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Semiconductors news — Friday 23 October 2026

140 stories from 12 sources, every one in English. Each links to its publisher.

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  1. Moonshot AI Launches New Kimi K3.1 Pro Model
    USThe Information

    Moonshot AI on Friday announced its new model, Kimi K3.1 Pro, demonstrating performance that rivals that of top-tier U.S. frontier models on some benchmarks. Kimi K3.1 Pro, built on the architecture of its popular predecessor Kimi K3, is…

  2. Manga is having its moment in the New York art scene
    JPNikkei Asia
  3. Larry: Stephen Schwarzman (23)
    JPNikkei Asia
  4. AWS Sold Out Of Capacity Into 2028, Jassy Says
    USThe Information

    Amazon Web Services capacity is mostly booked up through at least next year, Amazon CEO Andy Jassy said on an Andreessen Horowitz podcast released on Friday. “‘26 is obviously at this point sold out. [2027] is largely sold out. We always…

  5. Instacart Shares Rally 10% After The Information Reports Sale Talks
    USThe Information

    Instacart shares jumped 10% in the final minutes of regular stock market trading Friday following The Information’s report that the delivery app company is in talks to sell itself. Shares in the company closed at $56.44. Instacart has been…

  6. As Muse personal AI agent debuts in Japan, Meta exec says it won't have ads
    JPNikkei Asia
  7. China's automaking rise spurs German industry's turn to arms
    JPNikkei Asia
  8. Mitsubishi Materials to boost thermal sensor output on AI demand
    JPNikkei Asia
  9. Instacart Is Exploring a Sale
    USThe Information

    Instacart is in talks to sell itself in a transaction that would cap the grocery delivery app’s 14-year run as a standalone company. Currently valued at $12 billion, Instacart has been working with an investment bank to weigh its options…

  10. PHP security flaws prompt Japan to take websites down while US keeps them up
    JPNikkei Asia
  11. Japan, Micronesia affirm cooperation on free and open Indo-Pacific
    JPNikkei Asia
  12. ASICS on Nike's heels in US market comeback
    JPNikkei Asia
  13. Meta's Muse AI to counter China models with subscribers, not ads: exec
    JPNikkei Asia
  14. From Chip Lab to Center Stage
    USIEEE Spectrum

    Many engineers are more comfortable working behind the scenes developing technology than speaking to consumers about products. But Preethi Ashwath has learned to take center stage, talking about the “hearable” and wearable devices she has…

  15. MSI XpertStation WS300 Review NVIDIA DGX Station GB300
    USServeTheHome

    We take a look at the MSI XpertStation WS300, the company's top local AI solution powered by the NVIDIA DGX Station platform The post MSI XpertStation WS300 Review NVIDIA DGX Station GB300 appeared first on ServeTheHome .

  16. Japan banks prepared to weather AI crash, global rate spike: BOJ stress test
    JPNikkei Asia
  17. Inside the Silicon: Analog Bits N2P2 Test Chip
    USSemiWiki

    The future of intelligent computing depends on silicon that delivers more performance within tighter power and thermal limits. Combining TSMC’s advanced process technology with Analog Bits’ analog and mixed-signal expertise, we help…

  18. Ambient radiation used to power battery-free temperature sensor
    GBTechXplore Semiconductors

    Researchers at the University of Arkansas and the University of Michigan have reported the creation of a graphene-based energy harvester that uses ambient radiation to run ultralow-power temperature sensors. This is the second sensor…

  19. Razer Basilisk V4 Pro Review: Tried and true and now with AI
    USTom's Hardware

    Razer has been updating its gaming mouse lineup systematically over the past two years, and it's finally the Basilisk's turn to get a real update. The last update we saw to the Basilisk line was the Basilisk V3 Pro 35K in October 2024…

  20. Japan weighs rebranding energy, AI as defense spending under Trump pressure
    JPNikkei Asia
  21. Japan car-sharing operator to offer users $19 each after data breach
    JPNikkei Asia
  22. Micron's next-generation 3D NAND to double bit density with over 400 layers, offering extreme performance
    USTom's Hardware

    Micron's next-generation 3D NAND, which will enter mass production in 2H 2027, is set to offer three significant advantages: it will double storage density, increase I/O performance by 50% compared to the company's current-generation NAND…

  23. Solidigm confirms plans to build a fab in the US, abandons IPO plans
    USTom's Hardware

    SK hynix early on Friday announced that it had decided to abandon plans for a potential initial public offering (IPO) of Solidigm, its U.S.-based enterprise SSD subsidiary, citing unfavorable stock market conditions and semiconductor share…

