Semiconductors
Semiconductors news — Tuesday 06 October 2026
150 stories from 11 sources, every one in English. Each links to its publisher.
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Lightspeed’s Top Fundraiser Joins Firm That Takes Seed Funds’ Pro Rata
The Information
For years, deep-pocketed venture firms have partnered with seed investors to get access to startups’ later rounds if their growth takes off. The bigger firms often invest in the seed funds, with a handshake agreement that they’ll get a…
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My doorway to Wall Street: Stephen Schwarzman (7)
Nikkei Asia
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HubSpot Lays Off 7% of Workforce, Says It’s Not Because of AI
The Information
Software provider HubSpot is laying off 660 employees, or 7% of its staff, as part of a restructuring that will include eliminating some management layers and reorganizing product teams, CEO Yamini Rangan announced in a blog post. The job…
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Pinterest Names New CFO
The Information
Pinterest named Amazon executive James Dibbo as chief financial officer. It’s the fourth C-suite shakeup for the social media firm this year. Dibbo, who will start at Pinterest on October 26, previously led finance at Amazon’s media and…
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The AI Boom Has a Gigawatt Accounting Problem
EE Times
Broadcom can lend Anthropic up to $42 billion to help finance computing infrastructure. Nvidia says it intends to invest as much as $100 billion in OpenAI as Nvidia systems are deployed. AMD has issued
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BTS architect steers global expansion at Japan record label Avex
Nikkei Asia
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Uncertainty mounts in Singapore after China tightens offshore trust rules
Nikkei Asia
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Grab some of our favorite controllers for PC gaming for less than the cost of a DualSense
Tom's Hardware
Sony doesn’t have a lot of love going its way among gamers right now, especially among the PC crowd, between the decision to abandon physical disc sales and reportedly shelve ports of its games to PC. Sony makes an excellent controller…
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Ultra-Compact Photonic Bends Reduce Loss While Meeting Foundry Rules (Georgia Tech)
Semiconductor Engineering
Researchers at Georgia Institute of Technology published a technical paper titled “Low-loss ultra-compact photonic bends with enhanced fabrication tolerance for commercial foundry processes.” Abstract Excerpt: “We present a methodology and…
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Monolithic 3D Memristor-TFT Stack For Programmable Neuromorphic Computing (SNU, Yonsei)
Semiconductor Engineering
Researchers at Seoul National University and Yonsei University published a technical paper titled “Monolithic three-dimensionally integrated memristor-thin-film transistor for electrically programmable multimode reservoir computing.”…
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Programmable Memory Controller Eases Adoption of New DRAM Techniques (ETH Zürich, CISPA, NYU)
Semiconductor Engineering
Researchers at ETH Zürich, CISPA , and New York University published a technical paper titled “Terracotta: Enabling the Adoption of New DRAM Techniques via a Flexible DRAM Interface and Memory Controller.” Abstract Excerpt: “DRAM continues…
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Tokyo's 37 straight days of rain drive up fresh vegetable prices
Nikkei Asia
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Honda delays next-gen CR-V hybrid production several months in US, Canada
Nikkei Asia
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TSMC and other Taiwan players boost AI spending in US, Southeast Asia
Nikkei Asia
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Towa plans chipmaking tool plant for Japanese supply chain: CEO
Nikkei Asia
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Can India turn AI disruption into job growth?
Nikkei Asia
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Get a 1440p QD-OLED monitor for just $280 — entry-level AOC display comes with 144Hz refresh rate and 0.03ms response time
Tom's Hardware
QD-OLED monitors continue to drop in price, and Amazon has a particularly good deal going right now on AOC's 27-inch 1440p QD-OLED display . Unlike most 27-inch, 1440p OLED displays, this monitor tops out at a 144Hz refresh rate. The more…
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Japan's Marubeni, Sumitomo Forestry help combat Indonesian forest fires
Nikkei Asia
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Anthropic Expands Cyberdefenders’ Access to Top Models
The Information
Anthropic said it is expanding and restructuring its cybersecurity access programs to enable more cyberdefenders to use its most advanced Claude models to secure their systems against potential AI attacks. Under the changes, announced…
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HP takes $2200 off a Ryzen 7 9800X3D and RTX 5080 prebuilt at $2,799
Tom's Hardware
Anything with memory or a GPU is tough to find at a good price right now, even on Prime Day . But over at HP , there's a desktop deal that's at a surprisingly good price given the components inside. The Omen 35L with an Nvidia GeForce RTX…
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Black Friday laptop deals: What should small and medium-sized businesses be looking for?
