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Semiconductors

Semiconductors news — Monday 02 November 2026

139 stories from 9 sources, every one in English. Each links to its publisher.

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  1. Apple Sales Cool
    USThe Information

    In Apple’s first earnings under new chief executive John Ternus, the company reported sales growth slowed in its fiscal fourth quarter. Total revenue for the September quarter was $114.5 billion, up from 12% from the previous year, its…

  2. Apple's iPhone growth meets a tougher test on costs
    TWDigiTimes Daily

    Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating profit growth. Record September-quarter iPhone…

  3. Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers
    TWDigiTimes Daily

    Marvell Technology's agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data center networking, and make it one of the few suppliers…

  4. SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices
    TWDigiTimes Daily

    SK Hynix is increasing orders for small outline compression attached memory module 2 (SOCAMM2) printed circuit boards (PCBs) as production ramps up for Nvidia's Vera Rubin AI platform, while shortages of copper-clad laminate (CCL) and…

  5. Beyond the robots: Three companies to watch at FIX 2026
    TWDigiTimes Daily

    Humanoid robots and self-driving cars were hard to miss at South Korea's Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just as interesting. Credit: AVING

  6. Samsung Electro-Mechanics starts mass production of ADAS MLCCs
    TWDigiTimes Daily

    Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS), as increasingly powerful automotive processors drive…

  7. Samsung reportedly in talks with Nidec to develop robot motors
    TWDigiTimes Daily

    Samsung Electronics is reportedly in talks with Japanese motor maker Nidec to jointly develop robot motors as the South Korean company expands its humanoid robotics business and pushes to automate its factories. Nidec's Smart-FLEXWAVE…

  8. Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join
    TWDigiTimes Daily

    Nuvoton expects its baseboard management controller (BMC) business to grow faster in 2027 than in 2026, driven by strong AI demand, higher orders from existing customers, and new customers entering mass production. The company said new…

  9. DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
    TWDigiTimes Daily

    As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities. Credit: Michael Lee

  10. Japan's Aisin develops new type of AI chip that cuts energy use 98%
    JPNikkei Asia
  11. Apple's new CEO delivers first earnings as sales hit record
    JPNikkei Asia
  12. Marvell Proposes Acquiring Lumentum to Combine Optical Circuit Switching with AI Connectivity Silicon
    USServeTheHome

    Marvell announced its intention to acquire Lumentum in a $115B acquisition to further optical connectivity in the AI era The post Marvell Proposes Acquiring Lumentum to Combine Optical Circuit Switching with AI Connectivity Silicon…

  13. Singapore's Insignia Ventures backs rural Japan for Davos-inspired academy
    JPNikkei Asia
  14. Cyber insurance inquiries surge at Japan's nonlife insurers
    JPNikkei Asia
  15. Ethics drive Wardah to pinnacle of Southeast Asia's beauty brands
    JPNikkei Asia
  16. SpaceX Is in Talks With Boost Mobile to Expand Wireless Coverage
    USThe Information

    SpaceX is in talks with discount carrier Boost Mobile to expand the company’s existing wireless coverage beyond its satellite network, according to The Washington Post. The news outlet reported that the talks could result in either…

  17. AI Image Enhancement Improves Detection Of Flip-Chip Interconnect Defects (MCL, PVA TePla, ASE)
    USSemiconductor Engineering

    Researchers at Materials Center Leoben, PVA TePla , and Advanced Semiconductor Engineering ( ASE) published “AI-Based Image Enhancement Improves Detection of Interconnect Defects in Microelectronic Packaging.” Abstract Excerpt …

  18. Oracle Launches $20 Billion in Stock and Bond Sales
    USThe Information

    Oracle filed to raise $20 billion through fresh debt and equity offerings on Monday its latest funding move as it spends heavily on AI infrastructure. The cloud and software firm is selling $10 billion worth of investment-grade bonds and…

  19. New semiconductor chiller combines deep cooling with refrigerant that has no global warming potential
    GBTechXplore Semiconductors

    A large-capacity industrial chiller capable of providing cooling at temperatures of −120°C or below has been developed to remove heat generated during semiconductor manufacturing processes. Using nitrogen as a refrigerant with a global…

  20. The great yen rebalancing
    JPNikkei Asia
  21. 3D Integration Reduces Embodied-Emissions Impact Of GPU Scaling (imec, VUB)
    USSemiconductor Engineering

    Researchers at imec and Vrije Universiteit Brussels published “Embodied Emissions of 2.5D and 3D Scaling in Chipletized GPUs for Low-Carbon AI.” Abstract “GPU compute resources are scaling to support growing AI workloads, leading to…

