Semiconductors news — Friday 16 October 2026

EE Times 20:59 UTC

SEMICON West 2026 opened at Moscone Center in San Francisco on a jubilant note: Semiconductors are now a trillion-dollar industry. In his opening keynote, SEMI CEO Ajit Manocha proclaimed the start of happy

DigiTimes Daily 18:38 UTC

Singapore is moving its AI strategy beyond pilot-heavy experimentation toward a more deployment-focused model centered on enterprise adoption, sector transformation and resilient access to compute. Credit: AFP

IEEE Spectrum 18:00 UTC

More and more city governments are using advanced technologies to improve livability for their residents. Municipalities use data from smartphones and sensors for traffic enforcement, traffic control, and waste management. They also have…

DigiTimes Daily 17:53 UTC

The semiconductor industry reached the US$1 trillion revenue milestone several years earlier than originally forecast, and with growth driven by AI and quantum computing, reaching US$2 trillion by 2035 is entirely achievable, SEMI…

Tom's Hardware 17:04 UTC

Recent news and rumours have been flooding the tech space about the apparent discontinuation of Nvidia's flagship graphics card. With no new Nvidia 5090 GPU replacement anticipated before at least 2028, this could well be your last…

ServeTheHome 17:00 UTC

We review the Microsoft Surface Ultra to see how the NVIDIA RTX Spark powered laptop fares and try to answer who the platform is for The post Microsoft Surface Laptop Ultra 128GB Review appeared first on ServeTheHome .

IEEE Spectrum 16:49 UTC

This article is brought to you by COMSOL . These days, no one blinks an eye at two-day, one-day, and even same-day package deliveries. Despite the plethora of localized fulfillment and distributi on centers that have cropped up to meet the…

Tom's Hardware 16:30 UTC

Being unable to procure EUV litho tools from ASML, China must develop such systems locally, so from time to time we learn about an EUV-related 'breakthrough' in China that will turn into an actual EUV scanner over the following several…

Tom's Hardware 16:20 UTC

Gun rights activist Cody Wilson, known for creating the world's first 3D-printed firearm over a decade ago, has unveiled a new creation he claims is "the first AI-made gun." Dubbed the WASP, the weapon is 3D-printed and was designed by an…

The Information 16:00 UTC

DayOne Data Centers, a Singapore-based data center operator gearing up for a multibillion-dollar initial public offering in New York, is little known to most U.S. investors. But its business is built on a much better known company…

Tom's Hardware 15:38 UTC

Nvidia's RTX Spark is now generally available for immediate shipment at multiple retailers. Orders for RTX Spark from brands like Asus, Microsoft, Lenovo, HP, and Dell are live now, including the new Surface Laptop Ultra . Additional…

SemiWiki 15:00 UTC

TSMC is describing an artificial intelligence boom that reaches beyond accelerator chips into the wider computing infrastructure needed to support increasingly capable AI systems. On the recent investor call, Chairman and CEO Dr. C.C. Wei…

EE Times 15:00 UTC

As AI workloads redefine the power requirements of modern data centers, power design solutions won a prominent spot at the Open Compute Project (OCP) Global Summit 2026 in San Jose, California. The data

Tom's Hardware 13:51 UTC

Rep. Ritchie Torres of New York's 15th congressional district has introduced the Power To The Players Act . This new legislation aims to protect consumers by directing the FTC to establish regulations on game ownership to curb…

The Information 13:00 UTC

As the U.S. Department of Justice negotiates a settlement of its antitrust lawsuit against Apple, app developers are fretting that any deal won’t go far enough in curbing what they see as Apple’s anticompetitive behavior, according to…

SemiWiki 13:00 UTC

By Shaurya Seth Terafab is one of the most ambitious projects of the decade: $16.8 billion for phase one and up to $119 billion across four phases. A research fab in Austin iterates on process recipes, transistor designs, and packaging…

Tom's Hardware 13:00 UTC

At Computex 2026, we saw Gigabyte’s concept X870E Aorus Infinity Next motherboard using that incredible-looking space-age material for VRM cooling, along with something more practical: the X870 Aorus Infinity, a production board, not a…

