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Semiconductors

Semiconductors news — Wednesday 28 October 2026

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

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  1. KLA's stronger outlook puts process control capacity in focus
    TWDigiTimes Daily

    KLA's latest results suggest that the expansion of AI chip manufacturing is increasing demand for inspection and measurement equipment, with its ability to deliver complex systems becoming a central constraint on growth. A stronger outlook…

  2. Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply
    TWDigiTimes Daily

    Samsung Electro-Mechanics (SEMCO) told investors on October 28 that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue next year, showing how far ahead AI data center builders…

  3. Microsoft's cloud growth outpaces infrastructure spending delays
    TWDigiTimes Daily

    Microsoft's latest results suggest that enterprise demand for cloud computing and artificial intelligence is supporting stronger operating earnings even as some infrastructure capacity arrives later than planned. The distinction matters…

  4. Japan reportedly moves to hand H3 rocket launches to Mitsubishi Heavy as early as 2027
    TWDigiTimes Daily

    Japan is preparing to shift operations of its flagship H3 rocket from the state space agency to Mitsubishi Heavy Industries (MHI), a move aimed at cutting launch costs and making the country's main launcher a more credible rival to SpaceX…

  5. Lenovo previews CES 2027 lineup focused on AI agents, hybrid AI
    TWDigiTimes Daily

    Lenovo Group announced that its annual global innovation event, Tech World, will return to CES 2027 in Las Vegas, taking place at Sphere as part of the keynote program. The event will feature a lineup of prominent speakers and showcase the…

  6. Onsemi reportedly in talks to buy AI power-chip startup Ferric for close to US$1 billion
    TWDigiTimes Daily

    Onsemi has been discussing an acquisition of Ferric, a New York-based maker of integrated voltage regulators for AI chips, for close to US$1 billion, The Information reported on October 27, citing people familiar with the matter. Credit…

  7. Powertech shifts to advanced packaging as AI demand drives growth
    TWDigiTimes Daily

    Rising demand for high-end AI chips is accelerating Powertech's transformation into an advanced packaging strategic partner. Powertech said its utilization rate exceeded 90% in the third quarter of 2026 and is expected to rise further in…

  8. Rokid launches full-color AI glasses with microLED display
    TWDigiTimes Daily

    Chinese smart-glasses maker Rokid unveiled its full-color AI glasses, Rokid Color, in Hangzhou on October 27, alongside the second-generation Rokid Glasses 2 and the Rokid Ring smart interaction wearable. The Rokid Color features a…

  9. Advantech opens Tustin HQ to strengthen North American R＆amp;D
    TWDigiTimes Daily

    Industrial PC maker Advantech has opened its new North American headquarters in Tustin, California, expanding local R&D, manufacturing and system integration capabilities. The company subsequently held the Advantech Technology Summit (ATS)…

  10. Research Insight: Kinsus Tech identifies three challenges for larger AI chip packages
    TWDigiTimes Daily

    Surging demand for AI computing is driving advanced packaging toward larger form factors, according to Ting-Hao Lin, R&D vice president at Kinsus Interconnect Technology, speaking at the 2026 TPCA Show. To support this trend, substrate…

  11. iPhone Duo sales beat expectations as first batch sells out
    TWDigiTimes Daily

    Apple's first foldable smartphone, the iPhone Duo, saw strong demand despite a typhoon disrupting its launch day. Telecom operators said sales have remained robust since the launch, with limited initial shipments creating a supply…

  12. Google launches Genie 4 world model for select game, film teams
    TWDigiTimes Daily

    Google DeepMind has released Genie 4, its latest world model, as a research preview available only to a limited group of testers. The model generates real-time interactive environments rather than videos alone, allowing users to issue…

  13. Analysis: SpaceX＆ndash;Tesla merger could reshape AI industry integration, capital allocation, US-China tech rivalry
    TWDigiTimes Daily

    Elon Musk recently confirmed the possibility of a merger between SpaceX and Tesla, signaling an ambition to redefine competition in the AI era beyond individual products and technological advantages toward integration across the entire…

  14. Kinsus explores AlN ceramics beyond glass for AI advanced packaging
    TWDigiTimes Daily

    Kinsus Interconnect Technology is exploring aluminum nitride (AlN) ceramics as a core material for substrates used in large-scale advanced packaging, seeking an alternative to glass amid ongoing brittleness and reliability challenges…

  15. Amazon Leo wins FCC approval for Globalstar acquisition
    TWDigiTimes Daily

    The US Federal Communications Commission (FCC) has approved Amazon Leo’s approximately US$11.57 billion acquisition of Globalstar, giving Amazon access to about 25 MHz of mobile satellite service (MSS) spectrum, roughly 24 satellites and…

  16. Taiwan plans carbon fee-ETS dual approach to tackle emissions
    TWDigiTimes Daily

    Taiwan's carbon pricing system is entering a new phase after collecting its first carbon fees in 2026 from 240 companies and 461 factories, generating approximately NT$4.97 billion (US$153.1 million). At the current rates, the carbon fees…

