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Semiconductors

Semiconductors news — Friday 30 October 2026

150 stories from 8 sources, every one in English. Each links to its publisher.

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  1. Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure
    TWDigiTimes Daily

    The launch of Muse in September across Meta's expanding agent ecosystem has highlighted how quickly AI agents are evolving beyond conventional chatbot architectures, bringing more complex operating requirements and increasingly diversified…

  2. TSIA 30: The manpower problem behind Taiwan's semiconductor resilience
    TWDigiTimes Daily

    Taiwan's semiconductor industry has earned its reputation for chip dominance through decades of sustained investment in solving some of the world's hardest technological challenges. That persistence has helped build a manufacturing…

  3. TSIA 30: Taiwan builds the AI backbone ＆mdash; but can it capture the AI economy?
    TWDigiTimes Daily

    Taiwan already manufactures much of the physical infrastructure on which the AI boom depends. Advanced logic, packaging, substrates, testing, power delivery, cooling, and server assembly can all be sourced through an unusually dense…

  4. Marvell-Lumentum talks put optical supply chain in focus
    TWDigiTimes Daily

    Marvell is reportedly in talks to acquire Lumentum, drawing attention across the optical communications supply chain. The deal would offer strong strategic synergies, particularly through Lumentum's expertise in critical optical…

  5. Radiant targets next-gen CPO above 6.4T, eyes 2028 mass production
    TWDigiTimes Daily

    Radiant Opto-Electronics, a major backlight module maker, is expanding into new businesses and targeting next-generation optical communications architecture, particularly co-packaged optics (CPO) applications above 6.4T. Chairman and…

  6. AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years
    TWDigiTimes Daily

    AUO is accelerating its strategic push into optical communications and advanced semiconductor packaging, establishing optical engines and glass core substrates (GCS) as its two primary technological pillars. According to AUO chairman and…

  7. Analysis: Elon Musk, Jensen Huang clash over neocloud survival
    TWDigiTimes Daily

    The outlook for AI neocloud providers has sparked a clash between Tesla CEO Elon Musk, who warned that more than 200 such companies could face large-scale failures or consolidation, and Nvidia CEO Jensen Huang, who said during an interview…

  8. Global smartphone shipments fall 14% as brands launch more 5G models
    TWDigiTimes Daily

    Global smartphone shipments fell an estimated 14% year-over-year in the first three quarters of 2026, even as the number of new 5G smartphone models rose 18.4%, according to DIGITIMES Intelligence. The figures show a divergence between new…

  9. MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%
    TWDigiTimes Daily

    MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue growth of as much as 32% on accelerating shipments of…

  10. TSIA 30: AI is breaking the sequential supply chain ＆mdash; Taiwan may be built for what comes next
    TWDigiTimes Daily

    The AI hardware race is usually measured in nanometers, memory bandwidth, and accelerator performance. But another constraint is emerging much earlier in the development process: whether dozens of specialized suppliers can move fast enough…

  11. Compeq plans sustained investment as AI infrastructure, LEO satellite demand grows
    TWDigiTimes Daily

    Compeq Manufacturing is reshaping its product portfolio and expanding capacity in Taiwan and overseas as demand rises for AI data center infrastructure and next-generation low Earth orbit satellite products. It plans annual capex above…

  12. Ibiden expands AI packaging substrate capacity for Intel from 2029
    TWDigiTimes Daily

    Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to JPY565 billion. The company also announced an additional…

  13. Renesas expands AI data center capacity, targets 33.2% margin in 2026
    TWDigiTimes Daily

    Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55 billion), up 26.4% year-over-year, with its operating…

  14. Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet
    TWDigiTimes Daily

    The aggressive deployment of infrastructure-scale AI projects is rapidly driving up compute demand as chip architectures continue to scale across an expanding ecosystem of data-center racks. At the same time, sustaining those massive…

  15. What Lies Ahead: Stephen Schwarzman (30)
    JPNikkei Asia
  16. Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure
    USServeTheHome

    Intel's Q3 2026 earnings highlighted how well the data center segment is doing and how rough the client segment is due to DRAM and NAND pricing The post Intel Q3 2026 Earnings Data Center Soars While PC Faces Memory Pressure appeared first…

  17. U.S. Stocks Dive on AI Spending Fears
    USThe Information

    U.S. stocks dropped sharply Friday as disappointing quarterly results from Amazon and Intel intensified the tech selloff of the past two days. The Nasdaq Composite dropped almost 3%, while the S&P 500 dropped almost 2% and the Dow Jones…

