Semiconductors
Semiconductors news — Tuesday 20 October 2026
140 stories from 10 sources, every one in English. Each links to its publisher.
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Nvidia Moves to Back GPU Cloud Provider Firmus After Investors Balk at Its IPO
The Information
Nvidia is in talks to invest hundreds of millions of dollars in Australian AI cloud provider Firmus, which abruptly pulled its initial public offering early this month, according to people familiar with the talks. The discussion indicates…
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Private Equity Firms Weighed $100 Billion-Plus Buyout of Microsoft’s Xbox
The Information
A group of private equity firms in recent months considered a potential buyout of Microsoft’s Xbox gaming unit that could have valued it between $100 billion and $150 billion, according to people familiar with the discussions. The…
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Elon Musk says SpaceX and Tesla discussing possible merger
Nikkei Asia
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The Main Event -- Going Public: Stephen Schwarzman (20)
Nikkei Asia
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Nvidia Has Put More Than $170 Billion on the Line for Neoclouds
The Information
Nvidia has become something of a central bank for companies expanding the market for its chips beyond tech giants, backstopping customers and demand. But as Nvidia-backed cloud firms come under pressure, the question is how much further it…
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Innovasea Packs Long-Life Electronics into Fish Tags
EE Times
Innovasea’s efforts to shrink its embedded system are not simply a packaging exercise. The Canadian company’s devices must be light enough for a fish to carry without materially changing its behavior,
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China's medtech scores bright prognosis as it gains on global brands
Nikkei Asia
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Musk Says SpaceX, Tesla Have Formed Committees to Explore Merger
The Information
Elon Musk said Tuesday SpaceX and Tesla have formed special committees to explore a potential merger. This is the first step toward what would be the largest mergers of all-time, bringing together Musk’s sprawling empire of electric cars…
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Netflix Revenue Growth Hits Three-Year Low
The Information
Netflix reported its slowest quarterly revenue growth in three years on Tuesday, with revenue rising 11.8% to $12.9 billion in the third quarter, in line with its own expectations. The streaming company now expects revenue to increase 13%…
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Japan oil refiner Idemitsu to import non-Mideast LNG
Nikkei Asia
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Single transistor design combines memory and signal processing for brain-inspired computing
TechXplore Semiconductors
As artificial intelligence moves increasingly toward edge devices, researchers are exploring electronic components that can combine memory and information processing. Memristive and synaptic devices are of particular interest because their…
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OpenAI Buys Drug Development Company Orchestra Bio
The Information
OpenAI is buying Orchestra Bio, a startup that builds AI agents to help biotech and pharmaceutical companies with drug development, the AI lab announced on Tuesday. The acquisition is an early move toward a goal long-touted by OpenAI…
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Insurers Pump Over $740 Million Into CoreWeave Debt Tied to Meta
The Information
A collection of giant insurance firms bought more than $740 million of CoreWeave debt connected to a cloud-computing contract with Meta Platforms in the second quarter, highlighting how insurance money and the AI infrastructure boom are…
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Japan budget hotels ramp up overseas push with public baths, free breakfast
Nikkei Asia
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Tokyo area condo prices hit half-year record, but signs of slowdown emerge
Nikkei Asia
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Enterprise Sales Veteran Mike Clayville Returns to Amazon
The Information
Mike Clayville, the former Amazon Web Services enterprise sales chief who played a key role in expanding its business with Fortune 500 firms before departing for Stripe six years ago, is back in the fold. Clayville recently rejoined Amazon…
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Japan brokerage IwaiCosmo hit with unauthorized trades in cyberattack
Nikkei Asia
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French unrest, AI debt risks push investors toward ultralong JGBs
Nikkei Asia
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AMD's FSR 4.1 now works on Radeon RX 6000 cards, Xbox Series X and S, and Ryzen AI Max, AI 9, and Z2 SoCs
Tom's Hardware
Earlier this year, AMD brought the previously RX 9000-exclusive FSR 4 upscaling tech to Radeon RX 7000-series graphics cards and promised an early 2027 release for RX 6000-series products. Christmas has come early for RDNA 2 and many other…
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Salesforce to Acquire Marketing Software Maker Braze for Nearly $5.7 Billion
The Information
Salesforce said Tuesday it has agreed to buy customer engagement platform Braze for about $5.66 billion including debt. Braze, which was founded in 2011 and went public a decade later, is a longtime competitor of Salesforce’s Marketing…
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AI infrastructure faces four hurdles: Power, construction, technology, funding
DigiTimes Daily
