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Semiconductors

Semiconductors news — Thursday 08 October 2026

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

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  1. Nvidia to Invest in Chip Rival d-Matrix as Its Challengers Choose Partnership
    USThe Information

    Nvidia plans to invest in d-Matrix, a seven-year-old developer of server chips for AI that aims to compete with Nvidia, according to three people with knowledge of the deal. The planned investment is part of Nvidia’s effort to make its…

  2. SpaceX Announces Plans That Could Take Aim at Major Mobile Carriers
    USThe Information

    SpaceX plans to compete with major US wireless carriers like Verizon and AT&T. The company announced on Thursday that it plans to acquire a nationwide portfolio of low-band wireless spectrum and that it had received approval from the…

  3. OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports
    USThe Information

    OpenAI recently told investors that its annualized revenue was approaching $50 billion at the end of September, according to a person with knowledge of the communications. That’s around $20 billion less than revenue figures disclosed in…

  4. Lehman Brothers: Stephen Schwarzman (9)
    JPNikkei Asia
  5. Vietnamese in Japan surpass Koreans as foreign population grows
    JPNikkei Asia
  6. Japan's EV subsidies benefit Tesla more than Honda, Nissan
    JPNikkei Asia
  7. Global cyberattacks leak data on at least 320m people since Sept.: Nikkei research
    JPNikkei Asia
  8. Thai crackdown on gun violence challenged by glut of firearms
    JPNikkei Asia
  9. Netflix grows advertiser deals in Japan 12-fold
    JPNikkei Asia
  10. Trump's AI free-for-all plays into China's hands
    JPNikkei Asia
  11. Sumitomo Bakelite to boost chip encapsulant output in China, Singapore
    JPNikkei Asia
  12. Japan's Terumo takes $610m hit after losing US customer for plasma device
    JPNikkei Asia
  13. Waymo Closes $5 Billion in Debt Financing
    USThe Information

    Alphabet’s Waymo on Thursday announced that it closed a $5 billion term loan in the self-driving rideshare company’s inaugural debt financing round. Neither Alphabet nor other equity partners provided a corporate guarantee on the loan…

  14. OpenAI Researchers Say They Were Fired for “Prioritizing Safety”
    USThe Information

    The three safety researchers whom OpenAI fired last week challenged OpenAI’s decision, saying on Thursday they were punished for raising safety concerns. “I believe we were fired for prioritizing safety over the near-term interests of…

  15. AI’s Boom Has Infrastructure Investors Looking at Garbage
    USThe Information

    The investing frenzy in data centers that the AI boom sparked has created a bargain-hunting opportunity—in everything but AI assets. AI has pulled investors’ attention away from unglamorous assets in sectors like transportation and waste…

  16. Asahi, Kirin and peers suspected of beer price fixing for years
    JPNikkei Asia
  17. Japan's tourist spending windfall shrinks as Chinese visitors plunge
    JPNikkei Asia
  18. Prudential Japan's hypercompetitive culture bred misconduct, report says
    JPNikkei Asia
  19. Why Custom Silicon Matters in AI Data Centers
    USEE Times

    General-purpose processors are not going away. But increasingly, they are no longer being asked to do everything. AI, machine learning, real-time analytics, and hyperscale cloud workloads put very different

  20. Japan-led Asia decarbonization bloc pivots to oil stockpiling measures
    JPNikkei Asia
  21. Synopsys looks to work with Chinese AI labs to speed up chip design
    JPNikkei Asia
  22. Vietnam offshore oil and gas draw Japan, US, Russia to South China Sea
    JPNikkei Asia
  23. GlobalFoundries to produce silicon interposers for TSMC's CoWoS in the US — Five-year agreement valued at $2 billion
    USTom's Hardware

    GlobalFoundries and TSMC have entered into a five-year manufacturing agreement valued at $2 billion under which GlobalFoundries will produce silicon interposers for TSMC's CoWoS advanced packaging technology. The arrangement will establish…

  24. Chinese Open Models Win Over One in Five of The Information’s Subscribers
    USThe Information

    Nearly two-thirds of The Information’s subscribers surveyed last month said their organizations develop AI applications, and a third of subscribers said they receive a return from AI that is a “multiple of what we spend.” The result…

  25. Japan's Mitsubishi Materials taps Vietnam for tungsten as China alternative
    JPNikkei Asia
  26. Samsung, SK Hynix record earnings fuel South Korea spending on AI, youth
    JPNikkei Asia
  27. White House Suspends Visa Program for Microsoft, Other Tech Firms
    USThe Information

    The U.S. government is limiting Microsoft’s ability to sponsor visas for certain immigrant workers, Vice President J.D. Vance said Thursday, citing an “ongoing investigation” into claims that Microsoft laid off Americans while continuing…

  28. U.S. suspends green card path for H-1B workers at Microsoft and Adobe — labor certification program blocked due to alleged fraud
    USTom's Hardware

