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Semiconductors

Semiconductors news — Sunday 11 October 2026

52 stories from 5 sources, every one in English. Each links to its publisher.

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  1. India roundup: AI data center buildout accelerates as semiconductor push continues to broaden
    TWDigiTimes Daily

    India's technology buildout is deepening across semiconductors and AI infrastructure, with chip IP, packaging and equipment initiatives advancing alongside data center expansion, high-density computing, optical connectivity and GPU…

  2. Largan shifts new plant to FAU production as smartphone orders soften
    TWDigiTimes Daily

    Largan Technology said on October 8 that demand for new smartphone models weakened in September and that its newly completed automated plant will be used entirely for fiber array units, or FAUs, for co-packaged optics applications. The…

  3. AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
    TWDigiTimes Daily

    Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component maker also said its 312.5MHz product is scheduled to…

  4. Episil chairman says SiC is not yet shifting from 6-inch to 8-inch
    TWDigiTimes Daily

    Episil held an earnings call on October 7, saying silicon carbide (SiC) capacity utilization has rebounded quickly from 30% at a low point to nearly 90% now. If 6-inch order demand keeps rising in 2027, the company will add capacity…

  5. MAtek September 2026 revenue hits record for 7th straight month
    TWDigiTimes Daily

    MAtek, a leading semiconductor testing company, reported September 2026 revenue of NT$569 million (approx. US$17.8 million), up 12.31% year-over-year. Revenue for the first nine months reached NT$4.765 billion, rising 16.99%…

  6. Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications
    TWDigiTimes Daily

    Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments to its product mix, resulting in higher upfront costs and…

  7. Neweb Information lifts 2Q26 net profit 118% on IT upgrade demand
    TWDigiTimes Daily

    System integration provider Neweb Information, which is set to list on October 23, reported September 2026 revenue of NT$77.02 million (approx. US$2.41 million), up 33.48% year-over-year, as demand rose for enterprise core system…

  8. ICT inflation impact limited as supply shock falls short
    TWDigiTimes Daily

    Prices for electronic components such as memory, advanced copper foil, glass fiber cloth, and ABF substrates have been rising for some time as makers pass on costs amid tight supply. For the US, even if Apple raises retail prices for its…

  9. DIGITIMES Insight: Why AI is shifting telecom traffic to the uplink
    TWDigiTimes Daily

    AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic, real-time interaction, and connected-on-the-move…

  10. Winmate rolls out rugged edge AI platform for drones, robotics
    TWDigiTimes Daily

    Winmate posted September 2026 revenue of NT$535 million (approx. US$16.8 million), up 31.8% month-on-month and 95.9% year-on-year, driven by strong end-market demand in defense, semiconductors, and edge AI. The industrial PC maker said…

  11. Nanya Plastics deepens push into power engineering as AI infrastructure demand rises
    TWDigiTimes Daily

    Nanya Plastics Corporation is expanding into heavy electrical equipment and power engineering, a move that could ripple beyond Taiwan as global demand for AI data centers, grid upgrades, and energy transition projects rises. The company's…

  12. Inflation, AI and climate: IMF kicks off key meeting in Bangkok
    JPNikkei Asia
  13. Amex: Stephen Schwarzman (12)
    JPNikkei Asia
  14. Amazon’s Bargains Include Its Stock
    USThe Information

    It’s the quiet before the storm of earnings season, which starts in a week or two. While we wait for the third-quarter updates, here’s a thought: Investor enthusiasm for semiconductor stocks and blue-sky vision companies like SpaceX…

  15. Former iPhone display plant in Japan to start new life in chip supply chain
    JPNikkei Asia
  16. Investors bet on Japan, Australia rental housing as rates, home prices rise
    JPNikkei Asia
  17. The Pentagon- and Toyota-backed startup trying to cut US reliance on China iron
    JPNikkei Asia
  18. DAC 2027 Opens Call for Contributions as AI Reshapes Chip Design
    USSemiWiki

    The Design Automation Conference is the premier semiconductor ecosystem conference. I have attended 43 DACs including the most recent one in Long Beach. My first DAC was in Albuquerque NM. It was a month after my University so i was still…

  19. Pakistan suspends Imran Khan followers' provincial government
    JPNikkei Asia
  20. CEO Interview with Alex Higginbottom of Zenithon
    USSemiWiki

    Alex Higginbottom is co-founder and CEO of Zenithon, which he started with Abetharan Antony in July 2025 to build the first world models for extreme physics. He previously worked in deeptech commercialisation and spent time in fusion…

