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Semiconductors

Semiconductors news — Thursday 15 October 2026

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

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  1. Thunder Tiger debuts new loitering munition drone at AUSA 2026
    TWDigiTimes Daily

    Thunder Tiger showcased its latest defense systems at AUSA 2026, the Association of the United States Army's annual exhibition in the US, marking its fourth consecutive appearance at the event and its largest booth to date. The…

  2. Nvidia unveils PTFE switch board at OCP, names Taiwan partners
    TWDigiTimes Daily

    Nvidia showcased the latest developments in its MGX server platform ecosystem at the OCP Global Summit 2026, unveiling for the first time a switch board sample using polytetrafluoroethylene (PTFE) and naming seven supply-chain partners…

  3. Samsung SDI targets 2027 LFP BBU battery production
    TWDigiTimes Daily

    Samsung SDI will begin mass-producing cylindrical lithium iron phosphate (LFP) batteries for AI servers as early as June 2027, marking the first adoption of cylindrical LFP backup batteries by a South Korean battery maker. The move expands…

  4. AI power crunch drives data center demand for self-generation
    TWDigiTimes Daily

    The focus of the global AI race has shifted from securing advanced chips to securing access to electricity, with electrical power now becoming the deciding factor for computing capacity. As power consumption surges at AI data centers…

  5. MediaTek ASIC deal with ByteDance would expand data center push
    TWDigiTimes Daily

    ByteDance is in advanced talks with MediaTek to purchase custom data center chips, with the companies potentially reaching an agreement soon, according to people familiar with the matter. A deal would help ByteDance secure critical chip…

  6. Linde LienHwa tackles hydrogen transport dilemma with HaaS
    TWDigiTimes Daily

    As hydrogen development and applications take center stage at Energy Taiwan 2026, industrial gas giant Linde LienHwa Group is introducing an end-to-end "Hydrogen-as-a-Service" (HaaS) business model. To support this push, the company plans…

  7. Cloud AI absorbs resources as non-AI semiconductors face prolonged downturn
    TWDigiTimes Daily

    Investment in AI data centers remains strong, but semiconductor growth is becoming increasingly concentrated in cloud AI, while the long-running decline in consumer technology prices has come to an abrupt halt. At a SEMICON West 2026…

  8. TSEC focuses overseas solar strategy on Japan rooftops
    TWDigiTimes Daily

    TSEC is focusing its overseas expansion on Japan's rooftop solar market and expects Taiwan's solar installations to recover in 2027 from a market low point. For the Taiwan-based solar manufacturer, building a solar plant in the US remains…

  9. TSMC excludes CPUs from AI accelerator growth forecast
    TWDigiTimes Daily

    Taiwan Semiconductor Manufacturing (TSMC) is seeing rising demand for CPUs related to agentic artificial intelligence (AI), but has not yet included CPUs in its calculations of AI accelerator demand growth. TSMC chairman C.C. Wei said at…

  10. Hesai moves beyond lidar as Kosmo targets physical AI's data bottleneck
    TWDigiTimes Daily

    As artificial intelligence increasingly blurs the boundary between the digital and physical worlds, complications associated with real-world deployment — particularly the extreme variability of physical environments — are emerging as a…

  11. China's 90%-localized EUV light source debuts at 15W, exposing the gap to commercial chipmaking
    TWDigiTimes Daily

    Chinese semiconductor technology start-up Langdao Silex (Shanghai) Technology has publicly unveiled an extreme ultraviolet (EUV) light source prototype with a claimed 90% localization rate, marking progress in China's efforts to develop…

  12. Manus returns to China's AI agent race with US$500 million reset
    TWDigiTimes Daily

    As Manus, one of China's more distinctive AI startups, became entangled in the high-profile unwinding of its acquisition by Meta, the startup's failed attempt to capture opportunities beyond China left the industry speculating about its…

  13. China's YMTC targets 9,600 MT/s with 4F＆sup2; DRAM design
    TWDigiTimes Daily

    China's Yangtze Memory Technologies (YMTC) is developing a next-generation 4F² DRAM design targeting data transfer speeds of 9,600 megatransfers per second (MT/s), expanding beyond NAND flash as the company pursues a CNY33 billion (approx…

  14. China rewired its army in 2016. Why is India only doing it now?
    JPNikkei Asia
  15. Interview: The AI economy needs US$6T in funding ＆mdash; but from where?
    TWDigiTimes Daily

    AI is clearly making an enormous impact on the global economy, with capabilities extending from language chatbots to agentic teams and the physical realm within just a few years. A new report by consulting firm Bain takes stock of AI's…

  16. Samsung's Austin chip workforce shrinks 32% as Taylor 2nm fab nears opening
    TWDigiTimes Daily

    Samsung Electronics' semiconductor workforce in Austin, Texas, shrank 32% in 2025 as local operating expenditures plunged nearly 75%, contrasting with increased activity at its nearby Taylor foundry, which is preparing to begin operations…

  17. LG Innotek eyes 2027 chip substrate growth as Big Tech supply talks continue
    TWDigiTimes Daily

    South Korea's LG Innotek expects its semiconductor substrate business to improve in 2027 as it pursues long-term supply agreements (LTAs) with major technology companies and prepares to enter the high-end AI accelerator market. Under this…

