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Semiconductors

Semiconductors news — Tuesday 03 November 2026

71 stories from 6 sources, every one in English. Each links to its publisher.

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  1. Developer manages to run Windows 11 26H2 with just 128MB of RAM, just 3.1% of recommended minimum — stripped-down installation can access Desktop, File Explorer, and Notepad
    USTom's Hardware

    NTDEV, the popular developer behind the Tiny11 project, has once again pushed the limits of just how little hardware is required to run Windows 11. In a video shared on YouTube, the developer claims to have successfully booted the latest…

  2. Grab a huge $1,229 saving on this 18-inch Alienware gaming laptop with an RTX 5070
    USTom's Hardware

    There's an eye-catching saving of $1,229 available right now on an RTX 5070 gaming laptop, thanks to Woot. This 18-inch Alienware Area-51 gaming laptop is down to $2,449.99 , a 33% saving that makes it a steal in the current market. ● Grab…

  3. Creator says Amazon closed his account after he tried to buy seven Nvidia DGX Sparks
    USTom's Hardware

    AI creator Nick Saraev says on X that Amazon closed his account after he tried to buy seven Nvidia DGX Spark AI mini-PCs. The closure email cites a verification process and gives no reason. Epic CEO Tim Sweeney chimed in that his regular…

  4. CSBC Taiwan, Havoc advance local production of unmanned boats
    TWDigiTimes Daily

    CSBC Taiwan is working with US autonomous systems company Havoc to localize production of autonomous surface vessels (ASVs) in Taiwan, showcasing their jointly developed "Rampage" alongside its domestically built "Endeavor Manta" at the…

  5. South Korea urged to link chip fab support to local suppliers
    TWDigiTimes Daily

    South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded researcher proposed on November 2, a move that could…

  6. China Signals Plans for Broad AI Safety Guardrails
    USThe Information

    China’s top economic planner said on Tuesday that the country will closely monitor the impact of AI on employment, as Beijing moves to establish safety standards and ethical guidelines covering “the whole life cycle of AI.” Wang Ruomeng, a…

  7. Nvidia selects Taipei tech park for overseas headquarters
    TWDigiTimes Daily

    Premier Jung-tai Cho said on November 3 that Taiwan's government provided Nvidia with timely support in three areas—budget, legal frameworks, and policy—to establish its first overseas R&D center and headquarters in Taipei's Beitou-Shilin…

  8. Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs
    TWDigiTimes Daily

    Nvidia CEO Jensen Huang's latest European trip has highlighted another strategic priority: using massive computing resources to simulate quantum systems and establish a foothold in the underlying quantum computing ecosystem. Credit: Nvidia

  9. Ceva takes NeuPro NPU into AI data centers, targeting efficiency gaps rather than Nvidia's dominance
    TWDigiTimes Daily

    US semiconductor intellectual property (IP) provider Ceva has expanded its NeuPro neural processing unit (NPU) portfolio into AI infrastructure for the first time. At a November 2 press conference in Taiwan, chief strategy officer Iri…

  10. OpenAI expands Abu Dhabi partnerships across energy, government, investment
    TWDigiTimes Daily

    OpenAI has signed a series of agreements in Abu Dhabi covering energy, investment, and public-sector applications, as the artificial intelligence company expands generative AI deployment across the United Arab Emirates. The initiatives…

  11. Stellantis warns chip shortages could disrupt Fiat production in Italy
    TWDigiTimes Daily

    Stellantis said on November 2 that shortages of critical electronic components for engine control units (ECUs) had significantly disrupted production of several Fiat models in Italy. The automaker said the supply-chain problem had already…

  12. Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea
    TWDigiTimes Daily

    Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic Daily and Financial News . The increase followed the…

  13. Foxconn's EV strategy opens new export routes for Taiwan
    TWDigiTimes Daily

    Foxconn outlined EV expansion plans for Europe and Japan at its 2026 Hon Hai Tech Day (HHTD 26), positioning Taiwan as more than a manufacturing base. The strategy could give Taiwan's auto industry new ways to enter international markets…

