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Semiconductors

Semiconductors news — Thursday 29 October 2026

150 stories from 10 sources, every one in English. Each links to its publisher.

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  1. BYD eyes ultra-luxury sedan priced above CNY2 million
    TWDigiTimes Daily

    BYD's premium Yangwang brand has named its ultra-luxury flagship sedan "Altior," with the model expected to sell for more than CNY2 million (US$300,027.8). Developed over approximately three years, the sedan is set to debut in the United…

  2. Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
    TWDigiTimes Daily

    Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter and surged 131% year-over-year, putting the company on…

  3. China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value
    TWDigiTimes Daily

    Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership. According to Reuters , the Shanghai STAR 50 Index has…

  4. Taiflex, E Ink accelerate PTFE development for AI connectivity materials
    TWDigiTimes Daily

    Flexible copper-clad laminate (FCCL) maker Taiflex Scientific announced on October 28 that its board had approved a memorandum of understanding with global e-paper leader E Ink Holdings (EIH) to jointly develop AI high-speed connectivity…

  5. Elite Material posts record 3Q26 revenue on AI demand
    TWDigiTimes Daily

    Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end materials used in AI products and fully loaded production…

  6. Analysis: Can Kazakhstan really be Europe's AI factory?
    TWDigiTimes Daily

    Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia. Kazakhstan, with 21 million people, is developing data…

  7. Intel Shares Drop More Than 20% After Weak Sales Forecast
    USThe Information

    Intel shares dropped more than 23% in extended trading following its third-quarter earnings, as the chipmaker forecast a decline in revenue growth for its current quarter due in part to slowing demand for PCs. The sell-off marks an abrupt…

  8. Intel shares sink more than 20% as PC slowdown stretches into 2027
    JPNikkei Asia
  9. Japan prepares for commercial drone flocks after operating limit lifted
    JPNikkei Asia
  10. Nvidia Moves to Backstop a Cloud Provider’s $45 Billion Anthropic Project
    USThe Information

    Nvidia is in talks to provide Nscale, a young AI cloud provider, with billions of dollars in credit guarantees for debt to develop a 460-megawatt data center that Anthropic plans to use, according to people with knowledge of the deal…

  11. Why Private Equity’s Fundraising Divide Is Pushing Newcomers Toward AI
    USThe Information

    Private equity fundraising has become a story of haves and have-nots, as a prolonged slowdown in firms selling portfolio companies leaves investors with less cash to put into new funds. Giants like Blackstone are still raking in capital…

  12. Binance Investigates Potential Hack After $2 Billion-Plus in Tokens Left Exchange Wallets
    USThe Information

    Binance, the world’s largest crypto exchange, said Thursday it is investigating a “potential security issue” after more than $2 billion of various crypto tokens left Binance exchange wallets in a potential hack, according to an analysis of…

  13. Legal AI Startup Bids for Assets of Fallen Law Firm Weil Gotshal
    USThe Information

    Crosby, a two-year-old startup whose lawyers use AI to speed up contract review and other legal tasks, has submitted a bid for some of the assets of Weil, Gotshal & Manges following the high-profile law firm’s sudden decision to wind down…

  14. Family: Stephen Schwarzman (29)
    JPNikkei Asia
  15. Australia's One Nation basks in attention of 'left behind' voters
    JPNikkei Asia
  16. Intel shares sink more than 15% as PC slowdown stretches into 2027
    JPNikkei Asia
  17. Operator of South Korea's Toss app to buy online Japanese brokerage Cheer
    JPNikkei Asia
  18. Intel confirms Nova Lake will use advanced 18A-P node, more details at CES — company says it's taking Panther Lake capacity offline to build more Granite Rapids data center CPUs
    USTom's Hardware

    Intel's next-gen Nova Lake desktop processors will be the first client product to use Intel's enhanced 18A-P node, CEO Lip-Bu Tan confirmed in the company's Q3 2026 earnings call. The chief executive also said that the company intends to…

  19. Record-setting 2.75 gigahertz LED designed for fast, energy-efficient data centers
    GBTechXplore Semiconductors

    A collaboration between the University of Illinois Urbana-Champaign's Grainger College of Engineering and the University of Notre Dame has broken the world record for optical switching speed in quantum well LEDs. The gallium nitride…

  20. Coinbase Revenue Fell 35%, Partially Offset by Prediction Market
    USThe Information

    Coinbase reported third-quarter revenue of $1.2 billion, down 35% from a year ago and roughly flat from its revenues in the second quarter, as trading activity in the broader crypto market cooled. Its prediction markets business surpassed…