  18. AI server tracker: Optical suppliers' September revenue jumps 90%
    TWDigiTimes Daily

    Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster data center connectivity continued to expand. The six…

  19. LINE Taiwan pushes AI services as it marks 15 years and deepens anti-fraud role
    TWDigiTimes Daily

    LINE Taiwan marked its 15th year in the market with a strategy shift that signals broader ambitions beyond messaging. The company is expanding into AI-powered daily services, aiming to connect users, brands, and merchants through agentic…

  20. Qualcomm advances complete AI infrastructure platform as agentic AI reshapes competition
    TWDigiTimes Daily

    Qualcomm has historically provided standard chips primarily through its Snapdragon product line, serving a broad range of end customers. After officially launching its Dragonfly data center product line in June 2026, the company expanded…

  21. AJ Cooper is the Co-Founder and CEO of Itera
    USSemiWiki

    AJ Cooper is the Co-Founder and CEO of Itera, which developed the first-of-its-kind ‘fluid’ circuit board to make electronics physically programmable. Chips and software have been programmable for decades, but the interconnect between them…

  22. Samurai: Stephen Schwarzman (15)
    JPNikkei Asia
  23. Japan's Mitsui to spend $1.5bn on bid to take Penske Automotive private
    JPNikkei Asia
  24. Global pharma firms walk back innovative drug investments in Japan
    JPNikkei Asia
  25. Japan eyes 2027 start for childbirth coverage meant to encourage bigger families
    JPNikkei Asia
  26. Nick Wingfield Promoted to Co-Executive Editor of The Information
    USThe Information

    I am thrilled to announce three major editorial promotions for Nick, Abe and Meredith, along with some changes that recognize the incredible work of our newsroom and set the stage for more growth in what is shaping up to be the most…

  27. Mitsui to offer global credit rating service covering millions of firms
    JPNikkei Asia
  28. Samsung remains top brand in Asia for third year: Nikkei Research poll
    JPNikkei Asia
  29. CoreWeave, Broadcom Object to Their Shares Tokenized on Blockchain
    USThe Information

    CoreWeave and Broadcom have objected to a request from OKXICE, a joint venture between crypto exchange OKX and Intercontinental Exchange, to list and trade their stocks on blockchain, joining a growing list of companies pushing back…

  30. North Korea's pact with Russia built to outlast Ukraine war
    JPNikkei Asia
  31. Anthropic Says AI Evaluators Can Now Work at Company
    USThe Information

    Anthropic has now begun embedding AI evaluators within the company to assess and publish reports on safety practices and risks, Anthropic said in a blog post on Thursday. They’ll use company computers, office space and have access to…

  32. Japan Offers GlobalFoundries $21B for U.S. Fab Expansion
    USEE Times

    Japan has offered up to $21 billion to GlobalFoundries to expand its existing U.S. semiconductor complex in an unprecedented public-private partnership between the two nations and the fifth-largest chip

  33. Emerging market job shortage a 'ticking time bomb': UN development chief
    JPNikkei Asia
  34. Japan's rural restaurants go hungry in fight for foreign talent
    JPNikkei Asia
  35. As data breaches sweep Japan, restaurant group Yoshinoya raises firewall
    JPNikkei Asia
  36. OpenAI Accelerates Ad Sprint With Meta Hires, Slashed Prices
    USThe Information

    As OpenAI has jockeyed with Anthropic to win over developers with new models and tools this year, its advertising business at times has seemed like an afterthought. Not anymore. Over the last few months, the company has unleashed a flurry…

  37. Why AI-Written Software Needs a Flight Simulator
    USThe Information

    As companies create more applications using AI, corporate officers say demand is rising for a new type of software that stress-tests those apps, simulating how they handle network problems and other disasters that humans may not think to…

  38. Formlabs Form Studio 1 Review: Professional status, consumer price tag
    USTom's Hardware

    Formlabs Form Studio 1 is the company’s first consumer-level resin printer, and it’s aimed at those looking to hit print, walk away, and come back to a finished print. The print simplicity and reliability come from years of company…

  39. Myanmar oil refinery comes back onstream to cut reliance on fuel imports
    JPNikkei Asia
  40. Prices of 15-year-old oil tankers top new builds as Iran war roils shipping
    JPNikkei Asia
  41. SK hynix reportedly playing hardball with Trump admin over 3D NAND fab — company demands increased chipmaking equipment exports to China in exchange for US fab
    USTom's Hardware

    Original report follows: Reports that Solidigm was considering building a 3D NAND fab in the U.S. came as a surprise last month, as no company has manufactured NAND flash memory in America for years. However, the potential investment now…

  42. A flash of light opens a new route to efficient, lightweight semiconductors
    GBTechXplore Semiconductors

    Researchers have developed two new organic semiconductor materials using a light-driven chemical reaction. The paper is published in Chemistry—A European Journal.