  18. Yakitori chicken from Japan takes a stab at the Philippines, the land of Jollibee
    JPNikkei Asia
  19. Japan miner to address labor crunch with self-driving dump trucks
    JPNikkei Asia
  20. Foxconn unveils 3 EVs to grow contract manufacturing business
    JPNikkei Asia
  21. Google: Agentic AI Will Drive New Demands on Data Center CPUs
    USEE Times

    The requirements of agentic AI are placing new demands on data center CPUs and infrastructure as a whole, Mark Lohmeyer, vice president and general manager for AI and computing infrastructure at Google

  22. Nvidia store quietly pulls the RTX 5080 following RTX 5090 removal — street prices climb to 2.2X over MSRP
    USTom's Hardware

    First, it was the GeForce RTX 5090 , and now the GeForce RTX 5080 – two of the best graphics cards have gone dark. After the Blackwell flagship left Nvidia's marketplace, the GeForce RTX 5080 followed suit. Prices for the sub-flagship have…

  23. Intel’s woes wipe out $1 trillion of semiconductor market cap in one day — PC market bloodbath leaves few chip stocks unscathed
    USTom's Hardware

    Intel's shares plunged 30% on Friday, wiping out nearly $150 billion in market capitalization in a single day, the largest single-day loss in the company's history. The decline followed a disappointing financial outlook, largely driven by…

  24. Japan's Murata to invest $6.3bn in capacitor production for AI over 5 years
    JPNikkei Asia
  25. Uniqlo shakes up China strategy with focus on store profitability
    JPNikkei Asia
  26. DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China
    TWDigiTimes Daily

    Arm is expanding its business model from licensing Neoverse core IP and compute subsystem (CSS) technologies to selling finished server CPUs for artificial general intelligence (AGI) applications. Meta is a co-developer and primary…

  27. Celebrate Warhammer Day on the 31st of October with these 20 Warhammer 40K-themed products — the best Space Marine gear this side of the Warp
    USTom's Hardware

    This weekend we celebrate all things Warhammer, and although it might be sharing the date with Halloween, fans of the grimdark franchise will be looking towards a different kind of spooky chaos, and things that materialize from the warp…

  28. Japan's Sojitz to import rare earth yttrium from Malaysia
    JPNikkei Asia
  29. Daiwa fund buy of Blackstone Tokyo office complex include retail digital securities
    JPNikkei Asia
  30. Memory chip makers outearn Alphabet, other tech giants on AI demand
    JPNikkei Asia
  31. Japan's Omron eyes India as export base for blood pressure monitors
    JPNikkei Asia
  32. CEO Interview with Dr. Sean Wei of Easy-Logic
    USSemiWiki

    Dr. Wei has served as CEO of Easy-Logic since 2020, focusing on building a strong operational foundation for the company. Previously, as CTO, he led the development of the core algorithms and tool architecture for the flagship product…

  33. Toyota and Waymo to roll out driverless robotaxis in Japan in 2027
    JPNikkei Asia
  34. Binance suspends withdrawals and freezes funds after $6.3bn hack
    JPNikkei Asia
  35. Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand
    TWDigiTimes Daily

    Millimeter-wave (mmWave) technology was previously used mainly in military and aerospace applications, where costs were extremely high. Now, as high-frequency communications and non-terrestrial network (NTN) technologies gain momentum, new…

  36. Intel’s Q3 Results Show Supply Chain Disruptions and PC Plunge
    USEE Times

    Intel reported third-quarter 2026 revenue of $16.5 billion, up 21% year over year, as expanded data center demand offset manufacturing bottlenecks and a sharp contraction in personal computer sales.

  37. OpenAI CEO says it's 'quite terrible' for your PC to have RAM — Sam Altman says data centers offer better utilization
    USTom's Hardware

    OpenAI CEO Sam Altman has data centers full of memory, but seemingly it's the 32GB of RAM in your desktop that's the problem. In an interview over beers with the YouTube channel Cheeky Pint, Altman said that local inference, and, by…

  38. Amazon Discloses New Up To $80 Billion Supplier Financing Loan
    USThe Information

    Amazon disclosed a new up to $80 billion loan facility to purchase technology infrastructure assets in its third quarter results filing. Amazon can borrow from the facility between the first quarter of 2027 and the third quarter of 2028…

  39. Japan asks Anthropic, OpenAI for more access to advanced models
    JPNikkei Asia
  40. TSMC’s Patent and the Harsh Realities of 3D DRAM Competition
    USSemiWiki

    Discussions around TSMC’s vertical DRAM patents raise an intriguing question: could the world’s leading foundry eventually challenge established memory manufacturers? The curiosity is understandable. Patent disclosures involving vertical…

  41. PsiQuantum turns its photonics know-how into an optical switch for supercharging AI data center GPU networks — 8x8 lab prototype loses less light than rivals, with plans to develop larger devices
    USTom's Hardware

