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Semiconductors

Semiconductors news — Monday 12 October 2026

137 stories from 11 sources, every one in English. Each links to its publisher.

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  1. Japan's Omron to buy US-based OnLogic for $630m in physical AI push
    JPNikkei Asia
  2. Carbon-Dot Interface Enables Ultrathin High-κ Dielectrics on 2D Semiconductors (UIUC, NETL, Argonne, Monash)
    USSemiconductor Engineering

    Researchers at the University of Illinois Urbana-Champaign, National Energy Technology Laboratory, Argonne National Laboratory , and Monash University published a technical paper titled “Integration of high-κ oxide on 2D semiconductors…

  3. On-Chip Monitors Detect Bit-Flip Attacks in AI Accelerators (UF, UT Dallas, RPI)
    USSemiconductor Engineering

    Researchers at the University of Florida, University of Texas at Dallas , and Rensselaer Polytechnic Institute published a technical paper titled “BARE-AI: Bit-Flip Attack Resilience in AI Hardware through Built-in Performance Monitors.”…

  4. Deterministic Nucleation Enables Controlled Growth of 2D Semiconductors (KAIST, TDS, Hanyang et al.)
    USSemiconductor Engineering

    Researchers at KAIST, TDS Innovation, Hanyang University, UNIST , et al. published a technical paper titled “Spatially deterministic nucleation of 2D semiconductors by etching flux.” Abstract Excerpt: “Nucleation control is fundamental to…

  5. Japan's foreign worker system strains as officials eye quota shifts
    JPNikkei Asia
  6. Singapore's climate tech startups ride government's green energy ambitions
    JPNikkei Asia
  7. US legal AI giant Harvey to open Japan office in 2027, CEO says
    JPNikkei Asia
  8. Japan should help ASEAN bring Myanmar back into fold: Kishida
    JPNikkei Asia
  9. Japan needs to build an LNG safety net for the next energy crisis
    JPNikkei Asia
  10. Japan's foreign worker system strains as officials shift quotas
    JPNikkei Asia
  11. Intel's Crescent Island AI accelerator officially powers new GPU D-Series products
    USTom's Hardware

    At OCP 2026 today, Intel has given Crescent Island a proper name: the Intel GPU D-Series. For the first time, the company also shared a theoretical peak performance target for the chip: 1.3 PFLOPS of FP8. It also disclosed the final memory…

  12. Intel’s Crescent Island AI Server GPU Gets a Name and Specs: Meet the Intel GPU D-Series
    USServeTheHome

    Intel today has unveiled its official performance specifications and branding for its upcoming "Crescent Island" data center AI inference cards. Going under the name Intel GPU D-Series, the D270 will offer 1.3 PLFOPs of dense FP8 and…

  13. Bumble in Talks to Go Private With Sequoia Partner Gupta’s New Venture
    USThe Information

    Dating app company Bumble is in advanced talks to be taken private by a holding company founded recently by former Sequoia’s partner Ravi Gupta, the Wall Street Journal reported Monday. A deal would value Bumble at roughly $1 billion, a…

  14. CTO Interview with Dr. Zakir Syed of ClockEdge
    USSemiWiki

    Dr. Zakir Syed is Co-founder and Chief Technology Officer of ClockEdge, where he has played a central role in developing specialized simulation technology for advanced semiconductor clock networks. He brings more than 30 years of…

  15. Vapor-clearing channels could keep powerful chips cool with less risk of short circuits
    GBTechXplore Semiconductors

    Integrated circuits are electronic chips containing the interconnected components that process information or control electrical signals inside many electronic devices. These chips are known to generate heat as they operate, which can…

  16. Trump Administration Plans to Move AI Testing Agency Officials to White House
    USThe Information

    The small agency within the Commerce Department tasked with testing new AI models appears to be getting a refresh. In September, the Trump administration began the process of restructuring the Center for Advancing Innovation and Standards…

  17. Meet the Anthropic Engineer Keeping Its AI Agent Trustworthy
    USIEEE Spectrum

    If you’ve ever wondered how Claude and similar AI agents can answer complex questions in seconds and where they get the information, you’re not alone. Gurmeet Saran works to find that answer every day as an engineer at Anthropic in San…

  18. Andreessen Horowitz, General Catalyst Race to Secure the Chips Their Startups Need
    USThe Information

    As startups scramble to get access to AI servers, more venture capital firms are finding ways to secure compute on their behalf. Andreessen Horowitz, which two years ago set up a cluster of 20,000 graphics processing units for its…

  19. Meta Unveils New AI Models to Challenge OpenAI and Anthropic
    USThe Information

    Meta Platforms unveiled two new AI models, Muse Wonder and Muse Wonder Full, on Monday as it seeks to strengthen its position in the competitive AI race. CEO Mark Zuckerberg announced the models on Threads, describing them as significantly…

