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Semiconductors news — Thursday 22 October 2026

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

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  1. The Global Financial Crisis, Part 2: Stephen Schwarzman (22)
    JPNikkei Asia
  2. OpenAI Fundraising Round Set to Close Soon With UAE Investors, Coatue Leading Investment
    USThe Information

    OpenAI is aiming to close a $30 billion fundraising round that will value the AI company at up to $1.25 trillion, not including the new investment, before the end of next week, according to a person familiar with the deal. New York-based…

  3. Yen on track to gain from US midterm elections and France unrest
    JPNikkei Asia
  4. Japan to promote anime, games overseas through centralized support
    JPNikkei Asia
  5. South Korea's Lee bets $1tn on Gwangju as future tech hub
    JPNikkei Asia
  6. Tightening credit conditions put pressure on Asian investments in US
    JPNikkei Asia
  7. Nippon Steel to spend $3bn on U.S. Steel plant to update 90-year-old mill
    JPNikkei Asia
  8. China heats up race to develop solar thermal energy
    JPNikkei Asia
  9. Central Tokyo existing condo prices slip for 5th straight month
    JPNikkei Asia
  10. From Cloud AI to Edge AI: How BIWIN Enables the Next Generation of Storage and Memory Solutions
    USEE Times

    AI is transforming industries, applications, and computing architectures—from large-scale cloud infrastructure and enterprise data centers to edge devices and wearable AI products. As AI workloads

  11. Deepx Building Open Software Ecosystem to Scale Physical AI Beyond the Data Center
    USEE Times

    The next competitive battle in edge AI may not be decided by TOPS alone, according to Lokwon Kim, founder and CEO of Deepx, in an interview with EE Times Asia. The more consequential question, he said, is

  12. Salesforce Customers Brace For New Fees to Use Claude in Its Apps
    USThe Information

    Salesforce is leading the software industry’s attempt to collect fees from businesses that use Claude and other external AI tools to automate work in enterprise apps. As soon as next month, Salesforce plans to require companies to register…

  13. Why AI Can’t Replace Engineering Teams
    USIEEE Spectrum

    This article is crossposted from IEEE Spectrum ’s careers newsletter. Sign up now to get insider tips, expert advice, and practical strategies, written i n partnership with tech career development company Parsity and delivered to your…

  14. Qotom Q51551UT 4x 10GbE and 6x 2.5GbE Mini PC Review
    USServeTheHome

    Today we are taking a look at a network-focused industrial mini-PC from Qotom, the Q51551UT. The small box goes big on networking, with 10 Ethernet ports that support data rates as high as 10Gbps The post Qotom Q51551UT 4x 10GbE and 6x…

  15. SB Energy Considers Waiting Until December or Later for an IPO
    USThe Information

    SB Energy, the SoftBank Group–controlled developer of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, according to people familiar with the discussions…

  16. Malaysia precious metal recycling plant to supply gold for chipmaking
    JPNikkei Asia
  17. Korean fashion platform Musinsa deepens ties with Japan's Zozo ahead of IPO
    JPNikkei Asia
  18. Datadog Offered $4 Billion to Buy Cloud Security Startup ‘Upwind’
    USThe Information

    Enterprise software firm Datadog recently offered to buy Israeli cloud cybersecurity startup Upwind Security for nearly $4 billion, according to someone with direct knowledge of the talks, the latest sign of white-hot interest in such…

  19. From Sequential R＆D to Trusted Co-Innovation: The EPIC Model for Semiconductor Innovation
    USSemiWiki

    The semiconductor industry has long depended on collaboration between technology developers, equipment suppliers and manufacturers. But as artificial intelligence reshapes computing, established ways of working together may no longer be…

  20. Honda, Mitsubishi solidify rival camp to Toyota with pickup partnership
    JPNikkei Asia
  21. GPUs from Nvidia RTX 5090 stolen $470,000 shipment from Brazil airport appear for sale online, identified by serial numbers
    USTom's Hardware

    Following reports over the weekend that an Nvidia RTX 5090 shipment worth $470,000 was stolen from a Brazilian airport , a contraband graphics card linked to the shipment has shown up for sale online. Brazilian media also reports that the…

  22. Strong Electronics Growth 2026
    USSemiWiki

    Growth in electronics production has been accelerating in 2026. Three-month-average change versus a year ago for electronics production in the U.S. was 8.1% in August 2026, continuing an accelerating growth trend since October 2025. Japan…

  23. Exclusive: Physical AI Startup Tractian Becomes a Unicorn
    USThe Information

    Tractian, a 7-year-old physical AI startup based in Atlanta, Georgia, has raised $130 million at a valuation of $1.4 billion in a Series D funding round led by Sapphire Ventures. Tractian provides sensors to assess the condition of…

  24. Exclusive: Physical AI Startup Tractian Becomes a Unicorn
    USThe Information

    Tractian, a 7-year-old physical AI startup based in Atlanta, Georgia, has raised $130 million at a valuation of $1.4 billion in a Series D funding round led by Sapphire Ventures. Tractian provides sensors to assess the condition of…