  17. Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks
    TWDigiTimes Daily

    US AI startup Anthropic has formally filed for an initial public offering (IPO) with the US Securities and Exchange Commission (SEC), identifying competitive pressure from Chinese AI companies, model distillation, and cross-border…

  18. Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035
    TWDigiTimes Daily

    Global satellite service revenue is projected to grow 44% over the next decade, reaching US$145 billion by 2035, according to the 33rd edition of Novaspace's Satellite Connectivity and Video Market report, released in October 2026. Credit…

  19. PHP2Shell vulnerabilities expose global websites to severe cybersecurity risks
    TWDigiTimes Daily

    Two critical vulnerabilities in PHP are testing organizations' ability to identify exposed web infrastructure and deploy security updates, while prompting cloud, network, and endpoint security suppliers to introduce interim protections…

  20. Kentec sees strong AI data center orders despite financing concerns
    TWDigiTimes Daily

    Kentec, a subsidiary of Kenmec Group and an engineering integrator providing complete AI data center infrastructure solutions, continues to see strong order visibility for its containerized AI data center systems despite concerns that…

  21. Samsung SDI wins 1GWh US battery storage deal
    TWDigiTimes Daily

    Samsung SDI has signed a follow-on 1GWh contract to supply energy storage systems (ESS) to US power developer Alpha Omega Power (AOP). The batteries will be made in Indiana and delivered by the end of 2026, the latest sign that South…

  22. LG Innotek revenue tops KRW6T in 3Q26, profit halves
    TWDigiTimes Daily

    LG Innotek’s 2026 third-quarter revenue topped KRW6 trillion (approximately US$4.52 billion) for the first time, driven by new mobile-device launches and technology adoption. However, a sharp decline in the Korean won against the US dollar…

  23. Taiwan's growth surge nears end; electronics, machinery stay resilient in 2027
    TWDigiTimes Daily

    2026 will be a breakout year for Taiwan's economic growth, with GDP expanding at a double-digit rate—more than twice China's growth rate, according to a consensus among economic research institutions. Over the next six months, the…

  24. Asus sees commercial PC prices rising nearly 10% in 2H26
    TWDigiTimes Daily

    Asus expects commercial PC prices in Taiwan to rise nearly 10% in the second half of 2026 after surging almost 30% in the first half, as higher memory and processor costs continue to pressure the PC supply chain. The company forecasts that…

  25. Suzuki faces headwinds as India toughens emission standards
    JPNikkei Asia
  26. Shopify Adopts Agentic Payment Tech from Visa, Mastercard
    USThe Information

    Shopify said it has added agentic payment technology created by Visa, Mastercard and American Express for its checkout feature, Shop Pay, a move that runs counter to how Stripe mainly handles agentic shopping and credit cards. Visa…

  27. Marvell in Talks to Buy Lumentum
    USThe Information

    Chipmaker Marvell Technologies has been in talks to buy data center optics maker Lumentum, according to a person familiar with the matter. A deal for Lumentum would rank as one of the largest semiconductor deals, as Lumentum has a market…

  28. The Philanthropist: Stephen Schwarzman (28)
    JPNikkei Asia
  29. Mizuho's US track record pays off with role in Anthropic IPO
    JPNikkei Asia
  30. Google parent's revenue jumps 25% as homegrown AI chips take on Nvidia
    JPNikkei Asia
  31. Alphabet Sold $12.4 Billion of Shares Through ATM Program
    USThe Information

    Alphabet said on Wednesday that it sold $12.4 billion worth of stock in the third quarter as part of an at-the-market program it announced earlier this year. The Google parent company issued 12 million class A shares for $4.3 billion and…

  32. Oracle Surges More Than 10% After It Caps Capex and Projects Positive Cash Flow
    USThe Information

    Oracle shares rose more than 10% Wednesday after the company sketched out a timeline for when it would begin to slow its capital spending for data centers and start generating cash again. The company described future capital spending in…

  33. Japan girds for new wave of food price hikes as tanker rates soar
    JPNikkei Asia
  34. Canadian Startup Aims to Be Quantum’s ‘Picks’ and ‘Shovels’ 
    USEE Times

    There’s no shortage of hurdles that need to be overcome to scale quantum computing into a commercial reality. Canadian startup Meissner Technologies has focused on a critical bottleneck: superconducting

  35. Google Quarterly Revenue Grows 25% But Falls Short of Expectations
    USThe Information

    Google’s cloud sales surged in the latest quarter but overall revenue at parent Alphabet grew a slower-than-expected 25% to $127.6 billion, disappointing investors. Operating profit rose in the third quarter, but net profit declined by…

  36. Microsoft Revenue Growth Accelerates Slightly But Data Centers Dampen Cash Flows
    USThe Information

    Microsoft revenue rose 19% to $92.3 billion in the September quarter, 1 percentage point faster than the growth it reported in the second quarter. Accelerating sales in its Azure cloud unit, driven in part by server rental revenue from…