At last week's SEMICON West 2026 industry outlook forum, research firms said investment in US AI data centers continues to accelerate, but the industry still faces multiple hurdles before it can turn demand into operational computing…
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The Industry Challenge: AI Is Forcing Semiconductor Innovation Beyond the Chip
SemiWiki
Applied Materials President and CEO Gary Dickerson with the EPIC Center founding partners on October 12, 2026, in Sunnyvale, CA. (Tomas Ovalle/AP Content Services for Applied Materials, Inc.) The bottlenecks are becoming interconnected…
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Meta’s Global Affairs Chief Joel Kaplan to Leave in 2027
The Information
Meta Platforms’ chief global affairs officer, Joel Kaplan, is set to leave the company next year, a Meta spokesperson said, after more than 15 years at the company in which he helped strengthen ties with Republicans including the Trump…
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France, AI debt risks push investors toward ultralong JGBs
Nikkei Asia
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Japan PM's party pushes to fast-track debate on food tax cut
Nikkei Asia
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TP-Link proposes $1 billion US Wi-Fi router manufacturing alliance with Key Tronic
Tom's Hardware
TP-Link is fully determined to get in the good graces of the U.S. government to break free from a total ban on newly developed routers manufactured outside of the country. Although TP-Link is incorporated in the U.S. with a headquarters in…
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Startup Launches Financing Platform for Neoclouds, Others Seeking Funds for GPUs
The Information
Compute Labs, a startup founded on the vision of bringing more capital to the market for graphics processing units, has started a matchmaking service for companies looking to buy the chips and lenders willing to lend against them. The move…
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Musk and Anthropic test rival models for sharing AI wealth with the public
DigiTimes Daily
The advent of artificial intelligence (AI) is best understood as revolutionary in modern society, transforming industries and reshaping daily life as successive rounds of rapid growth push AI deeper into nearly every aspect of social and…
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Toyota to build hydrogen-powered Hilux pickup in Thailand
Nikkei Asia
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Japan offers opportunities, partnerships for defense contractor Thales: CEO
Nikkei Asia
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Who Gets to Move the Recipe? How Autonomous Agents Earn Decision Authority in the Fab
SemiWiki
by Ajay Kumar Govindaram There’s a question I’ve started asking at every agentic AI demo I sit through, and it has a clean answer in every fab on earth: who is allowed to change the recipe? In a semiconductor factory, that was settled…
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Japan eyes private-sector H3 launches to compete with SpaceX
Nikkei Asia
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HPE Spaceborne Computer-4 Will Bring AI and HPC to the Moon on Astrolab FLIP
ServeTheHome
The HPE Spaceborne Computer 4 will head to the moon on Astrolab's Flip to test HPC benchmarks and AI on the lunar surface The post HPE Spaceborne Computer-4 Will Bring AI and HPC to the Moon on Astrolab FLIP appeared first on ServeTheHome .
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OpenAI’s ‘Pacing 2.0’ Problem: How Smart Is Too Smart?
The Information
OpenAI is bound to get a reality check soon, if it hasn’t already, on how difficult it is to “pace” AI technology, let alone getting all the frontier AI developers to agree on how to do so together. CEO Sam Altman last week walked…
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Mysterious AMD Zen 6 APU with 24GB of LPDDR5 memory appears in benchmarks — chip may be for next-gen Steam Deck or gaming handhelds
Tom's Hardware
An AMD engineering sample has made an appearance in a listing on OpenBenchmarking. According to a report by TechPowerUp , the chip could potentially be a part of AMD’s upcoming Gainsborough family and a possible candidate for the…
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How CoreWeave’s Debt Binge Brought a Perilous Moment of Reckoning
The Information
In early 2023, Blackstone CEO Steve Schwarzman gathered with Jas Khaira, the company’s lead AI investor, and other top executives at the finance giant’s Park Avenue headquarters in Manhattan for a debate: Should they give billions of…
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U.S. Army developing program that would deploy AI agents to autonomously seek and destroy targets in enemy digital infrastructures
Tom's Hardware
The U.S. Army is allegedly developing a program to deploy autonomous AI agents that can navigate digital and network infrastructures, identify targets, and “neutralize” them. According to an Oct. 19 report by The Intercept , citing leaked…
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Smoothing the Quantum Path: ASML and Xanadu Target Photon Loss
SemiWiki
ASML’s decision to collaborate with Xanadu targets one of photonic quantum computing’s most unforgiving engineering constraints: photon loss. The companies will investigate advanced lithography processes for Xanadu’s photonic quantum…
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US restarts three shut-down nuclear reactors to feed AI data centers
Tom's Hardware
The current and expected power draw of AI data centers has been the subject of strong discussion, but today, there appears to be some good news. Three U.S. nuclear reactors are being restarted after many years offline, expected to bring…