    PsiQuantum, a quantum computing company, announced in a release earlier this week that it has turned its low-loss silicon photonics into an optical switch for use in AI data centers. Every optical switch typically comes with loss of light…

  42. From living neurons to enterprise AI: TBC pursues faster video generation with AWS
    TWDigiTimes Daily

    The Biological Computing Co. (TBC), a San Francisco startup that grows living neurons in its lab to find ways to make AI models more efficient, launched its first publicly available product on October 30: mischief 1, an image-to-video…

  43. TCL 27C2A Pro 27-inch QD-Mini LED 4K gaming monitor review: Extreme color and brightness
    USTom's Hardware

    You’ve probably heard TCL’s name associated with jumbo TVs sold in big-box stores, but it also makes a line of gaming monitors that offer excellent performance for the money. It’s also one of the few companies putting effort into Mini LED…

  44. Intelligence agency misplaced 'a very significant number' of removable drives — storage media have been missing for years, but exact number of lost devices remain unknown
    USTom's Hardware

    The UK’s Investigatory Powers Commissioner’s Office (IPCO) has flagged “a very significant number” of General Communications Headquarters (GCHQ) storage drives that have been missing for years and have yet to be found. According to The…

  45. A primer on key AI LLM concepts — KV cache, weights, quantization, and how inference actually works
    USTom's Hardware

    As hardware for running local AI models continues to move to the forefront, such as Nvidia's RTX Spark, a new set of acronyms, definitions, and terminology is popping up. Given the pace of releases, we've put together a list of AI's new…

  46. An Anthropic Windfall Could Await State Pension Funds
    USThe Information

    Over the past year, politicians and AI executives have floated ideas for a sovereign wealth fund or other ways of giving the American public a stake in the AI boom. Some of the biggest public pension plans are poised to get a taste of the…

  47. How AI is Reshaping Semiconductor Design and Manufacturing
    USSemiWiki

    While AI is transforming nearly every industry, some of its most significant advances are happening inside the semiconductor factories building the chips that power it. If you design AI systems, those manufacturing advances directly…

  48. This is your chance to secure an entire entry-level ABS gaming PC for only $849
    USTom's Hardware

    This budget-focused desktop gaming PC is on sale for a steal at Walmart. Right now, you can save a tidy $350 when you purchase the ABS Cyclone Aqua gaming PC for just $849 . A superb deal when you consider the current pricing for PC…

  49. Binance Confirms $6.3 Billion Hack, Plans to Cover Losses
    USThe Information

    Binance, the world’s largest crypto exchange, said it was hit by a complex attack that affected an estimated $6.3 billion fund, the largest crypto hack ever in history. The company said it will cover all losses and has reserved over $6.3…

  50. Kioxia net profit to surge 15-fold to $8.7bn this quarter
    JPNikkei Asia
  51. 5 years’ worth of salary in bonuses given to 700 eligible Micron workers as company continues to battle union
    USTom's Hardware

    Some 700 Micron employees in Taiwan will receive five years’ worth of salary in bonuses as the company announced three bonuses in a single payout. According to Digitimes , this accounts for about 17% of the over 4,300 production-line…

  52. Intel leaker reveals Moon Lake chip as a likely replacement for N-series SoCs — four lower-power-efficiency cores, no performance cores, and a 6W TDP
    USTom's Hardware

    After Intel let loose its Panther Lake chips earlier in this year, followed by Wildcat Lake in April, the firm has been pretty quiet about upcoming consumer CPUs. Known leaker Jaykihn just let a tiny cat out of the bag, though: the base…

  53. Cisco gives 27-year-old engineer unlimited AI tokens to rewrite 98% of the company's legacy code in 24 months — president plucks former startup founder, telling him to 'go nuts'
    USTom's Hardware

    In a world where youth unemployment is growing as AI replaces more and more entry-level jobs, Cisco president and chief product officer Jeetu Patel is going for a different approach. According to a report by Fortune , he's given a…

  54. Former esports commentator builds his own custom mouse shell generator for 3D printing that doesn’t use AI — Mausstudio automatically detects buttons, screwholes, and sensor locations
    USTom's Hardware

    Bastian Recha, “Unskilledcast,” is a German former CS:GO commentator, tech reviewer, and 3D printing enthusiast. On October 28, he posted a demo of his “Mausstudio” project on X that generates a customizable mouse shell around an imported…

  55. Benchmarking Nvidia’s Vera CPU for the data center — standalone Vera tested against Granite Rapids-AP and EPYC Turin
    USTom's Hardware

    Nvidia’s Vera CPU is an important next step in the company’s years-long spearheading of AI infrastructure buildout. It’s arriving just as the shift to agentic AI workflows has created unprecedented demand for data center CPUs, and it’s…

