Semiconductors
Semiconductors news — Friday 09 October 2026
98 stories from 11 sources, every one in English. Each links to its publisher.
- Japan's Nakatsugawa aims to attract more visitors to 'Samurai Road'
- Cambodian rice farmers help to conserve threatened cranes
- Japan food tax cut gets cabinet approval with key questions unanswered
- Tropicana: Stephen Schwarzman (10)
- Honda to sell Thai-built Mitsubishi pickup under own brand in Southeast Asia
- Japan PM faces calls for immigration cap as she weighs policy on foreigners
- Beijing wields pop culture to court Malaysian Chinese
- Once China's most valuable stock, liquor maker Kweichow Moutai down 43% from peak
- Japan's Kobe Steel eyes India M&A to lift compressor production: executive
- Bessent to skip IMF, World Bank meetings in Bangkok
- Japan machine tool order backlog hits all-time high on AI demand
- Nobel laureate Pillay calls US sanctions on ICC judges 'shocking'
- Japan firms unwind $56bn in cross-shareholdings, 2nd most on record
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Master AI Chip Principles With New IEEE Design Program
Today’s engineers face an unprecedented acceleration in AI hardware complexity, as explained in the recent research article “ Revisiting Edge AI: Opportunities and Challenges .” The article examines the rapid growth of edge AI and the…
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GMKtec EVO-X3 Mini-PC Review
Today we are taking a look at GMKtec's latest Ryzen AI Max+ 395 mini-PC, the EVO-X3, an interesting AI workstation with the added twist of an OCuLink Port The post GMKtec EVO-X3 Mini-PC Review Looking at a 128GB AMD Local AI Box appeared…
- Trump's 'super intelligence' AI rebrand triggers rush on .si domain names
- Nobel laureate Pillay calls sanctions on ICC judges 'shocking'
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Wristwatch-type wearable sensor enables real-time monitoring of sodium and potassium
Sweat can serve as a real-time source of information about the body's current state. For example, wearable sensors designed to measure sodium and potassium in sweat could provide biochemical information relevant to physiological monitoring.
- TDK weighs sale of hard-drive head unit, but regulatory OK uncertain
- Tariffs targeting China's Temu, Shein shrink US small parcel deliveries
- Fujitsu to set up US quantum computing research center in New Mexico
- China-EU trade talks yield prospect of Chinese hybrid exports halving
- Japan's DOGE to 'step up' spending review, eyeing EV subsidies, health checks
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Solid-State Transformers: Accelerate Your SST Design
Date: Thursday, November 19, 2026 Time: 8:00am PST | 11:00am EST | 17:00 CET Unlock the future of advanced power distribution. Join our expert-led webinar to explore Infineon’s comprehensive portfolio
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Coal-derived carbon nanodots enable next-generation 2D electronics
Silicon-based microelectronics have powered the digital revolution, but their performance and efficiency are starting to reach limits imposed by the fundamental properties of silicon itself.