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Oblivion gamer uses Claude AI to boost average FPS gains up to 48%, stutters slashed by 90%
Tom's Hardware
The revelation that there was a ton of performance lying on the table in the remastered The Elder Scrolls Part IV: Oblivion won't be a surprise to people who have played the game, which is notorious for its hitching and stuttering. The…
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Buy a complete RTX 5070 Ti gaming PC from Newegg and save $450
Tom's Hardware
Here we are, nearly a year into the AI pricing apocalypse, and anyone who tried to build a PC during that time relied on some kind of combo deal to bring prices down to something more reasonable. If building a system on your own isn’t in…
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China’s tech giants drop $35 billion on export-compliant Nvidia RTX Pro 5500 workstation GPU orders to power AI ambitions, according to reports
Tom's Hardware
Chinese technology giants ByteDance, Alibaba and Tencent have reportedly spent over $35 billion on orders for more than 3 million Nvidia RTX Pro 5500 workstation GPUs. The huge order for the RTX Pro 5500, fully compliant with U.S…
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Modern software is built on the backs of low-paid maintainers, opening the door to potential threats
Tom's Hardware
Modern computing systems and devices typically require pieces of crucial open-source software, typically maintained by unpaid or low-paid volunteers. Recently, a report collated a list of critical open-source projects, noting which of them…
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Mods can almost double DLSS 5 performance through Foveation, reducing resolution at the edges of frames
Tom's Hardware
Popular graphics post-processing injector software ReShade, commonly used to mod DLSS 5 into unsupported games, now has a foveated imaging add-on , including another standalone project that doesn't need precursor software, allowing DLSS 5…
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Modal taps Nvidia Vera CPUs after firm's internal tests show 2x throughput over Intel and AMD chips
Tom's Hardware
Nvidia has earned billions selling AI accelerators, but with the emergence of agentic AI, CPUs are going to play a considerably more significant role than before, which creates new opportunities for the company. Reuters reports that Nvidia…
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Intel asks FCC for waiver to buy foreign robots
Tom's Hardware
Intel has asked the Federal Communications Commission (FCC) to make an exception for the automated guided vehicles (AGVs) that the company uses to transport the sensitive silicon wafers and other materials, containers, and supplies needed…
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Windows 98 SE users get a Thunderbolt 4 driver, thanks to AI assistance
Tom's Hardware
Windows 98 SE devotees can now enjoy (experimental) support for USB4 and Thunderbolt 3/4. Developer and maker Yeo Kheng Meng, who also enjoys retrocomputing, recently released the vibe-coded xHCI98 v3.0.0.0, enabling the practical use of…
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Electronics hobbyist converts $120 DDR5 SODIMM kit into ‘$1000’ desktop kit to fight RAM crisis
Tom's Hardware
What if you could buy a cheap used DDR5 SODIMM (laptop memory) kit and transform it into a super-fast DDR5 desktop kit ? That’s what electronics hobbyist Blighted Agent recently did when they succeeded in converting a SK hynix 2x 16GB…
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Chris Lattner: AI Code Generation Doesn’t Solve Software Engineering
EE Times
For AI chip companies, the promise of AI-based coding agents is compelling: generate the low-level kernels needed to get a model running on new hardware, optimize them for performance, and do it without the
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How Singapore Connects Chip Research, Startups, and Manufacturing
EE Times
As competition in the semiconductor industry expands beyond conventional process scaling to encompass photonics, power devices, advanced packaging, and heterogeneous integration, Singapore leverages its
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Chinese crime ring steals more than $5 million in gift cards from Staples customer service
Tom's Hardware
Millions of dollars worth of gift cards were stolen and then used to buy high-value tech gear at retailers like Target, Sephora, and Lowe's after a Chinese crime ring gained access to an internal Staples system and then used it to issue…
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Pick up this DDR5 gaming PC for only $899
Tom's Hardware
Right now, you can grab a budget-friendly, entry-level gaming PC at Best Buy for a very low price, especially given the current economic climate for anything gaming PC-related. On sale at Best Buy is the iBuypower Slate Gaming PC with…
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Save $60 on this TP-Link wireless router with ultra-fast Wi-Fi 7 support, now $189.98
Tom's Hardware
There's no point upgrading your internet connection if you've got a bad Wi-Fi router slowing you down. If the ISP-provided router isn't up to the task, and you're ready to banish the lag, you'll want to pick up this TP-Link router, on sale…
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Google DeepMind claims four AI agents beat Minecraft in 27 hours by writing 2,783 programs of their own
Tom's Hardware
The game of Minecraft is no match for a team of four Gemini 4 Argon agents, as they were able to defeat it in 27 hours with 2,783 self-written programs, a paper from Google DeepMind reveals. The agents did die 605 times, even on Easy, and…