  14. TDK invests JPY100B in physical AI sensors, targets 2029 production
    TWDigiTimes Daily

    Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor production. The company aims to double capacity by fiscal…

  15. Thunder Tiger flexes unmanned surface vessel capabilities alongside US companies
    TWDigiTimes Daily

    Thunder Tiger has made steady progress in its unmanned aerial vehicle business while also pursuing opportunities in unmanned surface vessels (USVs). At the 2026 Taiwan Marine Tech & Unmanned Robotics Expo (MATURE Taiwan) held this week…

  16. Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing
    TWDigiTimes Daily

    Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised stores in 2026, targeting 20 locations by the end of…

  17. Samsung reportedly plans Galaxy-style TV lineup for 2027
    TWDigiTimes Daily

    Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks to increase shipments and expand its services business…

  18. OpenAI recruits former US Army secretary Dan Driscoll to strengthen its national security, cybersecurity ambitions
    TWDigiTimes Daily

    OpenAI has appointed former US Army Secretary Daniel P. Driscoll as senior counselor for national security modernization, seeking to expand the use of artificial intelligence (AI) in national security and cybersecurity. Driscoll will…

  19. Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges
    TWDigiTimes Daily

    Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment. The company is accelerating production expansion to…

  20. China's cable-cutting threat reaches Taiwan and the Philippines
    JPNikkei Asia
  21. Vienna entrepreneur takes leaders on lux train to China to foster ties
    JPNikkei Asia
  22. Marvell Snaps Photonics Chipmaker Lumentum to Bolster AI Connectivity
    USEE Times

    The AI networking specialist Nvidia’s Jensen Huang calls the next trillion-dollar company has made a long-anticipated move into photonics by acquiring optical component maker Lumentum in an all-stock deal

  23. Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth
    TWDigiTimes Daily

    Onsemi reported stronger-than-expected third-quarter 2026 results, driven by accelerating demand for power management solutions in AI data centers and industrial applications, as the semiconductor supplier continued to improve…

  24. Motorola taps Taboola to bring trusted-media AI to smartphones
    TWDigiTimes Daily

    Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new way to interact with AI. Credit: Motorola

  25. Chip Industry Technical Paper Roundup: Nov. 3
    USSemiconductor Engineering

    New technical papers recently added to Semiconductor Engineering’s library: Technical Paper Research Organizations Meter-scale quantum interconnects between large quantum processors IBM Research Embodied Emissions of 2.5D and 3D Scaling in…

  26. Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
    TWDigiTimes Daily

    The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers. With memory prices projected to keep climbing through…

  27. Bangladesh garment factories become second schools for women
    JPNikkei Asia
  28. Thailand to raise tax on imported EVs to 35% as Chinese brands gain ground
    JPNikkei Asia
  29. Panasonic Industry to invest JPY92 billion in AI-related circuit board materials and capacitors
    TWDigiTimes Daily

    Panasonic Industry, the electronic components subsidiary of Panasonic Group, plans to invest approximately JPY92 billion (approx. US$582.8 million) in its AI-related businesses to meet surging demand driven by generative AI. The investment…

  30. Japanese distributor turns away new customers as DDR5 prices double
    TWDigiTimes Daily

    A Japanese electronics distributor has stopped accepting new customers because it cannot fully supply its existing ones, Nikkei reported, as demand from AI data centers tightens supply of the conventional DRAM used in PCs. Credit: Bloomberg

  31. ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens
    TWDigiTimes Daily

    Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer procurement costs, while its average selling price…

  32. Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
    TWDigiTimes Daily

    Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors are growing wary of hyperscalers' increasing debt before…

  33. Nvidia Tells Cloud Clients to Take on Less China Business
    USThe Information

    Nvidia has recently told some cloud computing customers to reduce their exposure to Chinese companies, according to three people familiar with the matter, potentially narrowing a key route for China’s AI developers to access advanced…

  34. Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter
    TWDigiTimes Daily

    Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough growth to justify a valuation approaching US$5 trillion? For new CEO John Ternus, the…