  20. Chips＆Media targets AI memory bottlenecks with new compression IP
    USSemiWiki

    Chips&Media has announced a data compression technology aimed at one of the constraints in artificial intelligence hardware: moving data fast enough to keep processors busy. The South Korean semiconductor intellectual property supplier…

  21. Applied Materials Bets $5B on a New Model for Chip Innovation
    USEE Times

    Applied Materials CEO Gary Dickerson sees semiconductor innovation becoming a race in which speed matters as much as technological capability. Artificial intelligence is driving demand for faster

  22. Marvell Structera X 3406 and 3506 CXL 3.2 Memory Expanders
    USServeTheHome

    The new Structera X 3406 and Structera X 3506 offer six channels and up to 18 DIMMs per controller for CXL 3.2 memory expansion The post Marvell Structera X 3406 and 3506 CXL 3.2 Memory Expanders appeared first on ServeTheHome .

  23. Embedded Graphics on an MCU – Without an Accelerator
    USEE Times

    Dates: Tuesday, October 27, 2026 and Thursday, October 29, 2026 How do graphics work on an MCU with no display controller? What level of graphics can I show with a MCU vs. and MPU? Do I need DRAM? All

  24. Bambu Lab officially teases its first 3D scanner
    USTom's Hardware

    Bambu Lab has officially teased its S1 3D scanner , ahead of its planned release in November 2026. No details of the product have been released yet, but FCC filings and Bambu Lab’s partnership with SCANOLOGY may hint at the scanner’s…

  25. Interview: Microsoft's Maia GM on Maia 300, Taiwan and HBM supply
    TWDigiTimes Daily

    Microsoft's in-house Azure Maia chips will become the main platform for its own AI services, including Microsoft 365 Copilot, GitHub Copilot and Microsoft Foundry. However, the company will keep using GPUs from Nvidia and AMD, Andrew Wall…

  26. Jev-like decision models are flooding the AI market, after researcher claims TypeSafe copied their research
    USTom's Hardware

    Following the release of TypeSafe's Jev, many AI players have launched competitors, and many similar open-source projects from the likes of Microsoft, OpenAI, and many more have since emerged. Yet Nandakishor Mukkunnoth, of ConvAI…

  27. Meet the modders porting ringfenced DLSS features to older GPUs
    USTom's Hardware

    Over recent weeks, we've seen the release of DLSS 5 Neural Rendering in NBA 2K27, followed by its porting to older GPU generations , and the unlocking of DLSS Multi Frame Generation (MFG) for older graphics cards . But how did all of that…

  28. Overcoming the Edge AI Power Wall with Low-Voltage Foundation IP
    USSemiWiki

    As artificial intelligence (AI) workloads migrate to endpoint hardware, edge AI devices face immense pressure to deliver real-time inference within highly restrictive power and thermal envelopes. Traditional silicon scaling no longer…

  29. Developer uses Claude to enable Xbox Cloud Gaming on jailbroken PS5s
    USTom's Hardware

    Brazilian developer RafaelNGP has created his own Homebrew called PSBox Cloud Gaming on his jailbroken PS5 and released it for download on GitHub. The mod, created in part using Claude, allows Xbox Cloud Gaming to run natively on a PS5…

  30. South Korea's HiteJinro to make Japanese peer Kirin's beer at home
    JPNikkei Asia
  31. GlobalFoundries unveils 7nm-class FDX Fusion node — comes 7 years after firm abandoned FinFET
    USTom's Hardware

    When GlobalFoundries abandoned development of leading-edge nodes in 2018, it also canceled the development of its 7nm-class FinFET fabrication technology that it co-developed with IBM. Almost exactly eight years later, GlobalFoundries is…

  32. OpenAI’s Plan To Revive Sora
    USThe Information

    Remember OpenAI’s video model Sora and all the great Sam Altman memes that came from it? Earlier this year, the ChatGPT-maker canned both the model and the TikTok-like app it powered as part of broader culling of server-intensive “side…

  33. Intel to phase out SGX after Xeon Diamond Rapids in favor of TDX
    USTom's Hardware

    Just five years after bringing its Software Guard Extensions (SGX) technology to its mainstream server platform, Intel on Friday announced plans to discontinue its support after its upcoming Xeon 'Diamond Rapids' CPUs and concentrate its…

  34. Microsoft Debuts New Homegrown AI Chip, Plans to Deploy Multiple Gigawatts Next Year
    USThe Information

    Microsoft on Monday announced the latest generation of its homegrown AI chips, dubbed the Maia 300, and said it plans to set up “multi-gigawatt deployments” of the chip starting next year. The move shows how Microsoft is aiming to reduce…

  35. Diamond-infused watercooling coldplates for 2,300W Nvidia Rubin drop temps by up to 22C
    USTom's Hardware

    Frore Systems has introduced its bespoke LiquidJet Diamond liquid-cooling coldplate series that uses a diamond surface combined with a multi-stage 3D short-loop jet-channel microstructure to address precise hotspots on next-generation AI…