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Unimicron chairman sees substrate sizes reaching 14x current scale by 2030
DigiTimes Daily
TPCA Show 2026 officially opened, with Unimicron Chairman Shan-Chieh Chien saying in his opening address that solving the three major challenges facing AI accelerators in high-performance computing (HPC) will require more than…
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Ukraine rescues wounded soldier using drone in daring 'world's first' UAV evacuation of a human
Tom's Hardware
The Ukrainian military is claiming a world’s first after using an unmanned drone to rescue an injured soldier on the eastern Kharkiv front. Ukraine’s United24 news shared a video of the historic first. It also explained that the wounded…
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China's Chery eyes hybrid vehicle launch in Japan amid trade barriers
Nikkei Asia
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Polaris to launch $630m private credit fund, one of Japan's largest
Nikkei Asia
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Asia's AI boom is benefiting business owners, not consumers, economists say
Nikkei Asia
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Jensen Huang urges Germany to embrace physical AI at Berlin summit
DigiTimes Daily
German Chancellor Friedrich Merz and Nvidia CEO Jensen Huang urged German businesses to embrace AI at an industry summit in Berlin on October 19, aiming to revive the economy and modernize industry. Huang specifically called on Germany's…
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Samsung eyes six foldables for 2027, including a rollable phone
DigiTimes Daily
Samsung Electronics is reportedly planning its largest-ever foldable smartphone lineup in 2027, expanding the Galaxy Z series to as many as six models. The broader portfolio, alongside improvements in battery performance, thickness, and…
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Japan's MMX mission launches successfully, gains edge over China in race for first Mars system sample return
DigiTimes Daily
Japan has successfully launched a spacecraft bound for the moons of Mars, gaining an early advantage over China in the international race to become the first country to return samples from Mars or its satellites. Credit: AFP
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Global Tek's new Thailand plant enters trial production in 3Q26, targeting AI liquid cooling and aerospace opportunities
DigiTimes Daily
Global Tek Industrial held an opening ceremony on the 20th for its Super Smart Manufacturing Park in Chonburi, Thailand. Spanning 177,600 square meters, the facility is the group's largest single production base. Having entered trial…
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Intel requests FCC waiver from US foreign robot ban, citing impact on US chipmaking
DigiTimes Daily
Intel has asked the Federal Communications Commission (FCC) for a waiver to the US ban on advanced foreign robots, citing worries that its machines will not receive equipment updates, which could hinder its ability to produce…
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Chief Telecom starts NT$3.3 billion AI data center in Taiwan
DigiTimes Daily
Chief Telecom broke ground on a new AI data center at the Central Taiwan Science Park on the 20th, committing approximately NT$3.3 billion (US$101.7 million) to a facility expected to begin operations in the second half of 2028. The…
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Wistron Medical Technology and Chang Gung University expand AI elder-care training
DigiTimes Daily
Wistron Medical Technology and Chang Gung University of Science and Technology signed a memorandum of understanding at the university's Linkou campus to advance an AI-enabled training program for the aging and health industries. The…
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Mandai Wildlife Group builds agentic AI platform to accelerate animal care
AI agent also enhances operational efficiency
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AI server demand lifts Tongtai drilling orders through 2027
DigiTimes Daily
Tongtai Machine & Tool said it had order visibility for its printed circuit board (PCB) drilling equipment through the end of 2027 as AI infrastructure demand increased pressure on high-end board production. The Taiwan-based machine tool…
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Building Physical AI Systems That Can Work in the Real World
EE Times
Physical AI brings AI into machines that must sense their surroundings, make decisions, and act in the physical world. The market opportunity is substantial: McKinsey estimates that AI-powered agents and
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US firms eye Malaysia to diversify rare earth supply chains
DigiTimes Daily
More than a dozen US companies are exploring opportunities to develop Malaysia's rare earth industry, seeking alternatives to China-dominated supply chains as Washington pushes to secure supplies of critical minerals. Credit: AFP
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AUO selects glass substrate specs for semiconductor processes, not size rivalry
DigiTimes Daily
AUO is tailoring its glass core substrate specifications specifically to semiconductor process requirements rather than competing on panel dimensions with Innolux, according to Chairman and CEO Paul Peng. The company aims to leverage its…
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Japan's mission to Mars moon Phobos: 5 things to know
Nikkei Asia
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Japan's Zipair launches Kuala Lumpur flight as first Malaysia route
Nikkei Asia
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Taiwan anchors US chip revival, SEMICON West spotlights trusted partners
DigiTimes Daily