  25. Google To Pay Homes and Businesses To Curb Energy Usage
    USThe Information

    Google said it is partnering with energy company Voltus to pay homes and businesses to curb electricity use during peak hours, in the latest effort to mitigate the data center boom’s impact on power demand. The companies on Thursday…

  26. Google To Pay Homes and Businesses To Curb Energy Usage
    USThe Information

    Google said it is partnering with energy company Voltus to pay homes and businesses to curb electricity use during peak hours, in the latest effort to mitigate the data center boom’s impact on power demand. The companies on Thursday…

  27. Japan to arrange $6bn in private-sector investment in Bangladesh
    JPNikkei Asia
  28. Subaru to fully revive manual WRX sports sedan for Japan
    JPNikkei Asia
  29. Itochu to buy Hitachi Construction Machinery's Taiwan sales unit
    JPNikkei Asia
  30. Tiny holes in silicon modulator create 'slow light' for more efficient data signal conversion
    GBTechXplore Semiconductors

    AI data centers need to move lots of information quickly, and the demand for faster data transmission is only growing. Over very short distances, data centers can use traditional copper wires to connect chips right next to one another. But…

  31. SEMICON West’s Autonomous Fab Vision Needs a Decision-Escalation Design
    USSemiWiki

    By Gleb Tsipursky SEMICON West 2026’s smart-manufacturing agenda connected digital twins, agentic AI, physical AI, and increasingly autonomous factory operations. The final day included a session on automation and equipment for autonomous…

  32. OpenAI Had Numerous Vulnerabilities Its AI Could Exploit, Evaluators Find
    USThe Information

    OpenAI’s systems had multiple vulnerabilities that would allow AI agents to circumvent monitoring and take arbitrary unauthorized actions, evaluators from AI safety nonprofits METR and Redwood Research found during a three-week pilot with…

  33. OpenAI Had Numerous Vulnerabilities Its AI Could Exploit, Evaluators Find
    USThe Information

    OpenAI’s systems had multiple vulnerabilities that would allow AI agents to circumvent monitoring and take arbitrary unauthorized actions, evaluators from AI safety nonprofits METR and Redwood Research found during a three-week pilot with…

  34. Nippon Steel to spend $3bn on U.S. Steel plant to update 90-year-old hardware
    JPNikkei Asia
  35. Sony Japan marks last standalone 4K Blu-ray player as ‘Discontinued’
    USTom's Hardware

    Blu-ray is fading after 20 years in the market, with Sony Japan finally discontinuing its last dedicated Blu-ray player. According to FlatpanelsHD , Sony Japan has finally marked the UBP-X700/K player as “Discontinued,” meaning customers…

  36. Utopai Becomes a Unicorn as Video AI Takes Off
    USThe Information

    While much of the AI industry has fixated on new personal AI assistants from Meta and OpenAI , video AI is enjoying a quiet renaissance. Hollywood mogul Jeffrey Katzenberg is teaming up with the former head of OpenAI’s Sora app to launch a…

  37. Utopai Becomes a Unicorn as Video AI Takes Off
    USThe Information

    While much of the AI industry has fixated on new personal AI assistants from Meta and OpenAI , video AI is enjoying a quiet renaissance. Hollywood mogul Jeffrey Katzenberg is teaming up with the former head of OpenAI’s Sora app to launch a…

  38. TSMC is seeking chipmaking equipment that doesn't contain Chinese rare-earth magnets
    USTom's Hardware

    TSMC, the world's largest contract chip manufacturer, is seeking alternative machinery without rare-earth components to reduce its dependence on China-dominated materials and avoid disruptions to factory operations caused by the country's…

  39. Energy keeps Japan-Russia ties hanging on by a thread
    JPNikkei Asia
  40. One easy change makes Microsoft's Surface Laptop Ultra with RTX Spark a better gaming system
    USTom's Hardware

    Nvidia's RTX Spark platform puts local AI inference and content creation first, but Microsoft's Surface Laptop Ultra really wants to game, too. The vented keyboard keeps the critical WASD keys cool under load by design, the smooth 120Hz…

  41. Teradyne Targets Edge AI Test Costs With UltraFLEXplus S Series
    USSemiWiki

    Teradyne has introduced the UltraFLEXplus S series, extending its semiconductor test platform to address the manufacturing economics of edge artificial intelligence. Announced on October 12, 2026, the series begins with the UltraFLEXplus…

  42. Why Engineers Should Brave Capitol Hill
    USIEEE Spectrum

    When San Antonio–based software engineer Nikhil Jathar first went to Washington, D.C., to advocate for federal support for technology education and research funding, he was in awe of the opportunity. It was spring of 2025, not long after…

  43. How Goodram Validates DRAM and SSD Reliability in Europe
    USEE Times

    From burn-in testing at 80°C and more than 400 diagnostic platforms to advanced environmental validation, we examine how quality control procedures at Goodram’s Polish manufacturing facility contribute

  44. Micron overhauls pay in Taiwan as unions push for profit sharing
    TWDigiTimes Daily

    Micron is overhauling how it pays employees, promising quarterly profit-sharing bonuses and better pay and benefits for its Taiwan staff. The changes follow a labor dispute with the company's unions in Taiwan. Credit: DIGITIMES