  37. Apple Launches First Touchscreen MacBook
    USThe Information

    Apple has announced its first touchscreen Mac computer, but it will come with a massive spike in price. The MacBook Pro with PROLED XDR Display will start at $2,899. On Tuesday, Apple introduced a new MacBook Pro with the M6 chip and no…

  38. CBS’ Bari Weiss Tells Critics to ‘Judge Us by the Journalism’
    USThe Information

    CBS News editor-in-chief Bari Weiss said critics of her leadership of the network should “judge us by the journalism” in a wide-ranging interview with Jessica Lessin of The Information Wednesday. Speaking at The Information’s WTF Summit …

  39. Analysis: Xi topples old mayor often likened to a toy that won't fall down
    JPNikkei Asia
  40. Japan sees first post-COVID drop in April-September construction orders
    JPNikkei Asia
  41. Altera Agilex 27 is the First Agilex 2X Platform Adding 800GbE and 1.6TbE and More
    USServeTheHome

    Altera announced its new Agilex 2X series with the higher-end Agilex 27 with features like LPDDR6 and 1.6TbE support coming in 2027 The post Altera Agilex 27 is the First Agilex 2X Platform Adding 800GbE and 1.6TbE and More appeared first…

  42. IPO Pipeline Held Back by Anthropic Listing, Says NYSE’s Martin
    USThe Information

    Anthropic’s highly anticipated megalisting has been looming over the broader initial public offering market, holding back other companies gearing up for debuts, Lynn Martin, president of the New York Stock Exchange Group, said at The…

  43. Toshiba relisting hopes spark investor excitement beyond Kioxia
    JPNikkei Asia
  44. Takaichi presses Merz not to leave Japan out of 'Made in Europe' EV subsidies
    JPNikkei Asia
  45. Japan weighs corporate tax hike to fund defense buildup
    JPNikkei Asia
  46. ASRock Industrial AI Box-A395 Review: Taking Strix Halo to Work
    USServeTheHome

    Today we are taking a look at ASRock Industrial's highly portable Ryzen AI Max+ 395 system, the AI Box-A395. The barebones tower system packs a punch, as well as a handle to quickly pack up the PC The post ASRock Industrial AI Box-A395…

  47. Systems Thinking Is Vital in the Age of AI
    USIEEE Spectrum

    Modern engineering projects increasingly combine human judgment with machine capability. An engineer can define a problem, then ask an artificial intelligence tool to search relevant research and technical standards, generate design…

  48. Google Launches Gemini 4 Carbon, Its Second Major AI Model in a Month
    USThe Information

    Google unveiled Gemini 4 Carbon, which it said is significantly more capable than the model it released less than a month ago, as the company steps up efforts to contend with the leading frontier labs. The back-to-back launches come after…

  49. Ultrathin films that overcome 'dead layer' effect could enable energy-efficient microchips for AI
    GBTechXplore Semiconductors

    Multiferroics are a promising class of materials for making computer chips and other electronic components that can operate at much lower power than today's devices. The materials have coupled electrical and magnetic properties that can be…

  50. South Korea's Mirae Asset to buy prop trading unit of Japan's Okasan
    JPNikkei Asia
  51. Apple launches new MacBook Pro with touchscreen and OLED — starts at $2,899
    USTom's Hardware

    Apple finally has touchscreen laptops. At an event in Los Angeles, the company detailed its new MacBook Pros featuring OLED XDR displays that you can control with your fingers. The 14-inch and 16-inch MacBook Pros are available for…

  52. Malaysia seizes $12 million worth of advanced AI chips hidden inside 30 servers
    USTom's Hardware

    Malaysian customs have seized over $12 million (49.5 million Malaysian ringgit) worth of advanced AI chips in a single bust, as the country clamps down on a suspected semiconductor smuggling syndicate. According to a Reuters report on…

  53. From Metrology to Autonomy: Why Intel Foundry’s Manufacturing Roadmap Matters
    USSemiWiki

    Semiconductor manufacturing has always depended on precise measurement. As devices become more complex and packaging integrates more components, however, measuring individual process steps is no longer enough. Manufacturers need to…

  54. Amazon Expands ‘Shop Direct’ to 250 Million Products From Rivals
    USThe Information

    Amazon has significantly expanded its Shop Direct program, which lets Amazon shoppers browse listings from other retailers, The Information reported on Wednesday. Amazon currently offers more than 250 million products from rival retailers…

  55. SK Hynix Reports Record Q3 Results Driven by AI Memory Surge
    USEE Times

    SK Hynix posted third-quarter revenue of 104.62 trillion won (~$78 billion), exceeding 100 trillion won (~$75 billion) for the first time. Operating profit reached a record 83.33 trillion won ($62 billion),

  56. Spray coating creates power-generating fibers without high-voltage equipment
    GBTechXplore Semiconductors

    A joint research team has developed self-powered fibers using a simple spray-coating process that blends two different polymers, eliminating the need for high-voltage equipment. The paper is published in the journal Advanced Composites and…