  56. Grab a Nintendo Switch 2 with a free game for as low as $459 in this limited-time deal
    USTom's Hardware

    Woot! has a brilliant deal right now on Nintendo's latest handheld gaming console. You can pick up the family-friendly Nintendo Switch 2, along with a free digital game code, for as low as $459 right now if you're a new Woot customer with…

  57. Google hit with criminal probe over unapproved AI data center deforestation
    USTom's Hardware

    A criminal investigation into the environmental damage caused by Google’s Finnish subsidiary has been launched . Tuike Finland Oy is being investigated after five complaints were received regarding the Muhos data center project, according…

  58. Why Shrinking Component Geometries Force a Rethink of BGA Rework Heating Methods
    USEE Times

    Smaller components and denser boards are creating new thermal challenges for ball grid array (BGA) rework. Miniature passives can be located within a millimeter or two of rework targets. This tightens

  59. Chinese shipping, coal stocks outperform AI as earnings outlooks diverge
    JPNikkei Asia
  60. South Korea clamps down on Tesla drivers for unlocking restricted full self-driving feature, $15,000 fines and prison possible sentences — suspects imported hardware from Europe and China, then traded tips on concealing activation logs
    USTom's Hardware

    South Korean authorities have identified 80 Tesla drivers who allegedly forced Full Self-Driving (FSD) onto cars that were never cleared for it, Electrek reports. The Seoul Metropolitan Police Agency says it confiscated 21 of the devices…

  61. Binance withdrawals frozen after thieves steal $5.6 billion in crypto in record-breaking cryptocurrency heist — firm says it will cover losses as stablecoin networks move to freeze $2.4b in stolen assets
    USTom's Hardware

    From hereon, this month shall be called SpookITober. In yet another high-profile cybersecurity incident this month, Binance.com, the world's largest cryptocurrency exchange, has been hacked , to the tune of $5.6 billion taken in various…

  62. Honda targets Level 4 autonomy by 2027, AI maps by 2030
    TWDigiTimes Daily

    Honda Motor plans to achieve Level 4 autonomous driving around 2027 and replace high-definition maps with AI technology around 2030, enabling Level 4 vehicles to navigate the narrow roads and mountain routes common in Asia, said Yuji…

  63. Micron says 700-plus Taiwan fab workers earned five years' salary in a single year
    TWDigiTimes Daily

    Micron Technology paid its fiscal 2026 bonuses to Taiwan employees on October 30. The company said more than 700 production-line workers earned at least five years' worth of monthly salary in total pay for the year. The payout comes while…

  64. Deadly Intel Fab 28 explosion causes two-week shutdown, to cost $600 million and severely disrupt server chip manufacturing for six months — 10nm Xeon shipments stall during largest shortage in memory
    USTom's Hardware

    The explosion at Intel's Fab 28 near Kiryat Gat, Israel , that happened earlier this month forced Intel to shut down the whole facility for two weeks, and now the company expects that it will cost it approximately $600 million in lost…

  65. Realtek targets 30% AI revenue share by 2030
    TWDigiTimes Daily

    Realtek Semiconductor quantified its AI business for the first time at an investor conference on October 29, setting a target for high-performance computing (HPC) and edge AI revenue—including automotive and robotics applications—to exceed…

  66. HHTD 26: Mitsubishi Electric Mobility to join Foxconn in 2027, targeting JPY1T revenue by 2030
    TWDigiTimes Daily

    Speaking at Hon Hai Tech Day (HHTD 26), Kazunori Tanaka, Representative Director and President of Mitsubishi Electric Mobility, emphasized that the company's core competitiveness in EV platforms has decisively pivoted toward…

  67. Philippine Muslim region elects chief minister in historic vote
    JPNikkei Asia
  68. UN retains Bangladesh and Nepal's least developed country status
    JPNikkei Asia
  69. Trump holds off overcapacity tariffs as US midterms near
    JPNikkei Asia
  70. BOJ chief Ueda says 2% inflation goal not yet sustainably achieved
    JPNikkei Asia
  71. Foxconn chief downplays AI bubble concerns, sees strong 2027 growth
    JPNikkei Asia
  72. Holtek lands major server cooling contract, AI thermal demand soars
    TWDigiTimes Daily

    Microcontroller unit (MCU) major Holtek Semiconductor has secured a substantial order for brushless DC (BLDC) motors, with adoption in Taiwanese server cooling fans slated to begin in 2027, paving the way for steep year-over-year growth…

  73. China smartphone market and industry, 3Q 2026
    TWDigiTimes Daily

    According to DIGITIMES observations and analysis, smartphone memory contract prices in the first half of 2026 often rose 50% to 80% quarter-over-quarter. Credit: AFP