  45. AMD Ryzen 5 5500F review: Vermeer rides again for budget gaming PCs
    USTom's Hardware

    We often criticise companies for misleading marketing, which typically falls in the direction of deceitful overpromising. With the Ryzen 5 5500F, we have the opposite problem. Its name and branding undersell what AMD is offering here. It’s…

  46. Evergrande liquidators plan first payout with under 1% of claims recovered
    JPNikkei Asia
  47. Leaked private keys for eight CA certificates let any attacker impersonate any domain
    USTom's Hardware

    Most everyone in the tech space has been living in interesting times, but this week isn't done yet, and it's already quite special for systems administrators worldwide. They already had to deal with the critical PHP RCE vulnerability , but…

  48. Nvidia’s Powerful B300 Chips Spotted on Chinese State-Owned Network
    USThe Information

    Israeli security firm Lava said it found 32 Nvidia Blackwell Ultra B300 chips through monitoring systems linked to the network of China Telecom, a state-owned telecommunications company. The B300 is one of Nvidia’s most powerful…

  49. Nvidia’s Powerful B300 Chips Spotted on Chinese State-Owned Network
    USThe Information

    Israeli security firm Lava said it found 32 Nvidia Blackwell Ultra B300 chips through monitoring systems linked to the network of China Telecom, a state-owned telecommunications company. The B300 is one of Nvidia’s most powerful…

  50. Micron pulls the plug on future 4F² DRAM after two decades of research in dramatic shift
    USTom's Hardware

    DRAM featuring 4F² memory cells has long been considered one of the holy grails of the DRAM industry, as they promise to reduce cell area by 33% compared with conventional 6F² designs and therefore enable building DRAMs with more memory…

  51. Retro Atari VCS platform will end with the closure of its software store in February 2027
    USTom's Hardware

    After years of delays, Atari released its reimagined hybrid VCS console-PC in mid-2021 . Now the modern Linux-based AMD APU-powered device is being officially retired with the firm’s decision to shut down the Atari VCS software store early…

  52. India pushes for 'competitive advantage' over peers in US trade deal
    JPNikkei Asia
  53. EA is closing BioWare, the studio behind Mass Effect and Dragon Age, after more than 30 years
    USTom's Hardware

    Electronic Arts (EA) is closing BioWare and its Edmonton studio, according to a recent letter to employees , which confirms that early development on the next Mass Effect game has also been canceled. The studio was behind Mass Effect and…

  54. 17 Russian trawlers logged mapping undersea cables connecting the US and Europe
    USTom's Hardware

    Moscow is apparently using commercial fishing trawlers to map undersea cables connecting the U.S. and Europe. According to The Telegraph , it has uncovered over 500 incidents where Russian fishing boats loitered above critical…

  55. Andreessen Horowitz to Drop ‘Crypto’ From Name of Flagship Blockchain Fund
    USThe Information

    Andreessen Horowitz, which made one of the boldest bets on blockchain investments in the venture world, is dropping the term crypto from the name of its fund focused on the category. A16z crypto, which has raised nearly $10 billion across…

  56. Andreessen Horowitz to Drop ‘Crypto’ From Name of Flagship Blockchain Fund
    USThe Information

    Andreessen Horowitz, which made one of the boldest bets on blockchain investments in the venture world, is dropping the term crypto from the name of its fund focused on the category. A16z crypto, which has raised nearly $10 billion across…

  57. LTO roadmap extends to 365 TB per cartridge as tape storage refuses to die
    USTom's Hardware

    In a world where SSDs with up to 256TB capacity are about to enter the scene to compete against hard disk drives that store over 40TB, magnetic tape storage may seem archaic. However, the 25-year-old Linear Tape-Open (LTO) format continues…

  58. Best Buy has slashed $950 off this gorgeous Alienware 16X Aurora gaming laptop with OLED display
    USTom's Hardware

    There are a host of great laptop deals at Best Buy at the moment, but one of my favorites today is this fantastic $950 saving on an RTX 5070-powered Alienware 16X Aurora gaming laptop with OLED display for $1,949.99 . A significant drop in…

  59. Save $238 on this 9800X3D combo deal with 32GB DDR5 that lets you start a 4K gaming PC build for just over $1,000
    USTom's Hardware

    Building a new gaming PC, especially one fit for 4K gameplay, isn't cheap at the moment. PC hardware prices have shot up over the last year, with RAM, SSDs, and new graphics cards all becoming extremely expensive. Still, if you're thinking…

  60. Tech at the plate for Asian baseball climax
    JPNikkei Asia
  61. Taiwan's first-ever chip workers strike hits Micron plant
    JPNikkei Asia
  62. OpenAI says ChatGPT Sol helped uncover critical PHP flaws that could affect 70% of websites
    USTom's Hardware

    OpenAI announced in a press release on Oct. 21 that researchers working under its “Patch the Planet” cybersecurity initiative used its AI model GPT-5.6 Sol to uncover critical security vulnerabilities in PHP (an open-source programming…