Tom's Hardware
Businesses continue to refresh laptops more frequently, with the average laptop refresh cycle falling to four years in 2025, according to Sage . And while Black Friday is typically a shopping window associated with consumer tech, it’s also…
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Exclusive: Star Goldman Sachs Banker Dunlevie to Co-Lead Tech Banking
The Information
Goldman Sachs is promoting Jane Dunlevie, a senior tech banker who has worked on deals for OpenAI, Stripe and Instacart, to co-lead the bank’s technology, media and telecommunications investment banking group, according to an internal memo…
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Axelera AI: Data Center Inference Performance in the Power Envelope of Embedded Systems
EE Times
Physical AI is hitting three walls: power, economics, and fragmentation. Fabrizio Del Maffeo explains how to break them. Recorded at the AI Infra Summit 2026 in Santa Clara, California, Axelera AI
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Tokyo Electron poised to log record profit on AI momentum: CFO
Nikkei Asia
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Japan to open bank data to researchers in evidence-based policy push
Nikkei Asia
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Mac Mini docks add more ports and storage — get more out of your headless server, AI machine, or Apple workstation
Tom's Hardware
Whether you're one of the many people who rushed on the M4 Mac Mini this year or grabbed the M6 or M5 Pro Mac Mini that released last month, you're bound to eventually want to consider more storage, more ports, or both. You can't upgrade…
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Can Microsoft Help Customers Cut Back on Claude?
The Information
There was good news and bad news for Anthropic in our story yesterday that showed how two of its mega-customers, Microsoft and Meta, were cutting their staffs’ Claude bills. Among the bad news was that Microsoft had reduced its spending on…
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Award-winning Anycubic 3D Printers on sale with up to 47% off
Tom's Hardware
The Prime Day sales season is in full swing, and there are plenty of deals on offer for anyone wanting to take up the hobby of 3D printing or for veteran creators to upgrade their existing equipment. One of our favorite 3D printer…
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Beyond the Die: Verifying the Connected Chip
SemiWiki
One of the standout presentations at the 2026 TSMC OIP Forum highlighted a collaboration between Siemens EDA, Marvell, and TSMC. I always appreciate EDA presentations that bring together customer and foundry perspectives, and this one did…
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Gigabyte W775-V10-L01 Hands-on Bringing NVIDIA GB300 Deskside
ServeTheHome
We test the Gigabyte W775-V10-L01, including getting over 2.2B tokens/ day on the Blackwell Ultra GPU, 800Gbps from the ConnectX-8 SuperNIC, and testing the NVIDIA Grace CPU with the C2C link between it and the GPU The post Gigabyte…
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Xi leaves Japan uncertain on China summit at APEC
Nikkei Asia
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China's DeepSeek, peers launch 16 AI models in month despite Anthropic warning
Nikkei Asia
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Save up to 43% on these handy Hoto tools for PC builders and hobbyists, starting from $14
Tom's Hardware
Hoto isn't a big household name, but it's a brand that Tom's Hardware staffers appreciate, as a good chunk of us have bought a Hoto tool or two for our toolkits. I personally own and use Hoto's electric screwdriver, and it's become…
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Agentic AI turns simple language into self-guided X-ray scans of microelectronics
TechXplore Semiconductors
Science has increasingly used artificial intelligence (AI) as a kind of microscope—sorting data, analyzing images and revealing hidden patterns. Now a new shift is underway: AI that not only breaks down data but also helps scientists…
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Grab this epic Razer Wolverine V3 controller for a great 53% off
Tom's Hardware
Getting the edge over your opponents can sometimes come down to the wire, or maybe the lack of one. A wireless gamepad gives you peace of mind that a wired controller can't. If you want a gamepad that doesn't compromise on specs while…
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The Swiss army knife of USB DVD drives is on sale, also features a built-in M.2 SSD slot, USB hub, and SATA hard drive dock
Tom's Hardware
CD/DVD burner with USB Hub and M.2 Dock: was $49.99 now $39.99 Now with M.2 NVMe SSD dock! The most expensive of the bunch, this optical CD/DVD writer from SUIDEK upgrades the SATA dock to an M.2 NVMe SSD dock, but keeps the SD card…
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Atomically thin transistors could transform computing by surpassing silicon's switching limit
TechXplore Semiconductors
For decades, silicon transistors have driven computational power, and scientists have devoted much of their time to making them smaller. That is because shrinking these tiny electronic switches that make up computer chips allows…
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Taiwan's AUO, Innolux bet on glass as next-gen AI chip material
Nikkei Asia
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China's passion for Japan arts behind record-smashing tea bowl auction
Nikkei Asia
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Intel's Core Ultra 5 250K Plus is down to its lowest price ever at $145