  21. Infineon’s OktoberTech: Edge AI, SDVs, and the Road to 800 VDC
    USEE Times

    Infineon held its 10th annual OktoberTech event on Oct. 22 at the Computer History Museum in Mountain View, California. While touring the museum’s exhibits, participants could attend several executive

  22. Amazon Web Services Accelerates as Ecommerce Store Slows on Prime Day Change
    USThe Information

    Amazon Web Services revenue continued to accelerate in the third quarter, growing 39% to $46 billion, compared to a 37% growth rate in the second quarter. But the rest of Amazon’s business segments, which are dependent on the company’s…

  23. Japan's IHI vies with Korean rival to capture overseas nuclear demand
    JPNikkei Asia
  24. Asia's LNG shock must not spark coal's revival
    JPNikkei Asia
  25. Polymarket Halts Some Trading After Users Report Hacks
    USThe Information

    Polymarket suspended trading on its prediction markets app outside the U.S. after one of the company’s vendors was “compromised” in an apparent hacking attempt that some customers said drained their funds. In a message to users in a…

  26. Thrive Holdings to Buy ADT Security for $15.3 Billion in Cash
    USThe Information

    Thrive Holdings, an AI-focused investment company started by OpenAI investor Thrive Capital, said Thursday that it plans to buy 152-year-old home security firm ADT in a transaction that values the company’s equity at around $7.6 billion…

  27. ‘Skeptical’ Lawyers Highlight Growing Pains of AI Agents
    USThe Information

    As Anthropic correctly pointed out in its initial public offering filing , business use of AI is in its infancy. Many other corporate executives say it will take some time for white-collar workers, especially those who aren’t software…

  28. Japan's KDDI to build another data center in London
    JPNikkei Asia
  29. Consumer Appetite for Personal AI Goes Mainstream
    USIEEE Spectrum

    This article is brought to you by Qualcomm Technologies . For many consumers, much of the promise and appeal of AI is personal. Consumers are looking past generic tools and want to know how these technologies will help them in their daily…

  30. Toyota, Honda, Nissan slash China output as gasoline car market shrinks
    JPNikkei Asia
  31. Japan's Upbond to offer tax-free shopping refunds in JPYC stablecoin
    JPNikkei Asia
  32. Takeda bets on blockbuster drug trio to generate $11bn in peak sales
    JPNikkei Asia
  33. Japan bullet train operator eyes more Tokyo-Osaka express service
    JPNikkei Asia
  34. Kalshi Raises $1 Billion at $40 Billion Valuation
    USThe Information

    Kalshi said it has raised $1 billion in funding at a $40 billion valuation after the investment in a round led by Wellington and Sequoia, confirming an August report from The Information. Other investors in the round include Baillie…

  35. Vietnam to overtake Indonesia in per capita GDP in 2026: IMF
    JPNikkei Asia
  36. Japan aims to deploy underwater drones for sub surveillance
    JPNikkei Asia
  37. SEMICON West 2026: AI Made the Steps Faster. The Time Between Them Is Next.
    USSemiWiki

    The semiconductor industry crossed $1 trillion in annual revenue this year, almost four years ahead of earlier projections. SEMI President and CEO Ajit Manocha opened the CEO Summit at SEMICON West with a chart that told the story. A year…

  38. Solving for AI’s power problem
    USThe Information

    The AI race has long been defined by how quickly firms can stand up GPUs. Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers , to slow down competitors…

  39. Samsung Electronics Posts $80B Operating Profit on AI Memory Demand
    USEE Times

    Samsung Electronics reported third-quarter consolidated revenue of 195.3 trillion won (~$146 billion) and operating profit of 107.4 trillion won (~$80 billion). Strong global demand for AI memory chips

  40. Nvidia CEO Reportedly Targeted By Suspected Chinese Informant
    USThe Information

    American officials found that Nvidia CEO Jensen Huang had a “close relationship” with a Chinese businesswoman who allegedly shared intelligence with Beijing authorities, the New York Times reported. President Donald Trump was briefed on…

  41. How Vision and Connectivity Enable Autonomous Agriculture
    USEE Times

    Dates: Wednesday, November 11 and Wednesday, November 18 As autonomous farm equipment becomes increasingly sophisticated, engineers face new challenges in delivering the reliable vision and data

  42. Sebastian Thrun Raises $130 Million for AI Engineering Startup Dulo
    USThe Information

    Sebastian Thrun, the computer scientist who pioneered several AI projects at Google, has co-founded a new startup focused on creating AI models for engineering, according to a person with knowledge of the project. Thrun and co-founder…