  24. WEBINAR: Cut down EDA License cost by 25% with Stratos AI Nitro
    USSemiWiki

    Expensive EDA licenses should keep chip design moving. Yet when license activity and job queues live in separate systems, teams can struggle to understand why work is waiting, which tools are underused, and whether additional spending will…

  25. Gigabyte Z890M Aorus Elite WiFi7 Motherboard Review: Icy-white SFF board offers full-size features for Intel
    USTom's Hardware

    The latest board to land on our test bench is a small-form-factor Intel option, the Gigabyte Z890M Aorus Elite Wifi7 Ice. This Micro ATX motherboard costs only $209 on Amazon and packs most of the ATX version's features into a smaller…

  26. Japan's JFE Steel to build huge blast furnace in India with local partner
    JPNikkei Asia
  27. VC Firms Tap LP Pools, Warehouse Loans for Speedy AI Cash
    USThe Information

    When Reflection AI set out to raise $2.5 billion early this year, one of its existing venture backers, B Capital, was eager to invest again in the startup, which has emerged as the most high-profile U.S. maker of open-source AI models. But…

  28. The Wafer Is the New Battleground: Soitec CPO René Jonker on Building AI from the Substrate Up
    USSemiWiki

    Most of the AI conversation stops at the chip. At SEMICON West 2026 I sat down with René Jonker, Chief Product Officer of Soitec, to talk about what sits underneath it. Ask an engineer where AI performance comes from and you will hear…

  29. OLED on a budget, save $50 now on the Acer Predator XB27OU at Best Buy
    USTom's Hardware

    If you've been thinking about making the transition from an IPS monitor to an OLED display to upgrade your gaming setup, today's deal is a great way to pick up a new QD-OLED screen for a great price. Save $50 at Best Buy on Acer's 27-inch…

  30. Amazon bows to local backlash over AI data centers, scraps plans to build four new facilities in Northern Virginia
    USTom's Hardware

    Amazon will no longer build four new data centers on the site of the George Washington University's campus in Loudoun County, just outside of D.C., and will instead repurpose the majority of the 122-acre space for mixed-use and residential…

  31. China can make advanced chips without EUV, but the bill keeps growing
    USTom's Hardware

    Export controls have kept ASML's most advanced EUV lithography machines out of China. Instead, the country's chipmaking industry has relied on less-capable deep ultraviolet (DUV) lithography machines. By using multiple exposures on…

  32. Ramp Investors Went Nuclear Against Airwallex After Doomed Deal
    USThe Information

    In April 2025, Eric Glyman, co-founder and co-CEO of Ramp, received some bad news: A deal was falling apart. Glyman had been hoping Ramp, a highly valued startup that sells corporate credit cards and expense management software, could…

  33. Bambu Lab teases its mysterious H3C tool changer 3D printer — features nine tools and a drop-down rack, slated for November 3 launch
    USTom's Hardware

    Bambu Lab’s long-anticipated tool changer will launch on November 3rd. Dubbed the H3C , the 3D printer has 9 tools held by a Vortex-like rack mounted on the front of the chamber. Tool changers are the wave of the future, as they can switch…

  34. Illegal Nvidia Blackwell Ultra B300 GPUs found inside state-owned China Telecom's network
    USTom's Hardware

    Lava, an Israeli security firm, says that it has been able to identify 32 Nvidia Blackwell Ultra B300 chips within the network of China Telecom, a state-owned company that provides telecommunications services within the country. These same…

  35. FCC bans first two devices from the US under new chip-level rule
    USTom's Hardware

    The FCC recently imposed a new rule allowing it to ban devices based on the internal chips instead of basing bans on individual products or brands, thus closing the loophole of rebranded products with parts from Chinese manufacturers on US…

  36. Deepseek's latest AI model is smarter than ever, but its low running costs come at a price
    USTom's Hardware

    Deepseek just upgraded its V4.1 Flash open-weight model to revision 1017. What looks like a mere point revision may actually be a significant step forward in model efficiency. On the product page , Deepseek uses the slogan "wish-driven…

  37. UK proposes 14-year prison sentences for undersea cable saboteurs amid Russian trawler threats
    USTom's Hardware

    The UK government has outlined a set of plans for new powers and penalties to help it protect UK undersea cables during national security emergencies, the BBC reports . It follows reports that Russia is using commercial fishing trawlers to…