    During a Thursday announcement, Vice President JD Vance said that well-known tech companies Microsoft and Adobe are now blocked out of the PERM program — one of the possible paths for the firms' H-1B workers to eventually evolve to green…

  29. Data Center Energy Trends Force a Rethink of Chip Power Delivery
    USSemiWiki

    Intel Foundry published a two article series on chip power delivery that are worth reading. Here is a quick summary: Artificial intelligence is changing the requirements for semiconductor innovation. Faster transistors and denser packaging…

  30. Overlooked indium selenide phase enables wafer-scale logic transistors
    GBTechXplore Semiconductors

    Just as carbon atoms arranged in different ways can form either graphite or diamond—the hardest natural material—semiconductor materials can also exhibit completely different properties depending on their atomic arrangements. Now, a…

  31. Vietnam offshore energy rush draws Japan, US, Russia to South China Sea
    JPNikkei Asia
  32. The Atari 800XL returns with a 'faithful' but modern Retro Games Ltd redesign
    USTom's Hardware

    Pre-orders for the Atari-licensed THE 800XL began today. This is a modernized yet claimed-to-be-faithful recreation of the classic 8-bit home computer, popular in the early 1980s. While it comes with era-appropriate features like built-in…

  33. Department of War dishes out $1.5 billion loan commitment to boost semiconductor supply chain
    USTom's Hardware

    U.S. Semiconductor Manufacturer Wolfspeed Inc . has received a conditional 30-year, $1.5 billion loan commitment letter from the U.S. Department of War (DoW) through its Office of Strategic Capital (OSC), as the country continues its push…

  34. Finland orders Google to stop work on two AI data centers over alleged deforestation
    USTom's Hardware

    Google subsidiary Tuike Finland Oy has just received a notice from the Finnish Licensing and Supervision Agency, or LVV, ordering it to stop construction on two data centers. According to CNBC , the sites in Muhos and Kajaani cannot…

  35. How OpenAI Beat Math
    USThe Information

    Mathematicians are likely feeling the kind of anxiety that software engineers have experienced for months in the wake of OpenAI release on Tuesday of a whopping 722 research papers with AI-created solutions to a range of problems across…

  36. WEBINAR: The Convergence of Edge Accelerators
    USSemiWiki

    The rapid growth of AI at the edge is forcing SoC architects to rethink traditional processor designs. Dedicated NPUs deliver impressive performance for today’s models, but evolving AI workloads, increasing system complexity and growing…

  37. Nissan to roll out China-made Frontier Pro pickup truck in Mexico
    JPNikkei Asia
  38. How Amazon Rewired Its Data Centers After Mississippi Power Warning
    USThe Information

    Earlier this year, officials at Mississippi electric utility Entergy had some worrisome news for Amazon: It was going to have to start kicking the company’s Mississippi-based data centers off the grid during peak times to ensure it could…

  39. SCHIEDERWERK Showcases Novel Power Supply Solutions for Mission-Critical Applications at electronica 2026
    USEE Times

    Nuremberg / Munich, Germany, 2026 — SCHIEDERWERK GmbH, a specialist in custom power electronics solutions engineered and manufactured in Germany, will showcase its latest platform-based power supplies and

  40. Bambu Lab’s 3D printing patent application for a new heatbed design may improve peeling issues
    USTom's Hardware

    Shenzhen Tuozhu Technology, Bambu Lab’s parent company, has filed a patent application in the U.S. for a new heatbed design, which was published on September 10, 2026. This design aims to heat a printbed more evenly, reducing issues with…

  41. NVIDIA Jetson to SiMa.ai Modalix MLSoC Migration Guide
    USEE Times

    This technical guide provides a practical framework for migrating machine learning models and applications from an NVIDIA/CUDA-based environment to the SiMa.ai Physical AI platform. It explains the key

  42. Software could be the easiest fix for hyperscalers' AI power squeeze, researchers say
    USTom's Hardware

    Data center energy demand is shooting constantly upwards. By 2030, some 945TWh of electricity is expected to be used to meet AI’s demand; the International Energy Agency believes — that's as much electricity as Japan uses today. The energy…

  43. Ukrainian drones hit Russia's Yandex data centers housing two top supercomputers
    USTom's Hardware

    Ukrainian drones hit a major Yandex data center in Sasovo, Russia, causing a massive fire and forcing the company to shut down the facility, according to Reuters and Meduza . Many services using Yandex Cloud are down following the attack…

  44. Shroud of Secrecy Cloaks Star Investor Behind Cognition, Ramp
    USThe Information

    Last month, Zach Dell, son of billionaire Michael Dell and cofounder of Base Power, a billion-dollar battery startup , was gabbing with podcaster David Senra when Senra asked him which of his investors have been the most helpful to him…

