deepen their cooperation on AI chip design, while better optimizing their tools for one…

  36. Flock drones with cameras deployed as first responders in some US cities amid privacy concerns
    USTom's Hardware

    Several towns and cities in the U.S. are experimenting with Flock’s Drones-as-First-Responder (DFR) system, which employs remotely operated drones that automatically launch from rooftop docks. According to Military.com , these units are…

  37. GCash parent prices Philippine IPO at record $3.3bn
    JPNikkei Asia
  38. How China’s Token Resellers Create an Anthropic Gray Market
    USThe Information

    In Beijing’s Haidian District, a bustling hub for local universities and tech companies, six out of the roughly 30 tenants in one run-of-the-mill office building are all in the same business, according to one occupant of the building…

  39. Intel Foundry: AI performance now depends on the whole system
    USSemiWiki

    For decades, chipmakers improved computing performance largely by putting more capable circuitry on a piece of silicon. That remains important, but AI is exposing its limits. Large models demand enormous amounts of data movement, sustained…

  40. Nvidia introduces 64GB DGX Spark to throw local AI fans a lifeline amid the RAMpocalypse
    USTom's Hardware

    Nvidia is tailoring its popular DGX Spark platform and the GB10 SoC to better fit the realities of today's AI models and the broader silicon supply crunch. The company is introducing a 64GB version of the Spark that's meant to be more…

  41. OpenAI’s Jalapeño ASICs are deployed alongside AMD EPYC ‘Turin’ CPUs as hosts, not Nvidia's Vera
    USTom's Hardware

    OpenAI’s new Jalapeño ASIC is being deployed internally alongside AMD EPYC Turin hosts, each with 1.5TB of memory. SemiAnalysis described the rack-scale deployment of Jalapeño following the reveal of the chip, which we asked Richard Ho, VP…

  42. Grab an $80 discount on this TP-Link Wi-Fi 7 router with five 2.5G Ethernet ports, now $169.99
    USTom's Hardware

    Good Wi-Fi is essential around the home, but there's no guarantee that your ISP-provided router is getting its signal where you need it to go. If you're sick of lag, Wi-Fi dropping out, and slow speeds, you'll want to consider this…

  43. Save $50 on Elgato's biggest Stream Deck
    USTom's Hardware

    We're leading up to the biggest sales season of the year, and we're already seeing a large selection of discounts across the board, especially on Amazon. If you're a content creator, streamer, or even a productivity master or coder, then…

  44. Micron now has an 88% margin on consumer memory
    USTom's Hardware

    Micron released its fiscal Q4 2026 financial results on Wednesday, expectedly setting another record for revenue with $54.23 billion for the quarter, up nearly five times since the same period last year. Micron also hit a record 87% gross…

  45. Continuous Health Monitoring Drives Integrated Wearable System Design
    USEE Times

    The smaller a wearable electronics gadget gets, the more it has to do. A device that once tracked steps and heart rate now has to continuously capture physiological signals while making room for more

  46. Microsoft Debuts Voice AI to Compete with ElevenLabs
    USThe Information

    Microsoft on Thursday launched speech-generating AI that the company says is both cheaper and more accurate than competing models from the likes of ElevenLabs, SpaceXAI and Google. Microsoft aims to produce voice models to power features…

  47. Micro Center requires photo ID and signed no-export pledge to buy RTX 5090 gaming GPU
    USTom's Hardware

    A Micro Center customer who bought an RTX 5090 in Tustin, California, was required to sign an Advanced Computing Product Purchaser Declaration form, which bars exporting the GPU, before being approved to purchase the GPU. According to…

  48. Japan watchdog prepares sales suspension for Prudential Life
    JPNikkei Asia
  49. Component shortages drive Raspberry Pi prices up by up to 23%
    USTom's Hardware

    After raising prices on some Raspberry Pi models in April, the company is back with a second round of price hikes. Citing the ongoing rise in memory prices, this time, the 2GB versions of the Raspberry Pi 4 and Raspberry Pi 5 are the stars…