  21. Console market craters as Xbox sales crash 33% to the lowest since launch 25 years ago, PS5 sales drop 25%
    USTom's Hardware

    Video game console sales in the U.S. have cratered, with both the PS5 and Xbox seeing a massive drop in YTD sales through the end of August compared with last year. Mat Piscatella, the video game industry advisor at research firm Circana…

  22. Record price for physical Brent shows how badly the world wants oil now
    JPNikkei Asia
  23. Cyberleek threatens full GTA 6 build leak unless Take-Two apologizes and his $30 million crypto memecoin goal is met
    USTom's Hardware

    Cyberleek , the infamous group that's been drip-feeding the gaming community with improperly tone-mapped leaks of GTA 6 from what appears to be a real final build of the game, has just put down an ultimatum for Take-Two Interactive and…

  24. Canadian YouTuber builds 'Flock-like' camera to exclusively track police vehicles
    USTom's Hardware

    A YouTuber has received an unexpected visit from the police over an automatic license plate recognition (ALPR) camera he built to specifically track police cars, using the same technology law enforcement has infamously used to track…

  25. The Attractive Economics Behind Anthropic Data Center Sprint
    USThe Information

    Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals it has signed ? It’s simple: Every server Anthropic plugs in sooner to run its products could be wildly profitable, according to fresh analysis…

  26. From 25 Million Pixels to a Six-Ounce Product: Engineering Visor for Manufacturing
    USSemiWiki

    By Dr. Moh Kolbehdari Putting roughly 25 million pixels into a wearable device weighing about six ounces sounds, at first, like a display problem. It is not . The displays must fit behind an optical system capable of turning those pixels…

  27. Modder discovers that putting a GPU in the 'wrong place' can deliver a 19 degree cooler hotspot
    USTom's Hardware

    It might be reasonable to assume that desktop PCs are built in a certain way due to decades of evolution and optimization. However, we're getting used to TrashBench challenging convention, and we're pleased to say the video below…

  28. Russian disinformation bot traffic nearly eliminated overnight after Ukraine drone strikes cripple multiple of 'Russia's Google' data centers
    USTom's Hardware

    Russian bot traffic has dropped dramatically in the past few days after Ukraine knocked out Yandex’s biggest data centers, with a third attack happening last night . Cloudflare reports that bot traffic from the Yandex network has dropped…

  29. Sandisk NAS 800 1.92TB SSD Review: Endurance at a premium
    USTom's Hardware

    Sandisk is back with another welcome SSD, the NAS 800. As the name implies, this drive is designed for NAS appliances, but could also be a good choice for high-end desktop and enthusiast workstations. We recently reviewed the Optimus GX…

  30. CEO Interview with Lieuwke de Jong of Sweet Atoms
    USSemiWiki

    Lieuwke de Jong is a globally experienced executive and entrepreneur who operates at the intersection of industry, government and innovation. His career spans defense-aligned sectors, aerospace, energy, life sciences and advanced materials…

  31. Developer turns classic Windows Minesweeper into hand-holding 'big-budget, Triple-A’ parody
    USTom's Hardware

    A creative director just created a AAA version of the classic Minesweeper game that used to come with Windows. Mike Lacher shared his creation on LinkedIn , which he called a “big-budget, triple-A” reboot, with “loot boxes and brand…

  32. Programmer ports Super Mario 64 to Microsoft’s Zune HD media player
    USTom's Hardware

    The Nintendo 64 game Super Mario 64 has come to the Microsoft Zune HD, Hackaday reports, through a project that runs natively on the device’s hardware through the unofficial OpenZDK kit, per the repo’s README. A touchscreen controller…

  33. Two Steam games generated $560,000 across 135,000 sales, but the co-creator only took home $15,000 annually
    USTom's Hardware

    When it comes to the gaming industry, the billions bandied about regarding AAA titles often lead many to think that if your game scores a hit, you're essentially set for life. Unfortunately, the sad reality is that indie developers often…

  34. Cryptomining malware used poetry to infect more than 3,400 servers, researchers say
    USTom's Hardware

    Over 3,400 “victim servers” were hit by cryptomining malware PoeLLM during a campaign named Canto Incognito, tracked since April 2026, Lumen’s cybersecurity research team Black Lotus Labs reports . The malware’s “command-and-control (C2)…

  35. State of California sues 3D printer filament company Polymaker for promoting ghost guns by marketing to 3D-printed gun community
    USTom's Hardware

