Semiconductors news — Tuesday 13 October 2026

The Information 22:07 UTC

OpenAI, which is trying to develop a substantial cybersecurity business, is in early talks to buy Trail of Bits, a firm that finds and fixes vulnerabilities in open-source software, according to people familiar with the matter. The size of…

EE Times 22:00 UTC

Singapore-based solid-state transformer (SST) startup Amperesand aims to help AI data centers smooth the spikes in their electrical demand that can stress power grids. “When a glitch happens, we

The Information 21:42 UTC

Microsoft has discussed making significant cost reductions in its Azure cloud-server-rental unit, according to a person with direct knowledge of the situation. Girish Bablani, president of Azure, in recent weeks told senior leaders in his…

The Information 21:22 UTC

An OpenAI employee, Abdulrahman Alfozan, has been arrested in connection with a hidden listening device uncovered at one of the company’s San Francisco offices, the Justice Department said on Tuesday. The employee, who has been terminated…

The Information 21:04 UTC

Character.ai, a five-year-old startup that lets users create and interact with AI-powered personas, on Monday said it filed for Chapter 11 bankruptcy after encountering “significant legal, regulatory, and operational headwinds.” The…

The Information 20:53 UTC

JPMorgan said it’s blocking external AI agents like Meta’s Muse and Instinct from accessing client accounts. “We’re not going to allow just any outside agent to come in inside the company because that’s just too risky for clients and for…

The Information 20:38 UTC

JPMorgan CFO Jeremy Barnum said on Tuesday that the bank is carefully monitoring its AI exposure as the capital expenditure demands of the AI buildout grow. He noted that lenders generally need to keep tabs on direct and indirect exposure…

Semiconductor Engineering 20:20 UTC

Researchers at Columbia University, Google DeepMind , and Google published a technical paper titled “Back to the Future: Rethinking EDA Infrastructure for Agentic Systems in Chip Design Verification.” Abstract “The unprecedented…

The Information 20:12 UTC

Companies have spent the past few years figuring out how to put AI to work. In 2026, some are confronting a bigger question: What should a company look like when AI can understand context, coordinate work and act across systems? The…

The Information 19:51 UTC

OpenAI is grappling with fallout from its use of a controversial innovation in AI design as it works to get its next unreleased model to a place where leaders believe they can safely release it. The model design, known as loop transformers…

SemiWiki 19:00 UTC

Eric Hong is Vice President of Engineering at Mixel, a Silvaco company, where he leads the development of analog and mixed-signal IP, including high-speed PHY and SerDes solutions. Prior to Mixel, he held engineering leadership and…

The Information 18:16 UTC

The trillion-dollar question of the AI boom is whether businesses’ spending on the technology pays off. But measuring that return is often uncertain, confusing or incomplete. That’s because it takes time for AI to show a return on…

TechXplore Semiconductors 17:40 UTC

From blinking and smiling to jaw clenching and eyebrow raising, faces are constantly in motion—and generating tiny amounts of energy along the way. Now, Northwestern University engineers are putting that energy to work.

SemiWiki 17:00 UTC

Teradyne has announced Magnum E2, a memory test system designed to address the increasingly demanding interfaces used in artificial intelligence and high performance computing. The platform targets advanced DRAM and flash technologies…

The Information 16:42 UTC

Apple is launching a tablet-like smart home device as part of a renewed push into the home. The $299 HomeView is a 7-inch screen that sits on kitchen counters or mounts on walls. Apple said the HomeView is designed for watching and…

Tom's Hardware 16:22 UTC

Grand Theft Auto VI, or as its friends call it, GTA 6, will be a console-only game when it goes on sale on November 19. But while Rockstar Games has yet to confirm when PC gamers will be able to get in on the action, a new GamesBeat report…

DigiTimes Daily 15:55 UTC

Taiwan's semiconductor and information and communications technology industries are drawing engineering graduates into high-paying jobs, intensifying a shortage of doctoral students and raising concerns about the country's basic research…