  45. Xsight Labs E1L DPU for Lower-Power 200Gbps DPUs
    USServeTheHome

    The new Xsight Labs E1L DPU brings lower core counts (8-22 Arm Neoverse N2 cores), plenty of PCIe Gen5 and 200Gbps networking into a lower power form factor The post Xsight Labs E1L DPU for Lower-Power 200Gbps DPUs appeared first on…

  46. The silent killer of analog reliability: Why SPICE misses floating net
    USSemiWiki

    By Bhanu Pandey The semiconductor industry is currently facing a significant challenge in functional verification. According to the most recent Wilson Research Group / Siemens EDA Functional Verification Study, first-silicon success rates…

  47. Kioxia LD4 E1.L QLC NVMe SSD Announced
    USServeTheHome

    The Kioxia LD4 is a higher-capacity E1.L NVMe SSD designed to cram a lot of sorage while taking a minimal amount of faceplate area The post Kioxia LD4 E1.L QLC NVMe SSD Announced appeared first on ServeTheHome .

  48. Rising Costs, Compute Demand Push ADAS Toward Modular AI
    USEE Times

    BARCELONA, Spain — Automotive executives and AI developers are reassessing the plans to bring automated driving systems to everyday vehicles. Rising semiconductor and memory costs are impacting the

  49. SoftBank and Grab to develop AI infrastructure in Malaysia's Sarawak
    JPNikkei Asia
  50. Breaking the AI Infrastructure Power Wall: From Grid to xPU
    USEE Times

    Navitas 2.0 Completes Power Portfolio with Claros Acquisition Date: Tuesday, October 20, 2026 Time: 8:00am PDT | 11:00am EDT 17:00 CEST AI infrastructure is scaling rapidly, driving higher rack power,

  51. AMD seeks 'broader partnership' with Samsung as it looks to secure memory supply
    USTom's Hardware

    A little less than seven months since signing a memorandum of understanding (MOU) concerning memory supply and collaboration in various fields with Samsung, AMD's chief executive Lisa Su is visiting South Korea to secure additional supply…

  52. American jailed for commanding 10,000 bots to stream his own AI-generated songs
    USTom's Hardware

    The first-ever criminal case involving AI-assisted music streaming fraud has concluded, with an American citizen getting 18 months behind bars and an $8M fine. North Carolina resident Michael Smith, 54, was charged in September 2024 …

  53. Researcher develops method for fingerprinting cheaters using Counter-Strike mouse and keyboard input patterns
    USTom's Hardware

    A master’s student from the Norwegian University of Science and Technology developed a fingerprinting technique that identified gamers from their mouse and keyboard input patterns as part of their thesis. u/Magga_ shared the results of…

  54. AMD's EPYC Verano AI host CPU will reportedly use a special SB1 socket
    USTom's Hardware

    AMD's upcoming EPYC 9006-series 'Verano' CPUs that are specifically designed for AI servers will use an all-new SB1 socket and will require different cooling systems than other processors in the lineup, according to a listing at Dynatron …

  55. Bangladesh hands UAE's DP World key port contract after years of delay
    JPNikkei Asia
  56. Spotifast lets you enjoy Spotify tracks while lowering RAM usage by 5x or more
    USTom's Hardware

    It's a reasonable assessment that everyone and their dog is tired of Electron-based desktop apps that pack a full web browser and waste gobs of RAM. Spotify lovers now have a reprieve from the memory blues in the form of the Spotifast…

  57. China allegedly intercepted UPS-shipped F-35 parts after employee missed email warning
    USTom's Hardware

    A fortnight ago we reported on the curious case of top-secret F-35 advanced fighter parts getting swiped by China as a shipment from Australia to the U.S. transited Hong Kong. The decision to route through the Chinese territory was said to…

  58. SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware
    USTom's Hardware

    SpaceX is reportedly looking to raise $40 billion to acquire Nvidia AI processors in a bid to expand its compute capabilities, reports the Financial Times . The financing could combine $10 billion in bank loans with $30 billion in…

  59. Former Groq engineers sue board over $20 billion Nvidia deal
    USTom's Hardware

    Two former Groq engineers are suing Groq’s former board and former CEO Jonathan Ross, alleging the board handed over employees and company technology to Nvidia in a $20 billion deal. The proposed class action, filed in Delaware’s Court of…

  60. Score a 1080p gaming PC for less than $1,000 right now, fitted with Nvidia or AMD GPUs
    USTom's Hardware

    While Amazon's big sale has finished, Walmart and Best Buy are delivering the goods with huge deals on two different gaming PCs. Right now, you can pick up the ABS Cyclone M Aqua with an RTX 5060 for $999 at Walmart , or go for a…

  61. Exclusive: Former Omidyar CEO Founds AI Investor Network
    USThe Information

    Mike Kubzansky, the former CEO of philanthropic investment firm Omidyar Network, is launching a group for large investors that will facilitate information sharing about the AI industry to foster more trustworthy practices, he told The…

