Semiconductors
Semiconductors news — Wednesday 14 October 2026
150 stories from 11 sources, every one in English. Each links to its publisher.
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Yasuo: Stephen Schwarzman (14)
Nikkei Asia
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Mazda reshores wire harness production by rethinking it for robots
Nikkei Asia
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Japan targets 30 rocket launches a year by 2030s
Nikkei Asia
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Morgan Stanley CEO Expects Another Decade of Major AI Investment
The Information
Morgan Stanley CEO Ted Pick said on Wednesday that he expects the AI buildout will encounter bottlenecks and periods of overbuilding, but investment will continue at a massive scale over the next several years. Pick also said during Morgan…
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Taiwanese, Korean firms eye Japan grid storage market with China locked out
Nikkei Asia
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Southeast Asia must prepare for a nuclear future
Nikkei Asia
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Analysis: How long will China's top military body remain hollowed out?
Nikkei Asia
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Japan Disney cruise ship to float a new travel option for busy families
Nikkei Asia
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Investors wake up to Japan Post as shares surge 40% in 2026
Nikkei Asia
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OpenAI’s Computing Lead Sachin Katti to Depart In November
The Information
Sachin Katti, vice president of compute strategy at OpenAI, said Wednesday he was leaving the role on November 15 after about a year at OpenAI. Katti, who joined OpenAI after four years at Intel, announced that he would be “ moving on to…
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Benchmark Electronics’ Thailand Operations Focus on High-Mix Manufacturing
EE Times
As electronics manufacturing services (EMS) providers across Southeast Asia race to capture supply chain diversification opportunities, Benchmark Electronics’ Thailand operations focus on engineering,
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Anduril in Talks for Employee Share Sale at $90 Billion Valuation
The Information
Anduril Industries is in talks to allow employees to sell their shares in a tender that would value the autonomous munitions maker at about $90 billion, according to Bloomberg. Employees would be able to sell shares at $94.80 each in the…
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CTO Interview with Sirish Munipalli of Moores Lab AI
SemiWiki
Sirish Munipalli is Co-Founder and CTO of Moores Lab AI, where he leads the development of agentic AI for chip design verification, including SpecAgent(tm), the company’s specification and modeling platform. He has spent about 15 years…
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Ultrafast oxide-ion conductors offer route to low-temperature fuel cells
TechXplore Semiconductors
Solid-oxide fuel cells (SOFCs), which convert chemical energy directly into electrical power, are promising energy-conversion technologies because they can operate on various fuels, including hydrogen, natural gas and biogas.
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Toyota rolls out jeepney version of Tamaraw in Philippines
Nikkei Asia
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Beyond Lithography: 3D Scaling Puts New Demands on Materials
EE Times
Stephen Sopko For decades, semiconductor scaling has been described largely in terms of shrinking dimensions. But as logic and memory structures increasingly extend vertically as well as laterally, printing
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OpenAI Accuses Former Employee of Taking Confidential Information to Apple
The Information
OpenAI has accused a former employee of sharing the company’s unreleased device plans with senior leadership at Apple—a charge that echoes those Apple made against OpenAI in a lawsuit the iPhone maker filed in July. In a filing Wednesday…
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Grace Hopper Celebration canceled two weeks out as AnitaB.org runs short of funds
Tom's Hardware
This year’s Grace Hopper Celebration (GHC) in Anaheim, a conference for women in computing, has been canceled just two weeks before its start. Brenda Darden Wilkerson, president and CEO of AnitaB.org, the nonprofit that manages the…
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IEEE Continues Preparations for the Realignment of Its Regions
IEEE Spectrum
Progress continues in restructuring IEEE’s geographic regions, as outlined in The Institute’s February 2023 article “ IEEE Is Realigning Its Geographic Regions .” The “Region 1” designation will no longer be used. The new Region 2 will…
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Simulations Pinpoint Leakage Pathway In GAAFETs (Sandia, Luxembourg)
Semiconductor Engineering
Researchers at Sandia National Laboratories and Luxembourg Institute of Science and Technology published a technical paper titled “Revealing New Leakage Paths in GAAFETs using Predictive First-Principles Simulations.” Abstract Excerpt…
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Tokyo Gas turns to Philippine floating LNG terminal, eyeing Southeast Asia
Nikkei Asia
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Coal prices up 40% this year on LNG replacement demand, supply uncertainty
Nikkei Asia
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Hong Kong IPOs on track for record 2026, but momentum slows
Nikkei Asia
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Inside the Secretive AWS Networking Lab
ServeTheHome
We tour a secretive AWS networking lab to see innovation from management switches up to 102.4T switches, encryption, timing, optics, and more The post Inside the Secretive AWS Networking Lab appeared first on ServeTheHome .