  43. Titanium boosts thermoelectric performance of thin films by 250-fold
    GBTechXplore Semiconductors

    Every electronic device, factory and vehicle generates heat that often goes to waste. What if that energy could be recovered to generate electricity using thin films manufactured without high-temperature processing? Researchers at Tohoku…

  44. ASE Holdings raises 2026 capex to US$11.5 billion after profit surge
    TWDigiTimes Daily

    ASE Technology Holding reported net profit of NT$26.996 billion (US$831 million) for the third quarter of 2026, a 28% increase from the previous quarter and a 148% gain from a year earlier. The result marked the semiconductor packaging and…

  45. LandMark orders surpass 2026 revenue; capacity to expand sixfold
    TWDigiTimes Daily

    AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical communications epitaxy supplier posted third-quarter…

  46. Thailand's PTT and Siam Cement to combine polyolefin plastics units
    JPNikkei Asia
  47. AI boom, soaring memory prices lift Japan's chip exports 41%
    JPNikkei Asia
  48. Elon Musk's SpaceX buying out 418 homes near flagship AI data center, but only if they drop participation in lawsuit — report claims the company is targeting an entire neighborhood, but will only buy from people who don't pursue noise pollution complaints
    USTom's Hardware

    SpaceXSI, Elon Musk’s data center business powering Grok, is reportedly buying 418 properties in Colonial Hills, Southaven, which sits about half a mile from the powerplant that the company will use to power its data centers in the area…

  49. AI demand triggers massive PCB shortage for PC makers as order books full until 2030 — lead times stretch to 30 months as material costs surge 12x
    USTom's Hardware

    The AI industry continues to gobble up manufacturing resources that were once dedicated to serving PC, smart device, and gadget makers. We’ve seen huge demand/supply driven price rises in RAM , GPUs, SSDs, and more through 2026. Now that…

  50. PDF Solutions CONNECT 2026 Trip Report
    USSemiWiki

    On October 15–16, at the tail end of SEMICON West 2026, PDF Solutions held its 2026 CONNECT Conference at the Westin St. Francis in San Francisco. PDF Solutions Vitals Santa Clara–based PDF Solutions is a semiconductor data, analytics, and…

  51. US data centers could wipe out 15 years' worth of progress in greenhouse gas emissions, report claims — buildouts could emit as much carbon dioxide as all of Mexico
    USTom's Hardware

    Concerns have been mounting everywhere about the environmental impact of data centers, with alarms ringing at various environmental think tanks. The Sierra Club, one of the oldest environmental preservation organizations in the U.S., has…

  52. Komatsu lifts profit outlook on construction, mining demand in Americas
    JPNikkei Asia
  53. Nvidia GeForce RTX 5080 prices hit $2,000, costing more than the RTX 5090 did at launch and with limited stock available — original $999 MSRP long forgotten, with prices now 2-3x higher
    USTom's Hardware

    The Nvidia GeForce RTX 5080, Nvidia's second-fastest GPU from its current generation, now costs as much as the RTX 5090 did, on paper, when it launched. Prices have reached $2,000 and higher, with most of the available stock online limited…

  54. Encryption Under Siege? OpenAI, Anthropic Disprove Key Cryptography Theorem
    USThe Information

    Cryptographers who develop encryption technologies may not be sleeping very well these days. OpenAI and Anthropic both said Monday that their internal AI models had disproven the Exponential Time Hypothesis , a longstanding computer…

  55. HyperX Omen 35L review: A polished gaming PC for deep pockets
    USTom's Hardware

    HP’s HyperX Omen 35L is ambitious, and it’s hard not to be impressed by it in our maxed-out test guise with a Ryzen 9 9950X3D and Nvidia RTX 5080. From its monochrome design and extensive RGB lighting to its top-tier components, it checks…

  56. Microsoft Seeks to Raise $25 Billion in Bond Sale
    USThe Information

    Microsoft hopes to raise as much as $25 billion in a bond sale as it looks for new methods to finance its ongoing spending on AI, according to someone with knowledge of the plans. The debt offering reflects how data center operators are…

  57. GoTo's ride-hailing earnings drop on Indonesia driver commission cap
    JPNikkei Asia
  58. China elevates key military official as expulsions remove 'hidden dangers'
    JPNikkei Asia
  59. Nvidia CEO Jensen Huang may have been the target of a spy plot through 'Chinese intelligence asset,' report claims — exec from firm under investigation for smuggling banned AI chips to China accused of being a spy, was also feeding information to Beijing
    USTom's Hardware

    Multiple sources claim that a top executive at a Singapore AI firm suspected of steering Nvidia AI GPUs to China and who has close business ties with Jensen Huang was apparently passing information to Beijing as a Chinese intelligence…