  50. PewDiePie unveils ‘uncensored’ Ajax AI model for home PCs
    USTom's Hardware

    PewDiePie, the popular YouTuber, has unveiled Ajax, his “uncensored AI model” built to run at home, and says in a new video that OpenAI banned him twice while he was making it. According to the OpenAI email he shows, one ban was explicitly…

  51. Global annual AI server shipments, 2025-2026
    TWDigiTimes Daily

    Continued advances in top-tier LLM capabilities, coupled with the potential for business automation enabled by agentic AI, are prompting major North American cloud providers, Neo Clouds, and leading AI labs to accelerate AI data center…

  52. Japan finance minister: Government united in view reflation is over
    JPNikkei Asia
  53. Anthropic aims for mid-November IPO as it juggles relationship with Trump administration
    TWDigiTimes Daily

    Anthropic is reportedly eyeing an IPO as early as mid-November that could become the biggest IPO to date. The AI startup's run-up to the listing coincides with a shaky relationship with the US government, calls from its CEO Dario Amodei…

  54. Engineering Multipole Resonances in Dielectric Metasurfaces for Transmission, Reflection, and Absorption Control
    USIEEE Spectrum

    Dielectric metasurfaces have moved to the forefront of nanophotonics, offering flat, low-loss alternatives to conventional bulk optical elements for controlling the amplitude, phase, and polarization of light. These structures are of…

  55. California bill requiring 3D printers to block firearm printing becomes law
    USTom's Hardware

    California Gov. Gavin Newsom has signed into law a bill that requires 3D printer manufacturers to include firearm-blocking technology in their products once an industry standard is published by ASTM International. This makes California the…

  56. Samsung's Galaxy Tab S12 taps MediaTek Dimensity 9500 as 2nm successor arrives
    TWDigiTimes Daily

    MediaTek announced on September 30 that its flagship Dimensity 9500 chip powers Samsung's new Galaxy Tab S12 Ultra and Galaxy Tab S12+ tablets. The deal continues a long-running partnership between the two companies across Samsung's Galaxy…

  57. LG Energy Solution and GM bet LMR can bridge the gap between LFP cost and high-nickel range
    TWDigiTimes Daily

    For years, automakers have grappled with an underlying paradox stemming from persistent EV raw-material pressures, as supply chains worldwide have been constrained by a familiar battery-chemistry trade-off: cost-effectiveness versus…

  58. Bull's France factory doubles capacity to capture growing orders as EU pushes AI sovereignty
    TWDigiTimes Daily

    Supercomputer maker Bull will double its production capacity using an expanded factory that reopened on October 1. The French creator of Europe's fastest supercomputers described unprecedented orders as the continent seeks to catch up to…

  59. Japan's Katayama: Government united in view that reflation policy is over
    JPNikkei Asia
  60. Pakistan needs Indonesia-style reform, not new provinces
    JPNikkei Asia
  61. Climax Technology stays cautious on 2H26 as memory costs rise
    TWDigiTimes Daily

    Climax Technology said elevated memory prices are pressuring its gross margin in the second half of 2026, while longer customer validation cycles for substitute memory parts are also dampening its outlook. The wireless communications…

  62. Neocloud Backed by Chinese Tech Giants Files for IPO
    USThe Information

    Infinigence AI, a Chinese provider of AI cloud infrastructure, has filed confidentially for an initial public offering in Hong Kong to raise several hundred million U.S. dollars, Bloomberg reported. The Shanghai-based company is currently…

  63. Meta to add Naver Map navigation to AI glasses in South Korea
    TWDigiTimes Daily

    Meta will link Naver Map's walking-navigation feature to its Ray-Ban Meta and Oakley Meta AI glasses in 2026, as it moves to strengthen its presence in South Korea before rival AI glasses from Google and Samsung Electronics arrive…

  64. iPhone 18 Pro lifts Apple to 33% China share
    TWDigiTimes Daily

    Apple's iPhone 18 Pro series lifted first-week sales in China by 12% year over year, giving the soft smartphone market a much-needed boost and pushing Apple to the top of weekly sales with a 33% market share. The strong start underscores…