Tom's Hardware
This deal has sold out. The best price currently on the Core Ultra 5 250K Plus is $210 at Newegg . The Intel Core Ultra 5 250K Plus is down to its lowest price ever, with Amazon slashing 34% off the list price to bring it down to $145…
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Solving the Five Hard Problems of NFC Antenna Integration at 13.56 MHz
EE Times
NFC at 13.56 MHz is one of the most widely deployed short-range wireless technologies in commercial electronics. It underpins contactless payment at point-of-sale, smart access credentials in building
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Buy an Nvidia RTX 5070 Ti 16GB for only $1099
Tom's Hardware
The past several months have been nothing but a pain in the wallet for anyone trying to buy RAM, storage, and graphics cards. Prices have shot through the roof since late 2025 and have, for the most part, only increased since. Today, we…
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Built to Deliver the Answer, Not to Train the Model
SemiWiki
How VSORA rebalances memory and compute for AI inference in the data center and at the edge For more than a decade, the AI hardware industry focused mainly on model training, while inference represented a smaller share of overall demand…
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This brilliant $11 power button gadget lets you switch your PC on from your desk with ease
Tom's Hardware
With Amazon Prime Big Deal Days officially live, you've got the opportunity to splash a little cash on some of those really cool gadgets and tools that you won't immediately think of day-to-day, but when you see them, you'll know you've…
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Honda, Nissan each team with US AI startup on next-gen vehicle software
Nikkei Asia
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AMD's Radeon RX 9070 GRE graphics card crashes to $529, below original MSRP
Tom's Hardware
If you're looking for a new graphics card over Prime Day, then you've no doubt got your fingers and toes crossed, praying that the universe aligns to actually offer some discounts on this much-sought-after bracket of PC hardware. One of…
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AI Whistleblowers Say Researchers Are Checking AI Less Frequently
The Information
It won’t be any surprise to people with human intelligence that Monday’s New York City Council hearing on the risks of AI was as theatrical as a Broadway show. What was more surprising was what the AI researchers testified about how AI…
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GTA V playable in browser immediately nuked
Tom's Hardware
An unofficial GTA V port on a web browser went live and was taken down within hours. Alex St. Louis, the founder of Wonder Interactive, shared a clip of the in-browser gameplay on X, which he said was ported to WebAssembly using AI. It’s…
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CD players are back, and offering up modern, interesting features
Tom's Hardware
In case you didn’t get the memo, CD sales are surging, up a whopping 58.6% in the U.S. this year , according to the RIAA. And whether you’re looking to break your old disc collection out of the attic or closet, or you’re considering…
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Uber to Buy Catering Firm for $2.3 Billion
The Information
Uber is to pay $2.3 billion in cash to buy ezCater, a firm that handles catering and meals in workplaces, the ridehailing and food delivery giant said on Tuesday. EzCater’s service offers businesses a way to order from restaurants across…
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Gigaphoton debuts neon recycling system with claimed 50% recovery rate
Tom's Hardware
Japanese semiconductor lithography tool maker Gigaphoton has developed a novel neon gas recycling system named hTGM for its argon fluoride (ArF) excimer lasers. The method has demonstrated a 50% recycling rate, with hopes that it can be…
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From Faster Proofs to Trusted Silicon with LUBIS EDA
SemiWiki
LUBIS EDA is introducing FormalOS, a platform designed to make formal verification more systematic, scalable and predictable. Built on the company’s five-stage methodology, it combines structured workflows, verification playbooks…
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Why the SaaSpocalypse Isn’t Over For Workday
The Information
AI doesn’t seem likely to completely replace enterprise apps like Workday, which companies use to store key information about employees and financial transactions. But it is putting potential constraints on their growth. Already, some…
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Ellison-Controlled Skydance Completes Warner Bros. Discovery Acquisition
The Information
The Ellison family’s Paramount Skydance completed its $110 billion purchase of Warner Bros. Discovery, Paramount said Tuesday morning, creating a new company to be called Skydance. The combined company owns both the Warner Bros. and…
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JGB yield rises despite 30-year-high coupon
Nikkei Asia
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EV charging company plans to deploy 100,000 Nvidia GPUs in pods at its roadside sites across the US
Tom's Hardware
EV charging firm Xeal plans to use its existing U.S. network to deploy the “world’s first edge inference compute network using idle EV charging capacity.” The big idea is that it already has 1,600+ locations and 200MW of permitted…