- Mitsubishi Corp. ex-employee faces fine for insider trading
- China's Geely announces entry into Canadian auto market
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TSMC 2026 OIP Ecosystem Forum Summary
TSMC’s 2026 Open Innovation Platform Forum presented artificial intelligence as the force reshaping semiconductor design. Its central argument is that faster chips will require progress across the whole system: logic, memory, packaging…
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Connecting Chiplets Isn’t Enough – Solving the Data Movement Challenge in Multi-Die Systems
Date: Thursday, November 5, 2026 Time: 11:00am PST | 2:00pm EST | 18:00 CET As SoCs evolve into multi-die systems, getting data across a die-to-die interface is only part of the challenge. Architects must
- Tokyo police to set up autonomous driving unit to handle permits, accidents
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Manfred Horstmann: GlobalFoundries Bets on FDX Fusion for Physical AI
GlobalFoundries today (Oct. 9) unveiled FDX Fusion in Dresden, a new generation of its fully depleted silicon-on-insulator (FD-SOI) technology aimed at physical AI. The bet is that the next big AI
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Gigabyte's latest BIOS update hints at Intel's Raptor Lake Next Launch in 2027
Gigabyte has just confirmed Intel’s plans to introduce new processors compatible with existing LGA 1700 motherboards, with an expected launch in early 2027. According to a press release , Gigabyte is rolling out a new BIOS update to extend…
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This RTX 5070 gaming laptop is still the absolute best $1,299 you can spend — RTX 5060 and 5050 models also see up to $450 off
Walmart Deals are still going strong, and some of the best hardware, including gaming laptops, is available at very good prices. Top-tier gaming laptops like the TUF Gaming A16 , TUF Gaming F16 , and Cyborg A15 AI are available for up to…
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China’s AI Model Race Is Just Getting More Crowded
Imagine Epic Games, Apple and DoorDash were developing their own large language models now from scratch to compete against the likes of OpenAI and Anthropic. That’s basically what’s happening in China, where a trio of big names from other…
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CASPA CEO Summit and Why it Matters
It’s an honor to attend events like this as a guest, and even more so as a speaker. On Friday at 3:30 p.m., I’ll be moderating a panel with the CEOs of three of the hottest AI startups. I definitely have a few questions ready for them! My…
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Microsoft 365 slashes storage capacity for shared accounts amid industry-wide shortages
Microsoft just made a major change to its storage policy affecting Microsoft 365 subscribers with shared accounts. According to the company , the Microsoft 365 Family, Premium, and Pro plans will move from an assigned 1TB of cloud storage…
- Malaysia cuts income tax and raises wage floors as election approaches
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U.S. Manufacturing Activity Sustains Growth in September as Backlogs Surge
Economic activity in the U.S. manufacturing sector expanded in September for the ninth consecutive month, propelled by accelerating new orders and an expanding accumulation of unfilled factory backlogs. The
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We Need to Embed Ethics Into Our Engineering Courses
In mid-September, Anthropic CEO Dario Amodei joined a growing group of researchers calling for the AI industry to slow down. While some have questioned these researchers’ motivation for voicing concerns about the rapid pace of development…
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PC shipments tumble over 20% in 3Q26 as chip shortages bite
PC shipments globally have dropped by 20.1% year-over-year in the third quarter of 2026, a decline of 15.8 million units. According to research firm IDC Global , this marks a steeper decline compared to the 3.8% year-over-year decrease…
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Mistral’s new Large 4 trails some Chinese open models in independent tests
Mistral launched its trillion-parameter Large 4 (ML4) model this week, saying it “pushes the frontier of open-weight performance.” Artificial Analysis (AA), an independent AI benchmarking firm, ranked Mistral's Large 4 as the best model…
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Grab this 32-inch 4K OLED gaming monitor from ASRock for the super low price of $596
This week's sales period may have ended for most retailers, but you can still find plenty of deals if you look in the right places. One of the best places to find a bargain right now is gaming monitors, with prices actually declining…
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Save $200 on the 2026 M5 MacBook Air right now, undoing Apple's June price hike with prices starting from $1,099