  22. Quantum Interconnects Link Two 120-Qubit Processors (IBM Research)
    USSemiconductor Engineering

    Researchers at IBM Research published “Meter-scale quantum interconnects between large quantum processors.” Abstract Excerpt : “Modular quantum architecture requires long-distance quantum interconnects to stitch together individual…

  23. Inside Automotive DMS ＆ OMS: Technology, Challenges ＆ Power Solutions 
    USEE Times

    Wednesday, November 18, 2026 @ 10:00am CET and Thursday, December 03, 2026 @ 9:00am PST | 12:00pm EST As automotive safety and driver-awareness technologies continue to evolve, Driver Monitoring Systems

  24. Hardware Defense Blocks Memory-Dependent Prefetcher Leakage (KU Leuven)
    USSemiconductor Engineering

    Researchers at KU Leuven and EURECOM published “SecDMP: Provably Secure Data Memory-Dependent Prefetching.” Abstract Excerpt : “In this work, we address this gap by designing a defense that is both secure and efficient. First, we propose a…

  25. Nintendo's Mario creator Miyamoto sees 'things we can do' even in AI era
    JPNikkei Asia
  26. North Korea leans on China and Russia to drive 3% economic growth
    JPNikkei Asia
  27. OpenAI considers rebranding data centers to 'AI compute campuses" as data center backlash intensifies — company reportedly sees 2028 presidential election becoming an 'AI issue'
    USTom's Hardware

    OpenAI is reportedly preparing a major public relations campaign to influence how Americans view artificial intelligence, including a proposal to rename its data centers as “AI Compute Campuses,” Axios reports. The initiative comes ahead…

  28. Canada’s Quantum Sector Sets Sights on Commercialization
    USEE Times

    Canada’s quantum sector has already demonstrated that it can produce world-class research, but the big question in 2026 is whether it can commercialize that research and translate it into strategic

  29. Co-Optimizing Access Points Improves Analog Placement (UT Austin)
    USSemiconductor Engineering

    Researchers at the University of Texas at Austin published “APPlace: Co-Optimizing Device Locations and Access Points for Routing-Aware Analog Placement.” Abstract “Analog layout automation remains challenging in Analog/Mixed-Signal…

  30. AI to the Edge: Generative Intelligence for Robotics and Autonomous Systems
    USEE Times

    Date: Wednesday, November 25, 2026 Time: 10:00am CET Discover how edge AI enables physical AI systems to perceive, reason, and interact with the world. As AI moves beyond the cloud and into the physical

  31. Tachyum, developer of heavily-delayed universal Prodigy processor, voluntarily files for bankruptcy
    USTom's Hardware

    Tachyum, the company behind the overpromised and overhyped universal Prodigy processor, has filed for bankruptcy in Bratislava, Slovakia, reports Forbes (as observed by @System360Cheese ). The filing follows a court order initiating…

  32. US experts warm to Japanese nuclear subs as check on China in Asian waters
    JPNikkei Asia
  33. Japan's IHI wins key role in Westinghouse's new Poland nuclear plant
    JPNikkei Asia
  34. DRAM prices double in 2026 as AI focus squeezes PC makers
    JPNikkei Asia
  35. Putin demands Russian data centers supply capacity to the state in wake of Ukraine drone attacks
    USTom's Hardware

    Owners of non-state data centers in Russia have been told to hold back 10% of their capacity, ready to aid the country's state-owned IT infrastructure should the need arise. That's the message from President Vladimir Putin, with the aim of…

  36. Mitsubishi to sell part of stake in Canada LNG project to Blackstone funds
    JPNikkei Asia
  37. Japan weighs standards for self-driving cars without steering wheels
    JPNikkei Asia
  38. Japan's SBI to invest in US digital bank Erebor, eyeing blockchain settlements
    JPNikkei Asia
  39. Creality K3 Review: It’s a Tool Changer, not a game changer
    USTom's Hardware

    Creality has finally caught up with the tool changer fad, presenting us with a speedy, four-nozzle system named “KliTek” mounted on a Creality K3. Tool changers are the way to go, since they do not compromise speed for color and eliminate…

  40. 16GB Raspberry Pi 5 hiked to $385, more than triple its launch price — makers are already shifting to Pico/ESP32 for small projects, mini PCs for more ambitious tasks
    USTom's Hardware

    Raspberry Pi boss Eben Upton has officially announced price rises for some 16GB products. Specifically, the price of the 16GB Raspberry Pi 5 is being raised by $80 to $385, and the 16GB Raspberry Pi Compute Module 5 will go up by $40. In a…

  41. 'America hates data centers' — New data highlights public sentiment
    USTom's Hardware