  62. Make the jump to an OLED gaming monitor and save 48%
    USTom's Hardware

    You may not be able to get your hands on an affordable graphics card or DDR5 RAM, but one of the best and biggest upgrades you can still make to your gaming PC setup is a relatively affordable monitor upgrade. If you've not already taken…

  63. Taiwan indicts 10 for smuggling US military-grade chips to China, parts routed to missile and radar programs using forged Taiwan defense institute orders
    USTom's Hardware

    Taiwanese prosecutors have indicted 10 company leaders over Texas Instruments (TI) and Analog Devices (ADI) military-grade chips allegedly sold to China, the United Daily News reports. Orders for the chips allegedly used the name of…

  64. Solo developer rebuilds Adobe Creative Suite in Rust using Claude, releases it free to all
    USTom's Hardware

    Controversially named Reddit user u/ai_art_is_art posted on r/creativecloud about their suite of alternatives for the most-used Adobe products recreated using Claude. Their post has since been removed, but their comment with links to their…

  65. Samsung expects 780% quarterly operating profit jump on AI boom
    GBTechXplore Semiconductors

    Samsung Electronics on Thursday forecast a more than 780% leap in third-quarter operating profit from a year earlier, buoyed by high memory chip prices as AI fuels a global supply shortage.

  66. IT pro says his parents’ Keurig smart coffee maker sent 1TB of data over their Wi-Fi in 10 days
    USTom's Hardware

    A Keurig smart coffee maker owned by a self-described IT pro’s parents sent 1TB over their Wi-Fi in 10 days, saturating an access point on its own, user @NomadsGalaxy said in an X post . Nomad added that most of the traffic “didn’t escape…

  67. Chinese AI startup Manus drums up over $500m in fresh funding
    JPNikkei Asia
  68. Malaysia's Anwar backs Myanmar's ASEAN return after repatriation talks
    JPNikkei Asia
  69. No DRAM but plenty of good drama in Asia
    JPNikkei Asia
  70. Largan Precision posts over 10% revenue growth in the first nine months of 2026
    TWDigiTimes Daily

    Largan Precision reported September consolidated revenue of NT$2.672 billion (US$83.73 million), down 1.75% from August but up 0.54% from a year earlier, according to an Oct. 8 filing. The camera lens maker said cumulative revenue for the…

  71. Lam Research launches South Korea chip fund after 15,000-chamber milestone
    TWDigiTimes Daily

    Lam Research is launching its first country-specific semiconductor venture fund in South Korea after shipping its 15,000th locally manufactured processing chamber, deepening its manufacturing and technology ties with one of the world's…

  72. SpaceX pursues US$40 billion Nvidia chip financing while Terafab charts path to AI compute independence
    TWDigiTimes Daily

    SpaceX is reportedly seeking US$40 billion in financing to purchase Nvidia chips, a massive capital commitment driven by surging artificial intelligence (AI) computing demand. Viewed alongside Elon Musk's Terafab semiconductor…

  73. Uniqlo operator projects 7th straight record profit for current fiscal year
    JPNikkei Asia
  74. Rohm Semiconductor Expands Back-End Chip Manufacturing Outsourcing
    USEE Times

    Japanese chipmaker Rohm Semiconductor is expanding its use of outsourced semiconductor assembly and test (OSAT) facilities, starting with existing products and local demand while continuing to keep wafer

  75. Ledlink hits record revenue as automotive optics and AI server components fuel growth
    TWDigiTimes Daily

    LED lens manufacturer Ledlink Optics reported record monthly and quarterly revenue in September and the third quarter of 2026, respectively, driven by sustained demand for automotive optical lenses and steadily increasing shipments of…

  76. Finding Critical Defects Before They Become Costly Failures: Process Control For Hybrid Bonding And Advanced Packaging
    USSemiconductor Engineering

    In advanced packaging, value accumulates layer by layer, component by component, and process step by process step. By the time chiplets, high-bandwidth memory stacks, or hybrid-bonded devices reach assembly, manufacturers have invested…

  77. Demonstrating Plasma As A Viable Alternative To KOH For LCP Metallization Applications
    USSemiconductor Engineering

    This blog examines the use of plasma technology as an alternative surface treatment method for liquid crystal polymer (LCP) materials. The study demonstrates how optimized plasma processing can achieve effective surface roughening and…

  78. Bloom Energy SOFC system to support AOI's Taiwan expansion
    TWDigiTimes Daily

    Taiwan-based energy solutions provider Leadray Energy has partnered with Bloom Energy to deploy a solid oxide fuel cell (SOFC) on-site power generation system at an expansion project operated by Applied Optoelectronics' (AOI) subsidiary in…

  79. Closing The Visibility Gap
    USSemiconductor Engineering

    Key Takeaways: No single test, inspection, model, or monitoring technique provides a complete view of an advanced device. Each has physical, spatial, temporal, or contextual blind spots. Important failure evidence often already exists, but…