Back in June, Apple hiked prices for all of its entire line-up of MacBooks and iPads, with the MacBook Air rising by $200. Thanks to Amazon, you can pick up the 2026 MacBook Air with M5 chip with that $200 price rise removed, bringing the…
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Kioxia unveils E1.L SSDs for hyperscalers with up to 122.88TB capacity
Kioxia introduced its LD4-series solid-state drives (SSDs) in an E1.L form factor with capacities up to 122.88TB designed for high-density storage deployments in hyperscale data centers on Friday. The new drives use proven BiCS8 3D QLC…
- EU and China face crunch time in effort to avoid trade war
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Arc Raiders publisher developing AI anti-cheat stack in escalating war with cheaters
The publisher behind Arc Raiders is now training in-house AI models to detect cheating as the arms race escalates with persistent cheaters. Cheating on online games is a perennial problem, and it only gets worse the more a title becomes…
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AMD attempted to crush the 'Megahertz myth' with its Performance Rating system on this day 25 years ago
A quarter century ago today, AMD launched its AMD Athlon XP processor family . These were highly performant processors based on the firm’s latest Palomino core, but ran at lower raw clock speeds than Intel rivals. Facing a marketing…
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SoftBank’s Son Seeks $100 Billion From Gulf Investors for AI Bets
SoftBank Group CEO Masayoshi Son is looking to raise up to $100 billion from Gulf investors to finance his AI investments, The Financial Times reported. Son has held fundraising discussions in recent weeks in the United Arab Emirates and…
- 7-Eleven owner eyes European expansion after India exit
- Nepal, prone to disaster, needs insurance to price risk of catastrophes
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Physical AI Needs a Neuromorphic Path from Sensor to Silicon
The physical world does not wait for a sampling clock. It changes, moves, touches, slips, and vibrates continuously, yet the information that matters is often sparse, unpredictable, and fleeting. A robot
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Worlds First Single Chip Multiturn Position Sensor in Smaller Form Factor
Dates: October 21st or October 28th Position sensing technologies are essential to modern motion control systems, yet most non-contact sensing solutions, including Hall, AMR, GMR, TMR, inductive, optical,
- Malaysia lifts 2027 spending 4% as election approaches
- AI casts shadow over India's multinational tech job machine
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Scaling 3D IC design: Trends, Challenges and Practical Workflows
Available Exclusively On Demand 3D IC architectures are enabling the next generation of AI, HPC, and advanced semiconductor systems – but scaling these designs introduces new challenges across
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Chip Industry Week In Review
Top of the Week TSMC and GF inked a $2B manufacturing agreement , under which GF will manufacture silicon interposers for TSMC’s CoWoS advanced-packaging ecosystem at its Malta, New York fab. Volume production is expected to ramp in the…
- Editor's Choice: Has the AI race reached its speed limit?
- Nvidia-backed data center provider Firmus scraps $5bn Australian IPO
- Exclusive: Apple cuts iPhone 18 Pro orders due to soft demand
- Honda board had too little say in major investment decisions, chair says
- Danang cracks down on begging as Vietnam tourism surges
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Nvidia-Backed Firmus Scraps $5 Billion Australia IPO as Markets Wobble
Firmus Grid, an AI cloud company backed by Nvidia, has pulled what would have been Australia’s biggest initial public offering in almost 30 years. The Sydney-based company had planned to raise nearly $5 billion at a valuation above $30…
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Budgeted Cache Repair for Cross-Context KV-Cache Reuse
arXiv:2610.02233v2 Announce Type: replace Abstract: Cross-context KV-cache reuse predicts a shared segment's keys and values under a new prefix instead of recomputing them, and has been reported to do so without quality loss. We find…
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The Program Hypergraph: Multi-Way Relational Structure for Geometric Algebra, Spatial Compute, and Physics-Aware Compilation
arXiv:2603.17627v5 Announce Type: replace-cross Abstract: Source code organizes a program as expressions and declarations, which a compiler can represent as an abstract syntax tree (AST). Some compilers introduce a further abstraction of…
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RFChipAgent: Multi-Agentic AI Flow for Analog/RF Chip Design
arXiv:2610.10858v1 Announce Type: new Abstract: Analog/RF circuits remain the critical interface between digital computation and the physical world, and emerging standards from Wi-Fi 7 to 6G place stringent demands on them, yet analog/RF…
