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Thursday 8 October 2026
Analysis: Musk keeps Terafab in-house, shifting execution risk onto his own companies
Elon Musk has moved to quell uncertainty over Intel's position in the Terafab chip project, stressing that his companies will build and operate the planned semiconductor complex themselves...
Thursday 8 October 2026
AI agents fuel new CPU demand, lifting AMD
Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom...
Thursday 8 October 2026
Nvidia's RTX Spark hits order books, taking on Apple's Macs
Nvidia's RTX Spark superchip for Windows PCs moved from stage demos to order books on October 7, as pre-orders opened for Windows laptops built to rival Apple's unified-memory Macs...
Thursday 8 October 2026
Samsung Electronics posts record quarterly profit in preliminary results
Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans...
Thursday 8 October 2026
Lisa Su takes AMD's Korea ties beyond memory to AI
AMD is broadening its Korean partnerships from memory procurement to AI infrastructure and research, as chief executive Lisa Su seeks the supply and technology cooperation needed for...
Thursday 8 October 2026
Broadcom reportedly in early talks to finance OpenAI's custom chip purchases
Broadcom is increasingly arranging the money its customers need to buy its chips. Fresh off launching a US$60 billion debt package to fund Anthropic's AI build-out, the company has...
Thursday 8 October 2026
Microloops sees 2027 growth as ASIC shipments near GPU crossover
Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month,...
Thursday 8 October 2026
Acer Synergy Tech expands OT push, builds IT-OT integration
Acer subsidiary Acer Synergy Tech reported consolidated revenue of NT$265 million (approx. US$8.3 million) in September 2026, up 158% year-on-year and a monthly record. Third-quarter...
Thursday 8 October 2026
Monitor brands raise prices as panel hikes loom
Major monitor brands including AOC and Philips have raised end-product prices in recent months, affecting office, home, and gaming lines, as price-increase notices from China's three...
Wednesday 7 October 2026
Commentary: Qualcomm patent deal puts spotlight on Huawei's broader IP push
Huawei and Qualcomm announced on Oct. 5 that they had signed a multi-year patent licensing agreement covering technologies including 5G, computing, AI and networking.
Wednesday 7 October 2026
AMD expands Korea push after Taiwan supply talks
AMD CEO Lisa Su moved from supply-chain talks in Taiwan to South Korea this week, broadening the chipmaker's Asia push from efforts to secure more CPU, GPU and advanced-wafer capacity...
Wednesday 7 October 2026
Chip price hikes loom as Taiwan IC designers brace to pass on costs through 2027
Taiwanese integrated circuit (IC) design firms report that passing on costs to customers will likely continue through 2027 as upstream foundry and outsourced semiconductor assembly...
Wednesday 7 October 2026
Low-cost terahertz SoC takes shape as Taiwan advances next-generation communications
As the global communications industry moves toward the 6G era around 2030, front-end modules supporting frequency ranges such as D-band at 130-150GHz and W-band at 77-95GHz have become...
Wednesday 7 October 2026
Semicon 2.0 widens focus beyond fabs: Dassault Systèmes pitches virtual twins to India's chipmakers
Dassault Systèmes is pitching its virtual twin software as the link between India's chip design base and the factories and packaging plants now being built under the country's...
Wednesday 7 October 2026
Rapidus adds Malaysian chip designers to its semiconductor network
Japan's Rapidus is widening its semiconductor push with help from four Malaysian IC design firms, a move that could strengthen chip-development support for customers worldwide. The...