  38. US banks scramble to restrict AI agent activity
    USTom's Hardware

    A new report claims that major U.S. banks have now detected AI agents accessing customer accounts, and that some are even attempting to make transactions. Axios reports that it’s hard to differentiate between an actual human and an…

  39. Devastated forum user who accidentally broke the PHP news embargo comes clean
    USTom's Hardware

    A Hacker News user who shared news about the recent PHP vulnerabilities revealed by ChatGPT Sol before an embargo, which they claimed to be unaware of, has taken to the platform to apologize for the post. According to petecooper , they…

  40. Claude and Grok among AI agents used to automate attacks on Latin American institutions
    USTom's Hardware

    CyberCartel, a hacking group with a long history of targeting Latin American businesses, has been using AI agents, including SpaceX's Grok and Anthropic's Claude, to automate attacks on financial institutions such as banks and mobile…

  41. Japan's regional banks in merger talks to form largest in nation's west
    JPNikkei Asia
  42. China-aligned hackers deploy AI agents in massive ConnectWise supply chain attack
    USTom's Hardware

    China-state-aligned actor Storm-0940 used ARTEX, an open-source agentic AI penetration testing framework, in its large-scale ConnectWise supply chain attack, Microsoft wrote in its Security blog . After unauthorized access to the…

  43. Save $450 on this 4K gaming PC with an RTX 5070 Ti and 9800X3D, now $2,549.99
    USTom's Hardware

    Pre-built gaming PCs continue to provide some of the best value for gamers, especially if they're discounted. With that in mind, you can pick up this ABS Stratos II Ruby gaming PC for $2,549.99 right now at Newegg . You'll be saving $450…

  44. Wolves roam into Finnish villages after Google destroys 1,300 acres of forest for AI data centers
    USTom's Hardware

    Google’s Finland country manager has apologized for unauthorized forest clearings near Muhos, which have turned 816 acres of forest into an expanse of mud. The American search and AI giant has also been told to cease work where it has…

  45. China's 'national team' comes to rescue as stocks flash bearish signs
    JPNikkei Asia
  46. Extremely rare and 'previously undocumented' Pokémon Red prototype cartridge surfaces at auction, starting at $25,000
    USTom's Hardware

    A rare, prototype copy of Pokémon Red for the Nintendo Game Boy, originally released back in 1998, is on sale at auction, with a single bid of $25,000 currently registered so far. This prototype, spotted by Retro Dodo , is "incredibly…

  47. The original Apple iPod debuted 25 years ago today
    USTom's Hardware

    On this day in 2001, Apple CEO Steve Jobs unveiled the original iPod. He began the presentation by teasing “a breakthrough digital device that’s not a Mac.” Ultimately, the iPod that was revealed that day became a pocket-sized digital…

  48. Doosan Robotics targets automakers, chipmakers as Chinese rivals cut prices
    TWDigiTimes Daily

    Doosan Robotics is focusing its sales efforts on large automotive and semiconductor manufacturers as it develops AI-powered systems capable of handling more complex factory tasks, Hyeonchang Jeon, senior manager of the company's Korea…

  49. Turkey, Pakistan, Indonesia, Qatar pact complements Mecca alliance
    JPNikkei Asia
  50. Taiwan's inaugural semiconductor strike pauses as nearly 70% of Micron Taoyuan Union rejects new bonus offer
    TWDigiTimes Daily

    Taiwan's first-ever strike in the semiconductor industry has temporarily drawn to a close. A 24-hour warning strike spearheaded by Micron Technology's Taoyuan union concluded on the morning of October 23, 2026. During the action, an…

  51. U.S. Treasury Proposes to Widen Outbound Investment Restrictions for China and Other Countries
    USThe Information

    The U.S. Treasury Department on Thursday proposed to expand existing outbound investment restrictions out of national security concerns, in a move set to further decouple venture capital ties between the U.S. and China. The proposed…

  52. Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
    TWDigiTimes Daily

    Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive and industrial products, prompting customers to…

  53. Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion
    TWDigiTimes Daily

    More than 30 years ago, Lenovo set out with a vision to bring personal computers into every household. Today, Chairman and CEO Yuanqing Yang has defined a new mission for the 42-year-old tech giant: bring artificial intelligence to every…

  54. Two Dollars and a Test Suite
    USEE Times

    The Arm-Qualcomm verdict made headlines for its $2 award. The finding that matters more is about who controls the compliance tests a custom chip must pass before it can ship. The verdict nobody read closely On Oct. 13, a federal jury in…