  57. AI server supplier Dongshan Precision falls short in Hong Kong listing
    JPNikkei Asia
  58. Semiconductors could sidestep a key solar-energy trade-off through a newly identified mechanism
    GBTechXplore Semiconductors

    A study led by the University of Oxford has identified a novel semiconductor that overcomes a key limitation of light-harvesting materials. The results, published today (Oct. 28) in Nature, could enable more efficient solar panels with…

  59. ‘Nobody’s Ready’: AI-Found Bugs Spark a Corporate Security Spending Spree
    USThe Information

    A week ago, Vijay Rayapati, CEO of enterprise software startup Atomicwork, gathered his team of roughly 30 software engineers and told them to drop everything and prioritize cybersecurity. A series of cybersecurity incidents over the prior…

  60. SFC to keep supplying blue host materials for Apple's OLED MacBook Pro, loses blue dopant orders to rivals
    TWDigiTimes Daily

    South Korean OLED material specialist SFC will continue supplying blue host materials to Samsung Display (SDC) for the OLED material stack used in Apple's upcoming MacBook Pro, according to filings submitted for its planned KOSPI initial…

  61. AI component hikes force the world's largest PC makers to return manufacturing capacity to China
    USTom's Hardware

    HP, Asus, and Acer have reportedly moved some of their manufacturing capacity back into China as increasing component costs — driven by AI — bite into their margins. According to Nikkei Asia , increasing bill-of-materials costs have made…

  62. SK Hynix says customers want more than twice the HBM it can supply
    TWDigiTimes Daily

    SK Hynix said customers are seeking more than twice the high-bandwidth memory (HBM) volume it can currently supply, as moves toward shorter memory stacks reflect supply shortages rather than weakening demand. Credit: SK Hynix

  63. Amazon tells engineers to stop ‘tokenmaxxing’ to look productive
    USTom's Hardware

    Amazon wants its engineers to quit chasing token counts, warning that heavy AI usage does not automatically mean better work. In updated engineering guidelines published on October 27, the company laid out how developers and managers…

  64. UMC utilization tops 90% in 2H26 as AI demand drives expansion
    TWDigiTimes Daily

    United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications, and automotive chips continued to drive the mature…

  65. FCC rebuffs TP-Link again as it attempts to sell Wi-Fi 8 gear in the US
    USTom's Hardware

    TP-Link has been trying everything in its power to gain conditional approval from the Federal Communications Commission (FCC). According to a new Bloomberg report , the FCC is citing discrepancies in power levels in TP-Link routers as the…

  66. Japan Post Bank weighs buying 20% stake in Matsui Securities
    JPNikkei Asia
  67. Japan's Itochu adds engine maintenance to aviation portfolio with IAG unit stake
    JPNikkei Asia
  68. Foundry Raises $100 Million for Autonomous Factories
    USThe Information

    Large companies have learned over the past couple years that they can get more mileage out of AI agents by rethinking their processes from scratch, rather than merely automating the existing ways of doing things. Manufacturers are…

  69. Corsair Warthog case review: A rugged, military-themed chassis with plenty of airflow
    USTom's Hardware

    Fractal arguably kicked off the wood accent PC trend with the North line, and the company says its new Summit case is built for “...expressive, high-performance systems combining distinctive Scandinavian design and advanced cooling…

  70. Secure Safety and Security Communications
    USEE Times

    This whitepaper explores how building safety and security systems can overcome the limitations of legacy RS-485 networks by adopting Single Pair Ethernet (SPE). It examines the growing demands of AI-enabled

  71. Full-Stack Semiconductor Solutions for Embodied AI ＆ Robotics
    USEE Times

    NSING Technologies, a Singapore-founded semiconductor company, presents this whitepaper on its full-stack semiconductor solutions for embodied AI and robotics, built around high-performance MCUs, security

  72. US Marines join NATO mission in the Baltic Sea to protect undersea cables from sabotage as Russia continues to lurk
    USTom's Hardware

    A team of around four dozen U.S. Marines is joining a NATO-led operation in the Baltic Sea to help protect undersea internet cables and gas pipelines in the area. In a press release , the U.S. Marine Corps shared its plans to deploy a…

  73. SK hynix-owned Solidigm is plotting a new $45 billion flash memory factory for the US, report claims
    USTom's Hardware

    Solidigm, an American subsidiary of SK hynix, one of the biggest flash chip makers on the planet, is reportedly in talks with the Commerce Department over plans to invest $45 billion in a new plant to be built in the United States. But…

  74. When Nanomagnets Do the Math: France’s New Machine for Impossible Choices
    USSemiWiki

    French researchers have demonstrated a hybrid nanoelectronic “Ising machine” designed to solve difficult combinatorial optimization problems more efficiently. The experimental system combines two emerging device technologies—resistive…

  75. Amazon Lists 250 Million Products From Rival Sites in Effort to Battle Agents
    USThe Information

    For more than a year, Amazon has blocked outside shopping agents from its site while finding ways for its own customers to shop elsewhere. Now a new wave of AI assistants like Meta’s Muse is raising the stakes. In recent months Amazon has…