  63. PSMC raises mature-node prices again, targets 20% increase in 2027
    TWDigiTimes Daily

    Powerchip Semiconductor Manufacturing (PSMC) reported third-quarter 2026 revenue of NT$21.3 billion (US$654.3 million), up 23% quarter-over-quarter, as higher foundry prices, a stronger average selling price (ASP) and improved capacity…

  64. Taiwan-France semiconductor alliance strengthens with CPU pact between SiPearl and Egis Group
    TWDigiTimes Daily

    Highlighting the deepening industrial synergies between Europe and Asia, the Egis Group TechDay Taiwan-France Strategic CPU Partnership Signing Ceremony hosted the official signing between Egis Group and SiPearl. The landmark ceremony…

  65. Google’s TPUs for AI workloads now run in Meta's data centers
    USTom's Hardware

    Google’s tensor processing units (TPUs) — its custom AI chips — now serve AI in production at Meta (creator of the widely used PyTorch AI framework) through a new PyTorch-native version of the SGLang inference engine, announced on Google’s…

  66. Everspin Expands MRAM Push into AI Servers, Data Centers, Satellite Systems
    USEE Times

    Everspin Technologies is looking to expand its magnetoresistive random-access memory (MRAM) beyond established industrial applications into AI servers, data centers, and satellite systems, as AI workloads

  67. 480,000 phishing emails sent from a PC hidden behind a fridge in a Japanese hotel room
    USTom's Hardware

    A computer, found hidden behind a fridge in a Japanese hotel room, was responsible for sending around 480,000 phishing emails, Hackread reports. The computer was placed there by a Chinese couple who lived locally, and the pair have now…

  68. ADEPT Taiwan holds inaugural in-person meeting as PLP and substrate standardization efforts gain momentum
    TWDigiTimes Daily

    The Advanced Electronic Packaging Technology (ADEPT) committee under the Global Electronics Association continues to expand its presence in Taiwan. Credit: Shihmin Fu

  69. Malaysia's SkyeChip joins SoftBank-backed AI memory project in Japan
    JPNikkei Asia
  70. BOJ to hold rate at 1.25% at meeting next week
    JPNikkei Asia
  71. U-Power listing highlights Taiwan's growing need for high-speed EV charging
    TWDigiTimes Daily

    U-Power, Taiwan's ultra-fast electric vehicle (EV) charging operator, has applied to list on the Taipei Exchange as the country's expanding EV population supports expectations for sustained charging demand. The company, which plans an…

  72. MIPI expands beyond smartphones into AR glasses and humanoid robots
    TWDigiTimes Daily

    The MIPI Alliance held this year's MIPI Demo Day Taipei at the Grand Hyatt Taipei this week, where 16 member companies demonstrated working products to more than 200 developers and engineers. Founded in 2003 to standardize camera and…

  73. Pakistan trails India, Bangladesh, Nepal in battle against hunger
    JPNikkei Asia
  74. Japan's Daiichi Life turns to gold as market risks rise
    JPNikkei Asia
  75. Philippines raises key rate to 5.5% as inflation saps growth
    JPNikkei Asia
  76. Infineon, NVIDIA push gallium nitride power for 800-volt AI data centers
    TWDigiTimes Daily

    Infineon Technologies is expanding its work with Nvidia on 800-volt direct current power architectures for AI data centers, with a focus on gallium nitride (GaN) chips in the intermediate bus converter (IBC), the company said on October…

  77. Chi Yi Hsin Technology's Arizona fab projects drive order backlog to NT$4.476B
    TWDigiTimes Daily

    As the global foundry leader accelerates construction of advanced-process and advanced-packaging facilities in the US, semiconductor facility engineering integrator Chi Yi Hsin Technology is expanding its role in Arizona, from core…

  78. Apex Science ＆amp; Engineering expands automotive and medical display push
    TWDigiTimes Daily

    Apex Science & Engineering is expanding its optoelectronics business in automotive and medical markets, with booked but undelivered orders worth approximately NT$105.7 million (US$3.24 million). Exports have accounted for 73% of the…

  79. Analysis: Musk's thrusting Roadster takes off, but questions remain up in the air
    TWDigiTimes Daily

    Tesla unveiled its new Roadster, equipped with rocket-style thrusters, on October 15 and announced plans to begin production in 2028, more than a decade after the second-generation prototype was first showcased. Credit: AFP

  80. Beyond The EPE Budget: Building The Next Generation Of Computational Lithography
    USSemiconductor Engineering

    At the recent SPIE Photomask Technology + Extreme Ultraviolet Lithography conference, an expert panel discussed the growing importance of edge placement error (EPE). I had the pleasure of joining moderator Jed Rankin of IBM and fellow…

  81. PVTW: Extending Silicon Characterization From PVT To Real-World Workload
    USSemiconductor Engineering

    For decades, silicon characterization has been built around Process, Voltage, and Temperature, or PVT. We characterize devices across process variation, sweep voltage and frequency, control temperature, generate SHMOO plots, and establish…

  82. Chip Scaling Moves Beyond The Transistor
    USSemiconductor Engineering

    Key Takeaways: The semiconductor industry reached $1 trillion years early, but keeping pace with demand now depends on systems integration as much as transistor scaling. Packaging, photonics, power, and test are converging into one…