  36. Gigabyte GO27Q24G 27-inch OLED 240 Hz QHD gaming monitor review: Tremendous bang for the buck
    USTom's Hardware

    OLED or LCD? This is a question many monitor shoppers ask themselves. When you consider the pros and cons of each, there isn’t a clear winner. OLED has better image quality thanks to its extreme contrast. But LCDs are brighter and less…

  37. Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled
    TWDigiTimes Daily

    Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up to 12,288 accelerators into a single superpod. The company…

  38. Microsoft to scale Maia AI chips to multi-gigawatt deployments, unveils TSMC N2P-based Maia 300
    TWDigiTimes Daily

    Microsoft will scale its in-house Azure Maia AI accelerators to multi-gigawatt deployments starting in 2027, making Maia the primary AI inference system for its products and services. The company also unveiled Maia 300, the third…

  39. How Microsoft’s New Office Chief Fixed Copilot and Won Over Nadella
    USThe Information

    In the summer of 2025, Microsoft was fielding customer complaints that its AI assistant, Copilot, was buggy and not good enough at automating work in Excel or PowerPoint. In response, Charles Lamanna, then a Microsoft president and rising…

  40. First Utility-Scale Enhanced Geothermal Plant Goes Live
    USIEEE Spectrum

    This article was originally published by Canary Media . The geothermal startup Fervo Energy is now selling power to the grid from its Cape Station project in Utah—marking the first time a utility-scale, next-generation geothermal facility…

  41. Keysight Advances its Design Software with Agentic AI
    USSemiWiki

    Keysight Technologies is opening a new route for artificial intelligence into radio frequency engineering. Announced on October 6, 2026, its latest software capabilities let engineers connect their own AI agents and large language models…

  42. AMD debuts Helion reference design for agentic AI servers with up to 32,768 Zen 6 ‘Venice’ cores
    USTom's Hardware

    AMD is bringing a new reference rack-scale design to the data center ecosystem with Helion. It’s a standardized, 21-inch rack reference design that will complement the Helios rack AMD revealed at OCP Global Summit last year. This year, we…

  43. EU CRA Readiness: 5 Steps Manufacturers Need to Take Now 
    USEE Times

    Consumer, industrial, networking, semiconductor, and software manufacturers face a broad product-cybersecurity regulation for the first time. The European Union Cyber Resilience Act (CRA) makes

  44. Vietjet's maiden Prague flight reveals Vietnamese carrier's global ambition
    JPNikkei Asia
  45. TrendForce expects declining global laptop shipments to slow manufacturing exodus from China
    USTom's Hardware

    In its latest industry report, TrendForce has projected that global notebook shipments could witness a decline of a low single-digit percentage in 2027. Laptop manufacturers are also expected to reconsider their production strategies as…

  46. Vibecoder mods Minecraft inside GTA V running natively on an iPhone
    USTom's Hardware

    A vibecoder and modder has revealed they successfully launched Minecraft inside a modded iPhone port of GTA V, immediately showing the Minecraft HUD and loading in Steve. This was done using Claude Opus 5.5, doing everything from writing…

  47. ＜sub＞＜/sub＞Apple iPhone launch and holiday demand lift Momo revenue to a record September
    TWDigiTimes Daily

    Fubon Multimedia, which operates the Momo e-commerce platform, reported consolidated revenue of approximately NT$8.59 billion (US$269.4 million) in September 2026, up 8.2% from a year earlier. Revenue for the first nine months reached…

  48. Xanadu Builds Out Canadian Quantum Infrastructure
    USEE Times

    For Xanadu, 2026 is becoming a year of connecting the pieces. The Toronto-based quantum computing company has lined up manufacturing partners, secured federal funding, and expanded software

  49. Coder creates NvidiaWatch tracker site that monitors hundreds of GPU driver bugs
    USTom's Hardware

    A GitHub programmer has created an Nvidia bug tracker page that compiles each driver update’s release notes and feedback threads on the forums, logging progress on 462 different driver bugs. They first shared their creation, called…

  50. China proposes physical controls and tougher testing for new vehicles
    TWDigiTimes Daily

    China proposed tighter vehicle design and safety requirements that would restrict fully hidden door handles, virtual controls for critical functions and several interior features in new vehicles. The draft rules, issued by the Ministry of…

  51. HHGalaxy reports record 3Q26 revenue as Double 11 demand builds
    TWDigiTimes Daily

    Taiwanese e-commerce operations provider HHGalaxy reported consolidated revenue of NT$621 million (US$19.5 million) for September 2026, up 31.74% from a year earlier, as brands prepared for the Single's Day shopping event. Revenue for the…

  52. New spinning method builds electronic circuits directly inside soft, washable fibers
    GBTechXplore Semiconductors

    Electronic devices are no longer limited to conventional systems with a screen, keyboard and processing components. Over the past decades, some electronics engineers have been developing thin electronic fibers that could be used to create…