  74. HHTD 26: The year robots share the stage with AI infrastructure
    TWDigiTimes Daily

    Hon Hai Tech Day 2026 (HHTD 26) continued to focus on next-generation AI infrastructure. Although the event featured slightly fewer robots than in 2025, it still maintained a dedicated robotics exhibition area where Foxconn and its…

  75. Eutelsat eyes EUR10B revenue from IRIS2 as EU seeks homegrown answer to Starlink
    TWDigiTimes Daily

    Eutelsat said that it predicts at least EUR10 billion (US$11.2 billion) in revenue from 2032 to 2040 as it leads the EU's low Earth orbit (LEO) network initiative IRIS2. The European satellite player is viewed by the EU to be a homegrown…

  76. C Sun Mfg invests in Nemstek to expand advanced packaging equipment
    TWDigiTimes Daily

    C Sun Mfg announced on October 30 that it would subscribe for 1,900 lots of Nemstek's privately placed common shares as a strategic investor, giving it an expected stake of approximately 4.68% upon completion. The investment is intended to…

  77. Taiwan's economic indicator signals 'booming' for 10th straight month on AI-driven shipments
    TWDigiTimes Daily

    Taiwan's economy has stayed in "booming" territory for a record 10th consecutive month, according to the monitoring indicator compiled by the National Development Council (NDC), the government's monthly gauge of the business cycle. The…

  78. SK Hynix taps HBM veteran to lead new American unit
    TWDigiTimes Daily

    SK Hynix has appointed its AI memory development chief to lead a newly established Americas unit based in the US, putting a technology veteran closer to major US customers as the industry shifts toward customized high-bandwidth memory…

  79. Google, Foxconn aims to cut AI infrastructure deployment to six months
    TWDigiTimes Daily

    Google is deepening its strategic partnership with Foxconn to accelerate AI infrastructure deployment, aiming to cut the time from chip supply to data-center deployment from the traditional 12 to 18 months to about six months, said Rehan…

  80. HHTD 26: Foxconn unveils three new EVs, expanding Model A and K platforms
    TWDigiTimes Daily

    Foxconn Technology Group Chief Strategy Officer Jun Seki unveiled three new electric vehicles (EVs) at Hon Hai Tech Day 2026 (HHTD 26): the Model A+, an SUV derived from the Model A platform; the Model K, a light-duty truck built on a new…

  81. Foxconn, TECO showcase factory-built infrastructure for AI data center expansion
    TWDigiTimes Daily

    Hon Hai (Foxconn) and TECO Electric & Machinery showcased a jointly developed modular data center at Hon Hai Tech Day 2026, highlighting a factory-built approach to AI infrastructure. The 40-foot container integrates computing, cooling…

  82. Foxconn argues it is more than a box mover in AI hardware
    TWDigiTimes Daily

    Foxconn chairman Young Liu said the company's core strengths are processing capabilities and vertical integration, as the manufacturer seeks to move beyond its long-standing image as a simple "Box Mover." At its 2026 Hon Hai Tech Day, Liu…

  83. China's memory module bellwethers post record profits as 3Q26 momentum fades
    TWDigiTimes Daily

    China's listed memory module makers, whose results offer an early read on how the global memory upcycle is reaching the country's storage supply chain, reported net profit gains of more than 300-fold at the top end for the first nine…

  84. Samsung SDI posts 12-quarter high in 3Q26 operating profit
    TWDigiTimes Daily

    Samsung SDI, a major South Korean battery maker, posted strong results in the third quarter of 2026 as rising energy storage system (ESS) battery demand lifted operating profit to its highest level in 12 quarters. The company is also…

  85. Who fell and who rose at China's fifth plenum
    JPNikkei Asia
  86. BOJ to accelerate ETF sales, more than doubling pace from January
    JPNikkei Asia
  87. VinFast aims to make India one of its two largest markets as overseas sales trail target
    TWDigiTimes Daily

    Vietnamese electric vehicle maker VinFast aims to make India one of its two largest markets alongside Vietnam, Tapan Ghosh, CEO of VinFast Asia, told Nikkei Asia in an interview published on October 28. The Nasdaq-listed company expects…

  88. Chip Industry Week In Review
    USSemiconductor Engineering

    Updated 11/2 for Marvell’s planned acquisition of Lumentum. Deals and funding Marvell agreed to acquire Lumentum in an all-stock transaction with an implied enterprise value of $115B, combining Marvell’s custom silicon, networking and…

  89. Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
    TWDigiTimes Daily

    Nvidia has begun securing advanced substrate capacity in Taiwan, Japan and South Korea, using capacity reservation agreements and upfront payments to support supplier expansion as next-generation AI accelerators ramp up. The move comes as…