  43. Design the Right Chip: Why Prototyping Has to Be Easy
    USSemiWiki

    Design the right chip. Design the chip right. Every verification methodology in mainstream use answers the second half of that sentence and assumes the first. Simulation, emulation, formal, constrained-random testbenches, coverage closure…

  44. Japan's Chiyoda to help Philippines build oil storage facilities
    JPNikkei Asia
  45. Mexican peso drops while Aussie dollar resilient in flight to quality
    JPNikkei Asia
  46. Japan's Kioxia sheds two-thirds of peak market value as China chip rivals emerge
    JPNikkei Asia
  47. Mazda brings part of its supply chain back to Japan with help from robots
    JPNikkei Asia
  48. Nvidia RTX 5090 disappears from Micro Center amid rumors of a production halt
    USTom's Hardware

    Buying a GeForce RTX 5090 , widely regarded as one of the best graphics cards on the market, was already extremely difficult because of price hikes and near-zero availability. Now, it will be impossible to get one. Amid recent rumors that…

  49. Anthropic targets low-conflict sites for Australian data centers
    TWDigiTimes Daily

    Anthropic plans to place new data centers in Australia away from densely populated areas, using renewable energy and previously developed sites to reduce conflicts with residents. The US artificial intelligence company is evaluating…

  50. Why Semiconductor AI Starts with Data, Not Algorithms
    USSemiWiki

    The next gains from AI in semiconductors will come less from models and more from making fab and test data reliable, connected and tied to engineering decisions. By Sriram Nithin Gopal Lanka Every few months there is a new AI model that…

  51. Googlebooks from Dell, Lenovo, and HP tested: Nice hardware, but the OS isn't ready yet
    USTom's Hardware

    Chromebooks have gotten a bad rap. The systems have often been seen as glorified web browsers designed only for schools. But with Googlebooks , Google is making a renewed push to show its laptops are designed to be full-on PCs, running a…

  52. Chasing China’s Monazite Monopoly
    USIEEE Spectrum

    One of the singular features of Baotou, an industrial city of 2 million people in Inner Mongolia, is a 10-square-kilometer (4-square-mile) lake that is among the most polluted in the world. The artificial lake, referred to by the name of…

  53. Can a Radioactive Ore Break China’s Grip on Rare Earths?
    USIEEE Spectrum

    The global campaigns to break China’s dominance of vital rare-earth markets are shaping up into one of the signature geostrategic struggles of the early 21st century. Hundreds of mining companies, government agencies, and industrial…

  54. Japan to enable foreign-flagged ships to be tapped for emergency fleet
    JPNikkei Asia
  55. Sipeed reveals Chinese-made DGX Spark and Ryzen AI Halo rival, expected to cost $3,999
    USTom's Hardware

    A Chinese rival to the DGX Spark and the Ryzen AI Halo, at least on paper, has emerged with Sipeed’s announcement of the MaixStation. The system, built on Axera’s new AX8860P, is in the same memory class with 128GB of LPDDR5X on a 256-bit…

  56. Japan Mobility Show puts Physical AI and cross-sector partnerships in focus
    TWDigiTimes Daily

    Japan Mobility Show Bizweek 2026 showcased Physical AI applications, including Toyota's basketball-playing robot and an air-ground inspection system, as automakers and startups explored new business opportunities beyond traditional…

  57. Cognition’s Plan to Limit Tokenmaxxing to the Most Efficient Engineers
    USThe Information

    To rein in AI spending, large companies are capping employees’ usage, turning to cheaper and smaller models and using routers to send only the hardest requests to the most expensive models. Cognition , the startup behind the AI coding…

  58. Data Orchestration: The Foundation for the Next-generation Semiconductor Enterprise
    USEE Times

    Data orchestration gives semiconductor engineering teams a practical way to unify disconnected equipment, systems, and data without replacing existing infrastructure. By creating a connected execution layer

  59. The internet isn’t the best place for finding PC components to upgrade your computer — brick-and-mortar stores still reign supreme thanks to bundled deals
    USTom's Hardware

    The rising costs of components have led to a crisis in the consumer PC market. Prices on standard kits of DDR5 are through the roof , NVMe SSD prices are higher than ever , and worst of all, GPUs are also affected by the AI-driven…

  60. EU negotiates sanction swap with China to rescue critical ASML supplier
    USTom's Hardware

    The EU is currently in talks with China to lift restrictions the country imposed on Sindlhauser Materials GmbH, a German company in ASML’s supply chain, as the sanctions risk putting the company out of business. In return, the EU would…

  61. Cursor Staff Investigated Whether Confidential Data Reached SpaceX for AI Training
    USThe Information

    In the weeks before SpaceX’s AI unit in August introduced Grok Bot, its version of a personal AI agent, engineers at Cursor discovered a potential problem. Cursor, the AI coding startup SpaceX was then in the process of acquiring, was…

  62. Why AI Security Starts at the Chip Level
    USSemiWiki

    Artificial intelligence is becoming part of the infrastructure that powers healthcare, transportation, finance, manufacturing, and everyday digital services. As these systems grow more capable, they also process more sensitive information…

  63. Alienware AW3226Q 32-inch 4K OLED gaming monitor review: Sleek design with performance and value to match
    USTom's Hardware

    Though OLEDs remain a premium gaming monitor category, there is no denying that they make up a large share of new model introductions. Looking over my reviews for the past two years, they represent just over half of the screens that have…

  64. HUSB237: The Cost-Effective PD Sink with Just 2 Passives
    USEE Times

    Driven by the EU Common Charger Directive (Regulation (EU) 2022/2380), consumer and industrial electronics manufacturers worldwide are accelerating the migration from traditional DC barrel jack power input

  65. Malicious Russian disinformation bot traffic barely flinches after Ukraine strikes Yandex data centers and auto-migration kicks in
    USTom's Hardware