TechXplore Semiconductors 15:40 UTC

Two-dimensional (2D) semiconductors, only a few atomic layers thick, are promising materials for making AI chips faster and more energy efficient by stacking additional semiconductor layers on top of existing computing circuits. However…

SemiWiki 15:00 UTC

Sandra Rivera, Chair of VSORA , joined Bloomberg’s The Close in July for an interview on the current state of AI. What follows is a summary of that conversation. When a Silicon Valley veteran who once ran Intel’s Data Center and AI Group…

Tom's Hardware 15:00 UTC

When Framework introduced the Laptop 12 early last year, it offered an affordable, repairable, and relatively capable laptop, especially aimed at students. Between a 2-in-1 convertible design, a touchscreen with an optional stylus, the…

Tom's Hardware 14:32 UTC

Chinese tech companies have bought more than 1 million Nvidia gaming and workstation GPUs to plug gaps in demand for AI computing power, Financial Times reports. The report cites industry insiders who claim the buying spree highlights an…

DigiTimes Daily 14:22 UTC

OpenAI will add 200 jobs at its European headquarters in Dublin and establish an applied AI laboratory, expanding its planned Irish workforce to 450 positions. The investment, announced in October 2026, is intended to strengthen the…

TechXplore Semiconductors 14:20 UTC

Inside the human brain, billions of individual neurons connect to form a vast network capable of rapidly processing information and electrical signals. A team of researchers and engineers at Penn State is taking inspiration from these…

EE Times 14:04 UTC

In just under two weeks, more than 35 CEOs from Silicon Valley will gather to speak at CASPA’s 35th annual conference. CASPA is a U.S.-based nonprofit organization for Chinese American semiconductor

The Information 14:00 UTC

Neoclouds and so-called inference providers that help app developers run open source models are trying to differentiate themselves in a very crowded market. For instance, one such neocloud, Prime Intellect , which was valued at $1 billion…

Tom's Hardware 14:00 UTC

Anthropic's Frontier Red Team has demonstrated two components of a potential AI-powered worm that, if key issues with the practical implementation are resolved, could spread across consumer devices including inexpensive Android TV boxes…

DigiTimes Daily 14:00 UTC

Hong Kong International Airport and Japan Airlines (JAL) Group are expanding sea-air and rail-air logistics networks to increase passenger and cargo flows, address transport bottlenecks and improve supply-chain efficiency without building…

The Information 13:30 UTC

For the last three years, AI labs like OpenAI, Anthropic and xAI have sucked up a lot of investor attention—as well as nosebleed valuations. Now a growing number of startups that make apps, agents or other software powered by AI are…

Tom's Hardware 13:30 UTC

A person claiming to be responsible for the recent hack of Denmark’s national registry claimed that they were able to gain access because of an IT company’s weak password. According to The Register , Pays ApS, an IT and data services…

DigiTimes Daily 13:21 UTC

TikTok said artificial intelligence (AI) is likely to deliver greater long-term transformation than its current benefits suggest, while the rapid adoption of AI agents is increasing cybersecurity and authorization risks. Speaking at the…

The Information 13:01 UTC

The AI chip sector has been picked clean of bargains, as stocks of chip designers, chip manufacturers and chip manufacturing equipment makers have all soared in the past year. But that doesn’t mean there aren’t still some opportunities if…

ServeTheHome 13:00 UTC

Cisco and NVIDIA team up announcing a new USFP form factor for 400G SerDes lanes. Cisco also has a few new Silicon One offerings The post New USFP Pluggable Optics Form Factor for Higher Speeds from Cisco and NVIDIA appeared first on…

EE Times 13:00 UTC

China has changed considerably over the past 15 years — and so have European companies’ expectations of Chinese manufacturers. Robert Tarantowicz of Honya Europe looks back on that shift, from his first