  76. How Beta Technologies Is Clearing the Runway for Electric Flight
    USIEEE Spectrum

    In the cockpit of Beta Technologies’ Alia CX300, pilot Chris Caputo steers onto Runway 33 at Patrick Leahy Burlington International Airport in Vermont. Cleared for takeoff, he releases the brakes and nudges the throttle forward. At the…

  77. Seagate's 16TB external HDD falls to 0.025 cents per GB at Newegg
    USTom's Hardware

    Spotting any kind of discount on storage as of late has been a bit of a monumental task, as the prices of HDDs and SSDs have only been going one way, and that's up. Seagate's 16TB Expansion Desktop External HDD is reduced to $399.99 at…

  78. Indonesia faces 'triple selling' pressure amid MSCI downgrade concerns
    JPNikkei Asia
  79. Reliance's Jio becomes No. 2 public firm after 27% rise on debut
    JPNikkei Asia
  80. Adani returns to profit on copper, renewables and airports units
    JPNikkei Asia
  81. Why native PC ports of console games are suddenly everywhere
    USTom's Hardware

    Over the past weeks and months, it's increasingly commonplace to encounter native PC ports of previously console-exclusive video games, developed with the help of frontier AI models and a new tool named Reverse Engineer Anything (REA)…

  82. Nvidia RTX GPU vendor Palit denies its Galax factory has closed due to a shortage of chips
    USTom's Hardware

    Palit released an official statement denying recent speculation that it has closed its Galax factory — where it makes Nvidia RTX 50-series GPUs — because it cannot guarantee a sufficient supply of Nvidia chips. According to the company’s…

  83. Save $249 on 32GB of DDR5 with this 9800X3D parts bundle
    USTom's Hardware

    If you want to start building a new gaming PC without paying huge prices, you'll want to look at this Newegg combo deal. Right now, you can pick up the AMD Ryzen 7 9800X3D, along with an MSI motherboard and 32GB of DDR5 RAM for $1,094.99 …

  84. Taiwan working on autonomous drone swarms to counter China’s increasingly aggressive grey-zone military tactics — island has already completed flight simulations, now working towards flight trials over maritime areas
    USTom's Hardware

    Taiwan’s Ocean Affairs Council is working on an autonomous system that would allow drone fleets to coordinate and execute missions without human intervention in response to "grey-zone" activities carried out by China. According to the…

  85. 'Triple selling' pressure mounts amid MSCI downgrade concerns
    JPNikkei Asia
  86. Ceva’s Next-Generation NeuPro Brings a Unified AI Platform from Sensors to Infrastructure
    USSemiWiki

    Ceva is expanding the reach of its neural processing technology with a next-generation NeuPro portfolio designed to serve everything from always-on sensors to AI infrastructure. The announcement introduces four NPU families sharing a…

  87. Standalone Nvidia Vera CPUs land in Oracle Cloud's multi-gigawatt deployment — our independent benchmarking of a local server reveals Vera's massive memory bandwidth lead over dual Xeon 6 server
    USTom's Hardware

    Nvidia and Oracle have announced general availability of Nvidia’s Vera Rubin NVL72 rack and Vera CPUs on Oracle Cloud Infrastructure (OCI) Superclusters at Oracle AI World on Tuesday. The announcement comes hot on the heels of Google Cloud…

  88. IT vendor lists massive $60 million AI supercomputer on eBay with 300 racks of decommissioned GPUs
    USTom's Hardware

    If you ever wanted to own your own supercomputer or data center while earning eBay cashback, Core 4 Solutions has the perfect opportunity. The company is selling a 300-rack AI supercomputer on eBay for $59.7 million, complete with $50…

  89. Malaysian Authorities Seize $12 Million Worth of AI Chips in Smuggling Crackdown
    USThe Information

    Malaysian customs seized about 49.5 million ringgit ($12.11 million) worth of advanced AI chips this month while investigating a syndicate suspected of routing the chips through the country’s main airport, Reuters reported. Malaysia…

  90. AI chip giant SK hynix posts sevenfold surge in quarterly operating profit
    GBTechXplore Semiconductors

    South Korean chip giant SK hynix on Wednesday reported a 632% surge in third-quarter operating profit, fueled by booming demand for AI semiconductors, and unveiled plans to return an additional $45 billion to shareholders.