  65. Apple's Ternus pushes management cuts, faster hardware
    TWDigiTimes Daily

    After succeeding Tim Cook as Apple's chief executive, John Ternus is considering a broad organizational overhaul aimed at strengthening an engineering-centered R&D system, according to Bloomberg and Reuters . He is also weighing less…

  66. Huawei hikes flagship prices up to US$200 as memory shortages hit smartphone margins
    TWDigiTimes Daily

    Soaring memory procurement costs are pushing smartphone makers to pass expenses on to consumers. As artificial intelligence (AI) infrastructure expansion continues to squeeze global memory supplies, Huawei has officially raised device…

  67. OpenAI fires 3 safety researchers for sharing confidential information
    TWDigiTimes Daily

    OpenAI fired three safety researchers after they shared confidential information with a third-party artificial intelligence safety group, according to The Wall Street Journal , which first reported the news. The case has drawn attention…

  68. BMW to make 20% of senior management redundant with AI
    TWDigiTimes Daily

    BMW AG said at its capital markets day on September 30 that it plans to use artificial intelligence (AI) to help streamline one-fifth of management roles by mid-2027. As BMW pushes to boost organizational agility through more efficient use…

  69. Japanese firms cut China presence 22.4% as trade risks mount
    TWDigiTimes Daily

    Japanese companies sharply reduced their footprint in China over the past two years, with the number operating there falling 22.4% from 13,034 to 10,118 as of the end of June 2026, according to a survey released by Teikoku Databank on…

  70. ficonTEC, Hermes Testing target CPO testing scale-up with INS-2 platform
    TWDigiTimes Daily

    ficonTEC, a maker of optoelectronic automation assembly and test equipment, has announced a strategic partnership with Hermes Testing Solutions Inc. (HTSI) to support Taiwan's rapidly expanding co-packaged optics (CPO) ecosystem. The…

  71. Stellantis to pause four French plants amid EV battery shortages
    TWDigiTimes Daily

    Stellantis said it will suspend operations at four auto assembly plants in France in October, citing shortages of long-range electric vehicle batteries and the need to control dealer inventories. The cuts come as the automaker adjusts…

  72. Hitachi and Fanuc launch Physical AI partnership for factory automation
    TWDigiTimes Daily

    Hitachi and Fanuc announced on September 30, 2026, that they have formed a strategic partnership on Physical AI, with internal testing beginning immediately and customer promotion planned for fiscal 2027. The Japanese industrial companies…

  73. Taiwan pledges to help TSMC expand domestic investment amid Singapore rumors
    TWDigiTimes Daily

    Rumors that TSMC is weighing a new semiconductor investment in Singapore have reignited concerns over its overseas expansion, while the Ministry of Economic Affairs (MOEA) said on October 2, 2026, that the government will help the…

  74. Inside Volantis's photonic bid to break AI's memory wall after US$88 million raise
    TWDigiTimes Daily

    Semiconductor startup Volantis has raised US$88 million in Series A funding to develop an AI inference architecture that uses photonic interconnect technology to address memory bottlenecks in AI chips. The round, announced on October 1…

  75. Amazon weighs US$8B chip sale-leaseback to support credit rating
    TWDigiTimes Daily

    Amazon is considering moving about US$8 billion worth of high-end Nvidia chips off its balance sheet through a sale-leaseback structure, according to the Financial Times and Reuters . The plan would shift thousands of Nvidia Grace…

  76. Three fourths of electronics firms in Malaysia to lift investment: AmCham
    JPNikkei Asia
  77. Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra
    TWDigiTimes Daily

    Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for possible use in the Rubin Ultra NVL576 Switch Tray, which…

  78. California Man Arrested for Smuggling Nvidia Chips to China
    USThe Information

    U.S. authorities arrested a California man on Thursday for smuggling more than $300 million worth of servers containing restricted Nvidia AI chips to China. Greg Lui, the owner of Earthmade Computer Inc, a privately held company based in…

  79. Chinese State-Backed Firm Funded Purchase of Nvidia Chips
    USThe Information

    A state-backed Chinese financing company has revealed in documents filed with regulators that it funded the purchase of Nvidia chips subject to U.S. export restrictions, Bloomberg reported on Friday. Semi-Tech Leasing Group, owned by…