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What DARPA Taught Me About Building Trust into Silicon
SemiWiki
By Sajeed Mohammad The most memorable slide I ever saw in a chip design review didn’t show a floorplan. It showed a target. The Defense Advanced Research Projects Agency (DARPA) program manager running AISS, Automatic Implementation of…
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G20 finance chiefs to forgo joint statement as Bessent skips meeting
Nikkei Asia
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Japan weighs considering nuclear-powered subs in updated security policies
Nikkei Asia
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GFiber and Qualcomm announce Wi-Fi 8 gateway
Tom's Hardware
The Wi-Fi 8 (802.111bn) specification hasn't even been ratified by the IEEE yet, but that isn’t stopping manufacturers from getting an early jump on supported hardware. Late last month, TP-Link announced that it was taking preorders for…
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Energy Taiwan 2026 opens with record international participation
DigiTimes Daily
Energy Taiwan 2026 opened on October 14, bringing together more than 430 exhibitors across nearly 1,400 booths as the island seeks to strengthen energy resilience and accelerate decarbonization amid rising electricity demand from…
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Epic Games vibe codes new launcher because 'programming is hard,' claims it starts 46% faster than Steam
Tom's Hardware
Epic Games has a new launcher available to download now, which was redesigned with AI. The company says it "vibe coded" the new launcher, and claims it's "way faster" than the current version, as well as 46% faster to start up compared to…
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Co-Packaged Optics Moves from Promise to Production Planning
EE Times
At Ayar Labs’ CPO Summit, leaders from Meta, Broadcom, AMD, MediaTek, Lumentum, Wiwynn, and Upscale AI examined what the optical interconnect ecosystem must deliver to meet AI demand at scale. For more
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Berkshire Hathaway Invest $330 Million in Bending Spoons
The Information
Berkshire Hathaway has agreed to invest $330 million in Italian digital conglomerate Bending Spoons in a private placement of stock, providing a boost to investor confidence in Bending Spoons. Shares of the Italian company leapt 40% to…
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Characterization of HBM Power Consumption (ETH Zurich, NYU)
Semiconductor Engineering
Researchers at ETH Zürich and New York University published a technical paper titled “Understanding the Power Consumption of Modern High Bandwidth Memory: Experimental Analysis and Modeling Using Real HBM2 DRAM Chips.” Abstract Excerpt…
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Exclusive: Nvidia and ChipAgents Launch Evaluation For AI-Powered Chip Design
The Information
Nvidia and ChipAgents, a startup that helps customers automate chip design, on Wednesday released a benchmark that measures how different AI models perform at the task. Anthropic’s Fable 5.1 powered the best-performing AI agent in the…
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Delivering Silicon Systems Through AI Disruption, Part 1: Writing the Score
SemiWiki
Score: the written music for an orchestra, with every section’s part laid out on the same page so they play together. In this article, it’s your designed workflows. Is AI helping you hit your tape-out date, or putting it at risk? How would…
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FBI shuts down over 40 North Korean laptop farms used by fake remote workers
Tom's Hardware
The FBI has dismantled a major North Korean laptop farm operation in the U.S. with the help of CrowdStrike, which assisted in the identification and disruption of these networks. According to The New York Times , the agency shut down over…
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The official Tom’s Hardware app is here — 30 years of tech coverage and benchmarks in your pocket
Tom's Hardware
We’ve been sharing our passion for technology with you for 30 years, and today we’re introducing a faster, easier way to access all of our content while on the go. The official Tom’s Hardware app is live now, available for free on Android…
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OpenAI’s Math Breakthroughs Rattle Cryptography Leaders
The Information
OpenAI’s release last Tuesday of more than 300 math results it says an internal model solved has sparked concern among some of the world’s leading cryptographers, or experts in encoding information to keep it private and secure. They worry…
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SK hynix to place custom tiny CPU cores in its SSD controllers to ease Arm load as drive speeds rocket
Tom's Hardware
SK hynix has detailed plans to reduce reliance on power-hungry CPU cores with an in-house core named a Hynix Transaction Processing Unit (H-TPU). Not to be confused with an AI accelerator, an H-TPU would assist with repetitive work handled…
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PS5 homebrew storefront with over 1,600 free PS5 and PS4 games taken down by Sony
Tom's Hardware
Overdrive, a homebrew games library offering over 1,600 PS4 and PS5 games, went viral after a video of its demonstration on X by Edigax caught online attention. Shortly after the influx of attention the Overdrive project received, it was…
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Uber Eats cements Japan market lead, eyeing 5 years in the black
Nikkei Asia
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SpaceX limits Starlink service for Ukraine’s high-speed military drones without prior warning
Tom's Hardware