    Russian bot traffic showed signs of slowing down after Ukraine bombed some of Yandex’s biggest data centers . Unfortunately, while the attacks have slowed down overall bot traffic from Russia, Cloudflare reports that malicious bots…

  66. Toyota targets 1,000 e-Palette sales ahead of 2027 autonomous launch
    TWDigiTimes Daily

    Toyota Motor Corp. plans to sell 1,000 units of its compact electric bus, the e-Palette, within five to six years as it prepares to introduce a Level 4 autonomous driving version in fiscal 2027, which runs from April 2027 through March…

  67. We tested the RTX Spark Superchip in Microsoft's Surface Laptop Ultra
    USTom's Hardware

    Nvidia CEO Jensen Huang announced the RTX Spark platform with the grand ambition to “reinvent the PC” back at Computex 2026. By pairing the GB10 Superchip with a version of Windows on Arm tailored for the secure and contained execution of…

  68. Luxnet posts record 3Q profit as capacity expansion fuels growth
    TWDigiTimes Daily

    Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings per share (EPS) of NT$0.72. September EPS exceeded…

  69. ASML reports record $13 billion quarter, vows to expand capacity as demand for lithography equipment soars
    USTom's Hardware

    ASML this week reported record quarterly revenue of $13.06 billion (€11.66 billion) and profitability of nearly $5.79 billion (€5 billion) as demand for advanced semiconductor manufacturing equipment continues to accelerate and investments…

  70. Save $249 on 32GB of DDR5 with this 3-item Newegg bundle
    USTom's Hardware

    Newegg combos have been one of the best ways to score a good deal on RAM during the AIpocalypse, but the deals have been few and far between over the past couple of weeks. Fast forward to yesterday, and they released some fresh combos that…

  71. ASML struggling to keep up with demand for chipmaking equipment as AI spending continues to boom
    USTom's Hardware

    ASML has said that the unprecedented spending and investment brought about by the artificial intelligence (AI) boom is not slowing down at all, as customers are already lining up to place orders for its advanced chipmaking tools for 2029…

  72. TSMC confirms it is considering Terafab chipmaking expansion with Elon Musk
    USTom's Hardware

    C.C. Wei, chief executive and chairman of TSMC, confirmed on Thursday that the company is considering expansion of its American production capacity beyond Arizona and Texas is one of the options it is evaluating. The head of the world's…

  73. TSMC eyes Texas and Musk Terafab project for US expansion
    JPNikkei Asia
  74. Elon Musk calls out memory makers over 'extortionate' chip pricing, says Micron is playing smart for long-term loyalty
    USTom's Hardware

    Elon Musk has criticized memory makers for what he calls 'extortionate' pricing amid an unprecedented shortage of both conventional DRAM and high-bandwidth memory (HBM). Although Musk did not identify the companies he criticized, his…

  75. Small Volumes, Big Impact: Europe’s Hidden Role in Advanced Chipmaking
    USEE Times

    At the Fraunhofer Institute for Silicon Technology (ISIT) in northern Germany, engineers manufacture a very small number of specialized semiconductor chips. By the standards of an industry accustomed to

  76. Exclusive: Mueon Raises $65 Million to Rework How Data Centers Are Put Together
    USThe Information

    Portland-based startup Mueon raised $65 million to develop a new way to arrange AI server rack components. The company says its design could fit up to ten times more computing capacity into the same amount of power as existing data center…

  77. Russian chipmakers demo homegrown RISC-V and Arm silicon with retro games
    USTom's Hardware

    Geopolitics and sanctions have mostly cut off the Russian public from Western hardware — at least officially. In recent ages, the country's homegrown chip designs are Arm, RISC-V, and Elbrus architectures . A handful of interesting designs…

  78. Save 30% on this ASUS ROG Gaming laptop with RTX 5060 — $600 discount makes this hefty machine just $1,399
    USTom's Hardware

    As RAM and SSD prices continue to drive up the cost of building a gaming PC, pre-built desktops and gaming laptops continue to offer some solace to gamers. Walmart has slashed $600 off the price of this Asus ROG Strix G16 gaming laptop…

  79. Compact Analog Signal Generators for Fast RF Testing
    USIEEE Spectrum

    This White Paper shows RF and microwave engineers and technicians how compact analog signal generators support core amplifier and receiver test tasks, from gain and distortion measurements to blocker rejection, power calibration, and local…

  80. Unsupervised AI agent deletes TV show’s entire edit weeks before release; program can't air
    USTom's Hardware

    The Swedish edition of the athletic competition show The Challenge just faced a real challenge when an AI agent deleted months of work editing the show just weeks before release. The program director blames the disaster on a failed backup…

  81. Two killed, one seriously hurt in explosion at Intel’s chip plant in Israel
    USTom's Hardware

    Two workers have been confirmed dead and another seriously injured after an explosion at Intel’s Kiryat Gat plant in southern Israel on Wednesday, The Times of Israel reports. Police suspect a gas cylinder malfunction caused the explosion…

  82. TSMC bars capacity resale, aims to leave no AI money on the table
    TWDigiTimes Daily

    TSMC will not let customers sublease or auction off their wafer capacity allocations, chairman C.C. Wei said during the company's October 15 earnings call. With AI chip demand still far outstripping supply, Wei said TSMC intends to leave…