  80. Qbic expands edge AI on Arm, lifts smart access control above 60%
    TWDigiTimes Daily

    Industrial computer (IPC) maker Qbic held its pre-IPO presentation for the over-the-counter market on October 1, 2026, highlighting a strategy that differs from that of most Taiwanese IPC peers by centering on the Arm architecture instead…

  81. Life after Meta: Manus regains independence, debuting Manus 2.0 and 'Cue' AI agent
    TWDigiTimes Daily

    Following its return to independent operations, AI startup Manus unveiled two new products in late September 2026: Manus 2.0 and "Cue," a personal agentic AI application. The product rollouts mark the company's first major strategic moves…

  82. China turns to 3D packaging to push AI performance beyond front-end scaling limits
    TWDigiTimes Daily

    Chip-performance gains have long been driven by an industry-wide focus on shrinking transistor nodes and tightening integration. While major economies including the US and Taiwan have historically sat at the summit of semiconductor…

  83. The Proof Economy
    USSemiconductor Engineering

    Across my career, from medicine and life sciences into structural biology, higher education and later semiconductor verification, I have kept meeting the same fundamental challenge in different forms. How do we know something is true?…

  84. GCash parent prices Philippine IPO at record 3.3 billion dollars
    JPNikkei Asia
  85. Chip Industry Week In Review
    USSemiconductor Engineering

    Top of the Week Synopsys unveiled a portfolio of domain-specific long-horizon agents that can reason, plan, and execute multi-step engineering workflows across verification, system validation, implementation, analog, manufacturing…

  86. Micron ramps up HBM capacity at Taiwan's four major sites
    TWDigiTimes Daily

    Micron Technology's revenue and profit for the fourth quarter of fiscal 2026 both beat expectations, and the company expects capacity supply to be even tighter in 2027 and 2028 than in 2026. Donghui Lu, vice president of Micron's DRAM…

  87. Nidec impairment loss far exceeds estimates as auditor withholds opinion
    TWDigiTimes Daily

    Japanese motor and electronic components maker Nidec said on September 30 that its long-delayed consolidated financial report for fiscal year 2025 (from April 2025 to March 2026) showed losses from accounting irregularities of JPY632.1…

  88. New World shares swing from gain to loss as investors weigh 11 Skies exit
    JPNikkei Asia
  89. LG Electronics, LS Electric target AI data center bottlenecks with US cooling capacity, 345kV power deals
    TWDigiTimes Daily

    South Korea's LG Electronics and LS Electric are expanding deeper into AI data center infrastructure, targeting two of the fastest-growing bottlenecks around high-density computing: cooling and power delivery. LG is adding chiller capacity…

  90. Hiroca targets Tier 1 shift, global capacity overhaul
    TWDigiTimes Daily

    Auto components maker Hiroca posted a pre-tax loss of NT$146 million (US$4.57 million) in the first half of 2026, owing to weak demand in China's auto market and a number of one-time factors. However, during its earnings call on October 1…

  91. California tech exec arrested in US$300M Nvidia AI server smuggling case
    TWDigiTimes Daily

    US federal prosecutors on October 1 arrested a 38-year-old California man accused of violating US export controls by smuggling computer servers containing US$300 million worth of Nvidia artificial intelligence chips to China. Credit…

  92. ASE stake, expansion open doors for Machvision
    TWDigiTimes Daily

    AI servers and advanced packaging continue to drive demand for semiconductor manufacturing, outsourced semiconductor assembly and test (OSAT), and equipment. Machvision said Advanced Semiconductor Engineering's (ASE's) expansion is helping…

  93. Japan's largest power producer JERA sets up oil storage company
    JPNikkei Asia
  94. AMD bets on AI demand by buying World Labs
    TWDigiTimes Daily

    Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market for training and running AI models, old rival Nvidia…

  95. Tesla cuts AI5, AI6 memory specs to protect Optimus
    TWDigiTimes Daily

    Facing a prolonged memory supply crunch, Tesla CEO Elon Musk has announced steep cuts to the memory specifications of the company's AI5 and AI6 chips to secure enough memory for Optimus mass production. Musk said the downgrades will not…