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The Missing Fourth Term for the Emulation Tensor Memory Equilibrium (TME) Model: The Residue Deconstruction Cost
arXiv:2610.10924v1 Announce Type: new Abstract: The Tensor-Memory Equilibrium (TME) model of "FP8 is All You Need (Part 1)" calculates the execution time of Ozaki Scheme II emulation of fp64 as the maximum of a tensor-core term and a…
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Bridging the Last Mile of Circuit Design: PostEDA-Bench, a Hierarchical Benchmark for PPA Convergence and DRC Fixing
arXiv:2605.06936v4 Announce Type: replace Abstract: LLM-based agents are increasingly applied to the "last mile" of Electronic Design Automation (EDA): repairing residual sign-off Design Rule Check (DRC) violations and converging…
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DynaTE: Accelerating Diffusion LLMs via Dynamic Token Execution
arXiv:2610.11284v1 Announce Type: new Abstract: Diffusion-based LLMs (dLLMs) have recently emerged as a promising alternative to autoregressive (AR) LLMs by enabling bidirectional parallel refinement, alleviating the sequential decoding…
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A Modular Event-Driven Software Architecture for Open-Source Industrial IoT Edge Gateways
arXiv:2610.10544v1 Announce Type: new Abstract: Integrating legacy industrial machinery into modern cloud infrastructures poses a significant software engineering challenge. Industrial Internet of Things (IIoT) deployments frequently rely…
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CacheFit: The Rising Cost of Cache Replacement and Constraint-Driven Redesign of Last-Level Cache Replacement Policies
arXiv:2610.10579v1 Announce Type: new Abstract: The latency, power, and area costs of LLC replacement remain poorly explored not because simulators cannot be instrumented--event counters feeding a power model are routine--but because no…
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MiX: Micro-Inverted-Scaling for End-to-End Low-Bit Vision-Language Model Acceleration
arXiv:2609.19683v2 Announce Type: replace Abstract: The deployment of Vision-Language Models (VLMs) on edge devices is severely bottlenecked by memory bandwidth, necessitating aggressive sub-8-bit quantization. Since edge accelerators are…
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Mooncake: A KVCache-centric Disaggregated Architecture for LLM Serving
arXiv:2407.00079v5 Announce Type: replace-cross Abstract: Mooncake is the serving platform for Kimi, a leading LLM service provided by Moonshot AI. It features a KVCache-centric disaggregated architecture that separates the prefill and…
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Closed-loop evaluation of LLM agents for embedded software development
arXiv:2610.11447v1 Announce Type: cross Abstract: Large language models (LLMs) are increasingly deployed as coding agents that edit files, run builds and tests, inspect execution results, and repair software iteratively. Embedded firmware…
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A Survey on LLM-Integrated Hardware Design Verification
arXiv:2610.10580v1 Announce Type: new Abstract: Large language models (LLMs) are increasingly being integrated into hardware verification to automate specification interpretation, verification-artifact generation, debugging, formal…
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ATLAS: Adaptive TDA-guided Landscape-Aware Transistor Sizing
arXiv:2610.10985v1 Announce Type: new Abstract: Analog transistor sizing, finding design parameters that simultaneously satisfy multiple performance specifications, is a labor-intensive bottleneck in circuit design. To support analog…
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DEX: Digit-Level Early Exit for Energy-Efficient MSDF Neural Network Inference
arXiv:2610.11748v1 Announce Type: new Abstract: U-Net inference for brain-tumor segmentation requires billions of multiply-accumulate operations, motivating hardware that can reduce computation dynamically rather than relying only on fixed…
- Multinationals' Indian offshore tech hubs face AI-driven hiring slowdown
- Taiwan's KMT shows signs of power struggle tracked by US and China
- Taliban face civil war as China's Afghanistan-Pakistan mediation fails
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MediaTek 3Q26 revenue beats forecast, maintains peak-season momentum
MediaTek reported its September and third-quarter 2026 revenue results, with September revenue of NT$55.40 billion (approx. US$1.74 billion), down 13.69% from the previous month and up 1.97% from a year earlier. Third-quarter revenue…
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GlobalFoundries wins US$2 billion TSMC interposer deal, closing a US packaging gap
GF said on October 8, 2026, that it has signed a multi-year, US$2 billion manufacturing agreement with TSMC to produce silicon interposers for TSMC's CoWoS ecosystem at its Malta, New York fab, which GF says will become the first US-based…
- Line aims to be Thailand's 'everyday AI app' in key market