  53. 'Unprecedented' Cyberattack cripples supermarket fridges across Europe as hackers activate automatic defrosting — delivery and store prices also impacted by incident
    USTom's Hardware

    An ongoing cyberattack has reportedly struck major supermarket chains across Europe, disrupting refrigeration control systems. The attack — which has reportedly seen units set to continuously defrost at 50 degrees Celsius — is also…

  54. Buyer pays $350 for broken RTX 4090 project only to find realistic fake GPU die and swapped memory — Russian repair specialist reveals sophisticated new cam using dummy PCBs
    USTom's Hardware

    A GPU repair specialist has uncovered another GPU scam involving a counterfeit RTX 4090 , with a fake GPU die and memory chips designed to resemble genuine components. The graphics card was purchased for 30,000 Rubles, or approximately…

  55. Dev used AI agents and more than 500 billion tokens to rebuild Call of Duty: Modern Warfare 2's source code
    USTom's Hardware

    Developer Maurice Heumann details in his blog how AI agents were able to decompile Call of Duty: Modern Warfare 2 (2009), which the post calls only “a popular first-person shooter,” in an effort to rebuild its source code in C++, taking…

  56. Meta Bans ByteDance Ads on Its Platforms
    USThe Information

    Meta Platforms has banned advertisements from ByteDance on its platforms in the U.S. and several other markets, Bloomberg and other media outlets reported. Meta implemented the ByteDance ad ban in the U.S., Canada, Egypt, Indonesia, Japan…

  57. Trump's Russia-Ukraine truce claim comes as India urges peace
    JPNikkei Asia
  58. Walmart has slashed $750 off this RTX 5060 gaming laptop, now 40% cheaper
    USTom's Hardware

    If you're in the market for a budget gaming laptop, then $1,149 for a 15-inch RTX 5060 HyperX OMEN is about as good as it gets right now. Walmart has slashed $750 off the price of this Intel Core Ultra 7 machine with 16GB of RAM and 1TB…

  59. Upgrade to OLED with this $384 deal on Asus' 27-inch Republic of Gamers WOLED gaming monitor
    USTom's Hardware

    Snag an awesome after-the-sales bargain on a new OLED monitor upgrade with a delicious 36% off deal on a new 27-inch Asus Republic of Gamers (XG27AQDMGR) WOLED gaming monitor for just $384 . Now's the perfect time to upgrade your gaming…

  60. Redditor unknowingly buys stolen rental PC, and it gets remotely blocked by rental firm
    USTom's Hardware

    Redditor u/cal93 had the used PC they bought for $650 from an unnamed seller suddenly blocked from working by a remote trigger. According to their post , they bought the computer a few months ago on OfferUp, but downloading a Windows…

  61. Bain’s Bridge Data Centres Seeks Upsized Loan of $6.6 Billion
    USThe Information

    Bain Capital-owned Bridge Data Centres is in talks with banks to increase the size of a loan from $2.8 billion to about $6.6 billion for its Malaysia operations, Bloomberg reported. The raise would be one of the largest debt financing…

  62. Learning to Play Like a Pro: Adaptive Motion Planning and Tracking for Humanoid Robots
    USIEEE Spectrum

    This White Paper provides roboticists and control engineers with a comprehensive overview of how motion planning and motion tracking can be decoupled to preserve professional athletic style in humanoid robots, and why adaptive, speed-aware…

  63. Reddit user pays $35 for a crypto mining rig left in a garage and gets 54GB of VRAM at 65 cents per GB
    USTom's Hardware

    A Reddit post by user markpronkin (“OP”), titled “54gb vram for 35$,” says the user purchased an old crypto mining rig, originally discovered in a garage, for a negotiated 3,000 rubles, or about $35. The rig was rusty, and the buyer “had…

  64. Chinese government and industry make full push into AI glasses development: AR display integration and lightweighting gain traction
    TWDigiTimes Daily

    DIGITIMES notes that China continued to advance smart glasses policies from the central government to local governments in 2026, driving both enterprise production and consumer purchase subsidies. Credit: DIGITIMES

  65. India's Kaynes Semicon eyes foreign help as it targets $31m revenue
    JPNikkei Asia
  66. Finland orders Google to halt work at two AI data center sites
    TWDigiTimes Daily

    Finnish authorities ordered Google to suspend parts of construction at planned AI data centers in Muhos and Kajaani after forests were allegedly cleared at the sites before an environmental impact assessment was completed. The decision…

  67. EU caps annual HEV imports at 350,000 to curb trade deficit with China
    TWDigiTimes Daily

    The European Union plans to cap imports of hybrid electric vehicles (HEVs) at 350,000 units per year, with safeguard measures potentially taking effect as early as December 1, 2026. The four-year framework sets a 350,000-unit limit in its…