  83. TSMC investor conference: TSMC lifts 2026 revenue growth forecast to 44%, 2nm expansion, new 3nm fab
    TWDigiTimes Daily

    TSMC Chairman and CEO C.C. Wei announced that, driven by relentless AI momentum and strong demand for advanced process technologies, the company has raised its full-year 2026 US dollar revenue growth guidance to approximately 44%. AI and…

  84. OpenAI pledges not to use Apple secrets, accuses ex-employee of taking files
    TWDigiTimes Daily

    Apple's trade-secret lawsuit against OpenAI went to a hearing, where OpenAI pledged not to use confidential information that Apple claims was stolen. OpenAI also accused a former employee of taking more than 100 documents related to…

  85. EU seeks China deal to lift ASML supplier sanctions amid rare-earth crisis
    TWDigiTimes Daily

    The European Union (EU) is negotiating with China to lift sanctions on Sindlhauser Materials GmbH, a small German business that is part of ASML's supply chain, according to people familiar with the matter. In exchange, the EU would remove…

  86. AI agents in suspected Tencent Cloud sandbox target Alibaba＆rsquo;s Amap mapping service
    TWDigiTimes Daily

    An international AI research team has detected a fleet of more than a dozen AI agents operating in a suspected Tencent Cloud infrastructure sandbox and repeatedly attempting to penetrate Amap, the mapping service owned by Alibaba Group…

  87. Aurotek posts record 3Q26 revenue, up 58% on automation demand
    TWDigiTimes Daily

    Aurotek Corp. reported record consolidated revenue of NT$1.113 billion (US$34.7 million) in the third quarter of 2026, up 57.93% from a year earlier. Orders from semiconductor, high-end artificial intelligence (AI) server and electronics…

  88. FIC Group opens Malaysia plant as optical module capacity targets 18 SMT lines
    TWDigiTimes Daily

    FIC Group opened its PRO3C (Malaysia) Sdn. Bhd. manufacturing facility in Johor, Malaysia, on October 15, expanding its optical communications production footprint in Southeast Asia. The Johor Bahru site is designed to support global…

  89. TSMC to Add a New 3nm Fab as AI Orders Pile up
    USThe Information

    Taiwan Semiconductor Manufacturing Co. said Thursday it will build another 3-nanometer chip factory in the Taiwanese city of Tainan, with production set for the first half of 2028. The move signals confidence that strong AI chip demand…

  90. Trump says Taiwan will buy 30% of LNG output from Alaska project; Taipei confirms plans but not final terms
    TWDigiTimes Daily

    US President Donald Trump said at a Republican rally in Alaska on Tuesday that Taiwan had agreed to buy 30% of liquefied natural gas (LNG) from a planned Alaska pipeline project over 20 years, according to Reuters. Commerce Secretary…

  91. Touch Taiwan 2027 expands tech scope with advanced packaging and SiPh shows
    TWDigiTimes Daily

    Touch Taiwan 2027 will take place on April 21–23, 2027, and will expand its scope with two dedicated co-located shows: the Advanced Packaging & Testing Expo and the Silicon Photonics Technology Applications Expo. Spurred by surging demand…

  92. AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth
    TWDigiTimes Daily

    Taiwan's connector and server-chassis suppliers posted broadly higher September revenue, although their growth trajectories differed. Seven of eight tracked companies recorded annual gains for both September and January–September 2026…

  93. TSMC CEO says profitability has no ceiling, plans High-NA EUV adoption in 2030
    TWDigiTimes Daily

    TSMC chairman and CEO C.C. Wei said on October 15 that the chipmaker sees no ceiling on its profitability as demand for AI accelerators continues to outpace supply. Wei also said AI-related growth could exceed the company's long-term…

  94. SK Hynix reportedly ties US NAND fab plan to approval for chip equipment exports to China
    TWDigiTimes Daily

    SK Hynix is seeking US approval to ship additional American chipmaking equipment to its NAND flash facility in Dalian, China, linking the request to a potential investment in a new US factory, Reuters reported on October 15, citing two…

  95. AI server tracker: Taiwanese ODM/EMS players post NT$2.18T in September 2026, up 56% YoY
    TWDigiTimes Daily

    Six Taiwanese server and networking contract manufacturers booked combined revenue of NT$2.18 trillion (US$67.3 billion) in September 2026, up 55.9% year-over-year and 4.9% month-over-month, as demand for AI servers stayed strong…

  96. Applied Materials CEO says agentic AI drives wafer demand
    TWDigiTimes Daily

    Applied Materials CEO Gary Dickerson said customer demand to produce more good dies per wafer and rapidly expand wafer output has reached levels unprecedented in his career, driven by the rise of AI computing. Speaking at a global investor…

  97. Grid Modernization’s Hidden Cost: A Growing Attack Surface Few Are Watching
    USEE Times

    The grid is being rebuilt in real time, with developers on track to add 86 gigawatts of utility-scale capacity this year, the largest single-year capacity addition in over two decades, according to the

  98. India's RRP Electronics opens advanced wafer-level packaging facility in Navi Mumbai
    TWDigiTimes Daily

    India's RRP Electronics has inaugurated an Advanced Wafer-Level Packaging (AWLP) facility at its semiconductor unit in Navi Mumbai, Maharashtra, adding SIM and eSIM module production and specialized testing to its outsourced semiconductor…