  55. Chinese stocks fight economic gloom after slide into bear territory
    JPNikkei Asia
  56. Chinese luxury carmakers face barriers in Europe's premium market
    TWDigiTimes Daily

    Chinese luxury carmakers are expanding in Europe but face barriers that differ from those in China. Brand recognition, sales and repair networks, financing, leasing, and used-car values could slow progress, while established German…

  57. Japan targets 2nm medical AI chip with IBM design, Rapidus eyed for foundry
    TWDigiTimes Daily

    Japan's Leading-edge Semiconductor Technology Center (LSTC), Hokkaido University, Fujifilm Corporation, GE HealthCare Japan, and imec announced a joint initiative in Tokyo on October 20 to develop a next-generation medical imaging system…

  58. Nvidia B300 chips reportedly surface on China Telecom-linked network, raising export-control questions
    TWDigiTimes Daily

    Israeli security firm Lava identified 32 Nvidia Blackwell Ultra B300 GPUs through monitoring endpoints linked to China Telecom, a state-owned carrier. The chips are barred from sale to China under US export controls. The finding adds to…

  59. First chip-level device on the list: US FCC bans two devices with Huawei HiSilicon chips under new rule
    TWDigiTimes Daily

    The US Federal Communications Commission (FCC) has banned two electronic devices from entering the US market because both contain surveillance chips made by Huawei's HiSilicon. The move marks the first time the FCC has used a new rule…

  60. Chip Industry Week In Review
    USSemiconductor Engineering

    CHIPS Act funding The U.S. Commerce Department signed letters of intent for up to $389M in semiconductor R&D funding to four companies working on power devices and critical materials, including vertical GaN and ultra-high-purity quartz…

  61. Samsung reportedly orders final tools for first Taylor fab as Texas site nears 2nm output cap
    TWDigiTimes Daily

    Samsung Electronics has ordered additional equipment to fill the remaining space at its first foundry fab in Taylor, Texas, a move that would lift the plant's 2nm capacity to 20,000 wafers per month in the second half of 2027, ZDNet Korea…

  62. Taiwan's top telecom spins off AI surveillance unit, plans global push with local hardware makers
    TWDigiTimes Daily

    Chunghwa Telecom (CHT) has established a new subsidiary, CHT Intelligent Vision Solutions (IVS), spinning off an internal team focused on smart security and intelligent video analytics. The new company will target enterprise security…

  63. Editor's Choice: What really separates Silicon Valley startups from Asia?
    JPNikkei Asia
  64. Brazil election to impact rare-earth race as West seeks China balance
    JPNikkei Asia
  65. Japan to reorganize defense research around AI, cyber
    JPNikkei Asia
  66. Apple reportedly taps BOE for LCD iMac development, keeps OLED timetable in question
    TWDigiTimes Daily

    Apple has reportedly asked BOE Technology and other panel makers for technical information on LCD panels for a future iMac, raising questions about the pace of its OLED transition. The potential LCD model's launch around 2029 overlaps with…

  67. TSMC advances CoPoS packaging at Taoyuan Longtan site
    TWDigiTimes Daily

    TSMC's Longtan Science Park Phase 3 in Taoyuan is restarting after nearly three years of delays, with Taiwan's National Development Council approving its development plan on September 17, 2026. The 104.65-hectare site is expected to focus…

  68. Rapidus courts US AI customers ahead of planned 2H27 2nm mass production
    TWDigiTimes Daily

    Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a key challenge, and initial demand is expected to come…

  69. Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test
    TWDigiTimes Daily

    Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive capital investments will translate into corresponding…

  70. DeepSeek Raises Nearly $16 billion in Second Funding Round
    USThe Information

    DeepSeek has closed its second funding round, raising 106 billion yuan ($15.9 billion) in one of the biggest-ever fundraising deals in China’s AI sector, according to three people with knowledge of the matter. The amount is more than…

  71. Open knowledge. Open computing. Open discovery.
    iTnews Asia

    Apodex opens advanced AI drug research to more Scientists, Researchers and Drug Developers

  72. Japan urges social media platforms to curb misinformation in elections
    JPNikkei Asia
  73. Asia's AI data center boom faces 'reality check' from public markets
    JPNikkei Asia
  74. Chinese phone brands beat Samsung, Apple to high-refresh OLED
    TWDigiTimes Daily