  80. From Silicon To Systems: Redefining Competitive Advantage, Part 3
    USSemiconductor Engineering

    For most of the semiconductor industry’s history, value was captured in fairly predictable places. Smaller transistors, better processing nodes, and higher-performance chips. But the industry is going into a new era. Today, some of the…

  81. Shift Left Complicates Fab Data Management
    USSemiconductor Engineering

    Key Takeaways: “Shift left” improves yield by moving detection earlier. Fabs are using real-time equipment sensor data and AI/ML to identify process excursions inside the process module and improve advanced process control. Higher sampling…

  82. From Process Learning To Production Control: Trends In Advanced Packaging And Implications To Characterization And Test
    USSemiconductor Engineering

    The explosive growth of heterogeneous integration, from 2.5D interposers and CoWoS to hybrid bonding and 3D stacking, is redefining what it means to “ramp a process.” Advanced packaging technologies exhibit yield sensitivities and defect…

  83. The FAaST Track: Enabling Advanced Packaging Through Electrical Process Control
    USSemiconductor Engineering

    The semiconductor industry is entering an era where packaging innovation is as important as transistor scaling. Artificial intelligence, high-performance computing systems, advanced smartphones, automotive electronics, and next-generation…

  84. CPO Testing Faces A Moving Target Problem
    USSemiconductor Engineering

    Key Takeaways: The industry is busy developing different connector designs and laser sources, while massive data centers with the first levels of CPO are being built. In the absence of design-for-test, companies have to test each…

  85. Perspectives On Test: System Level Test For AI & Data Centers
    USSemiconductor Engineering

    As AI and data center devices grow in complexity, with multi-chiplet designs and power envelopes in the thousands of watts, testing every device under real-world conditions has never been more important. Ben Mitchel, senior director of…

  86. LG to test five commercial components in space aboard South Korea's fifth Nuri launch
    TWDigiTimes Daily

    LG Group is preparing to test five commercial components developed by LG Electronics, LG Innotek, and LG Energy Solution (LGES), including cameras and batteries, aboard a CubeSat carried as a secondary payload on South Korea's fifth Nuri…

  87. US and 14 nations issue statement on overcapacity, target semiconductors
    TWDigiTimes Daily

    The US and 14 other economies issued a joint statement after the G20 trade ministers' meeting in Milwaukee, pledging to work together on structural overcapacity and excess production in key industries. They singled out autos, EVs…

  88. Google, Meta, and others commit nearly US$2 billion to open AI biology data
    TWDigiTimes Daily

    A new international funding push aims to build the data backbone for AI systems that could model biology, sharpen disease research, and speed drug discovery worldwide. The effort may help researchers in many countries access shared…

  89. Infineon completes acquisition of C2i to expand AI data center power capabilities
    TWDigiTimes Daily

    Infineon has finished acquiring India-based C2i Semiconductors, a maker of software-defined multiphase controllers and smart power stages used in AI data centers. The acquisition indicates the growing importance of power stability and…

  90. Manus Raises More Than $500 Million After Unwinding Meta Deal
    USThe Information

    The parent company of Manus, the AI agent startup that recently separated from Meta Platforms, said Thursday that it has raised more than $500 million in a new funding round. Butterfly Effect said in a social media post on WeChat that the…

  91. AI PCs face memory squeeze as server demand takes priority
    TWDigiTimes Daily

    Microsoft's October 7 opening of pre-orders for Surface Laptop Ultra, featuring up to 128GB of unified memory, highlights a potential new source of dynamic random-access memory (DRAM) demand as PC makers bring larger AI models and…

  92. TSMC's third-quarter revenue rises 51% to NT$1.49 trillion as September sales stay near record
    TWDigiTimes Daily

    TSMC reported consolidated revenue of about NT$511.86 billion (approx. US$16.1 billion) for September 2026. That was up 54.6% from NT$330.98 billion a year earlier and down 0.6% from August, the company said on October 8. Credit: DIGITIMES

  93. Germany blocks COSCO buy as Chinese logistics firms face EU scrutiny
    JPNikkei Asia
  94. Thai floods become 'new normal' for Toyota, Honda and other carmakers
    JPNikkei Asia
  95. Hanmi wins rare Samsung order amid US$5 billion chip substrate expansion
    TWDigiTimes Daily

    South Korea's Hanmi Semiconductor has secured a KRW24.48 billion (approx. US$18.3 million) equipment order from Samsung Electro-Mechanics, a rare deal with a Samsung Group affiliate after years of limited business following a patent…

  96. India's chip packaging plants start exporting, but scale, skills, and subsidies test the next phase
    TWDigiTimes Daily

    India's outsourced semiconductor assembly and test (OSAT) sector has moved from inaugurations to its first export shipments. The challenge now is scale. The new plants are small, still lean on foreign engineers and partners, and the…