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Trettire's Retro Ambient Audio System offers a full hi-fi system with no wires
Tom's Hardware
The resurgence of physical media has been in full swing in the alternative music scene for a while. Nowadays, likely as an effect of streaming services' shenanigans, even mainstream audiences are catching on to the tactile experience and…
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Hackers suspected of using AI agents for cyberattacks on South Korean banks, exposing data from about 25,000 customers
Tom's Hardware
Cyberattacks using AI agents against several of the largest South Korean banks, including Hana Bank, KB Kookmin Bank, and Shinhan Bank, are currently being investigated by South Korean authorities. According to The New York Times , at…
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Data center construction spending hits record $85 billion annual pace
Tom's Hardware
Private data center construction spending is up over 73%, from $49.05 billion to $84.95 billion, year over year (YoY), according to the Census Bureau’s detailed construction spending tables for August. Spending is at a record annual pace…
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Two of Alienware's best QD-OLED gaming monitors plummet to record-low prices
Tom's Hardware
Dell/Alienware has long made excellent monitors, and the company's OLED screens in particular have stuck out in recent years for a combination of price and performance. And today, thanks to Amazon's Big Deal Days, you can snag a swift…
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Prime Day gaming monitor deals live 2026
Tom's Hardware
It's Amazon Prime Big Deal Days 2026 time, and the gaming monitor deals are coming in fast and furious. Whether you're looking for a gaming monitor with fast response times and high refresh rates, or an expansive productivity offering with…
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Qualcomm will pay Huawei to license its patents for the first time in historic turnaround
Tom's Hardware
Qualcomm will pay Huawei for patent rights under a multi-year cross-licensing agreement that highlights both 5G and AI technologies, and will buy some of Huawei’s U.S. patents outright, the firm announced . The joint announcement comes 25…
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Madlad applies DLSS 5 to the original Duke Nukem and Pong
Tom's Hardware
Nvidia's highly advanced DLSS 5 photographic realism injector has been discussed to death and back. The internet has largely made peace with what the technology is and what it isn't, but that's not stopping anyone from adding DLSS 5 in…
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OpenAI and Synopsys partner to build "GPT-Synopsys" for autonomous chip design
Tom's Hardware
OpenAI and Synopsys have signed a multi-year agreement to jointly develop GPT-Synopsys, a specialized model optimized for semiconductor design using Synopsys's electronic design automation (EDA) tools. According to the September 30…
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Malaysia's Top Glove triples net profit despite high material costs
Nikkei Asia
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Used PS5 Pros now cost $1,399 at GameStop, 50% more than new ones
Tom's Hardware
GameStop has increased the price of refurbished PS Pros from $800 to $1399.99, meaning used units cost 55% more than their list price for brand-new consoles, and well over double the PS5 Pro's original MSRP. A Redditor working at the…
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Kuaishou’s Kling Picks Banks for $1 Billion-Plus Hong Kong IPO
The Information
Kling AI, a spun-off unit of Chinese video app Kuaishou Technology, has picked banks for a Hong Kong initial public offering that could raise at least $1 billion, Bloomberg reported. Kling, which develops AI video generation models, is…
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Elon Musk pledges SpaceXSI rebrand after Trump's executive order to use 'Super Intelligence' moniker
Tom's Hardware
Elon Musk has confirmed that SpaceXAI will change its name to SpaceXSI, to reflect the new moniker “Super Intelligence” coined by President Trump as a replacement for “Artificial Intelligence.” In an X post on September 4, Musk wrote…
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CXL-Connected MRAM Address AI Storage Latency
EE Times
The memory bottleneck in AI systems gets a lot of attention, but storage latency is a growing pain point too. Everspin Technologies thinks it can address it with what it says is the industry’s first
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Doom and Super Mario Bros converted into a VHS tape FMV game
Tom's Hardware
A TechTuber, disappointed with a 1980s VHS tape-based gaming video console, decided to brew up a superior system backed by modern tech such as a DE1-SoC FPGA board and a Raspberry Pi RP2350 MCU. The video below documents Throaty Mumbo’s…
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ADATA posts record 3Q revenue as memory prices rise
DigiTimes Daily
ADATA Technology reported record consolidated revenue of NT$53.03 billion(NT$53.03 billion)in the third quarter of 2026, topping NT$50 billion for the period as tighter memory supply and higher prices lifted sales. The memory module maker…
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Cerebras' stock slide stops after Sam Altman calls it 'close partner'
DigiTimes Daily
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing the chipmaker's stock to drop 20% last week. The episode…
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Happy IEEE Day!