  91. $4,700 audiophile-grade network hub promises a noise-free experience and music with 'emotional impact' — seven isolation stages per port were chosen with 'listening comparisons,' uses a $5 Realtek controller
    USTom's Hardware

    There are a lot of salesman sayings, and, chances are, most were inspired by audiophiles. The eternal sufferers of audiophilia nervosa keep coming up with novel ways to attribute sonic and emotional characteristics to any piece of…

  92. Japan experiments with autonomous AI chainsaw-wielding robots
    USTom's Hardware

    A scary-looking humanoid robot with a chainsaw arm was shown in action on Japan's ANN News recently. The rail truck-mounted mech was being used by Japanese railway firm JR East to clear tree branches that had begun to impede rail tracks…

  93. Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent
    TWDigiTimes Daily

    Taiwan directs too much public research and development (R&D) funding to its national research institutes, according to Chenming Hu, a former chief technology officer of Taiwan Semiconductor Manufacturing Company (TSMC). In his new book…

  94. Transformation in focus as display supply chain kicks off investor briefings
    TWDigiTimes Daily

    The panel display supply chain's transformation marathon continues as companies begin a week of investor briefings centered on new businesses. CoreIntelligence (CiHC), AUO, Radiant, BenQ Materials and E Ink will present in succession, with…

  95. Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals
    TWDigiTimes Daily

    Oracle has signed partnerships with Cerebras and other chipmakers to host their chips in its cloud infrastructure. The Cerebras deal gives the chipmaker a new large customer to anchor its post-IPO trajectory, while allowing Oracle to…

  96. Intel Wants a Quantum Business, Classiq Could Help Build One
    USEE Times

    Intel has spent more than a decade developing the components of a quantum computer, from silicon spin-qubit chips to control electronics and software. Now, with its proposed acquisition of

  97. CHPT posts record 3Q26 results as nine-month profit jumps over 90%
    TWDigiTimes Daily

    Chunghwa Precision Test Tech (CHPT), a major semiconductor test interface supplier, posted record revenue and profit in the third quarter of 2026 as consolidated net profit reached NT$551 million (US$16.97 million), up 11.5% quarter on…

  98. HTC launches Vivee AI companion pet in US
    TWDigiTimes Daily

    HTC Corporation announced on the 27th that it has launched Vivee, an AI companion device, first in the US, with plans to expand into Taiwan, Japan, and Europe. Alongside its recently introduced Vive Eagle AI glasses product line, the…

  99. Introducing Build-A-Chip-Bench: From Workload Specification to GDS
    USSemiconductor Engineering

    Existing chip design benchmarks test isolated steps, such as writing RTL from a specification, and are increasingly saturated. ChipAgents is developing Build-A-Chip-Bench with contributions from Nvidia to the benchmark suite and scoring…

  100. Foundations of Power Management in the Age of AI
    USSemiconductor Engineering

    In an AI datacenter, 50 mV of voltage margin can be worth about 270 racks of compute per gigawatt of input electricity. To show how, this paper models two facilities that run the same Vera Rubin NVL72 racks at the same clock speeds, one at…

  101. Using AI for Analog Design
    USSemiconductor Engineering

    This white paper examines the growing role of artificial intelligence (AI) in analog and mixed-signal (AMS) design, where complexity is rising, schedules are tightening, and the cost of mistakes is higher than ever. Drawing on Cadence’s…

  102. Foundation IP For The AI Era: Why Execution Saves You Millions On HPC And Edge AI SoCs
    USSemiconductor Engineering

    In the AI era, the biggest costs in an SoC project often come from execution, driven by hidden costs that build up when IP is sourced piece by piece from multiple vendors. At advanced nodes, re-spins, integration delays and missed tape-out…

  103. Planning Your AI Design Journey In RF EDA
    USSemiconductor Engineering

    Artificial intelligence is rapidly reshaping electronic design automation, creating new opportunities for RF and microwave engineering teams to improve productivity, preserve expertise, and accelerate innovation. As designs become…

  104. How Much Can Semiconductor Models Hide?
    USSemiconductor Engineering

    Key Takeaways: Advanced packaging pushes process behavior across company lines, so what one supplier hides now shapes another company’s prediction. Encryption and abstraction protect the recipe cleanly, but neither tells the receiving…

  105. Blog Review: Oct. 28
    USSemiconductor Engineering

    The eBeam Initiative’s Jan Willis reports insights from an expert panel discussion on large-format masks , equipment investment, high-NA EUV, and curvilinear masks. Siemens’ Kevin Rinebold and Andras Vass-Varnai explore the shift toward…

  106. VinFast bets on India in bid for growth beyond Vietnam
    JPNikkei Asia
  107. ASEAN prepares QR payments, e-signatures for digital trade pact
    JPNikkei Asia
  108. Cyber resilience must be built into healthcare at the very start
    iTnews Asia

    Understand which services are critical, how they depend on interconnected systems and what steps needs to be taken when systems are disrupted.

  109. Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities
    TWDigiTimes Daily

    Toyota Motor Corporation is accelerating the commercialization of robots, creating potential opportunities for Ikka Holdings (IKKA-KY) to leverage its existing Japanese automotive supply-chain relationships and compete for robot component…

  110. Reliance's telecom giant Jio rises in debut after India's largest IPO
    JPNikkei Asia
  111. UAE bank Mashreq injects $125m into Hong Kong business as China ties deepen
    JPNikkei Asia
  112. Japan's Nidec misses deadline to obtain unqualified audit opinion
    JPNikkei Asia
  113. Bumble Founder Whitney Wolfe Herd Explains Decision to Take Company Private
    USThe Information

    Bumble cofounder and CEO Whitney Wolfe Herd said on Tuesday a sale of her 12-year-old dating app was important for the “for the longevity of Bumble’s mission” given the way the public markets had treated the company, whose stock had…

  114. Judge your digital investment by what it leaves behind
    iTnews Asia

    Across APAC, Malaysia stands in good stead to build a strong AI foundation comprising data centres, energy systems and digital networks.