  83. How Self-Aligned CFET Technology Could Extend CMOS Scaling Beyond 10 Å
    USSemiconductor Engineering

    As their dimensions continue to shrink, conventional gate-all-around (GAA) nanosheet transistors may face growing challenges, such as leakage, mobility, resistance, and manufacturing variability. A proposed self-aligned complementary…

  84. Stacked-Die Multi-Chip Architectures: The Tradeoff Between Scaling And Power Delivery
    USSemiconductor Engineering

    By Kaladhar Radhakrishnan, Nicolas Butzen, and Vishal Javvaji The semiconductor industry has embraced multi-chip and stacked-die architectures as the primary path for continued performance scaling. As monolithic designs become more…

  85. What Breaks When Packaging Moves From Wafer To Panel?
    USSemiconductor Engineering

    Key Takeaways: Moving advanced packaging from wafer to panel changes more than available area. Processes developed around wafer geometry, handling, and equipment have to be reconsidered at panel scale. Larger panels amplify dimensional…

  86. Foundries And OSATs Increasingly Overlap
    USSemiconductor Engineering

    Key Takeaways: Foundries have been doing backend work for advanced packages. OSATs are now taking that on. This particularly affects 2.5D and panel assembly with new equipment and materials. Hybrid bonding is mostly a foundry activity now…

  87. Krill fishing and the shifting order at the bottom of the world
    JPNikkei Asia
  88. Tesla's Megapack boom meets AI power crunch, but margin gains raise questions
    TWDigiTimes Daily

    While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial results in the company's third-quarter 2026 earnings…

  89. Texas Instruments posts rising Q3 sales across data centers, cars, industry
    TWDigiTimes Daily

    Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company said it is facing a tight supply environment for its chips…

  90. Samsung reportedly overhauls DRAM, NAND R＆amp;D incentives to retain talent and accelerate next-gen memory chips
    TWDigiTimes Daily

    Samsung Electronics is reportedly restructuring its semiconductor research operations and performance-based compensation system to accelerate next-generation DRAM and NAND flash development, bringing researchers and production teams closer…

  91. Taiwan's Aero Win expands role in next-gen engine programs amid global aircraft backlog
    TWDigiTimes Daily

    Taiwan's aerospace components maker Aero Win Technology is positioning itself for a new growth cycle, capitalizing on robust aircraft engine demand while expanding its role in next-generation development programs. With global aircraft…

  92. China's L3 autonomous driving adoption tipped to top 35% by 2030, raising stakes for automakers
    TWDigiTimes Daily

    Level 3 (L3) autonomous driving penetration in China is forecast to exceed 35% by 2030, supported by falling sensor costs, advances in AI models, and tighter safety regulations. The forecast comes as the country expands autonomous driving…

  93. AI-detected PHP security flaws disrupt websites, spark warnings across Asia
    JPNikkei Asia
  94. Moderna CEO eyes China partnerships despite geopolitical tensions
    JPNikkei Asia
  95. Samsung DX division postpones meeting amid bonus tensions
    TWDigiTimes Daily

    According to reports from Financial News , ETNews , News1 and Yonhap , Samsung Electronics' postponement of an event has intensified scrutiny of internal communications, bonus disparities, and preparations for 2027 wage talks as DX…

  96. Why Terafab approached South Korean suppliers first
    TWDigiTimes Daily

    Elon Musk is moving ahead with Terafab, as Tesla and SpaceX reportedly negotiate with about 10 South Korean semiconductor materials, components, and equipment suppliers. The discussions cover process materials, piping and valves…

  97. OpenAI acquires Orchestra Bio to advance AI drug development
    TWDigiTimes Daily

    OpenAI has acquired biotech startup Orchestra Bio and will integrate its team and technology into its life sciences research platform, Rosalind, expanding AI applications in drug development in an effort to accelerate the arrival of new…

  98. M3D-FLOW: A Monolithic 3-D-Stackable Processing-Near-DRAM Architecture for Generative Normalizing Flow Applications
    USarXiv cs.AR (Architecture)

    arXiv:2610.27371v2 Announce Type: replace Abstract: Normalizing Flows (NFs) have shown strong results in generative modeling, recently reaching state-of-the-art image generation performance. However, their repetitive, sequential operations…

  99. From Fuzzy to Exact: The Halo Architecture for Infinite-Depth Reasoning via Rational Arithmetic
    USarXiv cs.AR (Architecture)

    arXiv:2601.18702v5 Announce Type: replace-cross Abstract: The prevailing scaling paradigm of Large Language Models (LLMs) rests on a substrate of "Fuzzy" floating-point arithmetic. To mitigate the inherent instability of this approximate…

  100. TernScope: Model-Hardware Co-Design for Efficient Ternary Endoscopic Segmentation
    USarXiv cs.AR (Architecture)

    arXiv:2610.29617v1 Announce Type: cross Abstract: Edge medical segmentation must reconcile small model size, high accuracy, and fast inference. TernScope addresses this tradeoff through model--hardware co-design, learning a compact…