IEEE Spectrum
Happy IEEE Day 2026! IEEE Day is an annual event that celebrates the first time in history when engineers worldwide gathered to share their technical ideas in 1884. One of the IEEE Day’s objectives is to show the ways IEEE members, in…
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TSMC Texas-Terafab buzz drives Taiwan contractors to move fast
DigiTimes Daily
TSMC has not officially announced anything, but Taiwan's semiconductor facility engineering supply chain is already rushing to Texas after reports that the company is discussing a collaboration with Elon Musk's "Terafab" plan. DYC chairman…
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LG lands 5GW North American data center cooling deal
DigiTimes Daily
LG Electronics has signed a long-term agreement to supply chillers for data center projects totaling more than 5GW of capacity in the US and Canada, giving the South Korean company greater visibility into future demand as it expands its…
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BenQ Materials expands Xpore circular textile push
DigiTimes Daily
BenQ Materials showcased its eco-friendly performance fabric brand Xpore at the Taipei Innovative Textile Application Show (TITAS) 2026, marking the brand's second appearance at the event. The company introduced three core green…
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Corsair's tiny PC touchscreen discounted in all five colors, now $50 off
Tom's Hardware
The Corsair Xeneon Edge touchscreen display was a viral sensation during Amazon Prime Day in the summer, with PC enthusiasts flocking to add the unique peripheral to their setups. Now, the deal is back in all five colors, meaning you can…
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AMD to expand Taiwan supply chain investment as AI demand drives capacity needs
DigiTimes Daily
AMD CEO Lisa Su said the company plans to further increase investment in Taiwan's semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available capacity. Credit: DIGITIMES
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JGB yield rises despite 30-year-high coupon as rates add to fiscal fears
Nikkei Asia
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ITRI sees hardware, AI, sensing drive quadruped robot rollout
DigiTimes Daily
As AI advances rapidly, the robotics industry is evolving from traditional automation equipment into a productivity tool for every industry, Taiwan's Industrial Technology Research Institute (ITRI) said. ITRI added that robots will…
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Chinese LCD panel makers tighten supply to lift prices ＆mdash; Taiwan suppliers eye order shifts
DigiTimes Daily
Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls to stabilize LCD TV panel prices and profitability…
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OpenAI steps up safety, promises earlier disclosure after Australian hack
Nikkei Asia
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South Korea keeps sovereign AI contest on track, adds KRW4.7T frontier program after hours of confusion
DigiTimes Daily
South Korea's Ministry of Science and ICT said its Sovereign AI Foundation Model Project will run to completion as originally planned. The statement reversed, within hours, a vice minister's suggestion that the national-team AI competition…
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China's 15th five-year plan elevates PCB role in AI supply chains
DigiTimes Daily
China's Ministry of Industry and Information Technology and the National Development and Reform Commission have released the 15th Five-Year Plan for the development of the electronic information manufacturing industry, aiming to push…
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Samsung secures customer backing for US$5B substrate expansion
DigiTimes Daily
Samsung Electro-Mechanics is investing KRW6.78 trillion (approx. US$5 billion) to expand FCBGA capacity in South Korea and Vietnam. The projects are backed by customer funding and medium- to long-term volume commitments, as demand for…
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Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
DigiTimes Daily
Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking to address energy and performance bottlenecks as…
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Chip Industry Technical Paper Roundup: Oct. 6
Semiconductor Engineering
New technical papers recently added to Semiconductor Engineering’s library: Technical Paper Research Organizations Low contact resistance and high current density in ballistic p-type transistors based on oxygen-doped WSe₂ monolayers HUST …
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TSMC tops global FDI ranking as AI infrastructure redraws overseas investment
DigiTimes Daily
The direction of global corporate investment in physical assets is becoming clearer. According to the fDi Report 2026 and an analysis by Visual Capitalist , announced greenfield foreign direct investment by multinational companies exceeded…
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Advancing The CFET-Based Device Roadmap: Novel Integration Modules And Standard Cell Configurations
Semiconductor Engineering
Key takeaways: From the A7 logic technology node onwards, industry may likely transition to CFET-based transistor architectures which enable 4.5-track (4.5T) and below standard cells. Progress in CFET enablement is backed by two…
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Best Amazon Prime Day tech deals live
Tom's Hardware
Welcome to day one of the Amazon Prime Big Deal Days sale, now live in both the UK and the US! Here in our live coverage, you'll find all the best deals curated by our experts in every category, from CPUs and GPUs, RAM and SSDs, laptops…
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Taiwan's top diplomat launches new mission in Arizona
Nikkei Asia
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China's Q3 growth estimated below target at 4.4% despite AI boom
Nikkei Asia
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Taiwan's NSTC seeks AI data center power tech to reduce grid impact of load spikes
DigiTimes Daily
Taiwan's National Science and Technology Council (NSTC) has recently issued a call for proposals on "high-performance power conversion and system management technologies for next-generation AI data centers." The aim is to help AI-related…
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Apple, Qualcomm renew patent deal, iPhone modem shift deepens
DigiTimes Daily
Qualcomm announced on September 24 that it has renewed its global patent licensing agreement with Apple, with the new contract set to take effect on April 1, 2027. The terms and value of the deal were not disclosed, but Apple's…
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Drone share tops 10% as Calin Technology eyes LEO optics, auto growth
DigiTimes Daily
Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting over 15%, making it the company's fastest-growing…
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Technology and smart infrastructure vital to aviation transformation
What are the strategic forces reshaping airport development and the practical challenges of building and operating the next generation of airports?