    Chinese smartphone brands have brought high-refresh-rate OLED displays to market ahead of Samsung Electronics and Apple, with Visionox and BOE supplying 185Hz panels for the iQOO Neo 12 and RedMagic 12 Pro+, respectively. The move sets a…

  75. FCC grants Intel a waiver to foreign robot ban to prevent chip disruptions
    TWDigiTimes Daily

    The US Federal Communications Commission (FCC) granted Intel a waiver to its ban on foreign-made mobile robots, which will allow it to update its fleet of autonomous guided vehicles (AGVs). Intel had earlier petitioned the agency for an…

  76. Ray-by-Ray: Fine-Grained Resource Management for GPU Ray Tracing Units
    USarXiv cs.AR (Architecture)

    arXiv:2610.31630v1 Announce Type: new Abstract: Ray tracing (RT) generates photorealistic images by simulating the physical behavior of light as it interacts with surfaces in a virtual scene. In film production and high-end rendering…

  77. SnakeCharmer: Orchestrating Utility, Timeliness, and Placement in GPU Prefetching
    USarXiv cs.AR (Architecture)

    arXiv:2610.30990v1 Announce Type: new Abstract: GPUs rely on massive thread-level parallelism to tolerate long memory latency, yet they still suffer severe stalls when many warps simultaneously wait for data from the memory system…

  78. Verified DRAM Address Mapping Reverse Engineering with Threshold Sweep
    USarXiv cs.AR (Architecture)

    arXiv:2610.30397v1 Announce Type: new Abstract: We propose an end-to-end software pipeline for solving and validating DRAM address mapping functions on embedded LPDDR5 systems, and we instantiate it on embedded platforms. Starting from a…

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

    arXiv:2610.29503v2 Announce Type: replace 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…

  80. FIGFLEX: A Mixed-Precision FP-INT GEMM Accelerator Co-Designed with Low-Bit LLM Quantization
    USarXiv cs.AR (Architecture)

    arXiv:2610.30480v1 Announce Type: new Abstract: Weight-only quantization keeps LLM activations in floating point and stores weights as low-bit integers, turning the dominant workload into floating-point-integer (FP-INT) general matrix…

  81. HDLouvain: High-Throughput Incremental Clustering for Hyperdimensional Data
    USarXiv cs.AR (Architecture)

    arXiv:2610.30687v1 Announce Type: new Abstract: Modern shotgun proteomics generates tens of thousands of tandem mass spectra per hour, producing hundreds of gigabytes of data that strain conventional clustering pipelines. DBSCAN and…

  82. PAGE404: Breaking GPU Isolation Through Hardware-assisted Page Migration
    USarXiv cs.AR (Architecture)

    arXiv:2610.20962v3 Announce Type: replace-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…

  83. ARES: Adaptive Reasoning-Effort Steering for PPA- and Cost-Aware RTL Optimization with LLM Agents
    USarXiv cs.AR (Architecture)

    arXiv:2607.27879v2 Announce Type: replace Abstract: Large language model (LLM) agents optimize the power, performance, and area (PPA) of register-transfer-level (RTL) designs by iterating over edits, synthesis, and PPA analysis, paying a…

  84. Proba: A High-Performance, Low-Traffic Probabilistic Spatial Memory Streaming Prefetcher
    USarXiv cs.AR (Architecture)

    arXiv:2610.30448v1 Announce Type: new Abstract: Spatial Memory Streaming (SMS) prefetchers exploit recurring spatial access patterns across memory regions to predict future accesses. Despite their effectiveness, existing SMS-based designs…

  85. China's weak car market squeezes automakers, suppliers and dealers
    TWDigiTimes Daily

    China's weakening car market is challenging automakers, parts suppliers, and dealers as exports rise but domestic demand contracts. For global industry watchers, the downturn is a test of electric-vehicle resilience, subsidy dependence…

  86. Analysis: Nvidia's Vera CPU takes on Intel and AMD with a platform play
    TWDigiTimes Daily

    Nvidia has won a CPU supply order from AI startup Modal, challenging Intel and AMD in the server CPU market as it expands beyond GPUs into general-purpose computing. Although Modal's annual revenue is below US$1 billion, and neither the…

  87. JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion
    TWDigiTimes Daily

    JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For the first nine months of 2026, revenue rose 7.96% to…

  88. US signs up to US$389 million in CHIPS R＆amp;D deals for power chips and fusion
    TWDigiTimes Daily

    The US Department of Commerce has signed letters of intent with four companies to provide up to US$389 million in federal research and development awards under the CHIPS and Science Act, targeting the semiconductors and materials used to…

