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Thursday 29 October 2026
Nvidia under probe by US justice officials over Hugging Face acquisition
The US Department of Justice (DOJ) is reviewing how Nvidia's acquisition of Hugging Face could affect competition in the AI industry, while a years-long antitrust investigation continues...
Thursday 29 October 2026
LB Semicon to expand PMIC capacity under 10-year Qualcomm deal
South Korean semiconductor packaging and testing company LB Semicon reportedly plans to invest KRW30 billion (approx. US$22.4 million) to expand its power management IC (PMIC) back-end...
Thursday 29 October 2026
KLA: wafer fab equipment market exceeding US$200B in 2027
KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth...
Thursday 29 October 2026
NXP wins Volkswagen role in software-defined vehicle architecture
Volkswagen Group and NXP Semiconductors have agreed on a strategic partnership under which NXP's S32K5 microcontrollers (MCUs) are intended to serve as a building block of the carmaker's...
Thursday 29 October 2026
UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years
United Microelectronics Corporation (UMC) expects wafer foundry pricing to continue rising in 2027, with CEO Jason Wang projecting approximately 10% year-over-year growth in the company's...
Thursday 29 October 2026
CXMT to start HBM3E production despite low yields amid tight domestic market
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
Thursday 29 October 2026
Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up
SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th...
Thursday 29 October 2026
Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028
Samsung Electronics and SK Hynix are undertaking their largest-ever equipment investments in 2026, but the memory supply increase is not expected to materialize until 2028. By then,...
Thursday 29 October 2026
Samsung targets physical AI as Lee Jae-yong leads robotics push
Samsung Electronics Chairman Lee Jae-yong marked his fourth anniversary as chairman on October 27, 2026, by visiting a robotics research center, where he reviewed humanoid robot technology...
Thursday 29 October 2026
Nvidia trims HBM4 bandwidth for Rubin platform, sources say
Nvidia is reportedly adjusting the fourth-generation high-bandwidth memory (HBM4) specification for its Vera Rubin NVL72 platform, cutting bandwidth per GPU from the previously announced...
Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...
Thursday 29 October 2026
Memory surge leaves CPI stable, hits consumer electronics hardest
Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that...
Thursday 29 October 2026
Samsung EUV data leak case: researcher in university partnership indicted
Samsung Electronics' next-generation semiconductor process data was allegedly removed without authorization by a university-industry research partner in South Korea, raising concerns...
Thursday 29 October 2026
AI, semiconductors drive foreign investor gains, weakening Taiwan dollar
Taiwan's AI and semiconductor stocks have delivered substantial gains for foreign investors, who have recently taken profits, converted the proceeds into US dollars, and repatriated...
Thursday 29 October 2026
Nvidia's Rubin Ultra cooling: 0.1mm microchannels vs vapor chambers
As Nvidia introduces a new generation of AI chips each year, gains in computing performance are driving increasingly demanding thermal management requirements.