  60. Why Publishers Are Adding Invisible Ads for AI Agents
    USThe Information

    For as long as there have been ads on the internet, marketing has targeted human eyeballs. But as AI agents crowd onto the web, advertisers and publishers are beginning to deliver ads only AI can see, sparking consternation among some of…

  61. ML-Based Power Models for CPUs. Innovation in Verification
    USSemiWiki

    An effective learned power model for a CPU could be a significant advantage in early estimation of power performance against realistic workloads in complex architectures. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano…

  62. Smarter Power Sequencing with GreenPAK™
    USEE Times

    Programmable mixed-signal devices can replace sprawling RC networks and firmware-dependent control with compact, deterministic, and adaptable multi-rail sequencing. Modern processors, FPGAs, memory

  63. Dept of Justice reportedly probes Nvidia over $13 billion Hugging Face AI platform acquisition — concerns raised over competition in AI and pressure on customers
    USTom's Hardware

    Nvidia is reportedly facing questions from the United States Department of Justice over whether its purchase of Hugging Face will have an impact on competition in the growing AI space. Nvidia agreed to buy Hugging Face in September, paying…

  64. Tech whizz's internet-accessible Synology NAS gets bit by ransomware attack from 18-month-old remote code execution flaw — security updates neglected in a series of catastrophic errors
    USTom's Hardware

    Systems administrators are among the first to point out lax security policies in other companies' or people's setups. Sometimes, they are the ones who get bitten by not taking the same advice they will so readily dispense. Such is the tale…

  65. DoorDash Will Buy Instacart For $17 Billion
    USThe Information

    DoorDash is purchasing Instacart in a roughly $17 billion deal, an acquisition that would make the combined company a constant presence in the lives of shoppers who order groceries and restaurant meals online for home delivery. Instacart…

  66. Our first step at defining a CPU benchmark for agentic AI
    USTom's Hardware

    Agentic AI has set off a firestorm in the world of CPUs over the past six months, yet it’s an area of performance that still doesn’t have solid, repeatable benchmarks to evaluate where the latest hardware falls. We’ve been working on an…

  67. How Instacart Ended Up in DoorDash’s Cart
    USThe Information

    That was fast! DoorDash said this morning that it agreed to buy grocery delivery app Instacart for roughly $17 billion, mostly in cash financed by borrowing, just a few days after we reported that Instacart was in talks to sell itself …

  68. Commentary: fire at Episil threatens tight epitaxial wafer supply
    TWDigiTimes Daily

    A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery timeline remain under clarification. With certain…

  69. Score a huge $1,250 saving on this Alienware gaming PC with an RTX 5070 Ti and 32GB DDR5 right now — big Newegg price drop means you can grab this 4K-ready rig with a 24-core Intel CPU and 1TB SSD for $2,599.99
    USTom's Hardware

    You don't have to settle for huge price rises in the PC hardware market. Thanks to Newegg, there's a $1,250 discount right now on a 4K-capable Alienware Aurora DACT1250 gaming PC with an Nvidia GeForce RTX 5070 Ti and 32GB of DDR5 RAM for…

  70. STMicroelectronics Weighs Developing More Powerful MCUs, MPUs for Humanoid Robots
    USEE Times

    STMicroelectronics argued that humanoid robots should use onboard sensors and cameras to handle fast reactions on the robot, and leave only whole-body coordination to a central GPU, because a round trip to

  71. Fujifilm plans 5x production boost of 100TB magnetic storage tapes driven by skyrocketing AI storage demand — $63 million injection is the largest investment in tape for 20 years
    USTom's Hardware

    Fujifilm plans to boost production of magnetic tape by as much as 5x as it works to keep up with demand for the data storage medium that has seen a jump in popularity amid ongoing global AI data center buildouts. The Japanese firm will…

  72. Save $234 on 32GB of DDR5 RAM with this 3-item AM5 Newegg bundle
    USTom's Hardware

    Newegg is offering a stellar deal on this 3-item AM5-based combo. For only $1,069 ($234 off) you get a quality Gigabyte X870E Aorus Elite Wi-Fi 7 motherboard, one of the fastest gaming chips around with the Ryzen 7 9800X3D, and the piece…

  73. Anthropic’s IPO filing shows most of its compute goes to R＆D, not serving customers
    USTom's Hardware

    Anthropic spent less than a third of its $8.9 billion first-half compute bill on serving customers, with most of the rest going into training, research, and running Claude internally, its S-1 filing shows. It has meanwhile signed up for…

  74. Fake PS5 emulators are being used to steal gamers' passwords — two well-known GitHub repos, including popular AnyPS5, get hit, infecting gamers' computers with password-scraping malware
    USTom's Hardware