Tom's Hardware 12:30 UTC

It’s been a busy year for laptops. Apple’s value-priced MacBook Neo caused a major shakeup in the budget space, forcing Windows device makers to respond with their own premium , affordable offerings . Microsoft nixed its original 16GB…

Tom's Hardware 12:00 UTC

It's been a few years since we've seen a Surface focused on performance. With Nvidia's entry into mobile SoCs, Microsoft is one of several hardware partners that have developed an ultra-premium PC designed around the RTX Spark . The…

Tom's Hardware 11:57 UTC

Taiwan is raising at least $4 billion through the Taiwan Electrical and Electronic Manufacturers’ Association to build an industrial park in Texas. According to Bloomberg , the site is designed to support the countless smaller…

The Information 11:51 UTC

China is considering new export controls on AI technologies that could potentially restrict the overseas transfers of AI models and chip designs deemed strategically important. The Ministry of Commerce on Friday issued a draft plan to add…

Tom's Hardware 11:30 UTC

Epic Games says that it’s working on an update for its anti-cheat solution for Linux that would close the gap in capabilities with the Windows version of Easy Anti-Cheat. The company said that EAC Linux V2 will use existing Linux features…

Tom's Hardware 11:00 UTC

YouTuber hardware enthusiast and Thermal Grizzly boss der8auer tested a two-year-old liquid metal thermal interface material (TIM) application with an electron microscope in his new video , discovering that it doesn’t dry out. Instead, the…

EE Times 10:55 UTC

TAIPEI, Taiwan — At EE Times Taiwan’s iTechCon conference, a panel discussion with industry experts and government officials identified talent as a major challenge to Taiwan’s opportunity in AI.

Tom's Hardware 10:55 UTC

Are you looking to buy RAM for an upgrade or an existing PC? You've no doubt seen the news about the extortionate price rises on RAM and storage, thanks to the ongoing AI boom ruining the component market for PC enthusiasts; well, today…

Tom's Hardware 10:30 UTC

After a few revisions of his position on AI-assisted contributions to the Linux kernel, Linus Torvalds has posted his own first LLM-assisted patch. The development branch purports to fix an old issue with massive cache contention when many…

Tom's Hardware 10:24 UTC

Thai authorities have reportedly busted an 'audacious' criminal gang scheme, in which hundreds of meters of fiberoptic cable were found running across the border of Thailand into Myanmar. The cable was found to be serving an online scam…

Tom's Hardware 10:15 UTC

Over the past week, Ukraine attacked some of Yandex's biggest data centers, disrupting the operations of various Russian national applications and metropolitan digital services. Russia, which has itself targeted Ukrainian data centers in…

Tom's Hardware 10:03 UTC

As RAM and SSD price hikes and shortages continue to bite PC builders, a pre-built rig remains one of the best ways to avoid some of the very worst in price inflation. Prices are still higher than they were a few months back, but there are…

Tom's Hardware 10:00 UTC

The list of things a jailbroken PS5 can do gets longer, as Reddit user u/AdIllustrious7246 posted his fork of PS5LM, a llama.cpp port on the PS5 to run AI LLMs locally, with a massive improvement, allowing PS5LM to run natively on the PS5…

DigiTimes Daily 09:10 UTC

On October 15, network equipment maker Gemtek Technology announced a strategic partnership with Starman New Photonics, a subsidiary of Starman Holdings, to form a joint venture in the US. The new entity will manufacture advanced optical…

DigiTimes Daily 09:08 UTC

Taiwan plans to set up industrial parks in the US to help its supplier ecosystem reach customers like Nvidia and other local hardware manufacturers. It is starting with a complex in Texas, which has become a hotspot of expansion plans…

DigiTimes Daily 09:05 UTC

The global space market has become increasingly dominated by SpaceX, while China continues to press forward with state-backed launch and satellite projects. That shift has sharpened Europe's concerns over strategic dependence and its…

DigiTimes Daily 08:39 UTC

Driven by expanding global investments in artificial intelligence infrastructure, South Korea's ICT exports shattered previous records in September 2026. Shipments surged past the US$75 billion mark in a single month, anchored by…

