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Tuesday 21 July 2026
SemiQa: New materials for faster, energy-efficient analog processing
Pursuing a PhD might have been the most lucrative decision that Tomasz Matusiak has ever taken.Whilst studying at the Wroclaw University of Science and Technology in Poland's third-largest city, he developed chemical sensors made from ceramic materials based on microplasma generators, and electrical components made from a paste of glass and graphite. Now, Matusiak is using this research to solve a bottleneck that plagues the cutting edge of AI development: moving data between where it is stored in memory and where it is handled in the processing unit (for example, the central processing unit [CPU], which handles arithmetic and logical operations; or more specialised graphics processing units [GPUs], which handle computer graphics and digital images) wastes both time and (electrical) power. This limits the extent to which AI models can be scaled up and, of course, harms the environment.What if one could perform all of the computational tasks right where the data are stored? Matusiak thinks his material can do this, and he has started a company, SemiQa, and produced a system inspired by the human brain, the Analog Neural Network (ANN). Unlike conventional chips, which can reach 80°C and require a cooling system, his ANN system only reaches a maximum of 40°C. SemiQa's goal since its inception at the start of 2025 has been to conquer the universe of data centres, replacing their graphic cards (and the GPUs that power these graphic cards) with ANNs.Matusiak wants to bring back analog processing for its computational advantages. He uses the analogy of a train ride through the countryside. One might look outside the window and see a forest pass one by, followed by a short section alongside a river, before heading back into the forest again. A human brain – the analog system – would see a forest and then not think about it again until it sees a change in the environment (the river), and then once again not actively register the river again until the river has been replaced by the forest. It only processes the changes.But a digital system would constantly process what is outside the window. Analog processing thus saves on energy as it doesn’t process when there hasn't been any change.Likewise, digital processing might allocate a large number of bits to a small integer – for example, even though the number 5 can be expressed in binary with just three bits (101), it might be stored in an 8-bit or a 16-bit structure, where most of the surplus bits are zeroes. Many of the operations performed on these small integers will also result in small integers, so most of the leading zeroes will not change. A lot of memory is wasted.Analog processing can get around this problem by simply storing the 5 in a memory cell as a 5 instead of in eight memory cells as 00000101. (Analog memory cells, unlike digital memory cells, can take on more values than just 0 and 1.)The neural approach is based on a special electrical component called a memristor (short for memory resistor). A traditional resistor follows Ohm's Law, which states that the current (the rate at which electric charge flows) through a conductor is proportional to the difference in voltage (or the difference in electric potential energy, or the work it would take to move a unit of charge provided by, for instance, a battery) across that conductor. Mathematically, Ohm's law is V= IR, where V stands for the voltage, I for the current, and R for the resistance of the conductor, a proportionality constant that indicates how difficult it is for charge to move. The higher the resistance, the lower the current (for a given level of voltage).In a traditional resistor, the resistance doesn't vary with current (or voltage). In a memristor, though, the resistance depends not just on the current (or voltage) but also on the past levels of current running through it (or voltage controlling it). In other words, if the voltage goes up and then goes back down to its earlier level, the current and resistance might not return to their original levels. This ability to take on a range of values of resistance also mean that the memristor can be analog – in other words, that it can represent a range of values and not just a 0 or a 1.In addition to its superior thermal properties, SemiQa's ANN1000 is more power-efficient than other chips, being able to carry out more than 30 TOPS (or 30 trillion operations per second) per Watt of power; standard GPUs or NPUs (neural processing units, which are specialised for AI applications) can only carry out 1-2 TOPS per Watt. (The chip consumes 2.5 Watts of power, and so can carry out roughly 75 TOPS.)It is also naturally faster – ANN1000's latency (the time delay between when the processor requests something from memory to when the processor retrieves it) is 50 times shorter than that of a conventional GPU or NPU.The next step is, of course, commercial-scale production of their chips. They already demonstrated a proof-of-concept of their memristive technology at last year's SEMICON Taiwan, an annual trade show and Asia's largest semiconductor event. They will now create a neural network on silicon and hope to have a product-ready chip tailored to specific applications by the end of 2027. The memristive material, a mixture of organic and inorganic parts, is compatible with CMOS (complementary metal-oxide-semiconductor) technology, which is commonly used in foundries to fabricate chips. Matusiak envisions SemiQa's chips in mission-critical applications where efficient power consumption and processing is highly advantageous. These include autonomous systems, such as drones to be used in war and marine robots. Electric cars can also benefit: GPUs currently account for roughly half the cost of driverless vehicles, and replacing conventional GPUs with SemiQa's chips could reduce the price for consumers whilst maintaining manufacturers' margins. SemiQa also plans to add B2B applications such as data centres to the aforementioned B2C applications. They will tackle this through the ANN2000, a matrix of a thousand smaller ANN1000s.The prize money from the Best AI Awards pales in comparison to the 3 million EUR in pre-seed funding that SemiQa has already raised in Europe. But Matusiak is most grateful for the recognition that the judges have given his company's achievements since they started it just a little more than a year ago. This will also facilitate their collaboration with potential partners – in fact, they are already in talks with two local foundries to deepen their co-operation and scale up production of their chips."If you want something special, you need to work with the special forces," says Matusiak. "Everyone knows that Taiwan is the best in the world."SemiQa also plans to set up a branch office in Taiwan and will potentially hire two business developers in the country in the short term. They also know that they will need more funding, and are looking into perhaps raising money from Taiwanese investors. SemiQa already has a strong relationship with Taiwan, being a member of the Taiwan-Poland Chamber of Commerce and having signed memoranda of understanding with several Taiwanese businesses.The Best AI Awards celebrate global excellence in artificial intelligence and IC design, welcoming submissions from innovative companies and brilliant student teams. Following the success of the 2026 edition—advised by the MOEA, organized by DoIT, and executed by TCA—the prestigious competition is officially transitioning into an annual tradition.Offering substantial grand prizes and unmatched industry exposure, the countdown to Best AI Awards 2027 has already begun. Details on the next submission cycle, prize tiers, and eligibility rules will be released soon. Connect with us on LinkedIn for the latest official updates and application alerts. 