Ukrainian officials have accused SpaceX of limiting its satellite internet services in the country, disrupting ongoing military and combat drone missions that rely on the technology, according to a Reuters report today, October 14…
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Inside a TPG-Backed Accounting Firm’s Plans for AI and More Acquisitions
The Information
Smith + Howard, an accounting firm backed by private equity giant TPG that has grown in part by snapping up smaller firms, is gearing up for a new round of acquisitions—including two that could close by the end of the year. As it grows…
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A Migration Feasibility Study Can Turn an Uncertain Re-Design into a Measurable Engineering Project
SemiWiki
Moving semiconductor IP to a new process technology is often treated as a redesign problem. For analog and mixed-signal designs, however, starting again from the schematic can overlook an asset: the engineering knowledge embedded in the…
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VICFUSE UL Standard Class Series Fuse Holders: Quality, Reliability, and Industrial Protection
EE Times
https://en.vicfuse.com/product/127 A design engineer specifying a compact industrial panel reaches for a Class CC fuse holder. It’s UL Listed under File No. E359089, rated 600V AC/DC, and built with a
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TIE Showcases Taiwan’s Push to Deploy AI Across Industries
EE Times
From thermal management and medical imaging to autonomous robots, the 2026 Taiwan Innotech Expo (TIE) highlighted Taiwan’s efforts to bring AI into practical use across industries. Held Sept. 17–19
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Analyzing Intel's EMIB and Foveros advanced packaging roadmaps
Tom's Hardware
Advanced packaging technologies have become integral parts of advanced CPU and GPU designs, and virtually all of Intel's high-end client and data center CPUs rely on its Embedded Multi-die Interconnect Bridge (EMIB) and Foveros…
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ASML’s EUV Expansion Runs Through Zeiss
EE Times
ASML’s customers are asking for more lithography equipment than the company currently plans to supply in 2027 and 2028. In its Oct. 14 quarterly results, ASML said it was investigating additional
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Elon Musk's Terafab will reportedly receive its first EUV tool from ASML in mid-2027
Tom's Hardware
Elon Musk's Terafab will get its first EUV lithography tool in the middle of next year, reports Tim Culpan, citing sources with knowledge of the matter. But considering that the shell of the firm's development fab will not be completed…
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Qualcomm wins architecture breach verdict against Arm but gets just $2
Tom's Hardware
Following its win against Arm in its licensing dispute around CPU cores developed by Nuvia , Qualcomm sued Arm in the U.S. early this year , accusing its partner of breaching the terms of their contract and causing damages to the company…
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Saudi OpenAI engineer arrested for allegedly planting $14 recording device in company office
Tom's Hardware
An OpenAI employee has been arrested for allegedly planting a listening device in an executive meeting room. According to the Department of Justice (DOJ) , 35-year-old Abdulrahman Alfozan, a national of the Kingdom of Saudi Arabia…
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AI sector wipeout risks global financial contagion, IMF report warns
Tom's Hardware
Watchers and reporters in the AI space have long pointed out how its circular economy could implode, potentially taking associated investments with it. The IMF has examined those fears in its latest Global Financial Stability Report , and…
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Japan's scandal-hit agriculture minister quits in blow to PM Takaichi
Nikkei Asia
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Offset extortionate memory pricing with 32GB of DDR5-6000 RAM for $151 with this 9800X3D bundle
Tom's Hardware
Great news for PC-building enthusiasts: Newegg seems to be restocking its component combo deals. On offer today is a combination of hardware that makes for an exciting gaming PC build while offsetting the high RAM prices. Newegg is even…
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Apple researchers turn idle Macs into a virtual GPU cloud with ‘Minions’
Tom's Hardware
Apple internally uses a system known as “Minions,” a “virtual GPU cloud” made up of idle Macs, to help manage workloads, as described in a recent arXiv paper published by its researchers. The system helps take stalled AI jobs, some that…
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New platform tackles critical material risks in electric motors
TechXplore Semiconductors
As manufacturers face growing uncertainty tied to critical material shortages and global supply chain disruptions, the Department of Energy's (DOE) Oak Ridge National Laboratory (ORNL) researchers have developed a super intelligence…
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Ledger to review sales and anti-tamper policies after $93 million hardware-wallet supply chain attack
Tom's Hardware
Ledger is reviewing its sales policies and how its devices reach customers after the “Cryptobilis incident,” in which physical tampering along its supply chain led to $93 million in cryptocurrency theft from user wallets, according to a…
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Japan's Recruit to sell Study Sapuri app, shrinking education business
Nikkei Asia
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Japanese apparel firms World, TSI to merge to become 3rd largest player
Nikkei Asia
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Nvidia GPU prices spike in Japan; prices up to 41% higher than Amazon US