  97. China pushes six-network buildout as AI strains power links
    TWDigiTimes Daily

    China is accelerating construction of its so-called "six networks" — water, a new power grid, computing, next-generation communications, urban underground pipelines, and logistics — as data centers driven by AI and the digital economy…

  98. ReSAFT: An Efficient Stuck-at Fault-Tolerant Scheme for ReRAM-based Process-in-Memory Accelerators
    USarXiv cs.AR (Architecture)

    arXiv:2610.09999v1 Announce Type: new Abstract: Analog ReRAM-based process-in-memory (PIM) accelerators provide high parallelism and energy efficiency for deep convolutional neural networks (CNNs) inference. However, their susceptibility…

  99. SUSpMV: A High Frequency Sparse Matrix Vector Multiplier on HBM Enabled FPGA written in SUS
    USarXiv cs.AR (Architecture)

    arXiv:2610.10403v1 Announce Type: new Abstract: SUSpMV is a Sparse Matrix Vector multiplication (SpMV) accelerator written in the upcoming HDL SUS. By leveraging SUS's unique latency counting and inference mechanism, SUSpMV could be…

  100. Compiling Semi-Ring Dynamic Programming to Tier-Aware 3D-DRAM Processing-in-Memory
    USarXiv cs.AR (Architecture)

    arXiv:2610.09156v1 Announce Type: new Abstract: Processing-in-Memory (PIM) on monolithic 3D (M3D) DRAM is a promising answer to the memory wall for data-intensive dynamic programming (DP), yet extracting its performance today demands…

  101. When Algorithmic Exploration Becomes Cheap: A Case Study of Agentic Research in EDA
    USarXiv cs.AR (Architecture)

    arXiv:2610.10129v1 Announce Type: new Abstract: As EDA researchers, we conducted eight deliberate trials of agentic algorithm exploration, selecting several topics outside our areas of depth. One faculty member and seven students…

  102. CXDVirt: Low Latency Kernel Module Based CXL-SSD Emulation
    USarXiv cs.AR (Architecture)

    arXiv:2610.08899v1 Announce Type: cross Abstract: CXL-SSDs promise memory-semantic access to NAND-scale capacity through a small in-device DRAM cache, but scarce hardware makes emulation central to CXL-SSD research. Cylon, a…

  103. Fault-tolerant foundation models
    USarXiv cs.AR (Architecture)

    arXiv:2610.10311v1 Announce Type: cross Abstract: Emerging computer hardware often trades reliability for energy efficiency; here we show that large-language models (LLMs) can be trained to tolerate this unreliability, and that rather than…

  104. An Interleaved Parallel Dependent Quantization Hardware Architecture for H.266/VVC
    USarXiv cs.AR (Architecture)

    arXiv:2610.09292v1 Announce Type: new Abstract: While dependent quantization in H.266/VVC delivers a high compression ratio, its strong serial nature and high complexity result in poor real-time performance, making it difficult to deploy…

  105. Predictive Software Scheduling as an Early-Warning Hint Layer for Optical Engine Thermal Drift in Heterogeneous SoIC Packaging
    USarXiv cs.AR (Architecture)

    arXiv:2605.18612v5 Announce Type: replace Abstract: As semiconductor scaling approaches the A16 / 2 nm node, the integration of co-packaged optics (CPO) through TSMC's Compact Universal Photonic Engine (COUPE) architecture introduces…

  106. BenchmarkAnything: Agent-Driven Construction of Simulator-Ready Microarchitecture Benchmarks
    USarXiv cs.AR (Architecture)

    arXiv:2610.09447v1 Announce Type: new Abstract: The selection of benchmark workloads is of paramount importance in computer architecture, as it establishes the yardstick against which architectural innovations are measured and guided. Yet…

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

    arXiv:2609.36111v2 Announce Type: replace Abstract: External memory interfaces (such as LPDDR5/4 and DDR5) are essential components of modern mobile, cloud, and enterprise computing systems. While memory manufacturers focus on physical…

  108. AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
    TWDigiTimes Daily

    As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision and ultra-precision machining and precision molds…

  109. Sasken eyes reusable chip IP as India pushes beyond semiconductor design services
    TWDigiTimes Daily

    India-based engineering firm Sasken Technologies plans to license company-owned semiconductor interconnect intellectual property (IP) to multiple customers, marking an effort to move beyond customer-specific chip engineering work toward a…

  110. Samsung to exit in-house automotive AP, focus on high-margin chips
    TWDigiTimes Daily

    Samsung Electronics' System LSI division is reportedly planning a retreat from the automotive application processor (AP) business and launching a major restructuring, with a future focus on high-margin areas such as image sensors and…

  111. Malaysia's chip push: a new island and pressure from Washington and Beijing
    TWDigiTimes Daily

    Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick sides in the US-China technology contest. Off Penang's…