Tuesday 21 July 2026
Taiwan launches AI competition to tackle marine debris with 20,000-image dataset
Marine debris management is entering a new phase of data-driven applications. Converting years of accumulated coastal imagery into actionable tools for surveying, identification, and monitoring has emerged as a critical challenge in the digitalization of ocean governance.Under the guidance of Taiwan's Ocean Affairs Council (OAC), the National Academy of Marine Research (NAMR) is hosting the "2026 International Marine Debris Image Recognition AI Challenge." Featuring a dataset of over 20,000 real-world marine debris images, the competition invites AI, data science, computer vision, and marine science teams from Taiwan and abroad to participate.The competition is supported by Amazon Web Services (AWS) as the AI technology partner, with model evaluation and competition operations managed through the Industrial Technology Research Institute's (ITRI) AIdea AI Co-Creation Platform. Registration is now open.NAMR sets the challenge: bringing AI to the frontlines of ocean governanceMarine debris has long been a fundamental issue in coastal environmental governance - and one of the most difficult to address in the field. Coastal debris is diverse in type, scattered in distribution, and frequently degraded by sun exposure, seawater erosion, sand burial, and physical damage, making manual surveys and image interpretation highly labor- and time-intensive.To accelerate digital transformation, NAMR has established MDImageNet, an AI-Ready marine debris image dataset covering the ICC19+1, NAMR26+1, and NAMR33+1 marine debris category schemes. The competition draws on NAMR's existing marine debris image dataset, comprising over 20,000 images annotated with YOLO-format bounding boxes. The dataset covers common coastal waste categories including plastic litter, fishing-related debris, and other anthropogenic waste.A "post-mapping" strategy is adopted: participants first train models using the original class labels provided, then map predictions into 20 official recognition categories during inference, with final scoring based on 19+1 primary marine debris target classes.The competition design confronts teams with the real-world constraints of field data - cluttered backgrounds, diverse object classes, and significant appearance variations. By requiring quantitatively evaluated object detection models, the challenge goes beyond open data sharing: it validates whether AI can be transformed into deployable tools built upon existing survey infrastructure.The competition comprises preliminary and final rounds, evaluated primarily on mean Average Precision (mAP) at an IoU threshold of 0.5. A "Best Lightweight Optimization Award" is also offered, using NetScore to balance detection accuracy, model size, and computational complexity-encouraging models suitable for practical deployment in coastal patrols, UAV-based image analysis, and long-term environmental monitoring.AWS cloud resources and AIdea platform power hands-on AI developmentThe competition integrates resources from AWS and ITRI's AIdea AI Co-Creation Platform to support teams throughout model development, training, testing, and evaluation. AWS provides the cloud development environment, offering Amazon SageMaker AI and computing resources for machine learning workflows. Technical workshops are also scheduled to familiarize participants with cloud-based AI development tools and model training pipelines.ITRI's AIdea Platform handles competition execution, dataset support, and automated scoring. The standardized cloud environment and evaluation framework ensures all teams operate under identical conditions, maintaining fairness and reproducibility.The competition is open to high school students, college students, and professionals, with teams of two to five members. Cross-institutional and interdisciplinary collaboration is encouraged, combining expertise in AI, computer vision, data science, and marine science to produce evaluated model outcomes for marine debris recognition.Registration for the "2026 International Marine Debris Image Recognition AI Challenge" is open until August 10. The total prize pool is NT$300,000, with two additional Best Lightweight Optimization Awards.NAMR aims to bring together the AI community, research institutions, academia, and industry to convert marine debris imagery into deployable environmental monitoring models-building Taiwan's AI application experience and marine data foundation for ocean governance.For competition details and registration, visit the official website (link).