    As more and more AI data centers are being built across the United States, the backlash is starting to gather pace. Following the recent news that Amazon canceled plans to build four new facilities after a public outcry, a new website…

  42. Anthropic’s Revenue Surged to $17 Billion in Q3, Swung Back to Operating Loss
    USThe Information

    Anthropic reported nearly $17 billion in revenue in the third quarter ending September, up 47% from the second quarter, the latest sign that its once red-hot revenue growth rate is slowing ahead of a blockbuster IPO this month. The AI…

  43. It’s Contract Renewal Season, But Some Customers Aren’t Biting
    USThe Information

    My colleagues and I have been hearing a lot of stories about big enterprise customers renegotiating their annual contracts with model developers. Traditionally, software sellers use this time as an opportunity to convince customers to…

  44. Exclusive: OpenAI Sign Deals With Magnite, PubMatic to Fill Unused ChatGPT Ad Space
    USThe Information

    OpenAI has signed deals with Magnite and PubMatic, whose software enables advertisers to place their ads on websites and other digital platforms, to fill unused ad space on ChatGPT, according to three people familiar with the deals…

  45. Sir Arthur C. Clarke Deserves a Nobel Prize
    USEE Times

    Ever since the Silicon Catalyst 2023 Semiconductor Industry Forum (“ Welcome to our AI Wonderland ”), I’ve been convinced that the Nobel Prize committee needs to consider a posthumous award for Sir

  46. Gamer's ASUS TUF monitor blocks bullet fired through wall during Call of Duty session — says 280Hz monitor is 'the best $280 I ever spent'
    USTom's Hardware

    A Redditor by the name of /u/antisocialnae describes their Asus TUF VG258QM 280Hz gaming monitor as "the best $280 [they] ever spent" after it blocked a bullet that passed through the wall of their home, nearly striking them directly as…

  47. Anthropic seeks to raise up to $3.5bn from Japanese investors in IPO
    JPNikkei Asia
  48. Inside Apple’s Slog to Create Its First Robot
    USThe Information

    Apple’s new CEO John Ternus wants the company to get serious about robots, but judging by Apple’s plodding progress on the first one it hopes to sell—a device with a nine-inch screen that swivels around on an arm and resembles the Pixar…

  49. Qualcomm Validates HBC Stacked Memory Ahead of 2027 Dragonfly AI250 Sampling
    USServeTheHome

    Qualcomm today is announcing that they have completed initial validation on their High Bandwidth Compute technology. The DRAM-stacked-upon-compute architecture moves on to commercialization, with Dragonfly AI250 set to sample in the first…

  50. NVIDIA Brev security breach may have exposed SSH keys used to access customer VMs — investigation finds unauthorized activity spanning 16 days, but no evidence of misuse
    USTom's Hardware

    Hackers have struck Nvidia again, this time targeting its BREV cloud development platform, with users reporting unauthorized activity between October 4 and October 20. According to a notification sent to affected customers, some accounts…

  51. BIWIN to Show Storage Solutions for AI and the Edge at electronica 2026
    USEE Times

    Gear up for the AI era. From 122.88 TB enterprise SSDs to integrated embedded memory and Mini SSDs, BIWIN will showcase storage solutions built specifically for a new generation of electronic

  52. The Power of Dual-Phase DrMOS Technology in AI Systems
    USEE Times

    Background and Industry Evolution As AI systems continue to push boundaries, current demands are rapidly increasing. Next-generation AI systems face a critical layout bottleneck caused by escalating

  53. Apple finally has a touchscreen MacBook. Why now?
    USTom's Hardware

    Last week, Apple finally brought two new display technologies to the MacBook Pro: OLED and touch. For the former, it was just a matter of time; Apple has been using OLED in the iPhone and Apple Watch for years, and also just brought it to…

  54. AI model gets a 32-bit RISC-V CPU compiled directly into its weights, then runs DOOM on it
    USTom's Hardware

    AI engineer Divyansh Agrawal has revealed the Qwenputer . Described in its most basic terms, Qwenputer is an experimental blend of the stock Qwen 3.5 4B AI LLM with a 32-bit RISC-V CPU compiled and inserted directly into its weights. In…

  55. Marvell to Buy Lumentum in $115 Billion All-Stock Deal
    USThe Information

    Chipmaker Marvell Technologies agreed Monday to buy laser maker Lumentum in an all-stock deal worth around $80 billion, a sign of how the AI investment boom has boosted Lumentum’s value. Marvell, which designs chips for data centers…

  56. Google data center wins approval in Minnesota after protests delay council vote twice — 200-acre project moves forward despite opposition from local residents, tech giant scales down project and drops $80 million tax break request
    USTom's Hardware