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10-year JGB coupon hits 30-year high as rising rates add to fiscal fears
Nikkei Asia
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Samsung 9100 Pro SSDs slashed up to 41% while supplies last — huge price cuts hit all capacities from 1TB to 8TB
Tom's Hardware
Amazon Big Deals is in full swing with big discounts on a wide range of products. Given the current SSD market, any storage deal is worth considering. If constant price hikes have kept you from upgrading your storage, now may be a good…
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China National Day EV charging surges 49% as highway grid faces peak-load test
DigiTimes Daily
China's National Day holidays have driven a massive surge in long-distance electric vehicle (EV) travel. According to data from China's National Energy Administration cited by The Paper , the 62,700 monitored highway charging facilities…
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Nittobo expands glass cloth output as AI chip demand strains global supply
DigiTimes Daily
Nittobo is expanding production of its T-Glass glass cloth as demand from AI chip makers tightens a critical part of the global semiconductor supply chain. The move matters beyond Japan because shortages of this insulating material could…
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How RobCo and the robotics unicorn wave are redefining industrial automation
DigiTimes Daily
Physical AI is shifting from a hardware niche into the next foundational computing platform, driving record investor capital into embodied intelligence systems. Credit: REUTERS
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Reliance closes all 7-Eleven stores in India
Nikkei Asia
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AustralianSuper to more than double private equity investment in Asia
Nikkei Asia
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Arcadyan September revenue hits record on mobile communications strength
DigiTimes Daily
As the networking market enters its traditional peak season, customer demand is gradually recovering. Arcadyan Technology announced on October 5 its September revenue, which reached NT$5.06 billion (approx. US$159.3 million), up 7.0%…
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Skyworks closes Qorvo deal, forming US RF and analog powerhouse
DigiTimes Daily
Skyworks Solutions (Nasdaq: SWKS) has completed its combination with Qorvo, creating a US-based supplier of high-performance radio frequency (RF), power management, and analog and mixed-signal semiconductors. The company expects annual…
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Huawei's Kirin 9050 Pro reveals new logic folding chip design
DigiTimes Daily
Huawei's Kirin 9050 Pro has been fully broken down by Chinese and overseas researchers, giving the market a closer look at the company's "LogicFolding" approach. Analysis from Geekerwan and die-shot images posted by Kurnal Insights show…
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Thunder Tiger's new drone tests signal broader defense market ambitions
DigiTimes Daily
Thunder Tiger's successful launch and takeoff tests of its new Iron Triangle PAPADELTA drone line highlight how global defense customers are shaping the next phase of unmanned systems. The company is using the platform to target…
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3.2T optical upgrade triggers PCB redesign, shrinking supplier pool to 3
DigiTimes Daily
As AI computing clusters continue to expand, performance requirements for scale-out interconnects between racks are rising rapidly. This is pushing traditional pluggable optical transceivers from 800G to 1.6T and accelerating the…
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Samsung steps up HBM cooling as TSMC expands CoWoS
DigiTimes Daily
Samsung Electronics is expanding its thermal-management efforts for high-bandwidth memory (HBM) beyond the memory stack as increasingly large chip packages raise heat-management challenges. Credit: Samsung
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BizLink revenue rises on European site restart, Interplex integration
DigiTimes Daily
BizLink-KY said September revenue climbed as it ended summer shutdowns at its European facilities and consolidated Interplex Datacom's data communications business, underscoring how global supply chains and AI infrastructure demand are…
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Solidigm expands Taiwan SSD production base to tap AI server supply chain
DigiTimes Daily
Solidigm, SK Hynix's NAND subsidiary, is expanding its Taiwan production base for data center solid-state drives (SSDs), underscoring the island's growing role in the global AI server supply chain. The move could affect global SSD supply…
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Jedec unveils new standard for silicon photonics reliability qualification and testing
DigiTimes Daily
Jedec released a new standard for silicon photonics (SiPh) testing and manufacturing controls to promote consistent reliability practices. The standard comes as SiPh experiences rapid growth due to its potential to replace copper…
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Suzuki's mini EV bet exposes Japan's battery vulnerability to China
Nikkei Asia
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AM Intelligence expands India AI infrastructure push with 20,000 more Nvidia Rubin GPUs
DigiTimes Daily
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access to frontier computing for cloud providers and developers…
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Qualcomm takes Arm to trial again, with billions in royalties at stake
DigiTimes Daily
Qualcomm and Arm opened a five-day trial in US federal court in Delaware on October 5, with Qualcomm seeking to stop paying Arm royalties for up to five years, a remedy potentially worth billions of dollars. The dispute comes as Qualcomm…
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Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growth
DigiTimes Daily
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when the month typically marked the start of the peak season…
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Electric scooter sales rise 33% in September but year-over-year slowdown persists
DigiTimes Daily
Taiwan's motorcycle market emerged from the seasonal lull in September 2026, with total registrations rising to 70,189, up 16.78% month-over-month. Electric scooter sales also rebounded, with 3,482 units sold in the month, up 32.9%…
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September auto market beats expectations; Hotai sees stable Q4
DigiTimes Daily
Hotai Motor said Taiwan's auto market should remain stable in the fourth quarter, after September sales came in better than expected and the company kept its full-year 2026 forecast at 430,000 vehicles. The distributor also said sales of…
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Taiwan unveils new 5-year quantum tech program to speed adoption
DigiTimes Daily
The National Science and Technology Council (NSTC) has announced the details of its next five-year quantum research program as Taiwan prepares to wrap up its current NT$8 billion (US$252.14 million) National Quantum Team project by the end…
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Is it possible to slow down AI development?