EE Times 08:37 UTC

Date: Tuesday, November 10, 2026 Time: 8:00am PST | 11:00am EST | 17:00 CET Functional verification establishes that a chip performs its intended functions. Hardware security assurance, however, addresses a

DigiTimes Daily 07:52 UTC

Within AI server tracking data, a clear parallel growth trajectory has emerged between semiconductor testing interface providers and chip design houses. Driven by the surge in artificial intelligence (AI), high-performance computing (HPC)…

DigiTimes Daily 07:37 UTC

Chunghwa Telecom president Rong-shy Lin said the shift from conversational AI to autonomous AI agents is reshaping enterprise adoption, making data governance, access controls and accountability critical to deployment at scale. Credit…

DigiTimes Daily 07:26 UTC

ASE, together with National Cheng Kung University (NCKU), National Sun Yat-sen University (NSYSU), and National Chung Cheng University (CCU), unveiled 18 technology research projects on October 16, focusing on advanced packaging…

DigiTimes Daily 07:20 UTC

US chip startup Bolt Graphics is seeking approximately US$100 million at a valuation of about US$700 million to develop graphics processors targeting scientific computing and professional rendering, challenging Nvidia and AMD in markets…

EE Times 07:18 UTC

As AI workloads shift from model training toward inference, agentic AI, and physical AI, system design is no longer just about maximizing the computing performance of individual chips. Instead, it

DigiTimes Daily 07:01 UTC

Samsung Electronics plans to begin construction of its second semiconductor fabrication plant in Taylor, Texas, in November 2026, moving ahead with its US foundry expansion as its first facility prepares to begin operations by the end of…

Semiconductor Engineering 07:01 UTC

Manufacturing and process technology GlobalFoundries will operate two new fabs in Malta, New York , under a U.S.-Japan initiative involving up to $21B in investment. The first fab is expected to come online in 2029. GF also unveiled an…

DigiTimes Daily 06:57 UTC

Samsung Electronics and SK Hynix are developing new memory technologies to address growing bottlenecks in AI systems, with Samsung exploring a design that stacks high-bandwidth memory (HBM) directly above graphics processors and SK Hynix…

DigiTimes Daily 06:31 UTC

Delta Electronics chairman Ping Cheng said at the 2026 Global Views Leaders Forum on October 15, 2026, that the world is entering an era of electrification, with AI data centers and EVs driving electricity demand beyond available supply…

DigiTimes Daily 06:20 UTC

Taiwan's economy is projected to grow 6.04% in 2027 as expanding global AI-related capital spending boosts the island's exports, despite geopolitical conflicts and trade barriers weighing on global growth, Taiwan's National Development…

DigiTimes Daily 06:08 UTC

FICG is aggressively expanding optical communications production in Malaysia and China to meet surging AI-driven demand, which the company estimates is 3-4x current supply capacity. Chairman Leo Chien described the next three years as a…

DigiTimes Daily 05:57 UTC

Volvo Cars and Nvidia are expanding their partnership to develop automated-driving technology for future Volvo vehicles, with potential implications for drivers worldwide. The system is designed to handle highways, urban streets, and…

DigiTimes Daily 05:52 UTC

Five senior Samsung Electronics executives, including the heads of its semiconductor and consumer electronics businesses, reportedly traveled to Tokyo on October 13 while chairman Lee Jae-yong was visiting Japan, bringing together the…

DigiTimes Daily 04:54 UTC

Taiwan-based microcontroller (MCU) manufacturer Holtek Semiconductor unveiled its 2026 product roadmap on October 15, focusing on four core areas: smart protection, green energy and intelligent control, edge AI computing, and…

ServeTheHome 04:49 UTC

At OCP 2026, we saw an AMD Helios AI rack switch tray, the HPE Juniper QFX5252. This just looks super cool The post This is the AMD Helios HPE Juniper QFX5252 Switch Tray at OCP 2026 appeared first on ServeTheHome .