    Google has secured approval for a proposed data center in Hermantown, Minnesota, following a unanimous vote by the city council, MPR News reports. The decision, reached on Friday, October 30, clears a major hurdle for the company following…

  57. Triple your Nintendo Switch 2's storage for just $99
    USTom's Hardware

    As prices soar, you'll want to pick up a bargain on storage when you can find it. For a limited time only, you can pick up a 512GB Samsung P9 microSD Express card for just $99.99 at Amazon . This price brings it back down to its original…

  58. Hackers claim to have stolen 23TB of data from Russian statistics body, including Ukraine war casualty figures — Russian Federal State Statistics Service admits its servers were hit by coordinated cyberattacks
    USTom's Hardware

    The Russian Federal State Statistics Service (Rosstat) admitted that its servers were hit by coordinated cyberattacks between October 29 and 31. However, it denied claims that tens of terabytes of data had been leaked, as asserted by hack…

  59. Anthropic confirms new Claude Code limits to prevent game cloning — users report Opus 5.5 is also actively blocking reverse engineering tasks
    USTom's Hardware

    Anthropic's recent move to have Claude Code deny video game cloning and possibly reverse engineering efforts has come under heavy fire from the software development community. Hot on the heels of Friday's report on the matter, an Anthropic…

  60. Elon Musk mocks OpenAI CEO Sam Altman's claim that PCs having RAM is terrible
    USTom's Hardware

    SpaceX CEO Elon Musk has taken to X, the social network that he owns, to mock OpenAI CEO Sam Altman's stance that it's "quite terrible" for home computer users to have DRAM in their machines. Altman made the claim during an appearance on…

  61. Andes Waits For Market Momentum For Cuzco CPU
    USEE Times

    TAIPEI, Taiwan – Andes Technology has slowed development of its Cuzco high-end RISC-V CPU IP as it redirects engineering resources to a rapidly growing AI business, CTO Charlie Su told EE Times. Su

  62. SpaceX loses bid to dismiss lawsuit over xAI data center pollution
    USTom's Hardware

    SpaceX has suffered a setback after losing in a lawsuit aimed at stopping the Clean Air Act requirements on the turbines powering xAI’s Colossus 2 data center in Southaven, Mississippi. According to a report by CNBC , a judge rejected the…

  63. Grab a $450 saving on this 4K-ready gaming PC with an RTX 5070 Ti and 32GB DDR5 right now
    USTom's Hardware

    There's a brilliant discount on a high-spec gaming PC right now that'll net you 4K-ready performance. Newegg has dropped the price on this ABS Stratos II Aqua gaming PC to $2,549.99 right now , netting you a PC with a 24-core Intel CPU and…

  64. Sony's final 4K Blu-ray player listed as out of stock in Japan, firm may be preparing to abandon standalone players — retailers reportedly told not to expect new stock of its remaining model
    USTom's Hardware

    Sony may be preparing to abandon the standalone 4K Blu-ray players, and the signs are becoming harder to ignore. According to a report by Forbes , its last remaining model in Japan, the UBP-X700K, was marked as unavailable on October 22…

  65. Military explores commercial 5G networks for enemy drone defense — AI agents developed the system recently used in battlefield trials in Latvia
    USTom's Hardware

    The military is looking at leveraging commercial 5G communications to enhance battlefield sensing. We have two examples of the reuse of existing communications infrastructure for drone detection. In Latvia, NATO recently tested an…

  66. Supermarket freezers across Europe struck in second crippling cyberattack — hackers raise temperatures to 50 degrees Celsius in Belgium and Sweden, destroying food stocks
    USTom's Hardware

    Update, Mon 2 Nov, 7 am ET: Reports are now emerging that supermarkets in Ireland, Estonia, and the Netherlands have also been affected by today's cyberattack. The rest of the story remains below as first published. Just weeks after an…

  67. Powerchip Investment Holding files suit over NT$13.6B share-buying bid
    TWDigiTimes Daily

    Powerchip Investment Holding has filed a complaint over an alleged plan by unidentified buyers to acquire a 20% stake through coordinated share sales for more than NT$13.6 billion (US$417.4 million), raising concerns over the legality of…

  68. Vietnam solar success prompts rethink of power pricing
    JPNikkei Asia
  69. Japan's Don Quijote drops refund fees for tourists to boost spending
    JPNikkei Asia
  70. Japan can build defense edge on AI, Palantir CEO says
    JPNikkei Asia
  71. EU steps up subsea cable buildout to Japan and South Korea
    JPNikkei Asia
  72. China's self-improving AI advances towards AGI, but Z.ai founder warns of limits and risks
    TWDigiTimes Daily

