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Friday 23 October 2026
TSMC reportedly surveys suppliers on rare-earth-free motors as China's export-control pause nears legal expiry
The world's largest contract chipmaker is weighing whether the motors inside its factory-automation equipment can run without rare-earth magnets, a sign that China's grip on rare earths...
Friday 23 October 2026
Analysis: Nvidia's DSX POD reshapes AI factory supply chains
As AI data centers accelerate construction, supply-chain competition is expanding beyond servers and fully integrated racks to the integrated delivery of computing modules and site...
Friday 23 October 2026
SK Hynix halts Solidigm IPO review in face of broader AI and market volatility
Solidigm, the US-based subsidiary established by SK Hynix, has officially halted its review of potential pre-IPO and IPO options.
Friday 23 October 2026
Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption
Apple's iPhone Duo has gone on sale, with pre-orders in several key markets reportedly exceeding the company's expectations. Delivery dates have stretched to late 2026 and even early...
Friday 23 October 2026
Western Digital argues AI's longer payoff lies in stored data, not compute
Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the...
Friday 23 October 2026
AI cuts chip R&D cycles to 9 months, says Etron chair
AI-driven growth will push the semiconductor industry past the US$1.6 trillion mark in 2026, while accelerating chip development cycles to one new product every nine months, Etron...
Friday 23 October 2026
Western Digital widens margins on pricing and exabyte growth
Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from...
Friday 23 October 2026
Why is TSMC suddenly looking at Texas?
TSMC is scouting Texas for possible new US capacity, even as it builds out its advanced-process fabs in Arizona. Chairman C.C. Wei confirmed that a team has been sent to Texas to assess...
Friday 23 October 2026
Interview: TI sees liquid cooling shift to tray-level control in AI data centers
Liquid cooling in AI data centers is moving toward more granular control architectures. Patrick Zeng, general manager of data center thermal management at Texas Instruments (TI), told...
Friday 23 October 2026
Elan targets drone market with solutions contributing revenue in 2026 and 2027
Elan Microelectronics is pursuing drone opportunities across multiple applications, showcasing a broad range of solutions at the 2026 TAITRONICS expo. Solutions developed with Taiwanese...
Friday 23 October 2026
Samsung Foundry targets automotive, edge AI chips with 8LPU+
Samsung Electronics' foundry business will extend its 8-nanometer process, now more than eight years old, into another generation with the launch of the second-generation 8LPU+ platform...
Friday 23 October 2026
UMC, AP Memory advance AI chip power delivery with validated DTC silicon capacitors for advanced packaging
UMC and AP Memory announced a technology and manufacturing partnership on October 22 to develop next-generation power delivery solutions for AI data centers, combining UMC's deep trench...
Friday 23 October 2026
Lam Research sees WFE topping US$200 billion in 2027
Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million...
Friday 23 October 2026
PSMC eyes Taiwan, Japan, Singapore for 3D AI foundry expansion
Powerchip Semiconductor Manufacturing (PSMC) is urgently expanding its 3D AI foundry business and evaluating new plants in Taiwan, Singapore, and Japan, while exploring strategic joint...
Friday 23 October 2026
SK Hynix reportedly engages suppliers to bring 30% more efficient iHBM cooling to HBM5 production

SK Hynix is reportedly working with materials and equipment suppliers to commercialise its next-generation iHBM cooling technology, targeting a...