  101. Multi-Agent AI Design of a Nanowatt Biomedical Low-Pass Filter from Topology to Layout
    USarXiv cs.AR (Architecture)

    arXiv:2610.28677v1 Announce Type: new Abstract: We demonstrate a multi-agent framework that takes an analog circuit from topology synthesis to layout. A researcher agent directs schematic and layout agents, a four-tier memory stores the…

  102. VHDLBench: Benchmarking and Fine-Tuning Large Language Models for VHDL-Based Chip Design
    USarXiv cs.AR (Architecture)

    arXiv:2610.28676v1 Announce Type: new Abstract: The rapid evolution of digital circuit complexity demands innovative approaches to hardware design automation. While Large Language Models (LLMs) have influenced software development, their…

  103. Reorienting the Vector Axis: Restructuring FlashAttention for Long-Vector Processors
    USarXiv cs.AR (Architecture)

    arXiv:2610.29489v1 Announce Type: new Abstract: A Transformer is built around attention, whose cost grows with the square of the sequence length and dominates the layer on long sequences. FlashAttention made that cost manageable by tiling…

  104. Deciding Scale Placement in MXFP4 Dot Products with Integer Arithmetic
    USarXiv cs.AR (Architecture)

    arXiv:2610.29445v1 Announce Type: cross Abstract: The Open Compute Project's microscaling (MX) family includes MXFP4, which stores 32 four-bit elements with a shared power-of-two scale. When lowering a dot-product reduction, a compiler can…

  105. A parity obstruction to degree-optimal syndrome extraction in bivariate bicycle codes
    USarXiv cs.AR (Architecture)

    arXiv:2509.26494v4 Announce Type: replace-cross Abstract: Syndrome extraction for a CSS code has depth at least the Tanner-graph degree $\Delta$, attained by edge colouring if gate order is ignored; correctness adds a parity constraint. We…

  106. Reinforcement learning for hardware acceleration and system-level optimization on FPGA and integrated-circuit platforms: A survey
    USarXiv cs.AR (Architecture)

    arXiv:2610.28699v1 Announce Type: cross Abstract: Reinforcement learning (RL) enables adaptive and autonomous decision-making in embedded, edge, and heterogeneous computing systems. Field-programmable gate arrays (FPGAs) and integrated…

  107. TensorPool: A 3D-Stacked 8.4TFLOPS/4.3W Many-Core Domain-Specific Processor for AI-Native Radio Access Networks
    USarXiv cs.AR (Architecture)

    arXiv:2604.02291v2 Announce Type: replace Abstract: The upcoming integration of AI in the physical layer (PHY) of 6G radio access networks (RAN) will enable a higher quality of service in challenging transmission scenarios. However, deeply…

  108. HAWK: Heterogeneity-Aware KV Cache Transfer for Efficient GPU-NPU Phase-Disaggregated LLM Inference
    USarXiv cs.AR (Architecture)

    arXiv:2610.29873v1 Announce Type: new Abstract: Large language model (LLM) inference exhibits distinct computational characteristics across its two phases: prefill is compute-intensive, whereas decode is more memory-bound. As a result, AI…

  109. A Multi-Engine Dataflow for MoE Decoding on AWS Tranium
    USarXiv cs.AR (Architecture)

    arXiv:2609.21137v4 Announce Type: replace Abstract: Mixture-of-Experts (MoE) decoding on scratchpad-based tensor accelerators (STA) is dominated by moving expert weights while the compute engines sit idle. This traffic is hard to hide…

  110. Accelerating CPU Speculative Decoding via Unified Graph Execution and Transactional KV Isolation
    USarXiv cs.AR (Architecture)

    arXiv:2610.28671v1 Announce Type: new Abstract: Speculative decoding accelerates LLM inference, but deploying it on CPUs introduces severe systems bottlenecks: context-swapping latency between draft and target graphs, and memory allocation…

  111. Hard and Soft Real-Time DNN Inference Scheduling on Heterogeneous Multi-Accelerator Systems via Reinforcement Learning
    USarXiv cs.AR (Architecture)

    arXiv:2610.29503v1 Announce Type: new Abstract: We present a scheduling framework for heterogeneous multi-accelerator systems executing both hard real-time and soft real-time QoS-aware DNN inference workloads. The framework combines an…

  112. Unitree showcases H2-X as China's humanoid robot output tops 100,000
    TWDigiTimes Daily

    Unitree Robotics unveiled its new H2-X humanoid robot on October 21, showcasing martial arts combat, landings from height, and vehicle rescue as China's humanoid robot production accelerates. China's Ministry of Industry and Information…

  113. Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days
    TWDigiTimes Daily

    Nvidia used its first GTC conference in Berlin to present a factory-style approach to AI, framing AI production as an industrial process. CEO Jensen Huang introduced the DSX full-stack architecture and DSX POD, a modular computing…

  114. Japan sets execution plan for 17 growth strategies
    TWDigiTimes Daily

    Japanese Prime Minister Sanae Takaichi will finalize a five-year plan by the end of 2026 outlining an investment blueprint for 17 strategic sectors. The plan will prioritize semiconductors and gaming for near-term investment, while…