SEMICON West 2026 wrapped up in San Francisco last week, with US officials, industry executives, equipment and materials suppliers, and workforce-development partners repeatedly highlighting Taiwan as a critical partner in rebuilding US…
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Chip Industry Technical Paper Roundup: Oct. 20
Semiconductor Engineering
New technical papers recently added to Semiconductor Engineering’s library: Technical Paper Research Organizations Agentic AI for Heterogeneous System Design Across Chip, Scale-Up, and Scale-Out Domains Argonne National Laboratory …
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AI servers drive TVS and ESD demand for Yea Shin Tech
DigiTimes Daily
AI servers are driving demand for power components, transient voltage suppressors (TVS), and electrostatic discharge (ESD) protection devices. Yea Shin Technology, a subsidiary of Eris Technology, will begin trading on Taiwan's emerging…
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Thermaltake expands AI workstation lineup on edge AI demand
DigiTimes Daily
Thermaltake is targeting the growing edge AI market with a new workstation lineup. Chairman Kenny Lin said the company has transformed from a gaming components maker into an AI PC and workstation systems provider. The company plans to…
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Samsung's HBM4 supply lock-in exposes limits of China's CXMT as Apple and Tesla seek DRAM alternatives
DigiTimes Daily
Samsung Electronics is expected to enter 2027 with approximately 80% of its planned memory production secured under long-term contracts, reinforcing its pricing position while China's ChangXin Memory Technologies (CXMT) expands capacity…
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BYD's China EV battery market share slips as overseas installations surge 66.5%
DigiTimes Daily
BYD is facing declining market share in China's domestic electric vehicle (EV) battery market, even as its overseas business continues to expand, highlighting a growing divergence between its domestic and international performance. Credit…
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Daeduck Electronics targets 2029 ceramic substrates for AI packaging
DigiTimes Daily
South Korean substrate maker Daeduck Electronics is accelerating development of ceramic core substrates (CCS) to address warpage and thermal-management challenges as AI semiconductor packages grow larger. The company is conducting…
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Mitsubishi Motors bets on distinctive vehicles as path diverges from Nissan
Nikkei Asia
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Genius Electronic Optical partners with 3M on EBO development
DigiTimes Daily
Genius Electronic Optical (GSEO), a leading manufacturer of optical lenses and precision optical components, has entered into a strategic partnership with 3M to develop, manufacture and expand production capacity for 3M's Expanded Beam…
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Hygon's revenue jumps 58% on AI chip demand, but growth slows amid 51% stock slump
DigiTimes Daily
China's Hygon Information Technology reported a 57.58% increase in revenue for the first nine months of 2026, reflecting sustained demand for domestic high-performance processors and AI computing chips. Yet slower quarterly growth…
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Powertip Technology transitions into a solutions provider as demand and costs rise
DigiTimes Daily
Powertip Technology is transitioning from a module design and supply company to a solutions provider. The company has seen rising demand in the first half of 2026 as the electronics and manufacturing industries faced higher material costs…
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South Korea's US$1.66 billion humanoid robot push puts auto suppliers in focus
DigiTimes Daily
South Korean automotive and machinery component makers are among 12 companies identified in a KRW2.2 trillion (approx. US$1.66 billion) private investment plan to develop a domestic humanoid robot supply chain in Daegu, as the region seeks…
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U.S. Sanctions Five Chinese Entities Linked to Google AI Trade Secret Theft
The Information
The U.S. has sanctioned a startup and a venture capital firm from China connected to Linwei Ding, a Chinese national and former Google software engineer sentenced to prison last month for stealing Google’s AI-related trade secrets. The…
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Bangladesh cooking gas price spike prompts blame game
Nikkei Asia
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DeepSeek-Huawei chip co-design could shift AI training away from Nvidia
DigiTimes Daily
DeepSeek is reportedly working closely with Huawei to influence the design of its future AI chips, a link reportedly closer than typical supplier-customer relationships. The collaboration shows the growing ties between two of China's…
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Vietnam property sales hit lowest level since 2021 as prices squeeze buyers
Nikkei Asia
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Nvidia says South Korea has Vera CPU customers, LG robot results ahead
DigiTimes Daily
Nvidia's South Korea representative said the company's Vera CPU already has customers in South Korea and that collaboration with LG Electronics on humanoid robots is expected to deliver results soon. Speaking at KES 2026, Soyoung Jeong…
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OLED monitor panel shipments set to overtake TV panels in 2028
DigiTimes Daily
Gaming demand is reshaping the OLED panel market, with OLED monitor panel shipments forecast to surpass TV panel shipments for the first time in 2028. South Korean panel makers are accelerating their push into IT and monitor applications…