DigiTimes Daily 04:30 UTC

Supermicro Computer has appointed Mark Long as chief financial officer, bringing an experienced technology finance executive to lead the company as it expands its artificial intelligence and IT infrastructure operations. The leadership…

DigiTimes Daily 04:23 UTC

As the semiconductor industry enters the artificial intelligence (AI) era, Intel, once the dominant force in the PC market, has increasingly been viewed as a company that fell behind in the AI race. Credit: Michael Lee

DigiTimes Daily 04:19 UTC

The US semiconductor industry sources 95% of its roughly US$27 billion in annual equipment and materials purchases from companies headquartered in the US, Europe and Japan. However, only 68% of those inputs are actually manufactured or…

DigiTimes Daily 04:14 UTC

Nvidia is expanding its presence in China's gaming market by bringing its next-generation Deep Learning Super Sampling (DLSS) 5 neural rendering technology to titles from major Chinese developers, including NetEase, Tencent, Perfect…

DigiTimes Daily 04:10 UTC

Myson Century, a subsidiary of Sun Yad Group, signed strategic memorandums of understanding with IXI EW, SafeSky Systems USA, and Global Ordnance Group at the Association of the United States Army's 2026 Annual Meeting and Exposition, or…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.21064v1 Announce Type: cross Abstract: Selecting a firmware stack for a memory-constrained microcontroller is usually guided by aggregate binary sizes, which report how much SRAM a build consumes but not where it goes or why. We…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.20754v1 Announce Type: cross Abstract: Microarchitectural attacks such as Spectre and Meltdown undermine security by exploiting software-visible side effects of microarchitectural optimizations like caches and speculative…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.21825v1 Announce Type: new Abstract: Aggressive quantization of neural networks can expose activation functions as bottlenecks for efficient hardware acceleration. Implementing quantized activations as multi-threshold operations…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2609.00421v2 Announce Type: replace Abstract: ReRAM-based in-memory computing (IMC) architectures are widely regarded as a promising approach to alleviating the computational bottleneck of conventional architectures. Since ReRAM…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.21096v1 Announce Type: new Abstract: Domain-specific accelerators deliver high performance and energy efficiency through specialization but often lack support for extensible algorithm families. Existing FPGA accelerators for…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2609.01948v2 Announce Type: replace Abstract: The rapid advancement of deep learning has presented significant energy efficiency challenges to the conventional von Neumann architecture. In-memory computing (IMC) architectures based…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.21552v1 Announce Type: new Abstract: RISC-V processors are now widely available for FPGAs, with most FPGA vendors replacing their proprietary soft-CPU architectures with this instruction-set architecture (ISA). Although…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.21570v1 Announce Type: new Abstract: LLM agents can write directed tests that close functional coverage, but coverage only shows that a state was reached, not that the data on the way there was correct. This is a long-known…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2606.22283v2 Announce Type: replace Abstract: The Apple Neural Engine (ANE) is Apple's fixed-function matrix accelerator. It has shipped in every Apple system-on-chip since the A11 in iPhones and iPads and the M1 in Macs…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2604.08182v2 Announce Type: replace-cross Abstract: The escalating computational demands and energy footprint of GPU-accelerated computing systems complicate informed design and operational decisions. We present the first release of…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2602.12596v5 Announce Type: replace Abstract: Modern microservices increasingly depend on high-performance remote procedure calls (RPCs) to coordinate fine-grained, distributed computation. As network bandwidths continue to scale…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.22230v1 Announce Type: cross Abstract: Meta deploys a heterogeneous fleet comprising NVIDIA GPUs, AMD GPUs, and proprietary MTIA accelerators to reduce costs and mitigate vendor lock-in. However, the extensive history of…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.21353v1 Announce Type: cross Abstract: Accurate localization is critical for a wide range of applications, including navigation, augmented reality, safety management, and healthcare. However, achieving accurate positioning…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.22269v1 Announce Type: cross Abstract: The O-RAN ALLIANCE introduces architectural flexibility through disaggregation and AI-driven control. While the RAN Intelligent Controller (RIC) enables centralized optimization, current AI…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2609.17730v2 Announce Type: replace Abstract: Approximate multipliers can reduce hardware area and energy consumption in Deep Neural Network (DNN) inference; however, they introduce computational errors. Assessing the accuracy of…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.02236v3 Announce Type: replace Abstract: GPU compression needs both dense complete frames and inexpensive checked recovery. We compare three causal representations under the same 512-row model budget, select before encoding one…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.20962v1 Announce Type: cross Abstract: NVIDIA's Grace Hopper (GH200) superchip represents a new generation of heterogeneous computing, tightly integrating a 72-core Arm-based CPU with a Hopper GPU on a single module via a…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.20677v1 Announce Type: new Abstract: Programmable receivers allow an optimal performance in the variable conditions of the wireless channel. An extensive analysis of their noise-power trade-off enables the development of a main…