  99. VinFast-linked Green SM enters US with Los Angeles taxi launch
    JPNikkei Asia
  100. TSMC breaks silence on Musk's Terafab: Talks underway, but fab control non-negotiable
    TWDigiTimes Daily

    TSMC has confirmed that it is in discussions with Elon Musk's Terafab initiative over potential semiconductor manufacturing cooperation, marking the first public acknowledgment of talks between the two sides. Credit: Michael Lee

  101. TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins
    TWDigiTimes Daily

    TSMC expects fourth-quarter 2026 revenue to reach US$52.3 billion to US$54.3 billion, potentially rising as much as 61% year-over-year, with sustained demand for advanced semiconductor manufacturing and accelerating 2nm production…

  102. China's AMEC targets 60% of high-end chip equipment market with US$1.94 billion R＆amp;D plan
    TWDigiTimes Daily

    Chinese semiconductor equipment maker AMEC plans to develop 102 new equipment models over the next three to five years, backed by nearly CNY13 billion (≈ US$1.94 billion) in research and development investment. The expansion will extend…

  103. Samsung reportedly completes 4F＆sup2; DRAM development as China's CXMT targets year-end launch
    TWDigiTimes Daily

    Samsung Electronics has reportedly completed development of next-generation 4F² DRAM technology and is aligning commercialization with customer requirements, even as China's ChangXin Memory Technologies (CXMT) prepares to introduce server…

  104. Beyond The Specification: What Really Determines PCIe Retimer Reach?
    USSemiconductor Engineering

    As AI servers, storage platforms, networking equipment, and high-performance computing systems continue to scale, PCIe links are being pushed farther than ever before. System architects frequently ask a seemingly simple question: how far…

  105. Strengthening Advanced-Node Interconnects Through Automated Via Insertion
    USSemiconductor Engineering

    As the semiconductor industry pushes deeper into the sub-5nm realm, the physical design landscape has shifted from being dominated by gate delays to being defined by interconnect performance. In modern system-on-chip (SoC) designs, the…

  106. Building AI Infrastructure For Greater Choice And Flexibility
    USSemiconductor Engineering

    AI infrastructure is changing fast. Training and inference are putting different demands on compute, memory, connectivity, and networking, and there is no single architecture that fits every workload. For system architects, this opens up…

  107. AMBA C2C: Moving Forward With A Converged AMBA Foundation For C2C Connectivity
    USSemiconductor Engineering

    In this blog post, we introduce AMBA C2C, a new specification being developed with the AMBA ecosystem. It provides a unified and scalable approach to connecting AMBA protocols across chiplets, including AMBA AXI and AMBA CHI. The evolving…

  108. Why Open-Weight AI Matters
    USSemiconductor Engineering

    Key Takeaways: Local inference and model routing can help manage cost and protect sensitive data, but chip architects must account for memory capacity, sustained performance, changing models, and deployment security. For EDA, model quality…

  109. Agentic AI Alters The CPU-GPU Balance
    USSemiconductor Engineering

    Key Takeaways: Agentic AI, reasoning models, mixture-of-expert architectures, and reservoir computing are changing how AI workloads use compute resources. Agentic AI is particularly popular, and because it requires more CPU, CPU supply is…

  110. How Close Are We To Fully Autonomous Chip Design?
    USSemiconductor Engineering

    Key Takeaways: Autonomous chip design is advancing, but human engineers remain essential — at least for now. Systems companies are pressuring EDA to shorten chip design cycles so they can keep pace with rapidly changing AI workloads…

  111. Thermal Co-Simulation Testing Of Co-Packaged Optics
    USSemiconductor Engineering

    By Vladimir Stojanovic and Igor Elkanovich The CPO revolution is at our doorstep. But transforming data center interconnects requires overcoming new challenges in architecture, power delivery, mechanical design, and thermal management. Of…

  112. Japan finance minister: G20 concerned over yields, FX volatility
    JPNikkei Asia
  113. TSMC profit soars 69% in another record quarter fueled by AI boom
    JPNikkei Asia
  114. SK Hynix targets January 2027 for HBF standard, eyes DRAM stacked on AI chips
    TWDigiTimes Daily

    SK Hynix aims to finalize the technical specifications for high-bandwidth flash (HBF) in January 2027 as it develops new memory technologies to address growing bottlenecks in AI inference systems. The South Korean chipmaker is also…

  115. US AI data center power shortages drive demand for hybrid solar, natural gas and geothermal systems
    TWDigiTimes Daily

    The rapid expansion of AI data centers in the US is placing growing pressure on conventional power grids, as their substantial and highly variable electricity requirements strain available supply in certain regions. Power shortages have…

  116. TSMC's AI-fuelled profit streak hits sixth straight record in 3Q26, but 2nm expansion weighs on margins
    TWDigiTimes Daily

    On October 15, 2026, TSMC reported its sixth consecutive quarter of record net profit, with third-quarter earnings rising 68.7% year-over-year to NT$763.06 billion (approx. US$23.6 billion), exceeding market expectations on sustained…

  117. Commentary: Huawei's 2027 Kirin roadmap ＆mdash; can LogicFolding overcome chipmaking constraints?
    TWDigiTimes Daily