    Malicious GitHub repositories masquerading as two well-known and legitimate PS5 game emulation tools have been identified as spreading malware that steals gamers' passwords. The malware uses self-signed certificates, created using fake…

  75. Man granted first-of-its-kind religious exemption against mandatory AI use at work
    USTom's Hardware

    David Durman, a research administrator at the University of Kentucky (UK), has successfully argued that using AI violates his beliefs as a humanist and has received Title VII religious accommodation from university officials not to use the…

  76. BYD, Geely lean on global growth as China market enters 'harshest winter'
    JPNikkei Asia
  77. Japan's ANA Holdings to buy regional airlines to enhance domestic flights
    JPNikkei Asia
  78. Indonesia fires and haze cause more than 5,200 deaths, study says
    JPNikkei Asia
  79. GitHub says massive influx of AI-generated code required extra 4 million CPU cores and 160 petabytes of storage to manage — a sixfold increase to 7.4 billion monthly commits in one year
    USTom's Hardware

    Is most programming code now made by AI? That's not hard to believe given the number of testimonies, but we now have exact figures behind that statement. GitHub, the world's largest code repository, says that over the course of this year…

  80. Flock ignores Minnesota city’s orders not to reinstall AI surveillance cameras — citizens complain after spotting two cameras despite the city canceling its contract
    USTom's Hardware

    Flock's AI surveillance cameras are continuing to cause controversy, this time in Dayton, Minnesota, where it is alleged that the company reinstalled two cameras despite express orders from the city not to do so. The city's local…

  81. Samsung keeps shattering profit records as AI boom lifts chip demand
    GBTechXplore Semiconductors

    Samsung Electronics said Thursday that its operating profit for the last quarter reached a record 107.4 trillion won ($80.5 billion), fueled by surging demand for its computer memory chips used in artificial intelligence systems.

  82. Alphabet spells out more AI capex, China+1 doesn't add up
    JPNikkei Asia
  83. Hong Kong government apologizes for deadly fire as housing chief resigns
    JPNikkei Asia
  84. Qisda's commercial drones enter production as physical AI expands its growth strategy
    TWDigiTimes Daily

    Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing, and autonomous dispatching capabilities. She also…

  85. UMT reports 71% revenue growth as LEO satellite demand drives expansion
    TWDigiTimes Daily

    UMT's revenue increased 71% year-over-year in the first three quarters of 2026 as global demand for low Earth orbit (LEO) satellite deployments lifted sales of millimeter-wave communications products. The Taiwan-based company said it would…

  86. ADATA posts record 2026 profit as AI demand intensifies memory supply pressure
    TWDigiTimes Daily

    ADATA Technology reported record results for the third quarter and first nine months of 2026, driven by strong demand for memory and storage products as global artificial intelligence (AI) infrastructure expanded. Net income attributable…

  87. AUO sells Taichung plant to TSMC for NT$38.8B, scraps Quanta deal
    TWDigiTimes Daily

    AUO has approved the sale of its Taichung Plant Phase II facilities and related infrastructure to TSMC for NT$38.8 billion (US$1.2 billion), excluding taxes, and has terminated a planned NT$19.7 billion sale of its Huaya facilities to…

  88. Virgin Galactic moves new spacecraft, targets commercial flights in 2027
    TWDigiTimes Daily

    Virgin Galactic on October 28 moved its first Delta-class suborbital spacecraft, D1, from its assembly facility in Mesa, Arizona, to its operations base at Spaceport America in New Mexico. The transfer marks the next-generation fleet's…

  89. DeepSeek, Moonshot accused of distilling OpenAI's Astra
    TWDigiTimes Daily

    Chinese AI developers DeepSeek and Moonshot AI reportedly used outputs from OpenAI's GPT-6 Astra to train their latest models, raising questions about how US companies can protect their technological advantage as rivals seek to reproduce…

  90. How AI Redefines Semiconductor Manufacturing, From Materials Up
    USEE Times

    Demand for more powerful AI chips is pushing semiconductor design forward, but commercializing those designs depends on whether chip manufacturing and packaging technologies can keep up. A far less visible

  91. Analysis: Samsung's record quarter came from higher prices, not more chips; expects buyers to get no relief before 2028
    TWDigiTimes Daily

    Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors the shortage behind those prices will last into 2028…

  92. Delayed Taiwan drone tenders hit Coretronic unit as it partners with US firm Aevex
    TWDigiTimes Daily

    Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Group, is partnering with US drone maker Aevex Aerospace to pursue Taiwan government tenders and opportunities in overseas markets. According to CoreIntelligence…