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China tightens drone export controls, extending restrictions to critical components, technologies
DigiTimes Daily
China's Ministry of Commerce, General Administration of Customs, and military authorities jointly announced revised export controls on drones on October 19, covering complete aircraft, critical components, software, and technologies…
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Kioxia targets higher-value AI storage with Nvidia partnership, advanced NAND technology
DigiTimes Daily
Kioxia is prioritising proprietary NAND flash technology and customer-specific development over aggressive capacity expansion, seeking to capitalise on rising AI storage demand while reducing exposure to memory market volatility. Credit…
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AI substrate bottleneck shifts from design to manufacturing
DigiTimes Daily
AI computing is pushing packaging density to its limits, with accelerator substrates expected to exceed 100x100mm and expand beyond 120x120mm within the next three to five years. As substrate sizes, layer counts, I/O and power requirements…
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Nscale set to lose Microsoft as anchor tenant over UK power delays, adding uncertainty to IPO
DigiTimes Daily
UK neocloud provider Nscale is set to lose Microsoft as the anchor tenant at its Loughton data center in Essex, after delays in power availability disrupted plans to support AI computing services. The UK's National Grid reportedly told…
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China's S2C＆ndash;HyperSilicon merger targets hardware emulation gap in domestic EDA with Empyrean backing
DigiTimes Daily
China's electronic design automation (EDA) industry is consolidating, with Shanghai-based S2C and Wuxi-based HyperSilicon merging into a unified digital front-end EDA platform. Backed by Empyrean Technology and other investors, the deal…
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FIC Global targets doubling business in 2027 on optical module orders from eight of world's top 10 makers
DigiTimes Daily
FIC Global chairman Leo Chien said the PC market continues to suffer from memory shortages, with a meaningful recovery unlikely in the second half of 2026. However, some industrial PC (IPC) businesses, particularly those in…
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NVIDIA BlueField-4 STX Server for CMX at OCP 2026
ServeTheHome
At OCP 2026, we saw the NVIDIA BlueField-4 STX server for context memory (CMX) a single NVIDIA Vera platform The post NVIDIA BlueField-4 STX Server for CMX at OCP 2026 appeared first on ServeTheHome .
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LGD continues microLED development despite Apple's exit
DigiTimes Daily
LG Display (LGD) has reportedly continued developing microLED technology despite Apple Inc. ending its microLED project, though it has put large-scale mass-production investment on hold. The South Korean display maker is using external…
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Exclusive: Apple's MacBook Neo pressures Microsoft to cut specs for low-cost 12-inch Surface
DigiTimes Daily
Apple's MacBook Neo is intensifying competition in the global low-cost notebook market as rising supply-chain costs push Microsoft and other notebook makers to reassess their product strategies. Microsoft is initially planning to reduce…
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Micro LED optical interconnect targets AI racks amid unsettled standards
DigiTimes Daily
Surging demand for optical interconnects in AI computing centers is pushing Micro LED technology into short-reach optical transmission inside data center racks. Differing views on Micro LED's prospects in optical communications, recently…
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Intel says it is the only high-volume fab for 12-inch InP silicon photonics as co-packaged optics nears deployment
DigiTimes Daily
Intel is pitching its foundry as the industry's supplier of light sources for AI data center optics, claiming at the 2026 Open Compute Project (OCP) Global Summit that it is the only high-volume fab that can deliver 12-inch indium…
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IFA CEO: Taiwan tech to leverage core silicon strengths to counter China's momentum
DigiTimes Daily
Sluggish demand in the European consumer electronics and home appliance markets in recent years, combined with overcapacity built during the pandemic, has dealt European manufacturers a double blow of falling demand and excess supply…
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Malaysia says data center investors must fund transmission upgrades
DigiTimes Daily
Malaysia wants data center investors to bear the cost of transmission upgrades required by their projects, tying investment decisions more closely to local grid readiness. New applications are already assessed against local grid capacity…
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Japan's H3 rocket takes on first deep-space mission as MMX targets Mars moon sample return
DigiTimes Daily
The Japan Aerospace Exploration Agency (JAXA) announced on October 18 that its H3 Flight No. 10 rocket, carrying the Martian Moons eXploration (MMX) spacecraft, had been transferred from the assembly building to the launch pad at the…
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Mynt, Philippine digital wallet GCash parent, goes public in Manila
Nikkei Asia
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Australian police apprehend suspect after car attack on parliamentarian
Nikkei Asia
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Apple sets October 28 event, eyes first touchscreen MacBook Pro