  96. Huawei turns to LogicFolding to keep its flagship chip race alive
    TWDigiTimes Daily

    Huawei Technologies has unveiled its Mate 90 smartphone series, expanding the use of self-developed Kirin processors and HarmonyOS 7 as it looks to sustain flagship performance under US restrictions on access to advanced chipmaking…

  97. Google's first Suncatcher satellite reaches orbit to test AI chips in space
    TWDigiTimes Daily

    Google has moved its orbital AI data center ambitions from paper to hardware. A prototype satellite carrying the company's Tensor Processing Units (TPUs) reached orbit on October 1, 2026, and the data it returns over the coming weeks will…

  98. China AI infrastructure spreads to mid-sized firms
    TWDigiTimes Daily

    China's AI investment is increasingly turning into server purchases and data center construction, and the wave that began with large tech companies is now spreading to mid-sized firms. South Korean media say the expanding China AI demand…

  99. From Physical Devices to RTL Models: Abstraction and Validation in Hardware Engineering
    USarXiv cs.AR (Architecture)

    arXiv:2610.01186v1 Announce Type: new Abstract: This paper introduces the foundational principles underlying hardware engineering models and argues that abstraction is their defining characteristic. Because abstraction necessarily omits…

  100. Cross-Layer Analysis of Thermal Tuning Stalls in Wafer-Scale Optical Interconnects for LLM MoE Training
    USarXiv cs.AR (Architecture)

    arXiv:2608.24637v3 Announce Type: replace Abstract: Mixture-of-experts (MoE) training is dominated by all-to-all communication, and wafer-scale optical interconnects based on dense wavelength-division multiplexing promise the bandwidth…

  101. ZTA-Q: an Open-source RISC-V Platform for Accurate Quantized CNN Inference
    USarXiv cs.AR (Architecture)

    arXiv:2610.01867v1 Announce Type: new Abstract: Low-precision inference is widely adopted in edge AI to reduce computational cost and memory footprint. However, existing open-source accelerator platforms provide limited end-to-end support…

  102. Q-MINO: A Minimal-Norm Method for Quantization-Aware Training
    USarXiv cs.AR (Architecture)

    arXiv:2610.00738v1 Announce Type: cross Abstract: The Straight-Through Estimator (STE) is a widely used heuristic for Quantization-Aware Training (QAT), but its surrogate gradients can exhibit substantial mismatch with the underlying…

  103. Vulnerability-Weighted Routing of Timing-Critical Nets for Configuration-Upset-Resilient SRAM-Based FPGAs
    USarXiv cs.AR (Architecture)

    arXiv:2610.00281v1 Announce Type: cross Abstract: Conventional FPGA routing optimizes timing, congestion, and routability but does not distinguish routes with similar nominal performance and substantially different susceptibility to…

  104. CONFERM: Recurrence-Aware Temporal Mapping for Multi-Cycle Multi-Context CGRAs
    USarXiv cs.AR (Architecture)

    arXiv:2610.01975v1 Announce Type: new Abstract: Throughput in DSP and machine learning workloads is often limited by two temporal structures, i.e., loop-carried recurrences and long-latency, multi-cycle compute nodes. On spatio-temporal…

  105. EdgeDAE: Acceleration of Diffusion Action Experts for Real-Time Physical AI with Tiny VLAs on Edge FPGA-GPU Systems
    USarXiv cs.AR (Architecture)

    arXiv:2610.00311v1 Announce Type: new Abstract: Physical AI models such as Vision-Language-Action (VLA) architectures enable generalist robotic policies through large-scale transformer backbones and diffusion-based action decoders. While…

  106. Open-Source Live-Reconfigurable Multi-Mode Wearable Ultrasound
    USarXiv cs.AR (Architecture)

    arXiv:2610.01602v1 Announce Type: cross Abstract: Wearable ultrasound enables continuous deep-tissue monitoring, and a single programmable probe can operate in multiple complementary modes, such as structural A-mode and Doppler flow…