Tom's Hardware 12:47 UTC

Nvidia has today announced that its somewhat controversial DLSS 5 technology — AI-powered neural rendering for gaming — is now two times faster than the current model, marking a 10x performance leap since March. The model is also now…

Tom's Hardware 12:30 UTC

Last week, OpenAI shared over 400 results for longstanding mathematical formulas that have troubled humans for decades; now researchers say it could take years for humans to validate and prove all the AI-driven work. But while analysts try…

DigiTimes Daily 12:20 UTC

Uber Technologies appointed a single general manager for Taiwan, Hong Kong and Macau on October 13, combining leadership across the three markets as the ride-hailing company seeks to expand regional operations and partnerships. The…

Tom's Hardware 11:22 UTC

Epic Games has reportedly delayed a shooter based on Disney’s Marvel and Star Wars franchises, with its developers told to use more AI. According to Bloomberg , the yet-to-be-named game was supposed to be released in March of 2027, but its…

Tom's Hardware 11:18 UTC

Buying some RAM or storage right now means burning a massive hole in your wallet; individual component prices have reached and surpassed all-time highs, with the best ways of grabbing either of these components at a more reasonable price…

Over the next three to five years, the biggest shift in robotics will be the transition from ‘robots as demonstrations’ to ‘robots as dependable infrastructure’.

Tom's Hardware 11:00 UTC

CXMT expects to launch its first 4F² product, a server DDR5 RDIMM, by the end of the year, company president Cao Kanyu said in remarks reported by Yicai . The memory will be built on a denser cell layout, not yet commercialized, using…

Tom's Hardware 10:30 UTC

Cryptocurrency enthusiasts are often advised to acquire a hardware wallet like one of the Ledger models, theoretically adding the ultimate layer of security. And yet not even that approach is 100% safe, as a currently unfolding…

Tom's Hardware 10:20 UTC

A pre-built desktop or gaming laptop is one of the best ways to sidestep some of the worst pain of AI-driven price increases when it comes to PC gaming. If you're on the hunt for a powerful gaming laptop, this Gigabyte Gaming A16 Pro is…

SemiWiki 10:00 UTC

Intel’s strategic argument about enterprise AI is that the value of a model depends on the system that surrounds it. In an article by executives Bill Pearson and Anil Nanduri, the company positions open software as the connective tissue…

Tom's Hardware 10:00 UTC

While Sony remains committed to phasing out physical media, Nintendo is taking the opposite approach. In a recent interview with the Brazilian YouTube channel Coelho no Japão, Bill van Zyll, Nintendo's VP and General Manager for Latin…

The Information 09:48 UTC

Anthropic is in the final stages of talks with NTT Data Group to build its first data center in Japan, Nikkei reported. The facility is expected to have a total power intake capacity of up to 500 megawatts, which would make it one of…

EE Times 09:06 UTC

Europe has no shortage of semiconductor research. The harder problem often begins after the prototype works. A company may need an advanced packaging process for a specialized product, but only at volumes

DigiTimes Daily 09:02 UTC

ASE reported September revenue of NT$88.13 billion (US$2.7 billion), up 7.15% month-over-month and 45.52% year-over-year, marking a record high for the third consecutive month. Third-quarter consolidated revenue reached NT$244.161 billion…

DigiTimes Daily 08:24 UTC

China's ChangXin Memory Technologies (CXMT) is raising concerns over the future pricing power of Samsung Electronics, SK Hynix, and Micron as its plans for next-generation server DRAM prompt renewed scrutiny of competition in 2027 and…

DigiTimes Daily 08:22 UTC

Southeast Asian super-app Grab is trying to ease concerns in Taiwan about its ties to China as regulators near a decision on its proposed acquisition of Foodpanda's Taiwan business. Credit: DIGITIMES

DigiTimes Daily 08:20 UTC

Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers are expected to prevent panel prices from falling…