    On October 13, Huawei unveiled the detailed architecture of its Kirin 9050 Pro chip for the first time at its Lianqiu Lake research center in Shanghai, outlining advances in LogicFolding and hybrid bonding technologies. Xu Songyu, head of…

  118. Column: 3D memory could redraw chip competition, weaken US sanctions on China
    TWDigiTimes Daily

    In October 2022, the US Bureau of Industry and Security (BIS) imposed a package of export restrictions on China, including controls on equipment and components for manufacturing 3D NAND with 128 layers or more, and restrictions on support…

  119. Anthropic boosts 3Q26 revenue by 45% and stays profitable as IPO approaches
    TWDigiTimes Daily

    Anthropic's third-quarter revenue surged 45% from the previous quarter and has been profitable on an adjusted basis for the last two quarters, the AI lab told prospective investors. As the company nears a record-setting IPO, it is also…

  120. Apple Prepares to Debut Apple Intelligence in China in December
    USThe Information

    Apple is preparing to release its Apple Intelligence on-device AI service in mainland China in December, ending a lengthy wait caused by regulatory hurdles, Bloomberg reported Thursday. The planned release of Apple Intelligence in China…

  121. Delta Electronics targets SOFC pilot production by year-end, partners with Great Taipei Gas on 550kW installation
    TWDigiTimes Daily

    Delta Electronics showcased its on-site solid oxide fuel cell (SOFC) power generation solution at Energy Taiwan 2026, alongside its first physical solid-state transformer (SST) product. Credit: Michael Lee

  122. Chinese AI Agents Go Rogue on Map Service
    USThe Information

    Chinese AI agents took exposed credentials from a company’s source code and bypassed safeguards in an attempt to find information on mapping service Amap, according to a report on Wednesday from a group of researchers known as…

  123. Micron opens second Taiwan advanced packaging plant as HBM supply tightens
    TWDigiTimes Daily

    Micron Technology on October 15 opened Micron Advanced Assembly and Test Taiwan 2 (AATT2) in Taichung, its second advanced assembly and test facility in Taiwan. The plant expands the company's packaging and testing capacity for…

  124. Analysis: Apple HomeView faces hurdles in smart-home adoption
    TWDigiTimes Daily

    Apple launched the HomeView smart display at its "Welcome Home" event on October 13, priced at US$299. It's scheduled to debut in eight countries: the US, the UK, Canada, Australia, New Zealand, India, Singapore, and South Africa, on…

  125. FuriosaAI pitches energy-efficient inference chip as an alternative to Nvidia
    iTnews Asia

    It aims to tap a growing segment of the AI market: inference

  126. Synopsys CEO says fully autonomous AI chip design remains out of reach
    TWDigiTimes Daily

    Synopsys CEO Sassine Ghazi said that fully autonomous chip development has not yet crossed the final hurdle to become reality, although the company has advanced from AI-assisted engineering to models that coordinate more than 40 task…

  127. Samsung, Applied Materials back startup targeting chip packaging warpage
    TWDigiTimes Daily

    Samsung Ventures and Applied Ventures, the venture capital arm of Applied Materials, have invested in US-based Flexcompute, backing simulation technology designed to predict semiconductor packaging deformation before manufacturing. The…

  128. Intel says AI 'gold rush' is over, pushes prompt routing across open hardware
    TWDigiTimes Daily

    Intel used the Open Compute Project (OCP) Global Summit in San Jose to argue that AI is moving away from giant models in centralized data centers. Credit: DIGITIMES

  129. Analysis: GlobalFoundries' calculus behind US$2 billion entry into TSMC's CoWoS ecosystem
    TWDigiTimes Daily

    GlobalFoundries (GF) has reached a multiyear manufacturing agreement with TSMC to expand silicon interposer capacity at its Malta fab in New York, supplying TSMC's Chip-on-Wafer-on-Substrate (CoWoS) advanced-packaging ecosystem. The…

  130. TALU: A Reconfigurable Tiled-ALU Grid for RISC-V
    USarXiv cs.AR (Architecture)

    arXiv:2610.19277v1 Announce Type: new Abstract: Lane-based RISC-V vector processors exploit data parallelism well but pay a recurring cost for two common patterns: reductions, which require a separate tree pass, and deep dependent…

  131. CAFE: Conducting-Cell-Aware Adaptive Differential Encoding for Robust DNN Inference in FeFET-Based Compute-in-Memory
    USarXiv cs.AR (Architecture)

    arXiv:2610.19697v1 Announce Type: new Abstract: Ferroelectric field-effect transistor (FeFET)-based compute-in-memory (CIM) promises energy-efficient deep neural network (DNN) inference, but device variation can severely degrade bit-sliced…

  132. AI-Driven, Timing-Aware Power Optimization
    USarXiv cs.AR (Architecture)

    arXiv:2610.18890v1 Announce Type: new Abstract: Post-route power recovery changes cell choices under tightly coupled timing, electrical and physical constraints, and the value of each change depends on what it costs to repair its side…

  133. ESL-former: Event Sparse Linear Transformer for FPGA-Accelerated Malware Detection
    USarXiv cs.AR (Architecture)

    arXiv:2610.19665v1 Announce Type: new Abstract: Transformer based intrusion detection has shown strong potential for identifying unknown malware variants, but its deployment on resource constrained edge devices remains difficult due to the…