  68. Samsung reportedly locks up to 80% of 2027 memory supply into long-term deals
    TWDigiTimes Daily

    Samsung Electronics has committed 75–80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the Korea Economic Daily reported on October 9, 2026, citing industry sources. Nvidia, Google and…

  69. How Sega's business went from selling games to building ecosystems
    JPNikkei Asia
  70. Nanya gross margin hits 85.7% as low-priced DRAM contracts roll off
    TWDigiTimes Daily

    Nanya Technology reported record quarterly earnings in the third quarter of 2026, according to unaudited results released on October 12, as DRAM average selling prices (ASPs) rose more than 60% sequentially following the expiration of…

  71. Memory surge lifts phone prices, boosting N-1 and used-device demand
    TWDigiTimes Daily

    Rising memory prices have forced smartphone brands to raise handset prices, hurting new-device sales in 2026. Global smartphone shipments are expected to drop 15-17%, while demand for N-1 generation and used smartphones is surging…

  72. How 'Filter Moore's Law' is doubling revenue for a Taiwan chip filter maker
    TWDigiTimes Daily

    Under what the industry terms the "Filter Moore's Law," each process node shrink lowers tolerance for airborne molecular contaminants, causing filtration demand to grow exponentially. For global airborne molecular contamination (AMC)…

  73. Chenbro Micom expands into Nvidia Vera Rubin rack-scale systems, 2026 revenue already tops full-year 2025
    TWDigiTimes Daily

    Taiwanese server chassis maker Chenbro Micom is expanding its role in AI infrastructure, moving beyond traditional server enclosures into high-end AI servers and rack-level solutions. The company has secured involvement in multiple Nvidia…

  74. DIGITIMES Insight: Personal AI agents could reshape who controls the smart cockpit experience
    TWDigiTimes Daily

    Meta's recent introduction of its personal AI agent, Muse, has renewed interest in AI assistants capable of operating across devices. Unlike conventional AI features tied to individual smartphones, computers or vehicles, personal AI agents…

  75. Largan signals early peak-season cut, challenging phone chips in 4Q26
    TWDigiTimes Daily

    Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts after new phones went on sale. The comments signal that…

  76. Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut
    TWDigiTimes Daily

    China's Moonshot AI is seeking to settle a shareholder dispute involving claims potentially exceeding US$700 million ahead of a potential US$5 billion Hong Kong initial public offering (IPO). Allegations concerning asset transfers and…

  77. South Korea's Nucode targets US drone identification market with Realtek-based module
    TWDigiTimes Daily

    South Korean wireless communications module maker Nucode has signed a memorandum of understanding (MOU) with US drone identification and airspace intelligence provider Zing Drone Solutions to develop and supply electronic component modules…

  78. Microsoft calls for observable AI systems with emergency shutdown controls
    TWDigiTimes Daily

    Microsoft urged organizations to design artificial intelligence systems as observable, controllable infrastructure rather than opaque "black boxes," arguing that people must be able to monitor model behavior and stop it during an…

  79. Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production
    TWDigiTimes Daily

    China's Biren Technology has successfully powered on its next-generation BR20X GPU, advancing to post-tapeout validation while preparing for customer sampling and mass production. The milestone advances its AI accelerator roadmap, though…

  80. Sumitomo Bakelite expands packaging material production across Singapore, China
    TWDigiTimes Daily

    Sumitomo Bakelite announced that it is expanding production capacity for encapsulation materials used in advanced chip packaging at its facilities in Singapore and Suzhou, China. This is expected to approximately double its production…

  81. China's peak-season auto sales flop with sharpest monthly drop of year
    JPNikkei Asia
  82. HTSI September revenue surges 150% as AI chip testing demand accelerates
    TWDigiTimes Daily

    Hermes Testing Solutions (HTSI) reported September revenue of NT$514 million (US$16.10 million), up 2.35% month over month and 150.33% year over year, as shipments of customized products, membrane probe cards and cleaning materials…

  83. South Korean startup Helios targets Taiwan supply chains and Taiwan Strait risk analysis
    TWDigiTimes Daily

    As US defense procurement restrictions and European Union (EU) supply-chain due diligence requirements advance, South Korean risk-intelligence startup Helios is targeting verification needs in Taiwan and South Korea's AI, semiconductor…

  84. Aurona Industries posts 19% September growth as Taiwan plant targets 2027 trial run
    TWDigiTimes Daily

    Aurona Industries reported September revenue of NT$137 million (US$4.3 million), up 19.29% from a year earlier, as pre-holiday inventory building in China strengthened customer orders. The electrical insulation laminate maker said…

  85. Security Becomes a Sign-off Item
    USEE Times

    Europe’s Cyber Resilience Act (CRA) will soon require chipmakers to prove their silicon is secure. The tools to produce that proof already exist, but they were built for a different purpose. Europe goes