    Z.ai co-founder Tang Jie has identified recursive self-improvement (RSI) as a critical pathway towards artificial general intelligence (AGI), arguing that AI systems capable of improving their own development processes could transform…

  73. Taiwan aims to train 60,000 IC specialists by 2030
    TWDigiTimes Daily

    Taiwan is aggressively pursuing a core strategy of "Team Taiwan to Team Global," according to Cheng-Wen Wu, Minister of the National Science and Technology Council (NSTC). Wu noted that when AI chips are manufactured in Taiwan, local tech…

  74. Jevons’ Paradox and the Silicon Roadmap
    USEE Times

    AI usage may expand with more efficient models and hardware, just as Jevons would predict. But the silicon roadmap adds a layer of complexity to the market prediction. Gartner vs Jevons A couple of weeks

  75. AI, geopolitics make Taiwan Thailand's third-largest trade partner in 1H26
    TWDigiTimes Daily

    Taiwan became Thailand's third-largest trade partner in the first half of 2026 as AI growth and geopolitical shifts accelerate Taiwanese investment in the country, Taiwan Representative to Thailand Peter Lan said. Around 200,000 Taiwanese…

  76. US backs Anderon, GF quantum foundries as Intel targets QPUs with 18A process
    TWDigiTimes Daily

    The US Department of Commerce is leveraging federal funding and policy initiatives to bolster America's global competitiveness in quantum technology. Its core strategy centers on consolidating fragmented industry demand by backing shared…

  77. Global legal body opens Hong Kong office, boosts city's law hub push
    JPNikkei Asia
  78. Jinpao taps robotics contest to deepen Thailand ties, develop AI talent
    TWDigiTimes Daily

    JPP Holding's Thai operating arm, Jinpao Precision Industry, joined Praksa subdistrict authorities in Samut Prakan Province, Thailand, on October 31 to hold the finals of the Jinpao–Praksa automation and robotics innovation competition…

  79. Shift Left Is Becoming A System-Level Problem
    USSemiconductor Engineering

    Key Takeaways: Shift left is pushing beyond verification to system-level validation. Fragmented workflows with disconnected tools and models are allowing bugs to escape even though individual components have been verified. Agentic AI may…

  80. Putting AI To The Test
    USSemiconductor Engineering

    There are an increasing number of new EDA companies these days, and this is great news. The industry needs some new vitality, new thought leaders, people willing to take risks. The same goes for established companies that cannot go outside…

  81. Murata to invest JPY1 trillion in expanding MLCC capacity across Asia plants
    TWDigiTimes Daily

    Murata Manufacturing announced plans to invest around JPY1 trillion (US$6.3 billion) in expanding multilayer ceramic capacitor (MLCC) capacity by 2030. Booming demand from data centers and AI applications has pushed up orders for MLCC…

  82. Denso sees profits hit by memory costs, seeks price pass-through
    TWDigiTimes Daily

    Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset revenue growth. The company said it will pass some costs…

  83. TEL sees 90% profit surge as AI chip demand stays strong
    TWDigiTimes Daily

    Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an AI bubble. The company also announced a JPY150 billion…

  84. AMOLED advances, hitting IT LCD panels
    TWDigiTimes Daily

    DIGITIMES forecasts that global large-size TFT LCD shipments will reach 910 million units by 2031 as supply expansion slows and panel capacity continues to be restructured. While TV demand remains relatively stable, IT applications face…

  85. Chinese steel industry losses snowball as demand falls and costs rise
    JPNikkei Asia
  86. Will Japanese insurers bring money home? 5 things to know
    JPNikkei Asia
  87. AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend
    TWDigiTimes Daily

    Tong Hsing Electronic Industries (THEIL) outlined the latest developments and market trends across its four major product lines of optical communications, ceramic substrates, new semiconductor materials, and image sensors, during an…

  88. BenQ Materials targets premium displays and medical growth, seeks semiconductor materials breakthrough
    TWDigiTimes Daily

    BenQ Materials is targeting higher-value, faster-growing segments across its display, medical and semiconductor materials businesses. Chairman ZC Chen said the company's transformation centres on identifying stronger growth opportunities…

  89. Macronix wins IEEE Milestone ＆mdash; chair reveals how sNOVA transformed Taiwan's chipmaking
    TWDigiTimes Daily

    Memory chipmaker Macronix International Co. has become Taiwan's first semiconductor company to receive an IEEE Milestone, in recognition of its pioneering sNOVA engineering data analysis system and its contribution to semiconductor…

  90. AI data center boom in Taiwan faces power, high-voltage line hurdles
    TWDigiTimes Daily

    As AI data centers expand, Taiwan is facing challenges in securing power supply, battery backup, and cooling systems, with the state-run Taiwan Power Company (Taipower) requiring about two years to build dedicated 161 kV high-voltage…