  93. China issues fade in US as midterm voters focus on prices
    JPNikkei Asia
  94. Toyota's six-month sales in China sink to nine-year low as market slumps
    JPNikkei Asia
  95. Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown
    TWDigiTimes Daily

    Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide shift from AI training to inference, according to…

  96. Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal
    TWDigiTimes Daily

    Marvell Technology is in advanced talks to acquire data-center optical component maker Lumentum Holdings, people familiar with the matter said, in what could become a major AI hardware supply-chain deal. The transaction could be announced…

  97. Nvidia under probe by US justice officials over Hugging Face acquisition
    TWDigiTimes Daily

    The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues into the company's broader practices. The probes…

  98. LB Semicon to expand PMIC capacity under 10-year Qualcomm deal
    TWDigiTimes Daily

    South Korean semiconductor packaging and testing company LB Semicon reportedly plans to invest KRW30 billion (approx. US$22.4 million) to expand its power management IC (PMIC) back-end capacity under a 10-year supply agreement with…

  99. Auto-Generation Of Properties: Methodology Insertion
    USSemiconductor Engineering

    Key Takeaways: While AI can write properties from a specification, the specifications that exist today are rarely good enough to be able to generate anything useful from them. Automatic generation of properties does not reduce the need for…

  100. Rethinking Shift Left In Chip Design
    USSemiconductor Engineering

    Key Takeaways: AI agents and digital twins are making it possible to explore more design options earlier, including choices involving materials, transistor structures, and chip architectures. Moving work earlier doesn’t eliminate…

  101. AI Raises The Bar For Tomorrow’s Engineers
    USSemiconductor Engineering

    Key Takeaways: Universities are integrating AI into engineering education while reinforcing physics, math, and other fundamentals that students need to evaluate AI-generated work. Critical thinking and engineering judgment are more…

  102. The Complexity Between The Bits
    USSemiconductor Engineering

    By Vidya Chandran Darbari and Ashish Darbari A recent conversation about carbon intelligence and silicon intelligence stayed with me. What interested me was not which one wins, but the complexity we take on as we ask silicon to sense…

  103. Is It Getting Hot In Here? Why Thermal Is No Longer A Signoff Problem
    USSemiconductor Engineering

    AI, high-performance computing and advanced semiconductor packaging have pushed power density higher, and that means managing heat is becoming one of the most consequential challenges in electronic design. The issue is no longer simply how…

  104. Physics-Based Validation: The Foundation Of Trustworthy Agentic EDA
    USSemiconductor Engineering

    This is the third article in a series examining what it takes to build production-ready AI agents for EDA. The first explored the architectural decisions required for agents to operate reliably in production environments. The second…

  105. The EU Cyber Resilience Act Reaches Chip And IP Suppliers
    USSemiconductor Engineering

    Many of today’s electronic products connect to networks and other devices to communicate, exchange data, coordinate tasks, and receive software updates. These connections make everyday work-life tasks incredibly convenient. However, this…

  106. From Functional Monitoring To In-System Test: Extending Voltage-Aware Observability
    USSemiconductor Engineering

    By Aakash Jani, Henrique Mendes, and Robert Wilcox In a previous blog , we highlighted the importance of combining physical and functional sensors to plan for new workloads. This use case remains relevant for high-performance AI and HPC…

  107. Scaling Autonomous Root Cause Analysis For Regression Triage
    USSemiconductor Engineering

    As semiconductor designs grow larger and more complex, debugging is becoming increasingly difficult to scale. At DVCon earlier this year, Nvidia’s Stuart Oberman described first-silicon success as approaching a “statistical impossibility.”…

  108. Why Physics Needs To Move At The Pace Of Design
    USSemiconductor Engineering

    Every hardware design contains decisions made before the team fully understands their physical consequences. An architecture is chosen. Components are placed. Materials are selected. Engineers bring experience and judgment to those…

  109. Samsung posts tech's biggest ever profit with blockbuster third quarter
    JPNikkei Asia
  110. US taps Singapore to advance defense framework talks with ASEAN next year
    JPNikkei Asia
  111. KLA: wafer fab equipment market exceeding US$200B in 2027
    TWDigiTimes Daily

    KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth memory (HBM), according to executives on the…

  112. SDC chief meets Applied Materials executives amid FMM-free OLED push
    TWDigiTimes Daily

    Samsung Display (SDC) President Lee Chung-hwan recently met with senior executives from US equipment maker Applied Materials as SDC accelerates development of fine metal mask (FMM)-free OLED technology. The meeting has drawn attention as…