Tom's Hardware
A Redditor has shared a photograph of the prices of Nvidia RTX 50-series GPUs in Japan, and it doesn’t bode well for gamers. According to u/Chaise91’s post on the r/pcmasterrace subreddit , retail prices for some of the best gaming GPUs…
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32GB of DDR5 6000 RAM now costs $450
Tom's Hardware
The AI-induced PC component shortage, which has caused drastic increases in the cost of DIY building, continues to get worse. Since last year, RAM prices have increased by more than 500% and show no sign of slowing down. In August, we…
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Modder injects leaked DLSS 5 4x Multipass on 1996 Quake
Tom's Hardware
A Ukrainian DLSS 5 experimenter is back at it again, this time testing the original Quake game. It’s running as a post-process, not natively integrated into the game engine, using 4x Multipass to enhance the effect, but it doesn’t look so…
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Blackstone-Backed AirTrunk Postpones REIT IPO Amid Market Volatility
The Information
Data center operator AirTrunk is postponing a planned initial public offering of a real estate investment trust in Singapore to next year as higher interest rates and volatile markets dampen investor demand, Bloomberg reported. The…
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Vietnam sends final trade agreement wording to US, deputy PM says
Nikkei Asia
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Memory breakthrough by China's CXMT puts chip rivals on back foot
Nikkei Asia
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300mm fab equipment spending to hit US$227 billion by 2029, SEMI says
DigiTimes Daily
Global spending on 300mm front-end fab equipment is projected to reach US$149 billion in 2026, up 31% from a year earlier. Spending is expected to keep growing at double-digit rates and reach US$227 billion in 2029, SEMI said in its latest…
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AVC unveils 6MW In-Row CDU at OCP, adds predictive cooling
DigiTimes Daily
Asia Vital Components (AVC) unveiled new liquid-cooling solutions, including direct liquid cooling (DLC) and an In-Row CDU, at the Open Compute Project (OCP) Global Summit, held October 12–15 in San Jose, US. The company is expanding…
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BOE struggles with glass breakage at US$9.4 billion OLED plant as it seeks Apple iPad orders
DigiTimes Daily
China's BOE has spent approximately six months trying to resolve recurring glass substrate breakage at its Gen 8.6 OLED plant in Chengdu, raising concerns about production stability as the display maker seeks approval to supply panels for…
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Tata's flagship chip fab faces pressure from its own shareholders
DigiTimes Daily
Tata Group's semiconductor fab in Gujarat, held up as the foundation of India's chipmaking ambitions, now faces scrutiny from within, as the group's controlling shareholder presses for quicker returns on capital-intensive bets. Credit: AFP
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AI computing demand drives water management integration at Tianyi
DigiTimes Daily
Rising AI computing demand is fueling capacity expansion in advanced semiconductor manufacturing, making water recycling, energy efficiency, and smart operations and maintenance key components of the green transformation of high-tech…
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ASE expands PowerSiP platform to improve AI data center power efficiency
DigiTimes Daily
ASE has expanded its PowerSiP platform with a 3D system-in-package solution aimed at vertical voltage regulator modules (VRMs) for AI data centers and high-performance computing systems. The move could matter globally as demand for AI…
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Wiwynn unveils CPO compute system with GUC and Ayar Labs
DigiTimes Daily
Wiwynn Corporation, CPO solutions provider Ayar Labs and Global Unichip Corp. (GUC) will stage the first live demonstration of an integrated compute system with real-time telemetry monitoring at the 2026 OCP Global Summit, marking a new…
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Tsang Yow's semiconductor revenue share reaches 12%
DigiTimes Daily
Automotive drivetrain manufacturer Tsang Yow reported consolidated revenue of NT$86.36 million (US$2.69 million) in September 2026, down 2.3% month-over-month and 1.24% year-over-year as demand from the Americas aftermarket temporarily…
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Cerebras CEO reveals the capacity shortfall behind OpenAI's turn to Nvidia GPUs
DigiTimes Daily
Cerebras Systems' shortage of data centre capacity was a key reason OpenAI turned to Nvidia GPUs to expand services for its next-generation models, co-founder and CEO Andrew Feldman said at TechCrunch Disrupt 2026. Credit: AFP
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Kingboard Laminates raises thin-cloth laminates, prepreg prices 15% in eighth hike of 2026
DigiTimes Daily
Kingboard Laminates Holdings (KB Laminates), a leading Chinese manufacturer, announced its eighth price increase of 2026 on October 13, raising prices by 15% for laminates and prepreg (PP) made with style 2116 or thinner fiberglass…
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Ubiqconn satellite revenue jumps 175% as 3Q26 operations recover
DigiTimes Daily
Ubiqconn Technology reported September 2026 consolidated revenue of NT$142 million (US$4.4 million), up 32.4% month-on-month and 6.7% year-on-year. Third-quarter revenue rose 9.6% sequentially to NT$432 million but fell 10.5% year on year…
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China's smartphone slump: Can Apple's new lineup light a spark?