arXiv cs.AR (Architecture) 04:00 UTC

arXiv:2610.21313v1 Announce Type: new Abstract: Spiking neural networks (SNNs) are promising for energy-efficient artificial intelligence due to their event-driven sparse computation, and neuron pruning can further reduce redundant…

DigiTimes Daily 03:58 UTC

Chinese automakers are accelerating their expansion into humanoid robotics, leveraging artificial intelligence (AI) technologies, electric drive systems, and supply chain resources developed through their automotive businesses, according…

The challenge today is less about AI capability, but more about readiness and execution.

DigiTimes Daily 03:53 UTC

As global wafer capacity expands rapidly, TSMC and GlobalFoundries (GF) are highlighting a fast-growing market for mature processes serving advanced applications. In particular, demand for silicon interposers, through-silicon vias (TSVs)…

DigiTimes Daily 03:48 UTC

LCD TV panel prices face a tug-of-war in the fourth quarter of 2026 as panel makers push for increases while LCD TV brands maintain relatively steady purchasing and contract manufacturers remain cautious. Rising upstream material costs and…

DigiTimes Daily 03:42 UTC

Chinese display manufacturer BOE has made further progress in advanced semiconductor packaging, extending its panel manufacturing expertise to glass-core packaging substrates. At an investor relations event on October 15, BOE said it had…

DigiTimes Daily 03:36 UTC

Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in 2025. The steel processor also anticipates fresh growth…

DigiTimes Daily 03:26 UTC

AI-driven NAND demand is entering a supercycle, positioning Yangtze Memory Technologies Co. (YMTC) as the fastest-growing memory supplier. According to Counterpoint Technology Market Research, YMTC's revenue in 2026 is projected to grow…

DigiTimes Daily 03:17 UTC

China's semiconductor and computing hardware companies reported or forecast strong earnings growth in the first nine months of 2026, fueled by AI infrastructure investment, demand for domestic processors and optical interconnects, and…

DigiTimes Daily 03:13 UTC

As the high power density of AI data centers (AIDCs) becomes an increasingly pressing issue, industry experts are highlighting the importance of power management and power usage effectiveness (PUE). To alleviate bottlenecks in grid…

DigiTimes Daily 03:02 UTC

Japan is stepping up its push into physical AI, with major technology companies and research institutions showcasing advances in autonomous robot learning, motion sensing, and agricultural automation at CEATEC 2026. Credit: AFP

DigiTimes Daily 02:52 UTC

A sharp sell-off across artificial intelligence infrastructure stocks has turned a quiet worry about debt into a main concern for Wall Street. The sudden drop in stock and bond prices for CoreWeave, a fast-growing cloud provider backed by…

DigiTimes Daily 02:39 UTC

Samsung Semiconductor India Research (SSIR), Samsung's semiconductor research and development center in India, and the Indian Institute of Science (IISc) inaugurated a Quantum Research Lab on the IISc campus in Bengaluru on October 15…

DigiTimes Daily 02:39 UTC

LG Innotek expects to begin supplying glass substrates for advanced semiconductor packaging around 2028 and sees its chip substrate business improving in 2027, as the South Korean components maker seeks to reduce its reliance on smartphone…

DigiTimes Daily 02:34 UTC

Strong global demand for AI infrastructure hardware is prompting buyers to secure capacity through advance payments and long-term contracts, driving Taiwan's semiconductor, packaging and testing, memory, substrate, and equipment supply…

DigiTimes Daily 02:32 UTC

Global TV market growth is under pressure, but premium models are poised to expand. As rising memory prices fuel "chip inflation" and squeeze margins on budget TVs, Samsung Electronics and LG Electronics are reshaping their product mixes…