  115. BOS, LG, and HANA Micron team up on Korean automotive chiplets
    TWDigiTimes Daily

    BOS Semiconductors is partnering with LG Electronics and HANA Micron to develop and commercialize chiplet-based automotive semiconductors in South Korea, connecting domestic AI chip design with packaging and vehicle testing. ChosunBiz and…

  116. Racing Electric Instrument expands across drone systems
    TWDigiTimes Daily

    Motor manufacturer Racing Electric Instrument (REI) is expanding from propulsion systems into electro-optical/infrared (EO/IR) payloads and inertial navigation for drones, targeting gaps in Taiwan's unmanned systems supply chain and…

  117. Amazon backs 960MW nuclear project for AI power
    TWDigiTimes Daily

    Amazon plans to invest in a proposed 960MW nuclear power plant in Indiana and become its first power purchaser, securing long-term electricity for its AI data centers as it expands its nuclear energy strategy. Credit: AFP

  118. Amazon spends US$220B on AI as power delays squeeze cash flow
    TWDigiTimes Daily

    Amazon plans about US$220 billion in capital expenditure in 2026, mainly for cloud and AI infrastructure, but delays in data center power and construction are causing server racks to arrive before they can be deployed. The bottleneck is…

  119. Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready
    TWDigiTimes Daily

    Tesla's move into early production of its Optimus humanoid robot has exposed an unusual challenge in scaling embodied artificial intelligence (AI): the company may need to manufacture thousands of robots before it can generate enough…

  120. Japan startup touts AI for automakers to match Chinese car development pace
    JPNikkei Asia
  121. Amazon to invest over EUR160B in Germany for AI, cloud and logistics
    TWDigiTimes Daily

    Amazon will invest more than EUR160 billion (about US$17.9 billion) in Germany in 2027 to expand its cloud computing, artificial intelligence (AI), low-Earth-orbit (LEO) satellite network, logistics and media-content businesses, while…

  122. Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges
    TWDigiTimes Daily

    Intel is accelerating work on its long-delayed US semiconductor manufacturing projects, with equipment installation underway at its Fab 62 facility in Arizona and construction progressing at its Ohio site. The developments come as stronger…

  123. Apple, Google push PCB supply chain toward net zero amid challenges
    TWDigiTimes Daily

    PCB makers are expanding sustainability efforts as artificial intelligence (AI) and high-performance computing (HPC) drive demand for higher-performance boards. Still, the industry faces obstacles in securing affordable renewable power…

  124. Hyundai rethinks AAM strategy as Tesla Roadster sparks flying-car buzz
    TWDigiTimes Daily

    Tesla's unveiling of a redesigned Roadster with rocket-style thrusters has intensified interest in flying cars, while an internal report calls on Hyundai Motor Group to reconsider its aircraft development direction and advanced air…

  125. Meta says compute, not demand, now limits Muse; pushes shared standard for AI shopping agents
    TWDigiTimes Daily

    Meta Platforms is limiting the Muse personal AI agent to the US and Canada for now, saying that compute costs are the main reason it hasn't gone global. Credit: DIGITIMES

  126. Zuckerberg’s Wealth Tax Concerns Shaped Meta’s Stock Overhaul
    USThe Information

    Meta Platforms’ decision to revamp its stock structure was shaped by factors including expectations that the company could have to raise hundreds of billions of dollars in coming years and concerns that a proposed wealth tax in its home…

  127. Zuckerberg’s Wealth Tax Concerns Shaped Meta’s Stock Overhaul
    USThe Information

    Meta Platforms’ decision to revamp its stock structure was shaped by factors including expectations that the company could have to raise hundreds of billions of dollars in coming years and concerns that a proposed wealth tax in its home…

  128. SDC supplies over 70% of major laptop brands' OLED panels
    TWDigiTimes Daily

    Samsung Display (SDC) currently supplies more than 70% of the OLED panels used by major global laptop brands, intensifying concerns over supply and pricing risks tied to dependence on a single supplier. Laptop makers are therefore…

  129. iPhone Duo preorders surge, but sales momentum remains uncertain
    TWDigiTimes Daily

    Apple Inc.'s first foldable phone, the iPhone Duo, has exceeded sales expectations since preorders opened on October 16, 2026. Supply constraints have extended delivery times to January 2027, but industry executives said the strength of…

  130. Tesla's Robotaxi test enters harder phase: turning autonomous miles into transport business
    TWDigiTimes Daily

    Tesla's Robotaxi expansion is entering a new phase as the company increases unsupervised autonomous mileage, deploys its purpose-built Cybercab and works to expand fleet operations. The challenge now is translating those advances into a…

  131. Exclusive: Apple raises iPhone Duo shipment target 44% on strong preorders
    TWDigiTimes Daily

    Apple has raised its iPhone Duo shipment target by 44%, from 9.7 million to 14 million units over 12 months, as strong consumer demand for its first foldable iPhone prompts the company to increase orders. Supply chain sources say the move…

  132. LG robot unit Bear Robotics expands China outsourcing
    TWDigiTimes Daily

    Bear Robotics, the robotics subsidiary of LG Electronics, is adopting a dual-track production strategy by expanding outsourcing from South Korean partners to manufacturers in China. The move is aimed at supporting rising shipments and…