  91. DeepSeek Unveils Autonomous Coding Agent Prototype
    USThe Information

    DeepSeek has unveiled a prototype of a new autonomous coding agent, as the Chinese AI lab steps up its efforts to compete with Anthropic’s Claude Code, OpenAI’s Codex and other popular coding tools. The DeepSeek Harness team open-sourced…

  92. Samsung to buy TCL CSOT stake from its own display unit for US$960 million
    TWDigiTimes Daily

    Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused subsidiary to the parent company, whose TV business…

  93. Surging costs and China trade war test US farmers' loyalty to Trump
    JPNikkei Asia
  94. South Korea builds SMR ecosystem as SK Innovation advances Natrium tech, Samsung C＆amp;T pushes modular construction
    TWDigiTimes Daily

    South Korean energy and engineering companies are positioning themselves for the emerging small modular reactor (SMR) market, with SK Innovation (SKI) seeking to build expertise through US demonstration and early commercial projects before…

  95. Matching Workloads to Blackwell: Power-Resolved Benchmarking of NVIDIA B200 and B300 across HPC and AI Workloads
    USarXiv cs.AR (Architecture)

    arXiv:2610.41919v1 Announce Type: cross Abstract: We evaluate NVIDIA B200 and B300 (Blackwell Ultra) GPUs on two independent eight-GPU clusters, spanning computer-vision inference and training, LLM inference with Llama-3-8B and…

  96. AI Reshapes Memory Architecture as Macronix Expands Flash Portfolio 
    USEE Times

    AI-driven high-bandwidth memory demand is reshaping memory markets, boosting mature flash products as Macronix expands its portfolio for AI workloads. The artificial intelligence (AI) boom continues to

  97. HippocamFLEX: FPGA Prototyping of Hippocampus-Inspired Architecture for Context-Aware Sequence Prediction
    USarXiv cs.AR (Architecture)

    arXiv:2610.40932v1 Announce Type: new Abstract: Unlike conventional architectures that treat memory as static pattern storage, the hippocampus organizes experience as ordered sequences and retrieves them through temporally compressed…

  98. Idle Cycles Are Not Wasted Cycles
    USarXiv cs.AR (Architecture)

    arXiv:2607.16408v2 Announce Type: replace-cross Abstract: Idle network service cores are treated as wasted compute. This assumption motivates increasingly sophisticated mechanisms that reclaim idle cores at microsecond timescales. We argue…

  99. Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains
    TWDigiTimes Daily

    Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model (LLM) inference, long-context processing and multimodal…

  100. RichWave sees Wi-Fi 7 reaching 50% share in 2027
    TWDigiTimes Daily

    Radio frequency (RF) IC design house RichWave Technology stated at its recent investor conference that memory supply constraints, rather than end demand, are curbing networking equipment shipments despite resilient overall market demand…

  101. Schneider and Foxconn accelerate modular AI factory deployment as token usage surges 60-Fold
    TWDigiTimes Daily

    The boom in generative AI is rapidly driving demand for data center construction, making power supply, cooling, and energy management central challenges for AI infrastructure. Speaking at Hon Hai Tech Day 2026 (HHTD 26), Himanshu Prasad…

  102. Foxconn takes AI beyond clinical software with hospital partnerships and medical robotics
    TWDigiTimes Daily

    Foxconn is expanding its AI capabilities into clinical workflows, medical robotics and healthcare manufacturing, working with hospitals, equipment makers and technology partners to build an integrated smart healthcare ecosystem. Its…

  103. Taiwan and Japan eye trade deal akin to Taipei-London pact, sources say
    JPNikkei Asia
  104. MediaTek pins second ASIC project and customer to 2028
    TWDigiTimes Daily

    MediaTek's latest earnings call focused heavily on its data-center ASIC business, as CEO Rick Tsai and CFO David Ku addressed market rumors about delays to its second AI accelerator ASIC project, EMIB packaging yields, and the identity of…

  105. Samsung partners with PXPay to bolster Samsung Wallet in Taiwan
    TWDigiTimes Daily

    Samsung Electronics Taiwan is partnering with local mobile payment platform PXPay as part of its expansion of Samsung Wallet applications. The move, announced on October 30 with services beginning on November 1, follows the earlier…

  106. Samsung chairman Lee Jae-yong turns to Japan for AI chip packaging edge
    TWDigiTimes Daily

    Samsung Electronics chairman Lee Jae-yong visited the company's Advanced Package Lab (APL) in Yokohama, Japan, on November 1, as the chipmaker looks to Japan's semiconductor materials and equipment industry to strengthen its advanced…