  90. BYD sees 28% profit growth for 3Q26, but still falls short of forecasts
    TWDigiTimes Daily

    BYD reported rising profits for the third quarter of 2026, but its performance fell short of analysts' forecasts. The result stems from the challenges China's automakers face, navigating price wars at home while pushing to expand to…

  91. HHTD 26: Foxconn Chairman highlights processing and vertical integration strengths
    TWDigiTimes Daily

    Foxconn Chairman Young Liu said at the opening of Hon Hai Tech Day 2026 (HHTD26) on October 30 that the company's core competitive strengths lie in its "processing capabilities" and "vertical integration," as the company seeks to dispel…

  92. Editor's Choice: What the US midterms mean for Asia
    JPNikkei Asia
  93. India's gold imports down 81%; global prices could be impacted
    JPNikkei Asia
  94. Binance suspends withdrawals and freezes funds amid $6.3bn hack
    JPNikkei Asia
  95. Jinpao targets power cabinets, BBUs in AI-related expansion
    TWDigiTimes Daily

    Thailand-based precision sheet-metal manufacturer Jinpao Precision has entered the supply chain of a leading Thailand-based power-management company on the strength of its resilient manufacturing capabilities and highly adaptable product…

  96. ASE expects packaging and testing margins to stay above 30%
    TWDigiTimes Daily

    ASE Technology Holding (ASEH) expects gross margins in its packaging and testing business to remain above 30% in 2027 as growing demand for AI-related advanced packaging helps the company move beyond the profitability ceiling that has…

  97. Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up
    TWDigiTimes Daily

    Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes. Based on Lumentum's current market capitalization of…

  98. Japan has 'no time to lose' to avert a healthcare crisis, minister says
    JPNikkei Asia
  99. BOJ says 2% inflation target achieved, holds rates steady
    JPNikkei Asia
  100. KLA reportedly weighs India manufacturing entry as Semicon 2.0 opens to equipment makers
    TWDigiTimes Daily

    KLA Corporation, the US maker of semiconductor inspection and metrology equipment, is evaluating a manufacturing foray in India and is considering one or two applications under the country's Semicon 2.0 incentive scheme, The Economic Times…

  101. HyperAccel, Rebellions look beyond chips to AI data center systems
    TWDigiTimes Daily

    South Korean AI chip developers HyperAccel and Rebellions are moving beyond standalone accelerators to develop integrated data center systems, seeking to combine domestic processors, memory, and networking technologies into infrastructure…

  102. Nvidia dominates AI robot chips with 69% market share
    TWDigiTimes Daily

    The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate the 2026 AI robotics computing IC market with a 69%…

  103. In Focus: Ninja hit the mark with foreign tourists
    JPNikkei Asia
  104. Inside the world's largest overseas US military base
    JPNikkei Asia
  105. PAG to buy 51% of China Evergrande services arm for $510m
    JPNikkei Asia
  106. BOJ holds interest rates, raises 2027 inflation outlook
    JPNikkei Asia
  107. Amazon 3Q26 earnings call: AWS targets 40%-plus growth through 2028 as satellite costs weigh on near-term profit
    TWDigiTimes Daily

    Amazon expects its cloud unit to keep growing faster than 40% a year through 2028, even as costs from its satellite internet project hold back fourth-quarter profit. Credit: AFP

  108. Intel tells Taiwan's chip suppliers to build service capacity early
    TWDigiTimes Daily

    Intel told Taiwanese chip equipment and materials suppliers that they need spare parts and service capability in place early if they want its business. The company said this at a supplier forum held by industry group SEMI in San Francisco…

  109. Nvidia weighs credit support for Nscale as data center, IPO face pressure
    TWDigiTimes Daily

    Nvidia is reportedly evaluating billions of dollars in credit support for UK neocloud provider Nscale to help cover power and construction costs for a data center in West Virginia. Nscale faces simultaneous pressure to accelerate the…

  110. Jensen Huang calls Megaspeed ties normal amid China spy probe report
    TWDigiTimes Daily

    After The New York Times reported that a female executive at Singapore-based Megaspeed International was under investigation for allegedly conducting espionage activities for China, Nvidia CEO Jensen Huang said the company's dealings with…

  111. Sandisk sees 60＆ndash;90GB of NAND per CPU in AI agent workloads
    TWDigiTimes Daily

    Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications, as customers rethink how they use different memory and storage technologies across their AI systems…

  112. Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
    TWDigiTimes Daily

    Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to nearly 20% of its total revenue in the third quarter of…