  107. Timing-Driven Logic Remapping with Local Physical Context
    USarXiv cs.AR (Architecture)

    arXiv:2610.01918v1 Announce Type: new Abstract: The timing behavior of a mapped circuit depends on both its logic implementation and the physical environment in which that implementation is realized. Revisiting mapping decisions after…

  108. Catscan: Visualizing Pipelines of CPU Performance Simulation
    USarXiv cs.AR (Architecture)

    arXiv:2610.02121v1 Announce Type: new Abstract: Processor pipeline visualization tools are routine inside industry CPU teams, but few of them are described or released publicly. As a result, students, researchers, and other practitioners…

  109. U-Sonic: An Open-Source 8-Channel Ultrasound Transmit IP in a 130 nm RISC-V SoC
    USarXiv cs.AR (Architecture)

    arXiv:2610.01603v1 Announce Type: new Abstract: Miniaturized ultrasound (US) probes require programmable and synchronized transmit (TX) excitation across multiple elements, while existing compact platforms often rely on limited…

  110. Open-Source Multi-Wire SPI Readout for Wearable Ultrasound Probes
    USarXiv cs.AR (Architecture)

    arXiv:2610.01623v1 Announce Type: new Abstract: Wearable ultrasound probes must transfer increasingly large acquisition payloads while maintaining compact, low-power electronics. In TinyProbe, the current bottleneck in data transfer occurs…

  111. SyntheticHLS: Building Diverse Synthetic High-Level Synthesis Datasets using LLMs
    USarXiv cs.AR (Architecture)

    arXiv:2610.00106v1 Announce Type: new Abstract: Deep learning and large language models (LLMs) are rapidly gaining adoption in semiconductor design, driving demand for training datasets. Most efforts focus on hardware description languages…

  112. ALFRED: Requirement-driven development of an open-source mobile manipulator for long-term plant monitoring
    USarXiv cs.AR (Architecture)

    arXiv:2610.01477v1 Announce Type: cross Abstract: Tracking seasonal change in crops and forests requires observing the same plants repeatedly. Ground robots can do this at close range, and a manipulator gives their sensors more viewpoints…

  113. Hardware-Algorithm Co-Optimization of Early-Exit Neural Networks for Multi-Core Edge Accelerators
    USarXiv cs.AR (Architecture)

    arXiv:2512.04705v3 Announce Type: replace-cross Abstract: The deployment of Early-Exiting Neural Networks (EENNs) on edge accelerators requires optimizing not only the network architecture but also its hardware deployment. Exit…

  114. ShatterQuant: Breaking Uniform Precision with Block-Wise Mixed-Precision on a Systolic Transformer Hardware Accelerator
    USarXiv cs.AR (Architecture)

    arXiv:2610.00207v1 Announce Type: new Abstract: Due to limited support for intra-tensor heterogeneous precision in conventional accelerators, neural network quantization remains largely restricted to per-tensor precision assignment. We…

  115. Through the Lens: Thailand floods leave capital in turmoil
    JPNikkei Asia
  116. Singapore eyes bigger role in nuclear fusion industry
    JPNikkei Asia
  117. China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed
    TWDigiTimes Daily

    A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions involved 32 Asus servers equipped with B300…

  118. UNEEC shifts ODM focus to racks as L11 rises to 18%
    TWDigiTimes Daily

    Chenming Electronic Tech (UNEEC) president Charles Lo said the fourth quarter is a traditional peak season and that new models such as VR200 will enter mass production in the fourth quarter, helping revenue recover toward the company's…

  119. TSMC mulls multi-fab Texas campus beyond Arizona, with Singapore also in talks
    TWDigiTimes Daily

    TSMC is reportedly weighing a new manufacturing campus in Texas that could add tens of billions of dollars to its US expansion, potentially creating a second major American production hub alongside Arizona as AI chip demand continues to…

  120. Taiwan government backs 7 semiconductor schools to upgrade equipment
    TWDigiTimes Daily

    To address chip talent shortages, Taiwan has a law in place to promote industry-academia collaboration by establishing semiconductor schools. However, the current financing scheme jointly supported by the National Development Fund (NDF)…