  107. DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race
    TWDigiTimes Daily

    Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the AI chip supply chain grows more complex. Colley Hwang…

  108. Exclusive: How Germany's fast-follower economy reshapes the AI PC race as local AI awaits killer app
    TWDigiTimes Daily

    As AI PC configurations reach new technological heights amid a broader push toward higher-spec machines, the market is moving steadily toward wider adoption of AI-capable hardware. Credit: Michael Lee; AI-assisted background modification…

  109. Liquid-Cooled NVIDIA Servers at the ASRock Rack OCP 2026 Booth
    USServeTheHome

    We checked out the ASRock Rack booth at OCP 2026 and saw servers ranging from fully integrated NVIDIA NVL72 racks to liquid-cooled switches The post Liquid-Cooled NVIDIA Servers at the ASRock Rack OCP 2026 Booth appeared first on…

  110. Lite-On boosts 2027 capex as AI race raises stakes for CSPs
    TWDigiTimes Daily

    Lite-On Technology will continue increasing capital expenditure in 2027 as cloud service providers (CSPs) pour money into the artificial intelligence (AI) infrastructure race, president Anson Chiu said. He warned that CSPs that stop…

  111. Sam Altman meets with Samsung, SK as memory crunch deepens
    TWDigiTimes Daily

    OpenAI CEO Sam Altman met with executives from Samsung Group and SK Group during a brief visit to South Korea on October 31, as tightening memory supplies and growing commitments to major AI customers raise the stakes for the company's…

  112. China's Empyrean Tech targets digital EDA gaps with US$32.9 million Easy-Logic acquisition
    TWDigiTimes Daily

    China's leading electronic design automation (EDA) supplier, Empyrean Technology, plans to acquire a controlling stake in Easy-Logic Technology, a specialist in digital logic optimization, for about CNY219 million (≈ US$32.9 million). The…

  113. What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy
    TWDigiTimes Daily

    China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value DDR5 and LPDDR6 products. The company is also…

  114. Dixon maps AI hardware expansion through Inventec, Gemtek, prospective packaging partners
    TWDigiTimes Daily

    Dixon Technologies is pursuing separate partnerships for servers, optical communications, and advanced semiconductor packaging as it seeks a role in AI infrastructure manufacturing, although its most ambitious silicon-photonics plans…

  115. Foxconn's FII, FIT join forces to tackle AI data center bottlenecks beyond computing power
    TWDigiTimes Daily

    Foxconn subsidiaries Foxconn Interconnect Technology (FIT) and Foxconn Industrial Internet (FII) are combining their expertise in computing, connectivity, power delivery and cooling to address increasingly complex AI infrastructure…

  116. Foxconn nears EV JV agreement with Poland's EMP as European expansion gains momentum
    TWDigiTimes Daily

    Foxconn is in advanced discussions with Polish electric vehicle (EV) company Electromobility Poland (EMP) to establish a joint venture, with an agreement expected soon, according to Jun Seki, Chief Strategy Officer of Foxconn's EV…

  117. Myanmar refugees fill labor gaps in Thailand as Cambodians return home
    JPNikkei Asia
  118. Bangladesh turns to China for worker training amid graduate job struggles
    JPNikkei Asia
  119. Dixon turns to joint ventures, components as price-led growth leaves margins thin
    TWDigiTimes Daily

    Dixon Technologies is counting on smartphone joint ventures, expanding IT hardware production, and locally made components to turn a sharp sales increase into stronger earnings, as rising memory costs inflate revenue without a…

  120. Exclusive: Metal adhesion poses challenge for aluminum nitride in AI optics
    TWDigiTimes Daily

    As AI and large-scale data center buildouts drive up data transmission speeds, heat is becoming increasingly concentrated in key components. This has drawn attention to ceramic substrates and higher-performance aluminum nitride (AlN)…

  121. Salesforce to Buy Defense Tech Startup, Extending Acquisition Streak
    USThe Information

    Salesforce on Friday said it was buying a defense tech startup called Rune Technologies to build out its suite of software tools, called Missionforce, designed for the military. The company is paying $375 million in cash and stock…

  122. Nvidia to become Naver＆rsquo;s third-largest shareholder
    TWDigiTimes Daily

    Nvidia will invest US$1 billion (KRW1.34 trillion) in South Korean internet company Naver, acquiring an approximately 4.54% stake and surpassing Naver founder and board chairman Hae-jin Lee to become its third-largest shareholder. Credit…

  123. Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group
    TWDigiTimes Daily

    Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become one of the largest in the Tata group. Credit: AFP