DigiTimes Daily 08:10 UTC

Taisic Materials, a Foxconn-backed company under Kenmec Group, operates 65 crystal-growth furnaces as it expands silicon carbide (SiC) ingot and substrate production for AI data centers, advanced packaging, and high-frequency…

DigiTimes Daily 07:53 UTC

Samsung Electronics has begun dispatching advanced-process yield engineers from South Korea to its Taylor, Texas, foundry ahead of planned 2nm chip volume production in 2027, South Korea's Financial News reported on October 12, citing…

DigiTimes Daily 07:35 UTC

Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market shifts from equipment installation alone toward…

DigiTimes Daily 07:30 UTC

As the customer base for AI accelerators expands rapidly and consumes IC substrate capacity, advanced packaging remains a critical industry bottleneck. Consequently, supply chain attention has shifted from upstream T-glass cloth used in…

Semiconductor Engineering 07:01 UTC

New technical papers recently added to Semiconductor Engineering’s library: Technical Paper Research Organizations Spatially deterministic nucleation of 2D semiconductors by etching flux KAIST , TDS Innovation , Hanyang University , UNIST…

DigiTimes Daily 06:59 UTC

SK Hynix has unveiled a new processor architecture designed to reduce power consumption and chip area in solid-state drive (SSD) controllers, expanding its efforts to address storage bottlenecks as AI data centers demand faster and more…

DigiTimes Daily 06:40 UTC

Samsung affiliates plan to invest a combined KRW12.26 trillion (approx. US$9.18 billion) in semiconductor operations across South Korea and Vietnam, but the projects face different financial and supply-chain challenges. Samsung Electronics…

DigiTimes Daily 06:27 UTC

ATE Energy International Co. Ltd. reported consolidated revenue of NT$6.667 billion (US$209.0 million) for the first three quarters of 2026, up 132.52% from a year earlier, driven by the continued progress of major energy engineering…

DigiTimes Daily 06:26 UTC

Engineers from ASML and its optical partner Zeiss have jointly published a research paper in the October issue of the academic journal Journal of Micro/Nanopatterning, Materials and Metrology , formally disclosing "Hyper NA EUV"—the…

DigiTimes Daily 06:15 UTC

At the Paris Motor Show, Stellantis NV CEO Antonio Filosa rejected proposals to split the company's European and US brands and said the company would not sell Maserati. The automaker is pursuing a US$70 billion restructuring plan as it…

DigiTimes Daily 06:13 UTC

Taiwan has not seen a locally born and educated Nobel Prize winner in the last 40 years since Yuan-Tseh Lee became a laureate in chemistry in 1986. Thus, Taiwan President Ching-te Lai on October 12 reiterated the goal of helping the…

DigiTimes Daily 05:59 UTC

Advanced Micro-Fabrication Equipment (AMEC) chairman and general manager Gerald Yin has warned of a potential AI investment bubble, cautioning that surging demand for chipmaking equipment does not shield the semiconductor industry from…

DigiTimes Daily 05:59 UTC

Formosa Smart Energy, an energy affiliate of Taiwan's Formosa Plastics Group, said global cloud service providers have approached it about building AI data centers at the group's industrial sites, seeking to leverage existing power…

DigiTimes Daily 05:50 UTC

Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive components and driving strong third-quarter 2026 results…

DigiTimes Daily 05:44 UTC

Shenzhen-based Blue Core Computing (Shenzhen) Technology has raised nearly CNY2 billion (≈ US$298.7 million) in Series B financing to accelerate production of its RISC-V server processors with integrated AI capabilities. The funding…

DigiTimes Daily 04:29 UTC

China's Hua Hong Group has signed strategic agreements with four domestic semiconductor equipment suppliers to accelerate the adoption of locally developed wafer fabrication tools, reinforcing China's chipmaking self-sufficiency efforts…

DigiTimes Daily 04:25 UTC

Japan's Omron has agreed to acquire US industrial computer (IPC) maker OnLogic and its parent company, Interlogic, at an enterprise value of US$675 million, seeking to expand its presence in Western markets and combine rugged edge…