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Samsung HBM4E wins NVIDIA nod for AI accelerator push
Samsung Electronics' next-generation 12-layer HBM4E product, a type of high-bandwidth memory (HBM), has reportedly cleared customer quality validation from Nvidia and major hyperscale data center operators. If confirmed, the result would…
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Interview: How AI forecasting and energy scheduling are raising the bar for green power sellers
As the demand for green energy surges in parallel with order volumes and production capacity, scheduling for energy storage systems has become a critical technology to solve the problem of excess power for major tech firms, according to…
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Applied Materials, Intel target AI chip bottlenecks with interconnect scaling and Foveros 3D
AI chip manufacturing demands are accelerating development of advanced logic and packaging technologies, prompting Applied Materials and Intel to expand their collaboration on next-generation transistors, interconnects, and advanced…
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Innodisk, Apacer post September 2026 revenue growth on AI demand
Memory module makers Innodisk and Apacer both reported year-over-year and month-over-month revenue growth for September 2026, supported by steady demand from industrial control, edge computing and AI smart connectivity applications. Their…
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Ample revenue slips in September as passive component demand stays strong
Ample Electronic, a supplier of conductive paste materials for the passive components industry, reported September 2026 revenue of NT$304 million (approx. US$9.6 million), down 0.4% from August but up 76.3% from a year earlier. The company…
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Advantech tops US$1 billion in third-quarter revenue as edge AI orders climb
Advantech reported on October 7 that third-quarter consolidated revenue reached NT$32.44 billion (approx. US$1.02 billion), a record high as demand for edge AI, semiconductor equipment, and robotics stayed strong. September consolidated…
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South Korean Banks Were Hacked Using Chinese AI Agent, Researchers Say
The perpetrator of a recent hack of South Korean financial institutions that resulted in data leaks used an open-source Chinese AI agent called Artex and Chinese large language models, according to a report published this week by…
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WinWay tops NT$10 billion in revenue as AI demand lifts third-quarter results
Semiconductor test interface maker WinWay Technology said AI and high-performance computing (HPC) demand, along with production-efficiency gains on some lines, drove shipments higher in 2026. The company surpassed NT$10 billion (approx…
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Formosa Smart Energy teams up with CXIT on AI data center push
Formosa Smart Energy (FSET) is moving into AI data centers and will partner with Chuang-Xi Information and Technology (CXIT) to build one at Formosa Plastics Group's Mailiao industrial park, targeting Taiwanese enterprise users and…
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Inpaq reshuffles management, appoints Joyin chair as new head
Inpaq, part of the PSA Group, said it will eliminate the chief executive officer (CEO) position effective immediately as it adjusts its organizational structure and management responsibilities. In a related personnel change, Joyin chair…
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Interview: Europe's enterprise networking market returns to growth as pandemic inventory hangover clears
The European enterprise networking market has cleared its multi-year inventory digestion period. According to CONTEXT, sell-through via European distribution channels is growing in the low double digits entering 2026 across core…
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Anthropic Announces Broader Cyber Defense Program
Anthropic said Thursday it is launching new programs to support cybersecurity for critical infrastructure and open-source software. In a blog post, Anthropic said it would offer threat research, on-site engineers, and access to its…
- Nvidia-backed Firmus scraps $5bn Australian IPO on weak demand
- Through the Lens: China's Golden Week holiday
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Networking Startup Eliyan Draws Takeover Interest, Held Early Talks With Arm
Semiconductor M&A has been humming. One of the next deals could be for Eliyan, whose technology allows separate chips inside an AI system to talk to one another more quickly and efficiently. The five-year-old startup, valued at $1 billion…
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OpenAI ARR Snafu Highlights Flawed Metric
Here’s a news flash: The quasi-revenue numbers for OpenAI that got wide circulation last week were off— way off . Instead of $70 billion in annualized revenue, as we and others reported, OpenAI is generating closer to $50 billion in…