  115. Goldman Sachs Investment Banking Co-Head Sees ‘Repositioning’ Amid AI Boom
    USThe Information

    Areas of weakness are emerging within the broader AI market as the cost of capital is set to continue rising, Kim Posnett, Goldman Sachs’ global co-head of investment banking, said at The Information’s WTF Summit on Tuesday. Posnett noted…

  116. Sri Lanka's anti-corruption drive puts Rajapaksa dynasty in dock
    JPNikkei Asia
  117. SK Hynix bets on EUV to extend 6F＆sup2; DRAM as CXMT pushes 4F＆sup2;
    TWDigiTimes Daily

    SK Hynix plans to extend the life of its existing 6F-squared DRAM cell architecture through extreme ultraviolet (EUV) lithography and process improvements, keeping 4F-squared and three-dimensional (3D) DRAM on its technology roadmap as…

  118. Hardware-Matched Spiking Neural Networks for Real-Time Purkinje Cell Spike Classification
    USarXiv cs.AR (Architecture)

    arXiv:2610.37104v1 Announce Type: new Abstract: Distinguishing Purkinje cell (PC) simple spikes (SSs) from complex spikes (CSs) is key to studying cerebellar function. PC recordings commonly rely on wired headstages, whose tethers restrict…

  119. AnalogScout: Simulation-Efficient PVT-Aware Analog Sizing with LLM Agents
    USarXiv cs.AR (Architecture)

    arXiv:2610.37319v1 Announce Type: new Abstract: Analog device sizing must satisfy all specifications across process, voltage, and temperature (PVT) corners to ensure tape-out success, but simulating every candidate at all corners dominates…

  120. Keeping Inference in the Radio: Design and Measurement of a Spiking Accelerator for mmWave ISAC Activity Recognition
    USarXiv cs.AR (Architecture)

    arXiv:2610.37480v1 Announce Type: cross Abstract: Integrated sensing and communication allows wireless networks to recognize human activity from the channel estimates that the receiver computes anyway. The inference, however, runs on the…

  121. A State Augmented Approach to Paralle Modeling in High-Level Synthesis
    USarXiv cs.AR (Architecture)

    arXiv:2610.36481v1 Announce Type: new Abstract: High-level synthesis (HLS) can schedule only the concurrency made legal by its input description. For feedback-coupled designs, a sequential behavioral model can obscure the architectural…

  122. p-DCIM: A 28nm Probabilistic SRAM DCIM based Ising Machine for Near-Memory Context Selection in LLM-RAG Pipeline
    USarXiv cs.AR (Architecture)

    arXiv:2610.37033v1 Announce Type: new Abstract: We present a fabricated SRAM DCIM Ising machine that performs set-level context selection for large language model (LLM) with retrieval-augmented generation (RAG). In RAG, the…

  123. RV565: Cross-Layer Co-Design for Frame-Independent Video Playback on MicroPython-Class ESP32-S3 Systems
    USarXiv cs.AR (Architecture)

    arXiv:2610.35935v1 Announce Type: new Abstract: Video on SPI-attached microcontroller displays is limited less by decoding than by where each byte lives and which stages run serially. We present RV565, a decode framework for…

  124. Comparative Analysis of Large Load Interconnection Requirements Across U.S. Transmission Entities
    USarXiv cs.AR (Architecture)

    arXiv:2610.36645v1 Announce Type: new Abstract: The rapid growth of large loads, especially data centers driven by artificial intelligence, is creating unprecedented demands on the North American electric grid. Data centers now account for…

  125. Kernel Performance Engineering under Physical Non-Idealities
    USarXiv cs.AR (Architecture)

    arXiv:2610.37466v1 Announce Type: new Abstract: Physical non-idealities in integrated circuit (IC) design and fabrication are concealed by conventional hardware abstractions, yet they can limit kernel performance and obscure optimization…

  126. Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply
    TWDigiTimes Daily

    Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside traditional business PCs. Asus said products related…

  127. AI startups face scrutiny over revenue metrics used to promote rapid growth
    TWDigiTimes Daily

    AI startups' revenue figures are under scrutiny as founders and investors question whether companies clearly distinguish active business from contracts that have not yet generated sales. The debate concerns how growth is presented to…

  128. Kentec targets CSP opportunities with AIDC infrastructure integration
    TWDigiTimes Daily

    Kentec, a subsidiary of Kenmec Group, is shifting beyond its traditional role as a contract manufacturer of components to become a systems integration provider (SIP) for complete AI data center (AIDC) infrastructure. At an investor…