DigiTimes Daily 04:23 UTC

Huawei's cumulative global foldable smartphone shipments have exceeded 20 million units, with the company capturing more than 70% of China's foldable phone market in the first half of 2026, according to Huawei Terminal BG CTO Li Xiaolong…

DigiTimes Daily 04:20 UTC

As the global AI industry and AI data centers (AIDCs) experience explosive growth, developing compute hubs presents severe power supply challenges alongside stringent international supply chain mandates for carbon reduction and renewable…

DigiTimes Daily 04:15 UTC

Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators, enterprises, and sovereign AI projects, the design…

DigiTimes Daily 04:06 UTC

After 2013, planar NAND flash memory began reaching its scaling limits at the 15–16nm process node. Capacitive coupling between the floating gates of adjacent memory cells increasingly disrupted their threshold voltages, making stored data…

DigiTimes Daily 03:56 UTC

Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed connectivity in AI data centers continued to rise. The…

DigiTimes Daily 03:50 UTC

The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a MYR150 million vehicle to accelerate the growth of…

DigiTimes Daily 03:47 UTC

Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending. All 10 tracked companies recorded nine-month year-over-year revenue growth, and seven…

DigiTimes Daily 03:45 UTC

Fukang Technology, a northern Vietnam subsidiary of Taiwan's Hon Hai Precision Industry (Foxconn), has raised its registered capital by more than 109% to nearly VND17.47 trillion (US$710.4 million), according to business registration…

DigiTimes Daily 03:42 UTC

Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market. The decline reflects how the AI infrastructure boom…

DigiTimes Daily 03:29 UTC

Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approx. US$51.16 million) for September 2026, up 100.93% year-over-year and 0.64% from August. It was the company's 11th…

DigiTimes Daily 03:29 UTC

South Korean electronic materials supplier YMT is accelerating its expansion into glass-substrate electroplating. The company plans to increase related capacity to roughly four times its current level by the end of 2026 to meet customer…

DigiTimes Daily 03:23 UTC

Taiwan's National Science and Technology Council (NSTC) has abolished its research KPI system, noting that failed projects will not affect professors' future applications for funding. The aim is to encourage academic researchers to pursue…

DigiTimes Daily 03:20 UTC

Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3 years as capacity constraints persist across memory, wafers…

DigiTimes Daily 03:16 UTC

Sora, the AI video generation model created by OpenAI, may someday be revived after its services were shut down this year. A startup is reportedly in talks with OpenAI over access to the tool, with the aim of possibly modifying it and…

DigiTimes Daily 03:07 UTC

Wistron announced plans to invest roughly NT$8 billion (approx. US$250.67 million) to expand its production capacity in Taiwan. On October 12, the board approved an additional capital expenditure of around NT$7.05 billion to renovate…

DigiTimes Daily 03:05 UTC

Taiwan's three leading telecom operators reported strong revenue and earnings growth in September 2026, driven by replacement demand following the launch of Apple's iPhone 18 Pro series and continued expansion in enterprise services…

DigiTimes Daily 03:01 UTC

Meta Platforms unveiled Muse Wonder and Muse Wonder Full on October 12, 2026, marking its strongest challenge yet to OpenAI and Anthropic in frontier AI. Developed by Meta Superintelligence Labs (MSL), the proprietary models target complex…

DigiTimes Daily 03:01 UTC

Huawei's automotive partnerships are accelerating their overseas expansion while facing growing scrutiny over product safety and brand trust. AITO is reportedly planning to enter the European market in 2027 and has initiated the European…

DigiTimes Daily 02:57 UTC

Korea Alcohol Group is accelerating its shift toward semiconductor materials with a KRW450 billion (US$337 million) production base at Yesan County in South Korea's South Chungcheong Province, which will also link up its operations in…

DigiTimes Daily 02:50 UTC

DeepSeek is expanding its reach beyond digital chatbots into the physical world, agreeing to lead a seed financing round for Winverse AI. According to sources familiar with the matter cited by Bloomberg , the investment would value the…