Nikkei Asia
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South Korea cautious over deal Trump says 'keeps getting better'
Nikkei Asia
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Samsung recasts India as global innovation base after three decades of manufacturing
DigiTimes Daily
Samsung Electronics says its India operations, which it set up in 1995, have evolved from a manufacturing base into a global innovation hub. The South Korean company is pitching the country as a source of technology for its worldwide…
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Qualcomm licenses Huawei's LogicFolding patents as US curbs reshape chip ties
DigiTimes Daily
Correction, Oct. 6, 2026: An earlier version of this story, citing Bloomberg , reported that Qualcomm had agreed to license patents related to Huawei's LogicFolding technology. Qualcomm said on Oct. 6 that assertions linking the agreement…
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TSMC expansion pushes Da Yi Cheng Technology's orders over NT$10 billion, visibility through 2028
DigiTimes Daily
Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical and mechanical installation work. The company is now…
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Behind the US$4.2 trillion revenue gap in AI infrastructure
DigiTimes Daily
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute. A review tracking construction progress and satellite…
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Sony to transfer 418 XR patents to Meta
DigiTimes Daily
Sony plans to transfer 418 extended reality (XR) patents to Meta, with 43 of those transfers already completed. Analysts say the move signals Sony's retrenchment from XR hardware, while giving Meta a stronger patent position as it pushes…
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Pentagon creates autonomous warfare command to speed AI arms buildup
DigiTimes Daily
US Defense Secretary Pete Hegseth has announced a new Autonomous Warfare Command (AWC) and is pushing a low-cost manufacturing, artificial intelligence (AI), and robotics-based combat model to accelerate the military's overhaul of drone…
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NTT Data bets on India to lift its AI business as data center race heats up
DigiTimes Daily
NTT Data expects India to contribute a larger share of its global artificial intelligence (AI) business than it does of its overall IT services business, as the Japanese company pushes ahead with a three-year investment program in the…
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Meta open-sources Muse Gadgets SDK for building AI devices
DigiTimes Daily
Meta has open-sourced the Muse Gadgets software development kit (SDK) and firmware code, allowing developers to build physical devices that interact with its AI assistant Muse and extend the service into more real-world settings. Credit…
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Meta, Microsoft reportedly cut internal Claude use as AI costs rise
DigiTimes Daily
Meta and Microsoft are reducing employees' internal reliance on Anthropic's Claude as they push proprietary AI tools and seek greater control over rapidly rising AI costs, according to The Information . The shift comes even as both…
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HBM4 prices to nearly triple in 2027, memory makers see windfall margins spread
DigiTimes Daily
Memory supply and demand will tighten further in 2027. According to supply chain sources, South Korean memory makers have recently quoted aggressive long-term contract prices for sixth-generation high-bandwidth memory (HBM4). While HBM4…
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Chicony Power sees satellite, server orders surge in 4Q26
DigiTimes Daily
Chicony Power Technology reported self-calculated consolidated revenue of NT$2.413 billion (approx. US$75.91 million) in September 2026, down 2.3% month-over-month, as memory shortages and cost pressure slowed notebook (NB) power…
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Can satellites share power?＆mdash; Star Catcher puts an orbital grid to the test
DigiTimes Daily
As in-orbit AI computing, Earth observation, and defense missions expand rapidly, satellites are demanding more power, turning energy supply into an emerging challenge for the growing space economy. Credit: Michael Lee
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MIPS deepens RISC-V ties with China despite US-China tech tensions
DigiTimes Daily
Despite intense technology competition between the US and China, cooperation between the two sides on the open-standard RISC-V architecture continues to deepen, with US intellectual property provider MIPS expanding its work with Chinese…
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Anthropic IPO filing flags legal risks over AI agents
DigiTimes Daily
Anthropic said in its IPO filing that as artificial intelligence (AI) systems gain greater autonomous capabilities, the risks rise as well, while current law still does not clearly define who is liable when AI agents go off the rails. The…