  35. Macronix Builds Hardware Security into NOR Flash Ahead of EU Cyber Resilience Act
    USEE Times

    The European Union’s Cyber Resilience Act (CRA), which becomes mandatory in December 2027, is raising the bar for cybersecurity in connected devices. Rather than relying on software patches to address

  36. Australia gold miner Northern Star lifts output amid investor pressure
    JPNikkei Asia
  37. Why PC makers are turning back to China
    JPNikkei Asia
  38. Grab eyes more AI investment after Taiwan deal blocked
    JPNikkei Asia
  39. Gemtek joins three optical standards groups for AI data center development
    TWDigiTimes Daily

    Gemtek Technology has joined three optical communications standards groups as the industry develops alternatives for connecting AI data centers. The move could influence interoperability, power use, scalability, and supply-chain…

  40. TSMC's next US chip plant could land in Sherman
    TWDigiTimes Daily

    Sherman, a city north of Dallas, has emerged as a possible site for TSMC's next US chip plant, with Texas development documents describing a proposed US$45 billion investment in two semiconductor fabs by an unidentified manufacturer…

  41. Analysis: AI supply chain expansion persists despite concerns over a downturn
    TWDigiTimes Daily

    AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of the AI boom. Murata, Ibiden, Sumitomo Electric, and Toto…

  42. Metaage posts 17% revenue growth through 3Q26, eyes AI expansion
    TWDigiTimes Daily

    Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the same period of 2025, as enterprise IT infrastructure…

  43. Commentary: Foxconn charts its own path beyond humanoid robot hype
    TWDigiTimes Daily

    Although robots received less coverage at Foxconn's 2026 Hon Hai Tech Day (HHTD 26) than in 2025, the company demonstrated the confidence of a global manufacturing leader by looking beyond the humanoid, bipedal form factor. Instead, it…

  44. Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
    TWDigiTimes Daily

    Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages are reshaping investment. Its November 2 results reveal…

  45. China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture
    TWDigiTimes Daily

    China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter results also show how much reported profit growth…

  46. Geopolitical risks, sustainability pressures reshape Taiwan's specialty chemicals industry
    TWDigiTimes Daily

    Geopolitical tensions, volatile crude oil prices, and tightening sustainability requirements are reshaping the global chemical industry, creating new challenges and opportunities for Taiwan's specialty chemicals sector. Against this…

  47. South Korea aims to speed up chip fab openings by two years
    TWDigiTimes Daily

    South Korea plans to bring new semiconductor fabs into operation at least two years ahead of schedule by speeding up construction approvals and infrastructure development, as the government seeks to support KRW1,600 trillion (approx…

  48. Apple says 2nm transition is easing its advanced-node chip constraints
    TWDigiTimes Daily

    Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the constraint is easing as more of its products move to 2nm…

  49. Samsung to exit 8-inch foundry business by 2030, report says
    TWDigiTimes Daily

    Samsung Electronics plans to shut down its remaining 8-inch foundry lines by the end of 2030, forcing South Korean chip designers to seek alternative manufacturing capacity as competing foundries operate near full capacity, The Elec…

  50. AI demand, resin shock stretch India PCB shortage into 2027
    TWDigiTimes Daily

    The printed circuit board (PCB) shortage that Indian electronics makers expect to worsen in the coming months is part of a global squeeze. AI servers are absorbing high-end laminate, glass fiber cloth, and Ajinomoto Build-up Film (ABF)…

  51. China's anti-price-war drive fails to ease solar overcapacity as four industry giants remain in the red
    TWDigiTimes Daily

    China's leading solar manufacturers have reported their third-quarter 2026 financial results, showing signs of improving profitability but continued heavy losses, underscoring the persistence of excess production capacity across the…

  52. China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build
    TWDigiTimes Daily

    China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter profit, and its chip designers are still lifting…

  53. Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra
    TWDigiTimes Daily

    Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive pressure, regional usability hurdles, and AI challenges…