  112. Viking Tech lead times stretch to 6 months; orders seen into 2H27
    TWDigiTimes Daily

    Viking Tech said demand from AI, data centers, server power, military, and aerospace applications has kept capacity fully loaded as it enters the fourth quarter of 2026, with its book-to-bill ratio still at 1.5, though down slightly from…

  113. Microsoft readies Windows for AI agents as third-party agents such as Meta's Muse spread
    TWDigiTimes Daily

    Beyond Surface hardware, Microsoft used its October 7 event to change how Windows runs, routes, and contains AI agents, as third-party agents such as Meta's Muse draw privacy complaints and, according to a Bank of America analyst, threaten…

  114. Marvell's custom AI chip upgrade points to a broader fight over peripherals
    TWDigiTimes Daily

    Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage, memory, and networking. The shift could benefit…

  115. Anthropic expands cybersecurity program for advanced AI testing
    TWDigiTimes Daily

    Anthropic on October 6 expanded its AI cybersecurity testing program, giving vetted security teams access to higher-end models with fewer safeguards. The move builds on the results of Project Glasswing and aims to equip defenders with…

  116. European carmakers urge delay to battery localization rules
    TWDigiTimes Daily

    The European Automobile Manufacturers' Association (ACEA) and European automakers are pressing the European Commission to delay localization rules for EV batteries under the draft Industrial Accelerator Act (IAA), warning that Europe's…

  117. Can Windows on Arm really challenge x86?
    TWDigiTimes Daily

    Nvidia's entry into the Windows PC market with its Arm-based RTX Spark platform is giving Microsoft's Windows on Arm strategy a new test: whether Arm can move beyond being a niche alternative and meaningfully challenge the long-standing…

  118. AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization
    TWDigiTimes Daily

    Episil Technologies Chairman Rex Hsu said overall demand has gradually recovered following an industry downturn, with silicon carbide (SiC) capacity utilization rebounding sharply from approximately 30% in the first half of 2026 to around…

  119. Geopolitical headwinds hit airlines as Asia-Pacific tops route rankings
    JPNikkei Asia
  120. Huawei says Ascend tops Nvidia in China as demand gap remains
    TWDigiTimes Daily

    Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met. He added that Huawei has no plan to broadly expand overseas…

  121. AI boom reportedly drives tech giants toward new debt financing for chips
    TWDigiTimes Daily

    Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes traditional financing channels to their limits. According…

  122. Realtek 3Q26 revenue edges up, tracks guidance
    TWDigiTimes Daily

    Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter revenue reached NT$37.732 billion, up 0.48%…

  123. Doosan bets big on China as CCL prices climb
    TWDigiTimes Daily

    South Korea's Doosan is directing more than half of its record KRW968.4 billion (approx. US$724 million) copper-clad laminate (CCL) investment to China, positioning itself closer to major printed circuit board (PCB) manufacturers as tight…

  124. Qisda's Aewin targets 200kW liquid-cooled AI servers
    TWDigiTimes Daily

    Aewin Technologies, a subsidiary of Qisda Group, will debut its flagship Data Center Modular Hardware System (DC-MHS) AI server at the Open Compute Project (OCP) Global Summit 2026, powered by the latest AMD EPYC 9006 Series server…

  125. Chang Wah Technology posts record revenue as demand broadens across electronics and AI
    TWDigiTimes Daily

    Chang Wah Technology said record September and third-quarter revenue reflected recovering customer restocking, expanding applications, and rising demand in AI and satellite markets. The lead frame maker's growth points to tighter global…

  126. Wolfspeed secures conditional US$1.5B US defense loan for SiC, GaN expansion
    TWDigiTimes Daily

    Wolfspeed has received a conditional commitment for up to US$1.5 billion in long-term financing from the US Department of War to expand domestic production of silicon carbide (SiC) materials and wide-bandgap power devices, strengthening…

  127. Pricey local AI machines arrive as memory costs threaten PC shipments
    TWDigiTimes Daily

    As soaring memory prices are forecast to cut PC shipments, a new class of expensive machines built to run large AI models locally, from Nvidia's RTX Spark laptops to Apple's Mac Studio and AMD's Ryzen AI Max systems, is arriving at the top…

  128. Vingroup and France's Alstom strike 200-train Hanoi metro deal
    JPNikkei Asia
  129. India's clout in Kashmir tested by new China-Pakistan border protocol
    JPNikkei Asia
  130. AI tools identified as part of cyberattacks on South Korean banks
    JPNikkei Asia
  131. Taiwan's Gemtek to help Dixon enter data center market through Indian optics venture
    TWDigiTimes Daily

    Taiwan's Gemtek Technology is set to provide the optical know-how behind Dixon Technologies' move into the data center market. The Indian contract manufacturer signed a joint venture agreement with Gemtek on October 7 to make optical…