DigiTimes Daily
China's smartphone market faces dual pressures as weakening consumer spending and rising component costs continue to weigh on the handset sector. According to third-quarter data from market research firm IDC, nationwide smartphone…
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Microsoft Explores Ways to Cut Costs in Azure Cloud Unit
The Information
Microsoft has discussed making significant cost reductions in its Azure cloud unit, The Information reported late Tuesday. Girish Bablani, president of Microsoft’s Azure cloud unit, recently told senior leaders in his group to think about…
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Largan chairman casts doubt on Micro LED links for AI data centers
DigiTimes Daily
Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission efficiency. Industry sources interviewed by DIGITIMES…
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Zoom appoints Andrew Hindmarch to lead channel strategy in APAC
Andrew Hindmarch will focus on strengthening the company's CX ecosystem
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Spain’s Indra Bets on Qilimanjaro Quantum for Sovereign Deep Tech
EE Times
BARCELONA, Spain — In Spain, a new alliance between a state-backed investment entity, an industrial defense giant, and a deep-tech startup aims to offer a blueprint for building domestic alternatives in
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NBA's China rebound fuels local business champions' global push
Nikkei Asia
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Indonesia fuel shortages spread to Bali, other regions as prices climb
Nikkei Asia
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SK Hynix HBM4 equipment installations reportedly face partial deferral to 2027
DigiTimes Daily
Some back-end manufacturing equipment intended for SK Hynix's sixth-generation high-bandwidth memory (HBM4) production may be deferred from the second half of 2026 into 2027, raising questions about the chipmaker's expansion plans as…
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Anthropic Strikes Licensing, Acqui-Hire Deal With AI Security Startup
The Information
Anthropic has struck an agreement to license technology and hire some engineers from Opaque Systems, a five-year-old startup that sells software for securing confidential data for use with AI agents, according to an Anthropic spokesperson…
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Huawei's Kirin 9050 Pro delivers 53.5% density gain; tighter 3D bonding next for 2027
DigiTimes Daily
Huawei has begun mass-producing its Kirin 9050 series with LogicFolding, a 3D chip architecture that improves transistor density and computing efficiency without relying solely on smaller process nodes. Its next-generation Kirin chip…
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Microsoft adds US$132.5 billion in lease commitments＆mdash;but AI capacity takes years to build
DigiTimes Daily
Microsoft's lease commitments that have not yet commenced reached US$329.1 billion in the fourth quarter of fiscal 2026, which ended in June, according to its latest regulatory filing. The total rose US$132.5 billion, or more than 67%…
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How To Define CPU And Software Stack Performance For Agentic AI
Semiconductor Engineering
Agentic AI changes the CPU performance problem. A completed task can involve repeated model calls, retrieval, state management, tool execution, application interactions, policy checks and validation loops. Accelerators remain central to…
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Generative AI On A General-Purpose Neural Processor (GPNPU)
Semiconductor Engineering
Generative-AI workloads evolve on a quarterly cadence, with novel attention variants, quantization formats, and routing schemes appearing faster than fixed-function neural-processor silicon can be respun. This paper presents the…
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Simplify Electronic-Photonic Design Workflows: eBook
Semiconductor Engineering
Combining light-based components with traditional electronics is not straightforward. Conventional electronic design automation (EDA) workflows were never built to handle the complex physics and deep integration demanded by photonics. As…
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Accelerating Advanced IC Package Design: A Methodology for Early and Iterative Optimization of Chiplet Integration
Semiconductor Engineering
Today’s multi-chip and chiplet solutions are leading the way for the “More than Moore” vision, with companies leveraging packaging technologies to create value and differentiate themselves from their competitors. Through-silicon via (TSV)…
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Why Heat Is Becoming A Bigger Chip Design Issue
Semiconductor Engineering
Key Takeaways: Complex designs now require voltage, timing, resistance, power, and temperature to be analyzed together, and in the context of each other. Vertical scaling will require new materials and cooling options. Agentic AI could…
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Blog Review: Oct. 14
Semiconductor Engineering
Synopsys’ Thomas Andersen finds that as more execution moves into autonomous workflows , the engineer’s focus is shifting toward defining objectives, guiding decisions, evaluating tradeoffs, and determining whether an outcome is ready to…
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ASML's record 3Q26 sales expose a capacity gap for AI chip demand through 2028
DigiTimes Daily
ASML reported record third-quarter 2026 net sales of EUR11.7 billion (approx. US$13.1 billion) and net income of EUR5 billion, while warning that its planned supply for 2027 and 2028 would fall short of customer demand. Growing AI…
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Governed AI agents can drive platform expansion, says Securonix
AI agents can drive sustained platform expansion as enterprise environments become more complex.