  113. Delta Electronics approves Penang manufacturing base to expand global capacity
    TWDigiTimes Daily

    Delta Electronics approved plans on October 28 to establish a large manufacturing base in Penang, Malaysia, as the power and thermal management company expands overseas production to support customer demand. The site is expected to ramp up…

  114. Intel's server surge faces a supply setback as PC weakness persists
    TWDigiTimes Daily

    Intel's growing server business is strengthening its operating recovery, but a factory disruption and a prolonged PC downturn threaten its ability to convert demand into near-term sales. Its third-quarter results show why the turnaround…

  115. Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute
    TWDigiTimes Daily

    Oracle will offer cloud services powered by Cerebras' AI computing systems in its cloud data centers starting in 2027, giving the wafer-scale chipmaker another major cloud customer. Although the companies did not disclose Oracle's planned…

  116. Trump targets foreign robotics imports under Section 232, citing national security risks
    TWDigiTimes Daily

    Citing a grave threat to national security and the vulnerability of American critical infrastructure, President Donald J. Trump has directed the Secretary of Commerce and the US Trade Representative to initiate immediate trade negotiations…

  117. In-cabin sensing emerges as automakers' next value-added frontier
    TWDigiTimes Daily

    The in-cabin sensing market is entering a rapid expansion phase. Global Market Insights estimates that the market for in-cabin sensing, including biometric identification and driver monitoring systems (DMS), will grow from US$5.3 billion…

  118. Doosan Enerbility expands AI power push with US gas turbine orders, next-gen nuclear
    TWDigiTimes Daily

    Doosan Enerbility is strengthening its position in the AI-driven power infrastructure market, backed by 12 gas turbine orders in the US and an expanding nuclear energy portfolio. At Smart Energy Plus (SEP) 2026 in South Korea, the company…

  119. ACM Shanghai ships first 310＆times;310mm panel-level plating tool as order backlog surges 88%
    TWDigiTimes Daily

    As AI chip packages continue to grow in size, panel-level packaging equipment is gradually advancing toward customer validation and volume production. Credit: ACM Research

  120. Sandisk says customers are coming back for more NAND
    TWDigiTimes Daily

    Sandisk says AI infrastructure customers are returning to secure more NAND flash after underestimating their storage requirements, even as its pipeline of prospective long-term supply agreements exceeds planned output through the end of…

  121. Japan's Marubeni looks to profit from bottlenecks arising from AI boom
    JPNikkei Asia
  122. Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips
    TWDigiTimes Daily

    Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight quarter of acceleration. Segment sales reached US$46.0…

  123. Dowoo Insys develops rollable OLED UTG for vehicles
    TWDigiTimes Daily

    South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays with a major South Korean automotive electronics company…

  124. Exclusive: Cybersecurity Mania Could Push Cyera Valuation to $20 Billion
    USThe Information

    Cyera, a five-year-old cybersecurity startup focused on protecting corporate data against AI-powered attacks, has spoken to investors about raising capital in a round that would nearly double its valuation to $20 billion, according to…

  125. HBM4 cycle faces squeeze as capacity, specs become critical
    TWDigiTimes Daily

    AI chipmakers' rising memory performance requirements are accelerating the shift from sixth-generation high-bandwidth memory (HBM4) to HBM4E, according to analysis of the South Korean supply chain. Major AI semiconductor customers are…

  126. Luxury EVs face a status test, rivals retreat from full electrification
    TWDigiTimes Daily

    Luxury carmakers are moving ahead with new battery-electric models even as others delay, cancel, or rebalance electrification plans. Ferrari, Bentley, and Jaguar are pursuing different approaches, highlighting uncertainty over whether…

  127. FCC to bar Chinese testing labs from certifying electronics for US market
    TWDigiTimes Daily

    The US Federal Communications Commission (FCC) has adopted rules that will effectively bar Chinese laboratories from testing electronic devices intended for the US market, expanding Washington's restrictions on Chinese technology companies…

  128. Taiwan manufacturing demand rises as bank property loans decline
    TWDigiTimes Daily

    Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and borrow from banks while retaining cash. At the same time…

  129. Episil-Precision fire hits under 10% of capacity, 6- and 8-inch lines to restart within two weeks
    TWDigiTimes Daily

    Semiconductor epitaxy maker Episil-Precision said a localized fire broke out on October 28 at its plant on Innovation First Road in Hsinchu Science Park, but caused no injuries or trapped personnel. The affected facility is one of the…

  130. JPP Holding wins Airbus certification, targets A350 structural parts
    TWDigiTimes Daily

    Thailand-based precision sheet-metal manufacturer JPP Holding (jpp-KY) has secured more than 20 aerospace special-process certifications from Airbus, including certifications for A350 cockpit structural parts and related subprojects…