DigiTimes Daily
Apple has announced a new-product event called "Pro and tell" in Los Angeles on October 28, with the company widely expected to unveil its first MacBook Pro with a touchscreen. The new model is expected to introduce OLED display technology…
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Amkor triples Gwangju investment as AI packaging demand grows
DigiTimes Daily
Amkor Technology is tripling its planned investment in Gwangju to expand advanced packaging capacity for artificial intelligence and high-performance computing, bringing a semiconductor project under South Korea's southwestern development…
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TiMotion targets robot market as Vietnam plant is set to open by year-end
DigiTimes Daily
Transmission systems integrator TiMotion Technology plans to begin trading on Taiwan's Emerging Stock Board on October 21 as it marks its 20th anniversary, with the company targeting record revenue in 2026 on strong industrial demand and…
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Taiwan's behind-the-meter energy storage faces space, cost barriers as ITRI proposes three solutions
DigiTimes Daily
As renewable energy penetration continues to increase, energy storage systems have become essential to maintaining grid stability and supporting corporate energy transitions. However, Taiwan still lacks effective mechanisms to quantify the…
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TPK targets 2028 TGV mass production with NT$6 billion investment
DigiTimes Daily
TPK Holding has completed a pilot production line for glass-substrate through-glass via (TGV) technology at its Zhongli plant and started joint development and validation of early-stage samples with semiconductor packaging companies. Under…
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China's tech-driven commerce plan pushes AI into phones, PCs, and robots
DigiTimes Daily
On October 19, 2026, China's Ministry of Commerce and eight other government departments issued guidelines on accelerating "technology-driven commerce" that call for deepening the country's "AI+ manufacturing" campaign and enriching the…
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Alibaba's XuanTie tops 6 billion RISC-V chip shipments, expands into AI servers with C950
DigiTimes Daily
Cumulative shipments of chips incorporating Alibaba DAMO Academy's RISC-V processor intellectual property (IP), branded XuanTie, have surpassed 6 billion, marking a milestone for the open-source architecture as the company expands beyond…
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Foxconn's FoxBrain 2.0 sets sights on physical AI with VLM, VLA ambitions
DigiTimes Daily
Foxconn is expanding its proprietary FoxBrain large language model (LLM) into vision-language models (VLMs) and vision-language-action models (VLAs), targeting smart manufacturing, electric vehicles (EVs) and robotics. The initiative…
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South Korean govt, SK Hynix launch KRW2 trillion loan guarantee program for chip suppliers
DigiTimes Daily
SK Hynix, South Korea's industry ministry, the state-run Korea Trade Insurance Corp. (K-SURE), and four major commercial banks launched a KRW2 trillion (US$1.5 billion) loan guarantee program for semiconductor materials, parts, and…
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Sandisk to be exclusive storage provider for Meta VR Glasses
DigiTimes Daily
Sandisk will be the exclusive provider of flash storage for Meta VR Glasses, supplying Meta-certified microSD Express memory cards and USB-C flash drives when the glasses launch in spring 2027, the memory maker announced in a press release…
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DJI launches Dock 4 drone station, faces US market restrictions
DigiTimes Daily
DJI has launched Dock 4, its first drone station supporting automated battery swaps, alongside the new Matrice 5TD enterprise drone. The system completes a battery swap in 25 seconds and returns to flight operations within 45 seconds, but…
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Taiwan industry seeks nuclear restart and utility relief amid energy costs boom
DigiTimes Daily
Taiwan's leading business groups have urged the government to provide financial support for state-run energy utilities and accelerate the restart of nuclear power plants, as surging global fuel prices drove Taipower's natural gas costs…
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Commentary: Samsung's US 2nm ramp faces no room for error
DigiTimes Daily
Samsung Electronics' 2nm mass-production capability at its Taylor, Texas fab has become critical to its efforts to close the gap with TSMC, as Tesla's AI5 chip delivery schedule and Broadcom's potential 2nm orders hang in the balance. The…
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Singapore's AI-backed growth masks strains in food services
Nikkei Asia
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Australia has deep-tech innovation 'in spades,' says startup incubator CEO
Nikkei Asia
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Yale develops fluidic memory chip using water flow, microfibers
DigiTimes Daily
A research team at Yale University in the US has found that flowing networks made of water or other fluids can store memory like computer chips, leading to the development of a fluidic memory chip with potential applications in soft…
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Tech giants race to train FDE talent as AI deployment gains urgency
DigiTimes Daily
After investing tens of billions of dollars in artificial intelligence (AI), tech giants are stepping up efforts to train specialized engineers who can help businesses apply AI to real-world operations and demonstrate returns on those…