  89. Anthropic launches Claude Duet to automate cross-app tasks
    TWDigiTimes Daily

    Anthropic has launched a research preview of Claude Duet, an AI agent that connects to email, calendars, and business software to prioritize work, track to-do items, and execute tasks in the background. The standalone app extends AI beyond…

  90. DIGITIMES Insight: BCI grasping reaches market; implant stability and chip heat keep advanced uses beyond 2030
    TWDigiTimes Daily

    Invasive brain-computer interfaces (BCIs) are demonstrating long-term commercial potential. Neuralink has enabled paralysed patients to control computers and robotic arms through thought; Synchron's iOS integration lets patients operate…

  91. AI can strengthen Japan-US deterrence, says former top American general
    JPNikkei Asia
  92. Investors turn to JGBs as a safe haven as stock risks rise
    JPNikkei Asia
  93. Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
    TWDigiTimes Daily

    Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities in South Korea. The move reflects growing efforts…

  94. Taiwan sits out global chip selloff, thanks to typhoon
    TWDigiTimes Daily

    Taiwan doesn't stop often. On Friday, October 23, Typhoon Champi made it stop. Credit: melissayu0820 on Threads

  95. Care robots need AI modeling, physics simulation to understand humans
    TWDigiTimes Daily

    As Taiwan enters a super-aged society, labor shortages and mounting workloads in long-term care are making care robots more than an automation challenge. The key question is how to enable robots to understand the human body, determine…

  96. Mounting R＆amp;D and memory costs push Huawei to borrow US$2.3B from six Chinese banks
    TWDigiTimes Daily

    Huawei Technologies has secured a seven-year, CNY15 billion (approx. US$2.3 billion) offshore yuan loan from six Chinese banks, as rising research spending and memory costs weigh on its cash flow. The financing, arranged by domestic…

  97. TSMC reportedly surveys suppliers on rare-earth-free motors as China's export-control pause nears legal expiry
    TWDigiTimes Daily

    The world's largest contract chipmaker is weighing whether the motors inside its factory-automation equipment can run without rare-earth magnets, a sign that China's grip on rare earths now reaches the machinery that keeps fabs running…

  98. ChainSea Information Integration lists, targets AI revenue growth by 2027
    TWDigiTimes Daily

    Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it expands AI-related business to drive revenue growth from…

  99. Analysis: Nvidia's DSX POD reshapes AI factory supply chains
    TWDigiTimes Daily

    As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site engineering. Nvidia unveiled its DSX POD reference design…

  100. India becomes Taiwan's third-largest machine tool export market
    TWDigiTimes Daily

    India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities presented by the country's manufacturing push. Credit…

  101. Tech Mahindra teams up with SpaceXSI to scale AI-assisted software engineering for enterprises
    TWDigiTimes Daily

    Tech Mahindra has announced a collaboration with AI coding platform SpaceXSI to help global enterprises modernize legacy applications, accelerate software delivery, and improve developer productivity, according to a company announcement…

  102. SK hynix halts Solidigm IPO review in face of broader AI and market volatility
    TWDigiTimes Daily

    Solidigm, the US-based subsidiary established by SK Hynix, has officially halted its review of potential pre-IPO and IPO options. Credit: SK hynix Newsroom

  103. Turkey, Pakistan, Indonesia, Qatar team up to complement Mecca alliance
    JPNikkei Asia
  104. Apple's foldable iPhone Duo launches in China with delivery stretching into 2027
    TWDigiTimes Daily

    Apple Inc.'s first foldable iPhone, the iPhone Duo, went on sale in China on October 23, with limited initial supplies pushing some preorder delivery dates to late January 2027. The launch, just ahead of China's Single's Day shopping…

  105. From robot hands to shipyard trials, South Korea tests humanoid readiness
    TWDigiTimes Daily

    South Korean robot makers are taking different routes into industrial humanoids: Tesollo is building dexterous hands, AeiROBOT is preparing bipedal systems for shipyards and construction sites, and HD Hyundai Robotics is developing a…

  106. Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption
    TWDigiTimes Daily

    Apple's iPhone Duo has gone on sale, with pre-orders in several key markets reportedly exceeding the company's expectations. Delivery dates have stretched to late 2026 and even early 2027. The strong initial response could partly offset…