Tuesday 21 July 2026
Electronics Supply Chain Outlook: Where H2 2026 Momentum Is Heading
Six months into 2026, the story isn't whether the electronics supply chain has stabilized. It has, broadly. The real story is that it has split into two distinct markets moving in opposite directions, and most procurement teams are still planning as if there's just one. The AI-driven leading edge remains capacity-constrained and pricing-positive, while the mature-node segment is loosening into a genuine buyer's market. Knowing which side of that line each line item on your BOM sits on is the single most useful thing you can do heading into the second half of the year.The Two-Speed Market, BrieflyTSMC is reportedly preparing to raise prices 3–10% on its sub-5nm offerings, and with Nvidia and Apple having already locked in large blocks of capacity through year-end, second-tier buyers are increasingly competing for allocation that may not exist in H2. Memory tells a similar story. Combined output from Samsung, SK Hynix, and Micron is expected to grow sharply by 2030, led by a projected rise in HBM production, but that new capacity doesn't meaningfully arrive until 2027. In the meantime, DRAM and HBM remain the tightest categories in the entire component ecosystem.Mature-node wafer pricing has actually returned to pre-pandemic levels, down 5–8% year-over-year, as Chinese fab capacity comes online and automotive/industrial utilization climbs into the 80–85% range. Consumer electronics demand is stabilizing too, which is easing pressure on mature-node semiconductors and passives.What This Actually Means for Your Procurement StrategyThis is where most H2 outlooks stop short. Here's what to actually do with this picture, category by category.1. Segment your BOM by risk profile, not just by part number.Advanced logic tied to AI-adjacent applications faces a fundamentally different supply reality than commodity discrete or mature-node passives. Treat these as two separate procurement strategies, not one blended approach. A BOM review that groups parts by constrained, stable, or loosening rather than by function or supplier will surface where your actual exposure sits, and it's often not where teams assume.2. Use the mature-node buyer's market now, not later.If you were forced into single-sourcing during the 2021–2023 shortage years, H2 2026 is the window to qualify second sources for those mature-node components while pricing and availability both favor you. This window won't stay open indefinitely. As automotive and industrial utilization keeps climbing toward capacity, the leverage shifts back to suppliers.3. Be strategic, not reactive, on memory buys.Memory is not one uniform story. Leading-edge densities tied to HBM demand carry a real price premium, but previous-generation DDR4 and LPDDR4 may still offer value while pricing is structurally supported mainly at the high end. If your designs can tolerate a prior-generation module, this is the year to lock it in rather than wait and hope for relief that isn't coming until 2027.4. Watch for new procurement categories forming in real time.Optical networking components for AI data centres are moving from niche to mainstream as AI clusters push toward much higher bandwidth per rack. If your roadmap touches high-bandwidth AI infrastructure at all, get ahead of this now. Procurement categories that don't exist yet in your sourcing playbook have a way of becoming urgent overnight once a design win locks them in.5. Rebuild safety stock around true risk, not blanket buffers.Broadly increasing inventory across the board is expensive and imprecise. The more effective move is targeting buffers at the small percentage of components, often a single connector, capacitor, or legacy memory module, that actually drive downtime risk if they disappear. Combine that with forecasting discipline: suppliers increasingly prioritize allocation and pricing based on how credible and consistent your rolling forecasts are, which means forecast accuracy is now a negotiating asset, not just a planning exercise.6. Don't sleep on non-obvious demand drivers.Rising defense spending across Asia-Pacific is quietly adding a new, non-cyclical source of demand for industrial and mature-node electronics, one that doesn't show up in most consumer-electronics-driven forecasts. If your end markets touch defense, aerospace, or industrial automation, factor this in as upside demand pressure, not background noise.The Bottom Line for the Rest of 2026H2 2026 doesn't call for a single supply chain strategy. It calls for two, running in parallel. Where you're constrained, the priorities are allocation planning, forecast credibility, and locking in what capacity you can. Where you're not, the priority is using the current leverage to diversify, qualify alternates, and rebuild resilience before the window closes. Teams that treat this as one undifferentiated “stabilizing market” will miss both opportunities.If you're navigating either side of this, securing allocation on constrained parts or taking advantage of loosening mature-node availability, that's exactly the kind of sourcing challenge our team works through with customers every day. Reach out to your Fusion Worldwide representative and let's talk through your BOM.(Article Sponsored by Howard Tan, Director of Purchasing, China Fusion Worldwide)