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Nvidia's share of China's AI chips falls by a third while Huawei gains
DigiTimes Daily
Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on advanced chip sales to the country, Chinese authorities'…
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Taiwan and Trump confirm plans for Alaska LNG cooperation
Nikkei Asia
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IMF chief calls for urgent fiscal repairs in advanced economies
Nikkei Asia
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Elon Musk says Micron is 'reasonable' on memory prices while others are 'extortionate'
DigiTimes Daily
Elon Musk has criticized memory chip suppliers for charging what he called "extortionate" prices while praising Micron Technology's approach to future pricing, highlighting tensions between chipmakers and customers as prolonged supply…
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Taiwan IC substrate maker Xinxing halts some machinery after fatal workplace accident
DigiTimes Daily
IC substrate maker Xinxing experienced a fatal workplace accident at its Yangmei plant on October 13, prompting the Taoyuan City Labor Inspection Office to order a partial shutdown in the affected area. The company said the incident has…
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Tokyo seeks information on Russia's detention of Japanese reporter
Nikkei Asia
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Britain's elite schools bet on Japan's regions as Asia education hub
Nikkei Asia
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JCET redirects Korean factories towards AI to counter weak smartphone growth
DigiTimes Daily
JCET is directing most of its increased capital spending towards advanced packaging, modules and testing while reorganising its two South Korean factories to meet AI infrastructure demand. The company expects benefits from the…
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Google unveils Gemini 4 Argon, balancing frontier capabilities with rigorous safety standards
DigiTimes Daily
The debut of Google's Gemini 4 family marks a major milestone in frontier artificial intelligence, and Gemini 4 Argon is set to lead this next-generation launch. As autonomous AI capabilities scale rapidly, security incidents across the…
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OpenAI in talks to buy cybersecurity firm Trail of Bits, report says
DigiTimes Daily
OpenAI is in early talks to acquire Trail of Bits, a cybersecurity research firm specializing in software vulnerabilities and open-source security, The Information reported on October 13, as the ChatGPT maker expands its push into…
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AI chip competition shifts to data-center efficiency as memory, interconnect limits bite
DigiTimes Daily
As demand for artificial intelligence computing accelerates, the competitive focus in semiconductors is shifting beyond single-chip speed to the efficiency of entire data centers. Nvidia, Broadcom, and Qualcomm executives said memory…
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Broadcom executive says chipmakers must tackle packaging, power limits together
DigiTimes Daily
Broadcom's Frank Ostojic said semiconductor firms need joint innovation across equipment, materials, and design to overcome bottlenecks that affect AI chips worldwide. He warned that die size, packaging, power delivery, and cooling are…
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Samsung, AMD validate CXL memory for AI servers
DigiTimes Daily
Samsung Electronics and AMD have collaborated to validate Compute Express Link (CXL) memory technology designed to expand capacity and bandwidth for AI servers, as Samsung broadens its AI infrastructure strategy beyond high-bandwidth…
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LG, Bosch team up on automotive chiplets
DigiTimes Daily
LG Electronics is reportedly working with Bosch to develop automotive chiplets, a move that would mark LG's formal entry into the automotive semiconductor market if the technology reaches production and wins customers. The business could…
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LGD's KRW104.1B auto LCD module sale collapses
DigiTimes Daily
LG Display (LGD) has canceled the planned sale of its automotive LCD module business at its Nanjing subsidiary, losing a potential KRW104.1 billion (about US$72 million) payment and delaying plans to improve production efficiency. Credit…
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TSMC and MediaTek alumni lead Taiwan's new wave of deep tech startups
DigiTimes Daily
At Plug and Play Taiwan's Batch 4 Selection Day, 21 startups made the case that Taiwan's next wave of innovation is being built by chip-industry veterans who are tackling problems faced by the world's biggest tech companies. Credit…
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Cisco expands AI networking with new chips, SONiC, cross-site deployment
DigiTimes Daily
As AI cluster sizes grow, networking systems face challenges beyond higher bandwidth, including power consumption, cooling, cross-site coordination, and large-scale device operations. Cisco is expanding its AI data center technology…
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Cisco, Nvidia target high-speed optical interconnects with 4x USFP density