  86. AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification
    TWDigiTimes Daily

    As efforts to curb CATL's dominance accelerate across China's automotive landscape, the domestic battery market is beginning to move away from single-supplier dependence and toward a more diversified sourcing model. Credit: CATL

  87. Startup Funding: Q3 2026
    USSemiconductor Engineering

    AI dominated funding in the third quarter of 2026, with two inference companies each announcing $1 billion in funding. But with the data center buildout driving insatiable demand for memory, investors also rewarded startups with…

  88. Leadsun Greentech enters EV charging with three DC fast-charging sites
    TWDigiTimes Daily

    Leadsun Greentech has entered Taiwan's electric vehicle charging market by acquiring equipment at three supercharging sites in Hsinchu, Taichung and Yunlin, expanding its renewable energy business into end-user charging services. The…

  89. Thai developers look to Europe, US as housing market slumps
    JPNikkei Asia
  90. Samsung could unseat SK Hynix as HBM leader in 2027
    TWDigiTimes Daily

    Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited DRAM production capacity, according to forecasts…

  91. Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain
    TWDigiTimes Daily

    Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone maker's supply chain ecosystem as it rolls out the iPhone…

  92. China sanctions Paraguay, Belize ministers over Taiwan ties
    JPNikkei Asia
  93. Taiwan exports soar as shipments to the US top US$200 billion in first nine months
    TWDigiTimes Daily

    Taiwan's exports hit a single-month record high of US$87.22 billion in September 2026, lifting the year-to-date total for the first nine months of the year to US$661.55 billion, according to customs import and export statistics released by…

  94. Audi's defense pivot mirrors Taiwan supply chain's AI shift
    TWDigiTimes Daily

    German automaker Audi has launched a flexible workforce program allowing employees to voluntarily transfer to aerospace and defense companies such as Airbus, with Audi reporting strong employee interest. The move reflects how automotive…

  95. Taiwan semiconductor industry eyes landmark geothermal power deal exceeding 20MW
    TWDigiTimes Daily

    Taiwan's geothermal energy market could be approaching a major breakthrough as the semiconductor industry seeks new sources of reliable renewable electricity amid surging AI-driven power demand. Credit: AFP

  96. Apple's iPhone 18 order cuts expose widening divide in premium demand
    TWDigiTimes Daily

    Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales, while Chinese supply-chain sources point to stronger demand for the pricier Pro Max and…

  97. Taiwan's UMT extends 50%-plus revenue growth streak as LEO satellite deployments accelerate
    TWDigiTimes Daily

    Taiwan-based Universal Microwave Technology (UMT) reported September 2026 revenue of NT$292 million (US$9.15 million), up 52.49% year-over-year, extending its streak of monthly year-over-year revenue growth exceeding 50% to six consecutive…

  98. AI racks approach megawatt power levels as SiC, GaN, silicon divide power delivery roles
    TWDigiTimes Daily

    The rapid expansion of AI infrastructure is driving demand for higher power and voltage levels, pushing power semiconductor development toward greater efficiency, higher power density, and tighter integration. Credit: Shihmin Fu

  99. ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang
    TWDigiTimes Daily

    Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9% year-over-year. Third-quarter revenue slid 30.7%…

  100. AMD EPYC 8005 SKU List and Value Analysis: Mainstream Sorano’s Big Stride
    USServeTheHome

    Following the recent launch of AMD's EPYC 8005 Sorano server CPUs, we are taking a look at the various SKU options among chips, and what configurations offer the best value for different needs The post AMD EPYC 8005 SKU List and Value…

  101. Breaking Memory Bottlenecks in Quantum Control Systems for More Precise Experiments and Higher Throughput Computing
    USarXiv cs.AR (Architecture)

    arXiv:2608.06318v3 Announce Type: replace Abstract: As quantum computing matures, there is an increasing need for deeper and longer experiments to characterize quantum devices precisely and higher circuit throughput to validate more domain…

  102. Power, Performance, and Area of HPC-Based Malware Detectors: An FPGA and Open-PDK ASIC Study
    USarXiv cs.AR (Architecture)

    arXiv:2610.12795v1 Announce Type: cross Abstract: Hardware malware detectors (HMDs) classify programs as benign or malicious based on hardware performance counter (HPC) data. Previous studies have shown that ensemble classifiers outperform…

  103. A Hybrid and Hierarchical Ray Tracing Method for Efficient 3D Gaussian Rendering
    USarXiv cs.AR (Architecture)

    arXiv:2610.13498v1 Announce Type: new Abstract: 3D Gaussian Splatting (3DGS) is a powerful representation for real-time neural reconstruction and rendering. While existing 3DGS systems rely on rasterization for efficiency, recent work…

  104. Anechoic: Onsager-Corrected Parallel Annealing for Sub-0.1 ms Dense Max-Cut on an FPGA
    USarXiv cs.AR (Architecture)

    arXiv:2610.13368v1 Announce Type: new Abstract: Ising machines solve combinatorial optimization problems by annealing a network of spins. On dense problems, the least expensive hardware step updates all spins at once: stochastic cellular…