  121. JCET Group partners with Wuxi to advance 2.5D advanced packaging facilities
    TWDigiTimes Daily

    JCET Group signed an agreement on September 29 for a high-end advanced packaging and testing project in Wuxi, Jiangsu Province. Wuxi municipal leadership pledged operational support to help JCET scale its manufacturing footprint, promoting…

  122. DIGITIMES Insight: Intel, TSMC, Samsung converge on backside power ＆mdash; packaging becomes the next divide
    TWDigiTimes Daily

    Data center AI accelerator package power has climbed from about 500W in the A100 generation to roughly 3,500–4,000W for Rubin Ultra-class products expected in 2027, pushing supply current into the thousands of amperes. In conventional…

  123. Pakistan's new YouTuber tax threatens to spark talent flight
    JPNikkei Asia
  124. El Nino dries Kalimantan rivers, hits coal shipments in Indonesia
    JPNikkei Asia
  125. Micron expands global fabs, calls on Taiwanese suppliers to go overseas
    TWDigiTimes Daily

    AI-driven memory demand is surging, and Micron has recently accelerated capacity expansion across multiple regions worldwide, including Taiwan, the US, Japan, Singapore, and India. Donghui Lu, vice president of Micron's DRAM Asia frontend…

  126. Micron eyes NVHBM profits with TSMC custom HBM push
    TWDigiTimes Daily

    Micron is using an externally manufactured base die in NVHBM, a custom high-bandwidth memory (HBM) product it is co-developing with Nvidia, as the company bets that customization can unlock added value even when manufacturing is…

  127. Commentary: Broadcom's US$42 billion Anthropic loan exposes AI's emerging chip-financing loop
    TWDigiTimes Daily

    When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and customer begins to blur. Credit: AFP

  128. China chip talent tensions surface in Cambricon's US$4.15 billion ex-CTO dispute
    TWDigiTimes Daily

    Cambricon Technologies' equity dispute with former deputy general manager and chief technology officer Liang Jun has escalated sharply, with Liang raising his compensation claim from CNY4.29 billion (US$640 million) to CNY27.83 billion…

  129. JSR completes South Korean EUV facility as Japanese suppliers localize next-gen resists
    TWDigiTimes Daily

    JSR Micro Korea, the local subsidiary of Japan-based JSR, officially completed construction of a new semiconductor materials plant on September 30 in the Ochang Foreign Investment Zone in Cheongju, North Chungcheong Province. The facility…

  130. Column: AI benchmarks remain lucrative business
    TWDigiTimes Daily

    New AI models arrive every few weeks, and the question of which is better often comes down to the leaderboard. Behind those rankings, evaluation can look like an academic exercise in setting rules, running tests, and assigning scores…

  131. TSMC, NTU deepen R＆amp;D ties through nearly 50 projects a year
    TWDigiTimes Daily

    National Taiwan University's Graduate School of Advanced Technology (GSAT) has expanded its semiconductor research capabilities with new process and measurement equipment, strengthening links among universities, industry, and international…

  132. Advanced packaging race expands beyond chipmakers as display, materials, equipment suppliers chase new footholds
    TWDigiTimes Daily

    The race to commercialize advanced packaging is widening beyond traditional chipmakers and display panel makers. As fan-out panel-level packaging (FOPLP), through-glass via, and micro-LED optical communications move closer to mass…

  133. FAW, GAC formalize partnership as Toyota's China joint ventures face possible overhaul
    TWDigiTimes Daily

    China's state-owned FAW and GAC's controlling shareholder, Guangzhou Automobile Industry Group, have signed a strategic cooperation framework that could reshape Toyota's long-standing two-joint-venture model in the country. The move…

  134. Hygon, Sugon deepen integration under one chairman after US$17.3B merger collapse
    TWDigiTimes Daily

    Chinese AI chipmaker Hygon Information Technology has appointed Jun Li as its new chairman following a recent board reshuffle. Li only took over as chairman of Chinese server maker Dawning Information Industry (Sugon) in May 2026, meaning…

  135. Samsung launches Tab S12, Buds On, SmartTag3
    TWDigiTimes Daily

    Samsung Electronics on October 1 unveiled its next-generation premium Galaxy Tab S12 series, its first clip-on wireless earbuds, the Galaxy Buds On, and the Galaxy SmartTag3, which expands iOS support. The three product lines target…