  113. NXP wins Volkswagen role in software-defined vehicle architecture
    TWDigiTimes Daily

    Volkswagen Group and NXP Semiconductors have agreed on a strategic partnership under which NXP's S32K5 microcontrollers (MCUs) are intended to serve as a building block of the carmaker's future software-defined vehicle architecture…

  114. Ford says it will take on Chinese rivals by 'going into their price point'
    JPNikkei Asia
  115. If AI coding is going to cost more than developers ＆#8211; what kind of skills should we invest in?
    iTnews Asia

    While faster code is necessary for organisations to stay competitive, it is still not sufficient by itself

  116. Kuen Tong debuts on TPEx Emerging Board, riding LEO satellite and AI cooling dual engines
    TWDigiTimes Daily

    Taiwan's Kuen Tong Technology, a high-end precision metal components maker and major supplier to a US low-Earth orbit (LEO) satellite operator, is set to list on the Taipei Exchange's Emerging Stock Board on October 29 at a reference price…

  117. Confusion over Pakistan policy on Taiwan airlines fuels China squeeze fears
    JPNikkei Asia
  118. CyberLink blasts Apple over developer account suspension
    TWDigiTimes Daily

    CyberLink faces mounting pressure from rising memory prices and removal of some of its products from Apple's platform, with the multimedia software provider warning that restoring its developer account could take up to a year. CyberLink…

  119. UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years
    TWDigiTimes Daily

    United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's full-year average selling price (ASP). Credit…

  120. CXMT to start HBM3E production despite low yields amid tight domestic market
    TWDigiTimes Daily

    ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This reflects the memory shortage faced by China's market as…

  121. Commentary: China's luxury cars reshapes market, causing global brands to lose ground
    TWDigiTimes Daily

    China's luxury car market is undergoing a major brand reshuffle. BMW, Mercedes-Benz, Audi, and Porsche all recorded significant sales or delivery declines in China in the third quarter of 2026, while domestic automakers continued moving…

  122. Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up
    TWDigiTimes Daily

    SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th test flight is expected within weeks. Credit: Michael Lee

  123. Taiwan's Ministry of Environment deploys digital twin to simulate urban cooling
    TWDigiTimes Daily

    Taiwan's Ministry of Environment (MOENV) will establish an urban forestry smart governance demonstration site around National Taipei University of Technology and the cultural site at the former Air Force Command Headquarters, using digital…

  124. Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028
    TWDigiTimes Daily

    Samsung Electronics and SK Hynix are undertaking their largest-ever equipment investments in 2026, but the memory supply increase is not expected to materialize until 2028. By then, however, new South Korean plants and expanded capacity at…

  125. China's auto supply chain shifts from price wars to value competition
    TWDigiTimes Daily

    China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb malicious price cuts. Automakers are being pushed to…

  126. SenseCore captures nearly half of China's neocloud market as heterogeneous chips boost compute efficiency
    TWDigiTimes Daily

    As Elon Musk predicts that more than 200 new cloud providers, or neoclouds, face impending bankruptcy or acquisition in a global market consolidation, a new report from Frost & Sullivan and LeadLeo Research indicates that SenseTime Group…

  127. Samsung targets physical AI as Lee Jae-yong leads robotics push
    TWDigiTimes Daily

    Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology and preparations for commercialization, instead of…

  128. LGD invests in Guangzhou for world's first 111-inch OLED line
    TWDigiTimes Daily

    LG Display (LGD) is increasing its investment to upgrade its OLED plant in Guangzhou, China, with plans to build the world's first dedicated 111-inch OLED module production line. The move targets the premium TV and commercial display…

  129. Google-backed fusion start-up taps Japan to revive German industrial base
    JPNikkei Asia
  130. Japan's Advantage Partners eyes homegrown infrastructure fund
    JPNikkei Asia
  131. Turkey builds Asia-Europe rail corridor as wars snarl up old trade routes
    JPNikkei Asia
  132. Nvidia trims HBM4 bandwidth for Rubin platform, sources say
    TWDigiTimes Daily

    Nvidia is reportedly adjusting the fourth-generation high-bandwidth memory (HBM4) specification for its Vera Rubin NVL72 platform, cutting bandwidth per GPU from the previously announced 22TB/s to 19.2TB/s, a reduction of about 13%. South…

  133. Analysis: Google opens its AI chips to rivals but won't say if it makes money
    TWDigiTimes Daily

    Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave two reasons: outside customers keep the chips competitive…

  134. Memory surge leaves CPI stable, hits consumer electronics hardest
    TWDigiTimes Daily

    Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that still need DRAM face challenges in passing on higher costs…