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Vietnam extends fuel tax breaks as energy supply disruptions drag on
Nikkei Asia
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OpenAI to watermark ChatGPT, Codex text in EU under AI Act
DigiTimes Daily
OpenAI will begin adding invisible, machine-readable watermarks to text generated by ChatGPT and Codex in the European Union (EU), as the company moves to comply with the EU AI Act's transparency requirements. Credit: AFP
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The death of the software seat: cheaper AI tokens turn enterprise computing into metered labor
DigiTimes Daily
The ferocious push toward artificial intelligence is gathering momentum amid growing industry demand for higher AI inference and increasingly compute-intensive models. Credit: AFP
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Nanya Technology, Winbond Electronics hit record highs for 10 consecutive months in September 2026
DigiTimes Daily
Taiwan memory suppliers Nanya Technology and Winbond Electronics have set new monthly revenue records for 11 and 10 consecutive months, respectively, as their September 2026 consolidated revenues continued to grow. Credit: DIGITIMES
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MediaTek group spans Wi-Fi, 5G and PON to target AI-era network infrastructure
DigiTimes Daily
MediaTek and subsidiary Airoha Technology will jointly showcase new technologies spanning Wi-Fi, 5G CPE, and passive optical networking (PON) at Network X 2026, scheduled for October 13–15 in Vienna, Austria. Credit: Airoha Technology
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Get a rare deal on a shuckable 16TB Seagate Expansion Desktop drive at $0.02 per GB
Tom's Hardware
The AIpocolypse has consumed everything in its path, including the once-affordable high-capacity HDD. Newegg has a rare deal on a high-capacity 16TB external Seagate drive, knocking $100 off the price to bring it down to $449.99. That…
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Schneider Electric's deal to buy PTC is the next step in its software push
DigiTimes Daily
Schneider Electric has agreed to purchase software company PTC in a deal valuing its equity at around US$22.6 billion. The all-cash acquisition marks the French energy and tech company's latest move to expand into the software and AI…
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Google Gemini 4 Argon sparks internal doubts
DigiTimes Daily
Google's new flagship AI model, Gemini 4 Argon, has drawn strong results in multiple benchmark tests, but some employees still say its coding performance is not stable enough. According to Bloomberg , opinion inside Google is split, with…
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LB Semicon expands power chip capacity as Qualcomm production ramps up
DigiTimes Daily
South Korean outsourced semiconductor assembly and test (OSAT) provider LB Semicon is expanding power semiconductor backend capacity at its Gumi plant as it steps up efforts to reduce its reliance on display driver integrated circuits…
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DeepSeek closes in on US rivals despite chip curbs
DigiTimes Daily
China's leading AI models have narrowed their performance gap with US rivals to a record low, while DeepSeek's latest advances in memory efficiency and its deepening work with Huawei suggest Chinese developers are finding ways to improve…
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Samsung ramps Exynos 2700 wafer production as second-gen 2nm rollout advances
DigiTimes Daily
Samsung Electronics has reportedly begun front-end wafer mass production of its next-generation Exynos 2700 mobile application processor, with production volume planned at more than 10% above that of the Exynos 2600 as the company prepares…
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China's glass substrate ramp-up outpaces South Korea with WG Tech targeting 1M sqm
DigiTimes Daily
China's WG Tech has reportedly begun the second phase of investment in its through-glass via (TGV) glass substrate production line, with total future capacity projected to reach 1 million square meters a year. Analysts say Chinese makers…
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LinkCom eyes 4Q26 rebound on smart meter, wireless charging demand
DigiTimes Daily
Magnetic components maker LinkCom Manufacturing posted September consolidated revenue of NT$44.18 million (approx. US$1.39 million), up 32.53% from a month earlier and down 10.24% from a year earlier. Cumulative consolidated revenue for…
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Column: How semiconductors' evolution foretells the rise of AI data centers
DigiTimes Daily
Semiconductors and AI data centers share a striking number of similarities. Credit: DIGITIMES
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Analysis: China automakers' US entry paths remain open
DigiTimes Daily
The recent summit between US President Donald Trump and Chinese President Xi Jinping concluded without progress on automotive issues—namely, whether Chinese automakers might enter the US market or build manufacturing plants on American…