  124. FuriosaAI raises US$620 million, quadruples valuation to challenge Nvidia
    TWDigiTimes Daily

    South Korean AI chip startup FuriosaAI has raised US$620 million in its latest funding round, quadrupling its valuation from the previous round to US$2.9 billion and strengthening its challenge to Nvidia. Credit: DIGITIMES

  125. South Korea's army advances energy transition with microgrids, hydrogen
    TWDigiTimes Daily

    As AI and unmanned systems see wider adoption, the military's reliance on electricity continues to grow, making energy transition critical to maintaining combat capabilities. The South Korean Army made its debut at Smart Energy Plus (SEP)…

  126. India's Mivi opens electronics plant in Hyderabad as it moves into smartphones
    TWDigiTimes Daily

    Indian consumer electronics brand Mivi has inaugurated an INR2 billion (approx. US$21.05 million) research, development, and manufacturing facility at E-City in Tukkuguda, Hyderabad, giving the audio-focused company a monthly capacity of…

  127. EasyJet bets on Starlink for full-fleet connectivity by 2027
    TWDigiTimes Daily

    UK low-cost airline EasyJet has agreed with SpaceX to install Starlink satellite internet on its A320, A320neo, and A321neo fleets starting in the first half of 2027, with the rollout expected to be completed by early 2028. The service…

  128. Apple Intelligence heads toward paid tiers in 2027, yet AI usage limits leave key questions unanswered
    TWDigiTimes Daily

    Apple is preparing to charge for heavier use of certain Apple Intelligence features from 2027, introducing usage caps for cloud-based AI services that could become part of its existing iCloud+ subscriptions. The plan, outlined on Apple's…

  129. Rebuilding the American edge: How TSMC is driving US manufacturing and economic opportunity
    TWDigiTimes Daily

    The ambition to repatriate advanced manufacturing to the United States has reached a critical turning point. Central to this national push is the massive expansion of Taiwan Semiconductor Manufacturing Co. (TSMC) in Phoenix, Arizona—a…

  130. Meta reportedly advances humanoid robot development with Chinese partner Fourier
    TWDigiTimes Daily

    Meta is accelerating its humanoid robotics ambitions through a partnership with Chinese robotics company Fourier, having developed an initial prototype and begun work on a second version as it explores the potential of AI-powered household…

  131. Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
    TWDigiTimes Daily

    Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress in developing domestic alternatives to high-end GPUs. Yet…

  132. Kioxia's AI storage boom faces a test as pricing gains moderate, shipments shift
    TWDigiTimes Daily

    Kioxia's latest results show how AI infrastructure spending is reshaping the NAND flash business, lifting profitability even as consumer demand weakens. Its nearly flat outlook for the next quarter, however, shifts attention from the scale…

  133. Oriental Kopi founder wants to put Malaysia on the menu
    JPNikkei Asia
  134. Taiwan＆rsquo;s R＆amp;D investment reaches NT$1.13 trillion in 2025
    TWDigiTimes Daily

    Master’s degree holders remain the backbone of Taiwan’s technology R&D workforce, while locally trained PhD students generally show weaker research capabilities, according to academic sources. The National Science and Technology Council…

  135. Canada invests CAD1.6 billion in Cohere to build AI independence
    TWDigiTimes Daily

    The Canadian government plans to invest up to CAD1.6 billion (about US$1.14 billion) in domestic AI startup Cohere, becoming a major investor in the company's latest funding round as Canada seeks to reduce its reliance on the US and China…

  136. Foxconn sees double-digit growth amid 2027 K-shaped AI market
    TWDigiTimes Daily

    Foxconn chairman Young Liu said at a media briefing following Hon Hai Tech Day (HHTD 26) on October 30 that the long-term AI industry trend remains intact, but the overall market will develop in a K-shaped pattern in 2027, with AI data…

  137. Foxconn, Mitsubishi Fuso joint venture to launch on November 2 as Japan's auto industry opens up
    TWDigiTimes Daily

    Hon Hai Precision Industry (Foxconn) and Japan's Mitsubishi Fuso Truck and Bus (MFTBC) will officially launch their bus joint venture on November 2, according to Foxconn chief strategy officer for electric vehicles (EVs) Jun Seki…

  138. Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM
    TWDigiTimes Daily

    This week’s coverage highlights intensifying competition and capacity constraints across the global semiconductor industry. Taiwan faces debate over whether public R&D funding should prioritize universities and talent development. Micron…

  139. Musk may let TSMC run his Texas chip fab as his go-it-alone plan stalls
    TWDigiTimes Daily

    Elon Musk is reportedly reconsidering his approach to collaborating with TSMC on the Terafab project, signaling a potential shift from his original ambition to independently build and operate semiconductor fabs. Credit: Michael Lee