  136. Taiwanese banks urged to trim branches as office rents hit high
    JPNikkei Asia
  137. Japan power semiconductor deal stalls as Rohm, Toshiba, Mitsubishi haggle
    TWDigiTimes Daily

    Japan's three major power semiconductor makers — Rohm Semiconductor, Toshiba, and Mitsubishi Electric — have failed to complete integration talks on the original schedule, as leadership disputes and a surge in AI demand slow the effort to…

  138. Chinese automakers' shift to the US may reshape supply chains and supplier margins
    TWDigiTimes Daily

    Hiroca said two major Chinese automakers are likely to build factories in the US, a move that could redraw supply chains across North America, alter supplier demand patterns, and deepen pressure on parts makers already facing tighter…

  139. SK Hynix says Solidigm IPO remains undecided as AI storage demand drives investment
    TWDigiTimes Daily

    SK Hynix has reiterated that no decision has been made on a potential US initial public offering (IPO) or other external financing for its Solidigm subsidiary, as the company weighs investment needs driven by growing demand for AI data…

  140. Wi-Fi 8 races ahead of the standard, putting networking chips on a faster 2027 growth track
    TWDigiTimes Daily

    Wi-Fi 8 adoption is accelerating well ahead of the standard's expected finalization in the first half of 2028, with device brands and chipmakers already moving into early commercial deployment. The first Wi-Fi 8 routers have opened for…

  141. Toshiba reportedly to double HDD production as AI drives storage demand
    TWDigiTimes Daily

    Toshiba plans to double production capacity for hard disk drives (HDDs) used in AI data centers by fiscal 2027, investing about JPY60 billion (US$379.4 million) to expand its Philippine operations, according to Nikkei Asia . The expansion…

  142. Meta hires MongoDB CEO to lead AI enterprise platform
    TWDigiTimes Daily

    Meta has launched a new business unit, "Meta Enterprise Platform," to package its artificial intelligence (AI) models, agent tools, and infrastructure for enterprise customers, and has tapped MongoDB chief executive CJ Desai to lead it…

  143. Climax Technology sets up AI center, targets 3Q27 sampling
    TWDigiTimes Daily

    Wireless communications company Climax Technology is accelerating its AI push by launching an "AI and Advanced Technology Center," with its first project a next-generation AI sensing platform slated for sampling in the third quarter of…

  144. GMI Cloud secures NT$14.05 billion loan for AI factory
    TWDigiTimes Daily

    CTBC Bank and GMI Cloud on October 1 announced the closing of an NT$14.05 billion (about US$445 million) syndicated credit facility to fund Taiwan's first AI factory. The deal is the first in Taiwan to fully back GPU financing with a…

  145. Southern Taiwan Science Park approves three new companies, pushing 2026 investment over NT$100 billion
    TWDigiTimes Daily

    The Southern Taiwan Science Park (STSP) has approved the entry of three new companies—Fangsco, Nanya Technology, and South Korea's Hansol Chemical—pushing the park's cumulative investment to more than NT$100 billion (approx. US$3.13…

  146. Swancor expands recycled materials, eyes recyclable carbon fiber for drone components
    TWDigiTimes Daily

    Swancor Holding subsidiary Swancor Regener is jointly exhibiting with Aeraxa Aerospace Technology at the Taichung AI and Smart Manufacturing Show in Taichung, Taiwan, showcasing products and technologies including recycled raw materials…

  147. Onsemi revises Synaptics takeover deal after rival bid
    TWDigiTimes Daily

    Onsemi has amended its agreement to buy Synaptics in an all-cash deal, a move that could reshape semiconductor competition and affect global technology supply chains. The revised cash transaction offers Synaptics shareholders value…

  148. Microsoft’s Executive Exodus Foreshadows Business Transition
    USThe Information

    Is there a fire alarm going off at Microsoft’s headquarters? A slew of Microsoft executives have bolted for the exits in recent weeks, most recently Ryan Roslansky, executive vice president of Office apps, who said Thursday he would leave…