  105. CacheFlex: Direct Software-Managed Access to Higher-Level Cache for Scalable Vector Support
    USarXiv cs.AR (Architecture)

    arXiv:2610.12940v1 Announce Type: new Abstract: Wider vector/SIMD lanes multiply compute throughput, but cache improvements remain challenging. We identify L1 data cache capacity as the most impactful parameter for performance and…

  106. Characterizing CPU-GPU Memory Sharing over Unified Memory Architecture
    USarXiv cs.AR (Architecture)

    arXiv:2610.13125v1 Announce Type: cross Abstract: Unified Memory Architecture (UMA) enables the CPU and GPU to share a single physical memory. However, its complexity and opacity often drive applications back to inefficient copying or to…

  107. Hardware-in-the-Loop Demo of a Cooperative Intersection where Cars don't Stop
    USarXiv cs.AR (Architecture)

    arXiv:2610.13320v1 Announce Type: new Abstract: The road transportation sector is undergoing a radical transformation, working for a future where all vehicles will be autonomous and connected. A key challenge in this vision concerns…

  108. A Hardware-Native Trapped-Ion Hybrid Qudit-Oscillator Instruction Set
    USarXiv cs.AR (Architecture)

    arXiv:2610.13843v1 Announce Type: cross Abstract: Scaling trapped-ion processors by adding ions remains challenging. A complementary route exploits the multilevel internal structure of each ion to increase the computational Hilbert space…

  109. VortexSynth: Profile-guided benchmark reconstruction for GPU architecture research
    USarXiv cs.AR (Architecture)

    arXiv:2610.12661v1 Announce Type: new Abstract: GPU architecture research requires representative benchmarks that can execute on new designs. However, many vendor-tailored workloads and library kernels cannot run directly on research…

  110. TPCS: A Cycle-Level Simulation Paradigm with Native Execution Semantics for RTL Modeling and Generation
    USarXiv cs.AR (Architecture)

    arXiv:2610.13067v1 Announce Type: new Abstract: The growing diversity of domain-specific architectures and microarchitectural designs demands fast and accurate evaluation methods during early design stages. However, existing approaches…

  111. Rethinking Neural Nonlinearity as Gating
    USarXiv cs.AR (Architecture)

    arXiv:2607.03148v1 Announce Type: cross Abstract: Activation functions are considered an essential primitive for neural nonlinearity, i.e., they enable neural networks to serve as universal approximators. In this paper, we show that this…

  112. Rapidus targets customers underserved by TSMC, but can it convince them to take the risk?
    TWDigiTimes Daily

    Backed by US$15 billion in Japanese government funding, Rapidus announced an alliance with 17 semiconductor design-related companies, including US-based Synopsys and India's Infosys, on October 5. The partnership aims to expand its…

  113. India's festive smartphone sales may slow as memory costs lift prices
    TWDigiTimes Daily

    India's key festive smartphone season is set to matter far beyond its borders, as higher memory costs reshape pricing, buying habits, and brand competition in a major emerging market. Counterpoint Research expects unit sales to fall, even…

  114. SK Hynix's US$299 billion chip plan faces military base hurdle
    TWDigiTimes Daily

    SK Hynix's proposed KRW400 trillion (approx. US$299 billion) semiconductor expansion in southwestern South Korea faces a major obstacle as the company races to increase memory production capacity: the planned manufacturing site includes…

  115. AI's next hiring wave is shifting from model makers to onsite problem solvers
    TWDigiTimes Daily

    Global technology companies and South Korean system integrators are widening their artificial intelligence hiring beyond model researchers to frontline engineers who work inside customer operations. The shift reflects a growing view that…

  116. Chinese thermal materials maker SJ Electronics to build US$70 million plant in Penang
    TWDigiTimes Daily

    PEN SJ Electronics, a subsidiary of China's SJ Electronics, will invest more than US$70 million in an advanced packaging materials and thermal management facility at Batu Kawan Industrial Park 3 (BKIP3) in Penang, Malaysia, and plans to…

  117. Commentary: Largan plays defense in phones, presses CPO offensive
    TWDigiTimes Daily

    Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing. His comments on order trends, gross margins, and…

  118. Taiwan manufacturers to showcase AI data center hardware at OCP summit in San Jose
    TWDigiTimes Daily

    The Open Compute Project (OCP) Global Summit 2026 will be held in San Jose, the US, from October 12 to 15, drawing several Taiwan-based manufacturers planning to present hardware for next-generation AI data centers. Credit: DIGITIMES

  119. Samsung, SK Hynix accept ASML's 10% price hike in parts, report says
    TWDigiTimes Daily

    Samsung Electronics and SK Hynix have accepted a 10% increase in ASML's replacement-part prices for lithography systems in South Korea, with the higher rates taking effect for deliveries starting in January 2027, The Elec reported on…