  107. Monitors take over as LG Display's large OLED growth engine while auto panels stall
    TWDigiTimes Daily

    LG Display's large OLED business is shifting its growth from televisions to PC monitors, and the change is now large enough for the company to plan restarting idle factory capacity. Its automotive business is moving the other way. War…

  108. Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output
    TWDigiTimes Daily

    Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call, the company said it will keep raising price per terabyte…

  109. LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival
    TWDigiTimes Daily

    LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens. On its third-quarter earnings call on October 22…

  110. Jensen Huang warns Europe risks falling further behind US and China in AI
    TWDigiTimes Daily

    Nvidia CEO Jensen Huang warned that Europe risks falling further behind the US and China in artificial intelligence, despite its industrial base and technical talent. He urged Germany to combine manufacturing strength with faster AI…

  111. Western Digital argues AI's longer payoff lies in stored data, not compute
    TWDigiTimes Daily

    Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the company said demand for disk storage now comes from four…

  112. AI cuts chip R＆amp;D cycles to 9 months, says Etron chair
    TWDigiTimes Daily

    AI-driven growth will push the semiconductor industry past the US$1.6 trillion mark in 2026, while accelerating chip development cycles to one new product every nine months, Etron Chairman Nicky Lu said. He warned that the next 3 to 5…

  113. DeepSeek reportedly raises US$15B as IPO plans gather pace
    TWDigiTimes Daily

    Chinese artificial intelligence (AI) startup DeepSeek has raised about US$15 billion in its latest private funding round, giving it substantially more financial firepower as it prepares for a potential initial public offering (IPO) and…

  114. SK Hynix abandons plan for US unit's IPO, citing market volatility
    JPNikkei Asia
  115. BYD-Gentari cooperation targets Malaysia's EV charging gap
    JPNikkei Asia
  116. LG Display returns to profit as OLED mix offsets chipflation drag
    TWDigiTimes Daily

    LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component costs turn against it. Operating profit was…

  117. Unitree's cumulative G1 humanoid robot output reaches 10,000＆ndash;20,000 units
    TWDigiTimes Daily

    Unitree Robotics continues to expand production of its humanoid robots but still faces challenges in production capacity and artificial intelligence (AI) technology as it works to scale up production for widespread adoption. Credit: Unitree

  118. LG Display pitches mask-free FLiPP as its answer to rivals' 8.6G OLED lines
    TWDigiTimes Daily

    LG Display is presenting FLiPP, its new OLED patterning process, as its answer to competitors' large IT OLED factories, but it has not yet committed to building a line. On its third-quarter earnings call on October 22, executives outlined…

  119. Western Digital widens margins on pricing and exabyte growth
    TWDigiTimes Daily

    Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from a year earlier to US$4.38 billion, while GAAP gross…

  120. Why is TSMC suddenly looking at Texas?
    TWDigiTimes Daily

    TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess expansion opportunities. TSMC is also discussing…

  121. Interview: TI sees liquid cooling shift to tray-level control in AI data centers
    TWDigiTimes Daily

    Liquid cooling in AI data centers is moving toward more granular control architectures. Patrick Zeng, general manager of data center thermal management at Texas Instruments (TI), told DIGITIMES that as next-generation GPU computing power…

  122. India's CleanMax partners with Apple, Meta to supply green power for AI data centers
    TWDigiTimes Daily

    CleanMax's partnerships with Apple, Meta, and other technology companies highlight how artificial intelligence (AI) data centers are intensifying global demand for renewable power. Credit: AFP

  123. Elan targets drone market with solutions contributing revenue in 2026 and 2027
    TWDigiTimes Daily

    Elan Microelectronics is pursuing drone opportunities across multiple applications, showcasing a broad range of solutions at the 2026 TAITRONICS expo. Solutions developed with Taiwanese drone maker Thunder Tiger stood out at the company's…

  124. LG home appliance chip volume tops 1 million; spins off startup PADO to target GPU compute leasing
    TWDigiTimes Daily

    LG Electronics is expanding its artificial intelligence (AI) footprint on two fronts: in-house appliance chips and GPU compute services. On one hand, the company is scaling up the deployment of custom AI chips in its home appliances to…

  125. Salesforce Taiwan targets double-digit growth as AI adoption accelerates
    TWDigiTimes Daily

    Salesforce has seen sustained growth in both revenue and new customer count, as the company's Taiwan office approaches its first anniversary. According to Salesforce Taiwan general manager Chia-shen Hsu, Agentforce and Data 360 deployments…