  129. AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7
    TWDigiTimes Daily

    The Hurun Research Institute's 2026 Hurun China Rich List shows ByteDance founder Yiming Zhang reclaiming the title of China's richest person with CNY670 billion (US$99.7 billion), while DeepSeek founder Wenfeng Liang ranked seventh in his…

  130. Microsoft medical AI tops 80% accuracy in complex cases
    TWDigiTimes Daily

    Microsoft said its medical artificial intelligence (AI) system achieved higher diagnostic accuracy than general physicians in tests involving complex cases, potentially lowering diagnostic costs. Its Microsoft AI Diagnostic Orchestrator…

  131. PC makers reportedly shift production back to China as AI boom drives up component costs
    TWDigiTimes Daily

    US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage costs squeeze margins, reversing part of the industry's…

  132. Singapore's ShopBack to enter Japan next year through local businesses
    JPNikkei Asia
  133. Japan's 'fandom' economy rises as talent agency bankruptcies hit record
    JPNikkei Asia
  134. US voters turning against data centers raises risks for Asian suppliers
    JPNikkei Asia
  135. India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh
    TWDigiTimes Daily

    Hyderabad-based Spintronics AI Semiconductors said on October 27 that it is evaluating the feasibility of establishing a gallium nitride (GaN) semiconductor fabrication facility at Vikram Udyogapuri in Ujjain, Madhya Pradesh, with a total…

  136. Alibaba wins injunction over Pentagon rule targeting shared lobbying firms
    TWDigiTimes Daily

    A US federal judge has issued a preliminary injunction ordering the federal government not to deny Defense Department contracts to companies simply because they share lobbying firms with Alibaba Group Holding. Credit: CommonWealth Magazine

  137. AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing
    TWDigiTimes Daily

    AMD is backing one of its largest AI customers with capital and chips. Alongside an update on its hardware work with Meta, the chipmaker said on October 27 that it will invest US$1 billion in Meta's equity offering, joining Nvidia in…

  138. SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade
    TWDigiTimes Daily

    Solidigm, the US-based subsidiary of SK Hynix, is in talks with the US Department of Commerce over a potential US$45 billion investment in a new NAND flash memory fabrication plant, Bloomberg reported, citing people familiar with the…

  139. SK Hynix's next bet goes beyond memory chips
    TWDigiTimes Daily

    SK Hynix is looking beyond its position as a leading supplier of high-bandwidth memory (HBM), using venture investments to gain a greater say in how next-generation AI infrastructure is designed. Credit: SK Hynix

  140. Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows
    TWDigiTimes Daily

    Fujifilm will invest JPY10 billion (US$63.3 million) to increase its magnetic tape production capacity 5x by fiscal 2028, in response to rising demand for long-term data storage as artificial intelligence expands global data generation…

  141. SK Hynix weighs funding options for Solidigm after shelving IPO
    TWDigiTimes Daily

    SK Hynix is reassessing how to finance the US manufacturing expansion of its NAND flash subsidiary Solidigm after shelving a potential initial public offering (IPO), as the South Korean memory maker prepares for higher capital spending in…

  142. Google TPUs land Oracle, with OpenAI reportedly next
    TWDigiTimes Daily

    Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate AI computing even as its biggest buyers look for…

  143. SK Hynix bets on high-bandwidth flash to tackle AI memory bottlenecks
    TWDigiTimes Daily

    SK Hynix is turning to high-bandwidth flash (HBF) to address growing memory bottlenecks in AI inference, as increasingly complex AI agents generate more data than can be economically stored in high-bandwidth memory (HBM) and DRAM alone…

  144. Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale
    TWDigiTimes Daily

    Unimicron Technology is reshaping its global production footprint and steering resources toward Taiwan's higher-margin AI supply chain as surging AI and high-performance computing (HPC) chip demand drives the need for high-layer-count…

  145. Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase
    TWDigiTimes Daily

    Corning said on October 27 that it is already running ahead of its Springboard target of a US$20 billion annualized sales run rate by the end of 2026, one quarter after upgrading the plan. Third-quarter sales of US$5.1 billion put the run…

  146. IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests
    TWDigiTimes Daily

    Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early read on conditions heading into late 2026 and early 2027…

  147. Celestica says awarded programs already put 2028 demand above its 2027 outlook
    TWDigiTimes Daily

    Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor and Analyst Day to lay out a multi-year growth plan…

  148. Micron recruits in South Korea for Taiwan roles as Taoyuan strike dispute persists
    TWDigiTimes Daily

    Micron Technology is heading to South Korea to recruit engineers for its Taiwan operations, with interviews scheduled in Seoul in late November, as a bonus dispute at its Taoyuan plant remains unresolved. The company and the Taoyuan union…

  149. Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek
    TWDigiTimes Daily

    Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing for an initial public offering (IPO), revealing…

  150. Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028
    TWDigiTimes Daily

    Seagate Technology told investors it is "still in the early days of a multi-year growth phase" for mass-capacity storage, with demand visibility "extending beyond 2030" and most of its nearline hard drive output already committed for the…