  132. Taiwan bans imports of China-made fiberglass silicone sleeves
    TWDigiTimes Daily

    Taiwan has ordered a halt to imports of China-made fiberglass silicone sleeves, saying that opening the market to such products would cause a major adverse impact on related industries. Credit: DIGITIMES

  133. Huawei claims to have largely cut US tech reliance
    TWDigiTimes Daily

    Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls were imposed in 2019 to build an independent supply…

  134. Witchbox eyes Taiwan channels, hospitals for AI posture platform
    TWDigiTimes Daily

    South Korean health tech company Witchbox is extending AI posture analysis into gym operations management, using its iPosture Pro platform to integrate body assessments, workout programs, and member tracking as competition in the category…

  135. Meta unveils AI agent standard with Walmart, Stripe
    TWDigiTimes Daily

    Meta has teamed up with Walmart, Stripe, and AI startup Sierra to develop the Personal Agent Protocol, an open standard designed to let AI agents interact with corporate websites and services with authorization. The move aims to address a…

  136. Intel stays in Musk's Terafab as TSMC talks point to multi-foundry strategy
    TWDigiTimes Daily

    Elon Musk has moved to quell uncertainty over Intel's position in the Terafab chip project, stressing that his companies will build and operate the planned semiconductor complex themselves while limiting any potential TSMC involvement to…

  137. Samsung expands memory testing beyond Korea with US$4.08 billion Vietnam project
    TWDigiTimes Daily

    Samsung Electronics is expanding its memory testing footprint beyond South Korea with a US$4.08 billion project in Vietnam, adding another back-end and export base as tight DRAM and NAND supply increases the value of geographic…

  138. AI agents fuel new CPU demand, lifting AMD
    TWDigiTimes Daily

    Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom gathers pace, CPUs are drawing renewed attention for their…

  139. Team Group posts record quarterly revenue as memory market tightens
    TWDigiTimes Daily

    Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators, device makers, and distributors worldwide. The…

  140. OpenAI and Anthropic push Australia on AI rules
    TWDigiTimes Daily

    Senior executives from US artificial intelligence (AI) companies OpenAI and Anthropic flew to Sydney to attend a hearing and answer questions from Australian officials, as both firms continued to press Canberra to change copyright rules…

  141. Fed could hike again before year-end as liquidity is watched
    TWDigiTimes Daily

    The Federal Reserve raised rates by 1 quarter point in September, and with the standoff between the US and Iran still unresolved and US inflation remaining elevated, markets expect the Fed could keep tightening before year-end. The move…

  142. These are the best Prime Day deals I've found on tools I use to maintain my PC
    USTom's Hardware

    Building a PC is a great experience. We sit there with a spreadsheet and multiple browser tabs, pouring over the best CPUs, the best GPUs , PC cases , motherboards , RAM deals, and many more components. The package arrives, and we are…

  143. Nvidia's RTX Spark hits order books, taking on Apple's Macs
    TWDigiTimes Daily

    Nvidia's RTX Spark superchip for Windows PCs moved from stage demos to order books on October 7, as pre-orders opened for Windows laptops built to rival Apple's unified-memory Macs at running large AI models locally. Reuters said cracking…

  144. Ray Dalio warns high rates could burst AI bubble
    TWDigiTimes Daily

    Bridgewater Associates founder Ray Dalio has warned that technology giants are borrowing heavily to invest in AI, and that further increases in interest rates could become the trigger for an AI bubble to burst. Credit: AFP

  145. Microsoft prices Surface Laptop Ultra at US$2,599, pitches Windows for hybrid AI
    TWDigiTimes Daily

    Microsoft is betting that the next reason to buy a premium Windows PC is the ability to run AI agents and large models on the machine itself, pairing its most powerful Surface laptop yet with a Windows strategy designed to move part of the…

  146. SAS first-three-quarter revenue hits record NT$61.38 billion as it expands manufacturing, services
    TWDigiTimes Daily

    Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand for artificial intelligence (AI) computing power. Not…

  147. Taiwan defense industry deepens global supply chain ties
    TWDigiTimes Daily

    As countries move to build more resilient and self-reliant defense industries, they are also accelerating international supply chain cooperation. Taiwan External Trade Development Council (TAITRA) chairman James Huang said the key in the…

  148. GlobalWafers September revenue rises 7.65% on stronger demand
    TWDigiTimes Daily

    GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering hit from the Novara fire and broader near-term…

  149. Samsung Electronics posts record quarterly profit in preliminary results
    TWDigiTimes Daily

    Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans on a memory market where, by analysts' reckoning…

  150. Lisa Su takes AMD's Korea ties beyond memory to AI
    TWDigiTimes Daily

    AMD is broadening its Korean partnerships from memory procurement to AI infrastructure and research, as chief executive Lisa Su seeks the supply and technology cooperation needed for the company's planned 2027 expansion in chip shipments…