  54. Malaysia sets 30% renewable energy rule for data centers as it tightens grid, water access
    TWDigiTimes Daily

    Malaysia is attaching tougher conditions to its data center boom, pairing a newly approved renewable energy quota with stricter screening of power and water requests and pressure on operators to supply more of their own electricity…

  55. Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029
    TWDigiTimes Daily

    Surging demand for optical communications driven by AI and data center expansion has prompted Japan's Sumitomo Electric Industries to accelerate production capacity expansion for indium phosphide (InP) substrates. Credit: Sumitomo Electric…

  56. Micron dismisses 4F-squared DRAM as CXMT presses ahead ＆mdash; why Samsung, SK Hynix remain divided
    TWDigiTimes Daily

    Micron Technology and China's CXMT have taken sharply different approaches to next-generation DRAM scaling, exposing a divide over the commercial viability of 4F-squared memory-cell architecture. While CXMT is advancing 4F-squared towards…

  57. Nvidia strengthens South Korea ties at AI Day Seoul
    TWDigiTimes Daily

    Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using Nvidia AI technologies. LG Electronics and Doosan…

  58. Apple's record holiday sales outlook faces costly test from memory inflation, AI spending
    TWDigiTimes Daily

    Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting new CEO John Ternus to an early test on the company's pricing power and investment…

  59. AI Models Are Getting Harder to Monitor, Says U.K. Government’s Joseph Bloom
    USThe Information

    The ability to monitor AI models to detect what they’re trying to do and why is widely considered a crucial part of the effort to keep the technology operating safely. It’s also increasingly hard to do, said Joseph Bloom, the head of model…

  60. AI spending surge puts tech giants＆rsquo; cash flow under scrutiny
    TWDigiTimes Daily

    Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two years ago. Investors are watching closely to see when…

  61. MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
    TWDigiTimes Daily

    Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only for design wins, but also for secure access to wafers…

  62. AI boom raises financial crisis fears among US regulators
    TWDigiTimes Daily

    The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could trigger shocks across financial markets and the broader…

  63. Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom
    TWDigiTimes Daily

    Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions (DS) division Young Hyun Jun said the company's…

  64. Malaysia transport minister still plans to quit, says megaprojects safe
    JPNikkei Asia
  65. China＆rsquo;s tech self-sufficiency drive keeps overcapacity in place
    TWDigiTimes Daily

    China’s push for technological self-sufficiency will continue expanding its industrial overcapacity and exporting it worldwide, according to Roy Chun Lee, senior deputy executive director of the Center for International Trade Policy at the…

  66. High inventories threaten Taiwan manufacturing PMI expansion
    TWDigiTimes Daily

    The Chung-Hua Institution for Economic Research (CIER) released Taiwan's purchasing managers' index (PMI) for October 2026 on November 2, showing continued expansion, with the outlook remaining optimistic. Notably, customer inventories in…

  67. Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue ＆mdash; but growth remains uneven
    TWDigiTimes Daily

    Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time high in Services revenue. The results lifted full-year…

  68. How Smugglers Get Expensive Memory Chips to China from South Korea
    USThe Information

    For an illustration of how porous U.S. restrictions on the shipment of AI chips to China can be, consider a technique that has begun to catch on among smugglers involving a key type of memory chip. While U.S. export regulations ban the…

  69. Apple’s Slowdown
    USThe Information

    Apple’s new CEO, John Ternus, has learned from the best. The script for his first earnings call on Monday was so full of marketing palaver about Apple products, and so lacking in information, that Ternus’ predecessor, Tim Cook, must have…

  70. OpenAI Hires Ex-Army Secretary As Senior Advisor
    USThe Information

    Former U.S. Army Secretary Dan Driscoll is joining OpenAI to help expand the use of the AI company’s technology in national defense and other military applications. The former government official, who stepped away from his Army post in…

  71. Exclusive: Salesforce Acquires Startup Cresta for $2.7 Billion 
    USThe Information

    Salesforce extended its recent shopping spree, announcing on Monday plans to acquire Cresta, a nine-year-old provider of AI-powered contact center automation software. Salesforce didn’t disclose a price but it agreed to pay $2.7 billion…