  134. From Prompts to Silicon: Scaling LLM-Assisted Chip Design with the AI Hardware Design League
    USarXiv cs.AR (Architecture)

    arXiv:2610.18891v1 Announce Type: new Abstract: The semiconductor workforce shortage has renewed interest in making chip design accessible to students without conventional very-large-scale integration (VLSI) training. We present the AI…

  135. AMAX: Accuracy-Aware Multi-Loop Asymmetric Perforation for Heterogeneous Architectures
    USarXiv cs.AR (Architecture)

    arXiv:2610.19186v1 Announce Type: new Abstract: Thermal constraints in heterogeneous multi-core systems can significantly degrade performance, as conventional techniques such as dynamic voltage and frequency scaling (DVFS) and task…

  136. O-SCOPE: a Raspberry Pi Pico oscilloscope
    USarXiv cs.AR (Architecture)

    arXiv:2610.18906v1 Announce Type: new Abstract: In this paper we provide an introduction to some of the efficient features of the Raspberry Pi Pico (RP2) family of microconroller boards (RP2040 and RP2350). More exactly, we show how to use…

  137. CacheSmith: Accurate RAG Serving under Latency SLOs with Adaptive KV Reuse
    USarXiv cs.AR (Architecture)

    arXiv:2610.18925v1 Announce Type: new Abstract: This paper presents CacheSmith, a KV cache reuse system for RAG prefill that maximizes quality-gated SLO attainment. While context caching lowers prefill latency by reusing precomputed KV…

  138. MFSA: A Multi-Format Systolic Array with Native Micro Scaling Support
    USarXiv cs.AR (Architecture)

    arXiv:2610.19645v1 Announce Type: new Abstract: AI workloads increasingly employ low-precision formats such as BF16 / FP16, FP8 variants, FP4, Micro Scaling (MX), and INT modes across models, layers, and execution stages to balance…

  139. STISA: A 0.16 GOPS/W/PE Single-Shot Inference FPGA-based SNN Accelerator with Algorithm and Hardware Co-Design
    USarXiv cs.AR (Architecture)

    arXiv:2610.19973v1 Announce Type: new Abstract: Spiking neural networks (SNNs) offer great potential for low-power intelligent computing owing to their event-driven nature, yet their deployment is limited by high inference latency and…

  140. AUO-backed Star Shining Energy targets 2028 IPO with shift from solar assets to energy technology
    TWDigiTimes Daily

    Star Shining Energy Holdings (SSEH) acquired Star Shining Enetek Corporation (Enetek), a spin-off of AUO's energy business, on October 1, 2026, combining power generation assets with engineering and technology capabilities. The acquisition…

  141. China-North Korea traffic to increase with new bridge opening
    JPNikkei Asia
  142. Asian stocks plummet as AI debt and inflation fears bite
    JPNikkei Asia
  143. India's Lohum targets EV batteries after opening Zimbabwe lithium mine
    JPNikkei Asia
  144. Taiwan Perovskite Solar Corp. deploys AI to optimize R＆amp;D, explore smart energy applications
    TWDigiTimes Daily

    Taiwan Perovskite Solar Corp. (TPSC) showcased its theme, "PEROVSKITE AI," at Energy Taiwan 2026, highlighting a two-way synergy between artificial intelligence and perovskite technology. In this paradigm, AI accelerates perovskite…

  145. Delta Electronics' 13.8kV SST gains traction in China, with US cloud giant testing AI data centre microgrids
    TWDigiTimes Daily

    Delta Electronics unveiled its prefabricated solid-state transformer (SST) DC power solution at Energy Taiwan 2026 on October 14, targeting power efficiency, deployment speed and supply resilience in AI data centres, AI factories and…

  146. OCP-recognized infrastructure spending forecast to hit US$800 billion by 2029, nearly triple prior estimate
    TWDigiTimes Daily

    IDC now expects worldwide spending on IT equipment recognized by the Open Compute Project (OCP) to reach about US$800 billion in 2029. Credit: OCP

  147. Iridium and Altair team up to extend IoT connectivity beyond cellular networks
    TWDigiTimes Daily

    Iridium Communications and Altair Semiconductor are joining forces to help IoT devices stay connected outside terrestrial coverage, a move that could affect industries from logistics to wearables worldwide. The partnership aims to give…

  148. Genius Electronic Optical secures US$150 million 3M investment for optical communications
    TWDigiTimes Daily

    Genius Electronic Optical, a leading manufacturer of optical lenses and precision optical components, announced on October 15 that it had formed a strategic partnership with 3M, a global technology and innovation giant, to jointly advance…

  149. 2026 Net-Zero Taiwan: Linde LienHwa highlights oxygen combustion, hydrogen solutions for industrial decarbonization
    TWDigiTimes Daily

    Rising carbon-fee pressure is accelerating efforts to decarbonize Taiwan's energy-intensive industries, prompting Linde LienHwa Industrial Gases Group to promote oxygen-enriched and pure oxygen combustion technologies that can…

  150. LX Semicon puts SiC patents up for sale as Novatek gains ground
    TWDigiTimes Daily

    South Korea's LX Semicon is seeking buyers for more than 60 silicon carbide (SiC) power semiconductor patents, winding down a business it entered five years ago to reduce its reliance on display driver ICs (DDIs). The retreat comes as…