  135. Taiwan central bank head deems AI bubble crash scenario extreme
    TWDigiTimes Daily

    Central Bank Governor Chin-long Yang said predictions that the AI bubble will burst in January 2028 represent an extreme scenario, as global cloud service providers (CSPs) face mounting funding pressure to build computing capacity and…

  136. Samsung EUV data leak case: researcher in university partnership indicted
    TWDigiTimes Daily

    Samsung Electronics' next-generation semiconductor process data was allegedly removed without authorization by a university-industry research partner in South Korea, raising concerns over security vulnerabilities in industry-academia…

  137. ServiceNow Shares Drop 19% After Earnings As SaaSpocalypse Fears Persist
    USThe Information

    ServiceNow shares dropped 19% in after its third-quarter earnings, even after the IT service management software provider slightly beat its earlier revenue growth estimate for its September quarter and forecast a 2% uptick in growth for…

  138. AI, semiconductors drive foreign investor gains, weakening Taiwan dollar
    TWDigiTimes Daily

    Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated them, driving the New Taiwan dollar lower. Credit…

  139. Everyone’s Using AI But Divisions Are Growing: WTF Highlights
    USThe Information

    Artificial intelligence has thoroughly infiltrated business and politics, but it’s also starting to divide companies and investors. That was the takeaway from leaders at The Information’s WTF Summit, a gathering of senior women in the…

  140. Nvidia's Rubin Ultra cooling: 0.1mm microchannels vs vapor chambers
    TWDigiTimes Daily

    As Nvidia introduces a new generation of AI chips each year, gains in computing performance are driving increasingly demanding thermal management requirements. Credit: Michael Lee

  141. Team Group earnings per share surges 1,483% in 3Q26 as new plant targets 50% capacity boost
    TWDigiTimes Daily

    Memory module maker Team Group reported record third-quarter results for 2026, with earnings per share soaring 1,482.55% year-over-year, while its board approved plans for a new plant in New Taipei City that is scheduled to begin…

  142. Microsoft cloud and AI revenue in 1QFY27surge past expectations, driven by robust Copilot and Azure growth
    TWDigiTimes Daily

    Microsoft kicked off its fiscal year 2027 with an impressive financial performance, reporting total revenue of US$92.3 billion, a 19% year-over-year increase. This financial momentum was heavily anchored by the Microsoft Cloud division…

  143. LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target
    TWDigiTimes Daily

    LG Electronics used its third-quarter earnings call on October 28 to add physical milestones to its two main AI bets. In data center cooling, it named a US production site and new Korean lines, and listed the Nvidia qualifications its…

  144. AUO's microLED setback in smartwatches, comeback in Peugeot cockpit
    TWDigiTimes Daily

    French automaker Peugeot has unveiled the all-electric RCZ Vision concept sports car with two transparent microLED displays in the cockpit, supplied by AUO. The screens showcase a new-generation vehicle interior by serving as the driver…

  145. Macronix halts NOR expansion, phases out ROM, bets NT$30B expansion on eMMC NAND
    TWDigiTimes Daily

    Macronix International posted record profits in the third quarter of 2026, surpassing $10 billion for the first time in company history. Chairman Miin-Chyou Wu announced that the company will phase out its traditional game console-related…

  146. SiC and GaN demand reshapes design, reliability and supply stability
    TWDigiTimes Daily

    Applications for silicon carbide (SiC) and gallium nitride (GaN) power devices are expanding across the electronics industry, affecting not only component selection but also product design, manufacturing capabilities and supply chain…

  147. Foxconn Tech Day 2026: Three EV signals to watch
    TWDigiTimes Daily

    Foxconn Technology Day (HHTD) is set to take place at the Taipei Nangang Exhibition Center on October 30, with "Accelerating Intelligence" as its theme for 2026. While AI infrastructure and smart manufacturing will feature prominently…

  148. Global Technology's first automotive chip headed for Hyundai, Kia
    TWDigiTimes Daily

    South Korean chip designer Global Technologies (GT) has secured a place in Hyundai Motor and Kia's supply chain with its first automotive semiconductor product, a smart LED module for interior ambient lighting developed with Hyundai Mobis…

  149. Intel CTO: process gap with TSMC down to a few points, but scale still lags
    TWDigiTimes Daily

    Technology podcast host Dwarkesh Patel recently released a special episode after spending two days touring Intel's fabs and research laboratories and speaking with several technology leaders. Intel CTO Pushkar Ranade said the company's…

  150. Phison wins Micron supplier awards for third straight year
    TWDigiTimes Daily

    Taiwan-based Phison Electronics received two awards at Micron Supplier Day 2026, marking the third consecutive year the company has earned recognition from the US memory chipmaker. Credit: Phison