  133. Lam Research builds India supplier base to capitalize on Semicon 2.0 localization push
    TWDigiTimes Daily

    Lam Research is grooming Indian companies to become its suppliers rather than relying only on its global vendor base, a senior executive said, as the US chip equipment maker deepens its presence in a market where the government now ties…

  134. Nvidia becomes AI's central bank as cloud startups face mounting pressure
    TWDigiTimes Daily

    As Nvidia expands its chip business beyond technology giants into emerging AI markets such as new cloud providers, it has become a "central bank" helping these companies expand by backing customers and demand. But as Nvidia-backed AI cloud…

  135. Charts: China's smartphone market bounces back from summer lows on new launches
    TWDigiTimes Daily

    China's smartphone market rebounded in September 2026 after weak July and August shipments, as brands rolled out more new models. Shipments reached 21.86 million units, down nearly 22% from a year earlier but up from a monthly average of…

  136. Sibelco to build quartz plant in North Carolina, extending US chip onshoring to raw materials
    TWDigiTimes Daily

    US Commerce Secretary Howard Lutnick has announced a new investment by industrial minerals company Sibelco to expand semiconductor-related manufacturing in North Carolina, as the Trump administration pushes to bring more of the chip supply…

  137. Samsung patent boosts AI server memory efficiency without adding GPUs
    TWDigiTimes Daily

    Samsung Electronics has disclosed a patent application targeting GPU memory shortages when multiple users simultaneously submit requests to AI servers. By calculating data-transfer costs between GPUs and CPUs and minimizing unnecessary…

  138. Unimicron warns of double-booking risks as AI PCB capacity race strains supply chains
    TWDigiTimes Daily

    Rapid growth in AI-driven demand is placing new pressure on the printed circuit board (PCB) supply chain, with equipment constraints, shorter product development cycles and overlapping capacity commitments emerging as key challenges…

  139. Taiwan's first-ever chip workers strike begins at Micron plant
    JPNikkei Asia
  140. Palm oil prices to stay high next year on Southeast Asia drought
    JPNikkei Asia
  141. Charts: Nvidia's China AI chip lead shrinks 80% as Huawei closes in
    TWDigiTimes Daily

    Nvidia's lead over Huawei in China's AI accelerator market has narrowed by 80% in a year, bringing CEO Jensen Huang's warnings about losing the country's US$50 billion AI chip market closer to reality. According to IDC, Huawei shipped…

  142. Walrus Pump sees slower demand for higher-capacity AI cooling pumps
    TWDigiTimes Daily

    Liquid cooling is becoming mainstream in AI servers, prompting data-center customers to assess pumps that can move 100 metric tons of water per hour as chip heat rises. Taiwan pump maker Walrus Pump expects slower ordering momentum to…

  143. Nvidia's AI factory strategy points to a broader shift in computing, industry
    TWDigiTimes Daily

    Nvidia is positioning the expansion of artificial intelligence as an infrastructure and industrial shift, not simply a software trend. At GTC Berlin, CEO Jensen Huang described an economy spanning energy, computing, AI factories, models…

  144. Nvidia lines up six suppliers to expand substrate, packaging, and testing capacity
    TWDigiTimes Daily

    Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet growing demand for its accelerated computing and AI…

  145. Memory surge drives phone makers from LTPO to LTPS
    TWDigiTimes Daily

    Soaring memory prices are intensifying cost pressure across the display industry, prompting some smartphone manufacturers to downgrade panel specifications. Market estimates indicate that memory's share of flagship smartphones' bill of…

  146. Micron skips 4F＆sup2; for 3D DRAM as CXMT pushes ahead
    TWDigiTimes Daily

    Micron does not plan to commercialize 4F² DRAM even as Chinese rival ChangXin Memory Technologies (CXMT) advances the technology, saying the architecture offers limited benefits while adding cost and complexity. Credit: AFP

  147. Tesla's new Roadster opens two paths for Taiwanese suppliers, from EV components to aerospace
    TWDigiTimes Daily

    Tesla recently unveiled its new Roadster, equipped with SpaceX cold-gas thruster technology, and demonstrated the vehicle hanging upside down, lifting off the ground, and performing aerial flips. The company also announced plans to begin…

  148. Apple eyes high-end HomeView with robotic arm by 2027
    TWDigiTimes Daily

    After unveiling its first smart home display, the US$299 HomeView, Apple is reportedly developing a more powerful high-end model as it expands its smart home ecosystem. The device could arrive as early as 2027 with a motorized robotic arm…

  149. China's IC designers expand into AI server memory interconnects beyond DDR5
    TWDigiTimes Daily

    China's IC designers are expanding into high-speed interconnect technologies as AI inference and agent applications fuel demand for server CPUs, memory modules and connectivity chips. Montage Technology expects third-quarter 2026 profit to…

  150. Jio's record IPO tests global appetite for India's homegrown telecom stack
    TWDigiTimes Daily

    Jio Platforms' initial public offering, the largest in India's history, asks investors to back more than a mobile network. In its prospectus, the operator that built its business on cheap data pitches a home-grown 5G stack and an AI engine…