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ChatGPT hits 60,000 advertisers as OpenAI cuts prices
DigiTimes Daily
OpenAI is expanding its ChatGPT advertising business by cutting ad prices, adding campaign tools and recruiting advertising talent. ChatGPT has also emerged as one of the platforms advertisers are most likely to increase spending on over…
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Taiwan's aging crisis drives call for third pension pillar
DigiTimes Daily
Despite strong growth in Taiwan's semiconductor and AI industries, the country's declining birthrate and aging population continue to worsen. Financial Supervisory Commission Chairman Jin-lung Peng said Taiwan must strengthen the third…
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US orders DeepSeek removed from federal civilian IT systems
DigiTimes Daily
The US Department of Homeland Security (DHS) has ordered federal civilian agencies to remove DeepSeek products and third-party services built on the Chinese AI model from their information technology (IT) systems, escalating Washington's…
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Hanmi Semiconductor establishes US hub to support AI packaging customers
DigiTimes Daily
Hanmi Semiconductor has established a US subsidiary in Silicon Valley as it seeks to capitalize on growing demand for advanced semiconductor packaging equipment driven by the expansion of AI chip production in the country. Credit: DIGITIMES
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Analysis: China's proposed AI export controls reach beyond chips to design IP, computing infrastructure
DigiTimes Daily
China is proposing to extend AI technology export controls to chip design, memory technologies, and large-scale computing clusters, introducing specific technical thresholds for each. Credit: DIGITIMES
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Zhen Ding launches PCB talent development platform with National Central University, partners
DigiTimes Daily
Zhen Ding Technology Holding announced that it, Elite Material (EMC), Taliang Technology, and Topoint Technology will jointly invest a total of NT$60 million (approx. US$1.85 million) in collaboration with Taiwan's National Central…
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Google demonstrates magic state cultivation on Willow, cutting errors by about 40-fold
DigiTimes Daily
Google Quantum AI said on October 15, 2026, that it has shown "magic state cultivation" working in practice on its Willow processor, reducing errors about 40-fold compared with uncultivated states. The result, published in Science, is a…
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Nvidia seeks Taiwan government affairs director amid deeper local push
DigiTimes Daily
Nvidia is actively recruiting for a director of government affairs in Taiwan, as it deepens its presence on the island. The role is responsible for developing and executing government relations strategies for Taiwan and reports directly to…
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How SoftBank plans to power its AI ambitions
Nikkei Asia
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Analysis: China's proposed AI export controls target top-ranked foundation models, advanced agents
DigiTimes Daily
Chinese AI companies expanding overseas could face more clearly defined technology export restrictions under proposed regulations covering foundation models, AI agents, chip design, and large-scale computing clusters. Credit: AFP
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China's auto market contracts, Europe alone grows, Taiwan auto suppliers face risks
DigiTimes Daily
Global passenger vehicle registrations totaled approximately 46.77 million in the first eight months of 2026, down 6% year-over-year. The market is expected to contract 3.4% for the full year, as China's domestic market plunges, Europe…
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MediaTek's Google TPU v9 faces potential delay over glass substrate yields, but 2026 orders remain strong
DigiTimes Daily
Market reports have recently suggested that MediaTek's tensor processing unit (TPU) v9 project with Google could face delays in volume production as Google reportedly revises the chip's design. Industry observers expect MediaTek may…
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Interpretability Is the Key to Physical AI, Says World Mechanics CEO Sonia Joseph
The Information
Two of the hardest problems in AI right now are creating models that understand the physical world—so called world models —and making sense of the internal workings of AI models—otherwise known as mechanistic interpretability . Typically…
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Samsung transfers 126 technologies free of charge to 99 smaller Korean firms
DigiTimes Daily
Samsung Electronics has transferred 126 of its mobile, display, and home appliance technologies free of charge to 99 small and midsize companies this year, with mobile technologies making up the bulk of the handover, according to South…
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Palo Alto Networks CEO Advises Daughter on New AI-Focused Venture Capital Fund
The Information
These days, raising a new venture fund can seem like an uphill battle. First-time managers are competing with much bigger funds that can lure founders with rich valuations—as well as track records that can wow limited partners. But what if…
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At Apple, Pigs Are About to Fly
The Information
Apple sure takes its own sweet time. On Monday, the company sent out invitations to a product announcement happening next Wednesday, which the company’s marketing chief teased in a message on X : “Can’t wait to pro and tell next week.”…