DigiTimes Daily 02:31 UTC

Japan's automakers are presenting autonomous-driving systems that connect vehicles with road infrastructure as a route toward deployment, highlighting a strategic choice beyond vehicle-only artificial intelligence. At Japan Mobility Show…

DigiTimes Daily 02:30 UTC

At SEMICON West 2026, US officials and lawmakers promoted domestic manufacturing and AI export policies, while industry executives warned that supplier shortages, the premium for US-made products, and export controls could undermine the…

DigiTimes Daily 02:27 UTC

Meta on Thursday released the weights of Muse Spark Open, which it calls the most capable US open-weight model to date. The company said the multimodal model has 816 billion total parameters (42 billion active) and a one-million-token…

DigiTimes Daily 02:24 UTC

The feasibility of Terafab's proposed construction was a major topic of discussion among semiconductor suppliers during SEMICON West 2026, held October 13–15 in San Francisco. Credit: DIGITIMES

DigiTimes Daily 02:19 UTC

Hyundai Motor Group plans to invest approximately US$15.5 billion in India from 2026, expanding production, research, and partnerships as it positions the country as a base for domestic growth and exports to emerging markets. The…

DigiTimes Daily 02:19 UTC

China's leading DRAM manufacturer CXMT has disclosed progress in its 4F² DRAM architecture and plans to introduce DDR5 registered dual in-line memory modules (RDIMMs) by the end of 2026, drawing renewed attention to the country's…

DigiTimes Daily 02:07 UTC

TSMC addressed pricing adjustments, CPUs, and advanced packaging at its earnings briefing on October 15, 2026, confirming that demand for CPUs related to agentic AI continues to rise as overall AI demand remains strong. Credit: DIGITIMES

The Information 02:06 UTC

Tesla showed off its new Roadster on Thursday night in a series of elaborate demonstrations. Tesla first announced plans for a next generation Roadster in 2017 and unveiled a vehicle at the time, but the car was never produced. On…

DigiTimes Daily 02:01 UTC

Singapore-based data center developer DayOne has secured an additional MYR15 billion (US$3.67 billion) in financing from a consortium of seven banks to expand hyperscale data center capacity in Johor, Malaysia, Reuters reported on October…

DigiTimes Daily 01:53 UTC

Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal peak. But tight container capacity and higher raw-material…

DigiTimes Daily 01:47 UTC

As GenAI accelerates, e-commerce is shifting from traditional traffic management toward AI-assisted shopping and intelligent operations. Software-as-a-service (SaaS) e-commerce platform Shopline said its gross merchandise value (GMV) grew…

DigiTimes Daily 01:36 UTC

TSMC reported record earnings for the third quarter of 2026 and forecast a further 15% increase in fourth-quarter revenue, putting full-year US dollar revenue growth on course to reach 44%. Yet supply chain sources say the earnings call…

DigiTimes Daily 00:45 UTC

China's largest chip equipment makers are buying their way into hybrid bonding, the advanced packaging step that global players from Besi to ASML are also chasing. For Chinese firms, analysts say, the stakes are different: with US export…

The Information 00:37 UTC

The sentiment gap between public and private markets could not be wider right now. Wall Street investors have been increasingly worried about overborrowing by AI-related companies, as evidenced by skyrocketing yields on CoreWeave bonds , a…

DigiTimes Daily 00:35 UTC

As it becomes harder and costlier to shrink transistors, advanced packaging has become the place chip equipment makers look to for their next leg of growth, and ASML appears to be preparing its second move into it. Patent filings analyzed…

DigiTimes Daily 00:29 UTC

As interest rates fluctuate, bond yields rise, and Chinese AI models intensify competition, market attention is shifting from technological development and infrastructure expansion to investment returns and long-term debt-servicing…

DigiTimes Daily 00:23 UTC

Two workers have died, and a third remains in serious condition after an explosion at Intel's Kiryat Gat chip plant in southern Israel on October 14. Intel has not yet said whether production at the site, which makes chips on its…

The Information 00:01 UTC

It’s beginning to look like Anthropic waited too late to go public. Third-quarter revenue numbers disclosed to investors on Wednesday implied that its growth has slowed from the second quarter, which we reported is likely to put a ceiling…