  131. STMicroelectronics rides AI and satellite demand, but margin recovery awaits fab overhaul
    TWDigiTimes Daily

    STMicroelectronics (ST) reported third-quarter 2026 revenue of US$3.76 billion, above the midpoint of its guidance, as AI data center and low Earth orbit (LEO) satellite demand lifted communication equipment and computer peripheral sales…

  132. Anthropic's multi-platform AI strategy pressures Nvidia pricing power
    TWDigiTimes Daily

    Anthropic's "multi-platform resource pool" strategy, disclosed in its S-1 filing, is sending an important signal to the AI chip industry. The company uses Amazon Trainium, Google tensor processing units (TPUs), Nvidia GPUs, and Advanced…

  133. CoreIntelligence sees in-car projection demand jump 60＆ndash;70% in 2027
    TWDigiTimes Daily

    Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive applications emerge as potential growth drivers. Credit…

  134. Power shortages slow AI data-center builds as Delta expands HVDC, SOFC
    TWDigiTimes Daily

    Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict, Delta Electronics chairman Ping Cheng said at an investor…

  135. US Drone Dominance Program raises AI supply-chain stakes
    TWDigiTimes Daily

    As the US Drone Dominance Program (DDP) expands procurement, orders exceeding 10,000 units will generate significant economies of scale across the drone supply chain. The program's third phase, scheduled to begin in early 2027 and dubbed…

  136. Vietnam drone intrusions prompt airport safety response nationwide
    JPNikkei Asia
  137. Takaichi's G7 no-show risks undermining Japan's interests
    JPNikkei Asia
  138. Beyond nanometers: AI forces Taiwan's semiconductor ecosystem to compete at system level
    TWDigiTimes Daily

    Taiwan's semiconductor rise was built on a powerful division of labor: world-class IC design feeding increasingly advanced foundries, supported by packaging, testing, and an unusually dense electronics manufacturing base. The panel was…

  139. Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit
    TWDigiTimes Daily

    Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng during an earnings call on October 29. However…

  140. Intel increases equipment orders as server demand exceeds supply
    TWDigiTimes Daily

    Intel's server expansion is drawing equipment and materials suppliers into a capacity push, but the benefits will arrive in stages. Management's October 29 earnings-call comments identified three distinct constraints: wafer production…

  141. Eternal Materials posts record revenue in advanced packaging, precision equipment
    TWDigiTimes Daily

    Eternal Materials posted earnings before taxes (EBT) of NT$388 million (approx. US$11.92 million) in September 2026, surging 158.28% year-over-year and up 44.47% from August, as revenue from semiconductor advanced packaging materials and…

  142. Sandisk's data center expansion widens the gap with consumer storage
    TWDigiTimes Daily

    Sandisk's latest quarter showed enterprise storage as a stronger growth engine while its consumer business contracted. This divergence is central to interpreting the company's expansion: data center demand is supporting a much larger, more…

  143. Behind DeepSeek’s $16 Billion Funding: Chinese Tech Titans and State Players
    USThe Information

    Chinese AI star DeepSeek’s nearly $16 billion funding round this month involved not only a deluge of capital but a who’s who of Chinese tech investors—and some of the country’s most powerful state-backed institutions, according to details…

  144. Malaysia's IHH Healthcare to double hospital beds near Singapore
    JPNikkei Asia
  145. Amazon's cloud acceleration lifts profitability as AI spending absorbs cash
    TWDigiTimes Daily

    Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens the company's central operating challenge…

  146. Alibaba, Tencent, ByteDance reportedly seek 10-year DRAM deals
    TWDigiTimes Daily

    Alibaba, Tencent, and ByteDance are reportedly seeking long-term server DRAM supply agreements with Samsung Electronics and SK Hynix, with some requests extending through 2035, as Chinese cloud service providers (CSPs) join US technology…

  147. STMicroelectronics' recovery gains momentum, but power chips lag
    TWDigiTimes Daily

    STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss in its power semiconductor business shows that higher…

  148. Intel slashes 18A costs by 40% as foundry posts US$1.9 billion loss
    TWDigiTimes Daily

    Intel is cutting manufacturing costs for its newest processors, but the gains are reaching individual products and its foundry business at different speeds. Its October 29 earnings call showed improving factory execution alongside…

  149. Intel's AI PCs are selling, but the wider PC recovery is still missing
    TWDigiTimes Daily

    Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters for the company's manufacturing response: a better…

  150. Samsung, SK Hynix say memory crunch could drag on for years despite spending surge
    TWDigiTimes Daily

    Samsung Electronics and SK Hynix expect memory shortages to persist for years despite rising investment in chip factories, as surging AI demand and increasingly complex manufacturing processes limit how quickly new capacity can come…