DigiTimes Daily
Cisco and Nvidia announced at the 2026 OCP Global Summit that they are jointly developing an ultra-dense small form factor pluggable (USFP) optical module designed to support 400Gb/s electrical signals per lane, targeting AI data centers'…
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Philippines braces for El Nino impact as aging water systems falter
Nikkei Asia
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China's export engine hits fastest pace since February with 36% growth
Nikkei Asia
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AI accelerator growth shifts toward value as custom ASICs move upmarket
DigiTimes Daily
The AI accelerator market is set to reach US$1.4 trillion by 2030, up 150% from Bloomberg Intelligence's January 2026 estimate of US$560 billion, as higher prices—not just shipment growth—drive the market. Annual revenue is expected to…
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Hua Hong forges strategic alliances with four Chinese chip equipment giants
DigiTimes Daily
Hua Hong Group signed strategic agreements with four Chinese semiconductor equipment suppliers at the inaugural 2026 China Integrated Circuit Exhibition (China Chip Exhibition) in Shanghai, strengthening cooperation on domestic…
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CyberTAN sells Hsinchu site in US$68B deal to fund strategy shift
DigiTimes Daily
CyberTAN Technology's sale of its Hsinchu Science Park factory and auxiliary facilities signals a broader shift toward higher-growth networking and AI infrastructure. The move may reshape how the Taiwanese company deploys capital, and it…
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TOK expands Koriyama photoresist capacity as AI chip demand rises
DigiTimes Daily
Japanese semiconductor materials giant TOK is expanding its production footprint in Koriyama, Fukushima Prefecture, to strengthen its position in the global semiconductor materials market, particularly photoresists. The company announced…
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Applied Materials CEO says AI race hinges on technology and capacity
DigiTimes Daily
The contest for leadership in AI computing is being fought on two fronts—technology and manufacturing capacity—and chipmakers must advance chips, memory, advanced packaging and system interconnects simultaneously to keep pace with demand…
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Memory bottlenecks drive HBM shift to 8-layer stacks
DigiTimes Daily
As the gap between memory supply and demand widens due to the surge in AI applications, supply chain sources report that major GPU and custom ASIC vendors are considering lower-spec high-bandwidth memory (HBM) configurations for their…
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HBM capacity shift sends DDR4 contract prices rising faster than DDR5
DigiTimes Daily
DDR4 contract prices are rising faster than those of the newer DDR5 standard, reversing the usual pricing pattern in the memory market. The artificial intelligence (AI) boom has prompted memory manufacturers to expand high-bandwidth memory…
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Taiwan's export boom shifts toward AI servers, raising concentration risks
DigiTimes Daily
Taiwan's export surge is increasingly tied to high-value AI servers and pricier memory chips, a shift with implications far beyond the island. As exports climb, the outlook underscores both the global demand for artificial intelligence…
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When it comes to France's public finances, the problem is politics
Nikkei Asia
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KYEC, Nvidia eye Texas site for US AI chip testing plant
DigiTimes Daily
King Yuan Electronics (KYEC) has signed a prepayment agreement with Nvidia to support its wholly owned US subsidiary, AeternZ, in building local testing capacity, giving Nvidia early access to AI chip testing capacity in the US. The move…
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Adani and Jabil plan 50:50 JV to make AI data center hardware in India
DigiTimes Daily
A proposed Adani-Jabil venture could boost India's role in the global AI supply chain by adding local manufacturing of servers, racks, and cooling systems. If approved, the tie-up may help meet rising demand for data center hardware, lower…
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CEATEC 2026 showcases physical AI, smart infrastructure
DigiTimes Daily
Japan's digital technology innovation expo CEATEC 2026 opened on October 13 at Makuhari Messe in Chiba, bringing together 821 companies and organizations from Japan and overseas to showcase Physical AI, smart infrastructure maintenance…
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Yaskawa targets 2030 humanoid robot rollout as AI lifts forecast
DigiTimes Daily
Japan's Yaskawa Electric plans to launch humanoid robots within the next one to two years and expects AI-powered humanoid robots to enter widespread use around 2030. The company also raised its revenue and net profit forecasts for fiscal…
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CXMT targets 4F＆sup2; DRAM production two years ahead of Samsung, but can China close technology gap?