DigiTimes Daily 02:48 UTC

Wistron and Wiwynn are showcasing next-generation AI compute and storage systems for AI factories at the 2026 Open Compute Project (OCP) Global Summit in San Jose, California, with all-liquid-cooled platforms and Nvidia's latest rack-scale…

DigiTimes Daily 02:45 UTC

Europe's drive for sovereign AI faces a new test as German search engine Ecosia abandons France's Mistral AI models in favor of open-source AI, including models from China. Ecosia CEO Christian Kroll said Mistral's models performed poorly…

DigiTimes Daily 02:44 UTC

Electricity demand from semiconductor manufacturing, memory production, advanced packaging, and server assembly is rising rapidly, fueling reports that Taiwan Power Company (Taipower) is seeking financial contributions from major…

DigiTimes Daily 02:42 UTC

U-Best Innovative posted record revenue for September, the third quarter, and the first nine months of 2026, as demand for footwear materials strengthened and the company pursued emerging display applications. The results suggest shifting…

DigiTimes Daily 02:39 UTC

Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth was primarily driven by rising demand for low-speed…

DigiTimes Daily 02:36 UTC

Kaynes Semicon, the chip packaging arm of Indian electronics maker Kaynes Technology, is calling for foreign semiconductor companies to form joint ventures in India, as its executives point to India's lack of expertise in key packaging…

DigiTimes Daily 02:24 UTC

HCLTech has signed a Global Premier Partnership with Anthropic, tying one of India's largest IT services companies more closely to an AI developer that has spent 2026 building out its India presence, even as HCLTech separately moves to own…

DigiTimes Daily 02:19 UTC

Fujitsu's plan to open a quantum computing research center in New Mexico could have implications well beyond the US. The collaboration aims to accelerate research, train workers, and support hybrid computing advances that may eventually…

DigiTimes Daily 02:12 UTC

E-Life Mall is upgrading its physical stores, deepening digital membership management, and adopting generative AI (GenAI) and data analytics as consumer habits change. Physical retail remains its core operating foundation, with its…

DigiTimes Daily 02:07 UTC

The AI boom could face a new constraint as financing costs and questions over returns threaten to slow infrastructure investment, even as demand for computing hardware remains strong. Credit: AFP

DigiTimes Daily 02:04 UTC

Solidigm, the SK Hynix subsidiary, has reportedly created its first senior post dedicated to US government relations, a move that could matter for chip investors, regulators, and customers worldwide. The company is said to be preparing for…

DigiTimes Daily 02:02 UTC

South Korean AI startup Hamada Labs is targeting traditional manufacturers and distributors in Taiwan and Japan with its WindyFlo platform, which connects enterprise data and workflows to extend AI applications to inventory, order, and…

DigiTimes Daily 02:00 UTC

Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI vision. The investment targets high-performance imaging…

DigiTimes Daily 01:55 UTC

AMD has introduced Helion, an open rack architecture designed for agentic AI workloads that could change how data centers allocate compute, power, and cooling. The system targets hyperscale and enterprise customers building AI agents that…

DigiTimes Daily 01:54 UTC

Unexpected behavior during Anthropic model testing—including models mistakenly submitting visa applications and sending false murder-case leads to police—has prompted the Trump administration to require AI companies to fulfill "national…

DigiTimes Daily 01:48 UTC

Applied Materials has opened its Equipment and Process Innovation and Commercialization (EPIC) Center in Sunnyvale, California, positioning the Silicon Valley site as a new hub for semiconductor research and manufacturing development. The…

DigiTimes Daily 01:43 UTC

Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's advanced N2P process (an enhanced, extended version…

DigiTimes Daily 01:36 UTC

Nanya Technology reported record profits in the third quarter of 2026, with president Pei-Ing Lee saying long-term agreements (LTAs) now cover approximately 50–70% of the company's production capacity. Some customers are seeking to extend…