  126. CHT launches AI imaging unit, targets IPO
    TWDigiTimes Daily

    Chunghwa Telecom (CHT) has established Chunghwa Yaocih Technology to expand into AI and intelligent imaging, holding its inauguration and unveiling ceremony on October 22. The new company will focus on AI, image recognition, and smart…

  127. Analysis: Can Tesla's thruster-equipped Roadster hit public roads? US, China, EU regulations pose hurdles
    TWDigiTimes Daily

    Tesla's three new Roadster variants could face different regulatory pathways before they are allowed on public roads—or take to the skies. Credit: AFP

  128. Samsung Foundry targets automotive, edge AI chips with 8LPU+
    TWDigiTimes Daily

    Samsung Electronics' foundry business will extend its 8-nanometer process, now more than eight years old, into another generation with the launch of the second-generation 8LPU+ platform in 2026. The move targets demand for automotive…

  129. AUO reshapes businesses with 'quasi-holding company' model
    TWDigiTimes Daily

    AUO is entering the next chapter of its transformation as Chairman and CEO Paul Peng establishes a "quasi-holding company" model, turning its three major operating pillars into separate corporate entities to sharpen performance evaluations…

  130. UMC, AP Memory advance AI chip power delivery with validated DTC silicon capacitors for advanced packaging
    TWDigiTimes Daily

    UMC and AP Memory announced a technology and manufacturing partnership on October 22 to develop next-generation power delivery solutions for AI data centers, combining UMC's deep trench capacitor (DTC) technology and wafer manufacturing…

  131. Oppo targets premium smartphone growth with global Find X10 launch
    TWDigiTimes Daily

    Oppo unveiled the international version of its Find X10 smartphone series in Spain on October 22 (Taiwan Standard Time), following the line's China launch in late September. The move marked the company's latest effort to strengthen premium…

  132. Taiwan, UK expand offshore wind, CCUS energy cooperation
    TWDigiTimes Daily

    Taiwan and the UK deepened cooperation on offshore wind, carbon capture, and energy security at two bilateral meetings held recently in Taipei. The 21st Taiwan-UK Renewable Energy Exchange Conference brought together about 80 government…

  133. Lam Research sees WFE topping US$200 billion in 2027
    TWDigiTimes Daily

    Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million. The semiconductor equipment maker expects the wafer…

  134. PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion
    TWDigiTimes Daily

    Powerchip Semiconductor Manufacturing (PSMC) is urgently expanding its 3D AI foundry business and evaluating new plants in Taiwan, Singapore, and Japan, while exploring strategic joint ventures with customers. Its product portfolio…

  135. Compal and Verda expand AI cloud infrastructure partnership
    TWDigiTimes Daily

    Verda and Compal Electronics have expanded their partnership to support Verda's rapidly growing AI infrastructure footprint, combining Verda's AI cloud expertise with Compal's expanding global manufacturing network and advanced AI server…

  136. Midea's Clivet targets AI cooling market with compressor redesign
    TWDigiTimes Daily

    Clivet, the Italian climate-control company owned by Midea, is applying its refrigeration expertise to the AI data center market, introducing a redesigned compressor as part of a broader cooling portfolio. The push builds on established…

  137. SK Hynix reportedly engages suppliers to bring 30% more efficient iHBM cooling to HBM5 production
    TWDigiTimes Daily

    SK Hynix is reportedly working with materials and equipment suppliers to commercialise its next-generation iHBM cooling technology, targeting a reduction of more than 30% in thermal resistance. The initiative aims to address mounting heat…

  138. Anthropic’s Elevator Problem: Persuading Investors to Share Its AI Dream
    USThe Information

    One quotation has rattled around in my head for a while, which I first heard from early Anthropic investor Jaan Tallinn: “The future of the world will be decided by a group of people who fit in an elevator.” The enigmatic billionaire said…

  139. AMEC ships first Primo Domingo selective etching system, targeting critical gaps in China's advanced 3D chipmaking
    TWDigiTimes Daily

    China's Advanced Micro-Fabrication Equipment (AMEC) has shipped the first unit of its Primo Domingo high-selectivity vapor-phase etching system to a major domestic semiconductor research and manufacturing customer, marking a step forward…

  140. Why Blackstone Thinks AI Bottlenecks Could Work in its Favor
    USThe Information

    Greetings! On their earnings calls earlier in the week, Meta Platforms and SpaceX delivered the same underlying message to investors: demand for AI is running ahead of the supply of AI compute. On Thursday, another important player in the…