    California is taking another swing at banning 3D-printed “ghost guns,” and this time the target is one of the world’s largest manufacturers of 3D printing filament. Polymaker LLC, headquartered in Shanghai with U.S. operations based in…

  36. Creator of free Adobe clones unveils open-source Microsoft Office Excel, PowerPoint, and Word replications
    USTom's Hardware

    Brandon Thomas, developer of ArtCraft, a suite of open-source creative tools meant to replicate Adobe applications for free, has now announced apps to replace Microsoft Office tools such as Excel, PowerPoint, and Word, respectively, named…

  37. Working Cray-1 supercomputer replica packs 30 vintage Mac Minis and 1.5 TFLOPS
    USTom's Hardware

    Spain’s Museo de Historia de la Computación unveiled its 18-month-long project to commemorate the 50th anniversary of both the Cray-1’s first operational use in Los Alamos and Apple’s founding. The replica uses 30 Mac Minis, 25 dual-core…

  38. Solid-state battery maker ProLogium looks beyond EVs to AI and the skies
    JPNikkei Asia
  39. U.S. military-backed cargo pod promises 90-minute orbital delivery anywhere on Earth
    USTom's Hardware

    A U.S. military-backed company plans to deliver a payload to any point on Earth within 90 minutes by prepositioning assets in space and then calling down delivery vehicles as needed. Sierra Space, a subsidiary of the Sierra Nevada…

  40. Vicor widens AI server power patent fight, seeking new US import ban on Foxconn, Quanta and Delta
    TWDigiTimes Daily

    Vicor Corporation is trying for the second time this year to get AI server power hardware from Taiwan's largest server makers barred from the US. It has won such a ban before. Credit: DIGITIMES

  41. Afghanistan opens potential China trade route to Persian Gulf
    JPNikkei Asia
  42. Vietnam opens 'landmark' piracy prosecution protecting Japanese IP
    JPNikkei Asia
  43. IPC makers expand US production as supply chains, tariffs shift
    TWDigiTimes Daily

    Industrial PC (IPC) makers are adding US manufacturing as supply chains regionalize, tariff policy tightens, and government buyers press for local sourcing. For global readers, the shift signals a broader reordering of electronics…

  44. Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
    TWDigiTimes Daily

    Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply chain. The results matter for international readers…

  45. Changs Ascending September revenue jumps 92% on semiconductor plant buildouts
    TWDigiTimes Daily

    Changs Ascending said orders tied to semiconductor customers' new plant construction, equipment arrivals, and project acceptance schedules were gradually fulfilled and recognized as revenue, lifting consolidated revenue to NT$79.2 million…

  46. Sysgration bets on battery backup, drones to hit US$314 million in sales by 2028
    TWDigiTimes Daily

    Sysgration posted record monthly consolidated revenue in September 2026 for the third consecutive month, pushing third-quarter revenue above NT$1 billion (approx. US$31.4 million) for the first time. At an investor conference on October 7…

  47. Everlight Chemical September revenue rises on strong electronic chemicals demand
    TWDigiTimes Daily

    Everlight Chemical reported higher September and year-to-date revenue, with electronic chemicals driving most of the growth. The results suggest continued resilience in industrial and specialty materials demand, a trend relevant to global…

  48. System integration emerges as Taiwan's next drone industry edge for defense scale-up
    TWDigiTimes Daily

    As defense technology and unmanned vehicles increasingly extend beyond traditional defense industries into the ICT and semiconductor sectors, Taiwan's manufacturers are being urged to go beyond the role of component suppliers and…

  49. Taiwan eases IFRS sustainability disclosure rules, cutting mandatory scope
    TWDigiTimes Daily

    Taiwan has relaxed its IFRS sustainability disclosure rules for listed and OTC companies, shrinking the number of firms required to fully comply from an originally planned 1,970 to 560. Environment Minister Peng Chi-ming said more than…

  50. Mobile and notebook slowdown boosts wearable sports tech demand
    TWDigiTimes Daily

    Growth in the smartphone and notebook markets is slowing in 2026 as memory price hikes and other factors weigh on shipments. The market even expects that smartphone shipments in 2026 could fall by nearly 17% at the low end. Demand for…

  51. Robot baristas and K-pop dancers lead South Korea's physical AI boom
    JPNikkei Asia
  52. First 'Naruto' anime series in 9 years announced at New York Comic Con
    JPNikkei Asia