DigiTimes Daily 01:28 UTC

Nvidia may be preparing to stop making its flagship GeForce RTX 5090 graphics card and reserve the GB202 chip inside it for professional RTX PRO products, according to unconfirmed claims by two hardware leakers. Nvidia has not confirmed…

DigiTimes Daily 01:24 UTC

The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed Taiwanese companies tracked across the AI server chain…

The Information 00:59 UTC

Microsoft is overhauling the leadership of its Azure cloud business, cloud chief Scott Guthrie told staff Monday, as the company consolidate units and reorients itself around AI. As part of the reorg, Arun Ulag, who previously oversaw…

The Information 00:43 UTC

To understand the decision-making of AI, developers often look at the text that models produce as they reason through problems. But these “chains of thought” are increasingly hard to read, which is prompting AI developers to consider other…

DigiTimes Daily 00:16 UTC

China's rare-earth concentrate prices remain nearly 50% above year-earlier levels despite a marginal fourth-quarter increase, underscoring persistent raw material cost pressures even as downstream buyers resist higher prices. Credit: AFP

DigiTimes Daily 00:14 UTC

Elon Musk's recent confirmation that his "TeraFab" initiative is in talks with Taiwan Semiconductor Manufacturing Co. (TSMC) signals that a project originally framed as a challenge to the established foundry model is pivoting toward a more…

DigiTimes Daily 00:10 UTC

As plans for the Terafab project begin to take shape, the emergence of a scaled chipmaking initiative increasingly reflects Elon Musk's broader ambition to push vertical AI integration across his expanding industrial stack. Credit: AFP

DigiTimes Daily 00:09 UTC

Tun Green Power partnered with Foxconn, Billion Watts, NoonSpare Energy Technology, and Rich Electric to develop behind-the-meter energy storage systems (ESS) using Taiwan-made lithium battery cells. The companies signed a cooperation…

DigiTimes Daily 00:09 UTC

Amid ongoing shifts in panel market cycles and end-market demand, AUO continues to press forward with its strategic corporate transformation. Marking its 30th anniversary in 2026, the company will host its "30 Years of Excellence…

DigiTimes Daily 00:08 UTC

Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices and improves profitability, adding another earnings…

DigiTimes Daily 00:07 UTC

As the push toward smarter vehicle systems and full electrification intensifies alongside China's strengthening position in the EV market, these trends are increasingly prompting overseas automakers to enter a new phase of operational…

DigiTimes Daily 00:06 UTC

China's leading artificial intelligence companies are gaining users and global recognition, but their commercial returns remain far behind those of US rivals. The growing disparity raises a question for China's AI industry: can low-cost…

DigiTimes Daily 00:06 UTC

Samsung Electronics plans to pay its semiconductor employees special bonuses entirely in company shares in late March or early April 2027, with two-thirds of the stock subject to selling restrictions for up to two years. The payments…

DigiTimes Daily 00:05 UTC

Samsung Display and LG Display are supplying OLED panels for seven laptops built on Nvidia's RTX Spark platform, securing positions in the premium PC market as global shipments plunge and Chinese display manufacturers expand production…

DigiTimes Daily 00:04 UTC

Electronic testing laboratory BTL reported September 2026 revenue of NT$87 million (US$2.73 million), up 10.2% year-over-year, as AI server testing projects at its second Guishan plant continued to drive growth. Revenue for the first three…

DigiTimes Daily 00:04 UTC

Capital expenditure by the top four US cloud service providers (CSPs) is projected to expand further in 2027. Meanwhile, nations such as France and Saudi Arabia are aggressively constructing sovereign AI infrastructure, ensuring that…

DigiTimes Daily 00:03 UTC

China's 15th Five-Year Plan and the Ministry of Industry and Information Technology's strong chip project are accelerating the domestic replacement of semiconductor equipment and materials amid intensifying US-China competition…