  120. Nvidia, Reflection AI, the strategic pivot to open-weight ecosystems
    TWDigiTimes Daily

    The Financial Times recently reported that Nvidia is in early-stage talks to acquire or significantly deepen its investment in the US$25 billion open-weight AI startup Reflection AI. To dodge lengthy antitrust regulatory reviews, Nvidia is…

  121. TSMC, ASML eye 12-inch photomasks to unlock High-NA EUV's full-field potential
    TWDigiTimes Daily

    Advanced semiconductor manufacturing is progressing toward 2nm and angstrom-era nodes (Å; where 1 nm equals 10 Å), bringing high-numerical-aperture extreme ultraviolet (High-NA EUV) lithography into focus. ASML, TSMC target 12-inch High-NA…

  122. LG Display unveils maskless OLED technology, targeting more efficient IT displays
    TWDigiTimes Daily

    LG Display has unveiled a new organic light-emitting diode (OLED) manufacturing technology designed to improve production efficiency and display performance, and reduce manufacturing costs as it prepares to expand into the information…

  123. Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion
    TWDigiTimes Daily

    The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest customers are starting to share the financial risk of…

  124. Sigurd, Winstek align optical testing push as AI demand shifts toward connectivity
    TWDigiTimes Daily

    Optical communications is becoming a key global bottleneck as AI workloads expand, and Sigurd is positioning itself to benefit. The IC test and packaging company said demand is rising for co-packaged optics (CPO) and related transition…

  125. Bandai's Tamagotchi gains ground in Asia as licensing business expands
    JPNikkei Asia
  126. Former iPhone display plant in Japan reportedly to enter AI chip supply chain
    TWDigiTimes Daily

    A former iPhone display factory in Mobara, Japan, is set for a new role in the semiconductor supply chain, with Shinko Electric Industries planning to convert the site into a production base for semiconductor package substrates used in…

  127. Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
    TWDigiTimes Daily

    AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position in the global AI data center supply chain may increasingly…

  128. Kawasaki Heavy Industries bets JPY550 billion on physical AI, robotics
    TWDigiTimes Daily

    Kawasaki Heavy Industries is betting on physical AI as part of a multibillion-dollar growth plan to modernize factories, address labor shortages, and expand robotics across shipbuilding, aerospace, and healthcare. The move signals how one…

  129. CyberTAN enters 1.6T AI switch race with Marvell-backed platform
    TWDigiTimes Daily

    CyberTAN Technology is moving into the fast-growing AI data center switch market, joining Marvell Technology on a new 3nm Pallas 1.6T platform. The effort underscores rising global demand for high-speed networking, while tight chip supply…

  130. Mistral unveils ML4 open-weight model, touts edge over Chinese rivals
    TWDigiTimes Daily

    French AI startup Mistral has launched a public preview of Mistral Large 4 (ML4), a 1-trillion-parameter AI model whose weights are scheduled for public release in late October 2026, saying its performance can rival some Chinese…

  131. CXMT targets 2026 debut of 4F＆sup2; DDR5 RDIMM in bid to challenge server DRAM rivals
    TWDigiTimes Daily

    China's ChangXin Memory Technologies (CXMT) plans to introduce DDR5 registered DIMMs (RDIMMs) based on its new 4F² DRAM architecture by the end of 2026, advancing its efforts to increase memory density and compete in the higher-value…

  132. MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
    TWDigiTimes Daily

    As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into the flagship market, putting greater pressure on Samsung…

  133. Weekly news roundup: From October 5 to October 11, 2026
    TWDigiTimes Daily

    This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces manufacturing, packaging, printed circuit board (PCB)…

  134. Booked before launch, Tata's Dholera fab faces test of turning commitments into wafer volume
    TWDigiTimes Daily

    Tata Electronics has six customers at different stages of engagement with its Dholera semiconductor fab, including three with what a person familiar with the project described as binding offtake commitments, as the company works to secure…

  135. Asian AI server suppliers play down impact of US patent probe
    TWDigiTimes Daily

    The US International Trade Commission's (USITC) decision on October 9 to investigate 20 suppliers of AI server power systems, most of them Taiwanese or Chinese companies and their affiliates, adds a patent front to a series of US measures…

  136. Taiwan GDP growth hits 11% as government plan for AI dividend advances
    TWDigiTimes Daily

    Taiwan's gross domestic product (GDP) growth is projected to reach 11.05% in 2026, a 39-year high, driven by its technological advantage in artificial intelligence (AI), semiconductors, and high-performance computing (HPC), and boosting…

  137. Memory wall reshapes chip performance as large-capacity SRAM becomes a focal point in autonomous driving SoC design
    TWDigiTimes Daily

    DIGITIMES observed that as AI computing has hit a bottleneck from the memory wall, data storage and data movement have become extensions of the computing task, also reshaping the role of memory vendors into co-design partners for…