DigiTimes Daily
China's ChangXin Memory Technologies (CXMT) plans to mass-produce next-generation 4F² DRAM by the end of 2026, potentially ahead of South Korean rivals Samsung Electronics and SK Hynix. The announcement has fuelled speculation that China's…
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Qualcomm says edge AI faces power, cost, and scale hurdles
DigiTimes Daily
Qualcomm is pushing to cut edge AI's energy cost as phones, cars, and other devices face tighter power and cooling limits than data centers. At the opening of Applied Materials' EPIC Center, the company said its memory-and-logic stacking…
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KYEC signs advanced payment deal with Nvidia for US testing expansion
DigiTimes Daily
Taiwanese semiconductor testing services provider King Yuan Electronics (KYEC) is expanding its US footprint, with its board approving an advance payment agreement with Nvidia. Under the arrangement, Nvidia will make advance payments to…
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Samsung integrates AI into daily life as LG showcases smart factories, data-center cooling
DigiTimes Daily
Samsung Electronics and LG Electronics showcased their AI strategies at KES 2026 in South Korea, with Samsung focusing on smartphones, TVs, and home appliances while emphasizing an integrated AI ecosystem for everyday life. LG highlighted…
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Central banks navigate inflation uncertainty amid supply shocks
Nikkei Asia
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AP Memory completes US$415.5M GDR offering, boosts three product lines
DigiTimes Daily
Memory IC design house AP Memory Technology has successfully priced its global depositary receipt (GDR) offering, raising a total of US$415.5 million. The GDRs were priced at US$56.15 per unit, representing approximately NT$897.61 per…
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Chinese automakers face three hidden barriers in European expansion
DigiTimes Daily
China-based automakers are mounting an aggressive push into Europe, enjoying rapid early momentum. However, supply chain analysts note that the ultra-fast development model perfected in their domestic market cannot be seamlessly replicated…
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Apple's new home devices tie Siri AI to subscriptions and newer iPhones
DigiTimes Daily
The smart home hardware Apple unveiled on October 13 is priced as premium equipment, but the fine print points to two larger goals. The first is to put Siri AI, Apple's new generative assistant, on more screens and speakers around the…
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LGES diversifies ESS equipment suppliers after Daejin Machinery default, court rehabilitation
DigiTimes Daily
LG Energy Solution (LGES) is reportedly restructuring its energy storage system (ESS) battery equipment supply chain after major partner Daejin Machinery entered financial difficulties and began court-led rehabilitation proceedings. LGES…
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China’s NEV export debate cut budget EV makers under margin pressure
DigiTimes Daily
Translated from French
China will reduce its export tax rebate for new energy vehicles (NEVs) from 13% to 9% on April 1, 2027, increasing cost pressure on automakers, particularly those selling lower-priced models with thin profit margins. The Ministry of…
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Apple launches HomeView display, rebuilding home lineup around Siri AI
DigiTimes Daily
Apple is betting that its new Siri AI assistant can revive a business in which, according to Reuters , the company "has tinkered for a decade without major success." At its "Welcome Home" launch in New York on October 13, 2026, Apple…
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MiTAC spotlights liquid cooling, open platforms for AI infrastructure
DigiTimes Daily
MiTAC Computing Technology featured a comprehensive suite of full-stack AI infrastructure at the Open Compute Project (OCP) Global Summit in San Jose, California, centered around the theme "Scaling Open AI Infra with Full-Stack…
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SK Hynix, Micron confront AI memory bottlenecks with HBM standardization, chip integration
DigiTimes Daily
AI infrastructure expansion is shifting semiconductor competition beyond individual chip performance towards memory bandwidth, data-transfer power consumption, transistor scaling, chip interconnects, and system integration through advanced…
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TSMC, Intel, Samsung seek to break AI chipmaking's next barrier through early technology integration
DigiTimes Daily
Senior executives from TSMC, Intel, and Samsung Electronics outlined the growing challenges of AI chip development, spanning advanced semiconductor processes, 3D integration, and research models, at the October 12 opening of Applied…
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Geely enters Canada, plans first vehicles for 2027
DigiTimes Daily
China's Geely has officially entered the Canadian market and plans to launch its first vehicles there in 2027, expanding its North American footprint. Geely has completed its Canadian corporate registration and begun operations while…
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TCC wins approval for Europe listing plan
DigiTimes Daily
TCC Group Holdings (TCC) shareholders approved a plan on October 13 for subsidiary Cimpor International Holdings to pursue an initial public offering (IPO) and listing on a European securities market. The resolution received 4,287,569,701…
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SEMICON West makes three-year commitment to Phoenix, home to over US$200B in chip investment
DigiTimes Daily
SEMI announced at a media event during SEMICON West 2026 that the exhibition will move to Phoenix, Arizona, in 2027 and shift to a spring schedule. SEMI Americas President Joe Stockunas confirmed at a pre-show press conference that the…
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Pegatron showcases rack-scale AI infrastructure at OCP Global Summit
DigiTimes Daily
Pegatron showcased its end-to-end AI infrastructure capabilities at the Open Compute Project (OCP) Global Summit 2026, highlighting Nvidia-based products designed to move from engineering development to large-scale cluster deployment. The…
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China's AI chipmakers target 3D packaging, optical interconnects and software ecosystems
DigiTimes Daily
China's domestic AI chipmakers are shifting their competitive focus from individual GPU performance to system-level integration as AI models grow increasingly complex. Three priorities—3D packaging for greater power efficiency, optical…
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GlobalFoundries revives 7nm-class ambitions with an EUV-free FD-SOI bet on physical AI
DigiTimes Daily
GlobalFoundries' plan to build a 7nm-class chip process in Dresden without extreme ultraviolet (EUV) lithography tests how a second-tier foundry can stay relevant while TSMC holds most of the AI data center market. Instead of competing on…
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Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal
DigiTimes Daily
Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast for wafer fab equipment (WFE) spending, the…
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Analysis: China's EV rebate cut pushes exporters from volume to value
DigiTimes Daily
China's planned cut to export tax rebates for new energy vehicles could ripple through global auto markets, intensifying pressure on low-cost exporters while reshaping trade tensions with Europe. The move signals a wider rollback of…