2026年10月2日

Micron hikes 2027 HBM prices after missing 2026 memory surge on fixed contracts

Micron Technology has sharply raised 2027 prices for high-bandwidth memory (HBM), the stacked DRAM packaged with AI accelerators. The increase comes after a year in which fixed contract prices left HBM largely outside th…

原文链接

My Peers Confronted Me About Being a Workaholic. These 5 Changes Helped Me Build and Sell Companies With Less Stress.

Seven hard-earned lessons can help entrepreneurs manage burnout, protect their identity and finances, build stronger support systems and create a successful life beyond the business.

原文链接

Fear Is Quietly Stalling Your AI Strategy. Answer These 4 Questions to Move Forward.

Most executives feel far less certain about AI than they let on, and the leaders who make progress are the ones who stop letting that fear make their decisions.

原文链接

WEBS-91J0 Enables Vision AI at Smart Intersections

原文链接

Tesla upgrades China Model 3 with 16-inch screen and V2L, US left out

Tesla China is upgrading every Model 3 it sells with a larger 16-inch touchscreen and a new light gray interior option, and it’s turning on up to 2.2 kW of AC power export across its entire Model 3 and Model Y lineup in …

原文链接

NIO (NIO) Q3 deliveries rise 25%, but September growth slows to 7.7%

NIO delivered 109,178 electric vehicles in the third quarter of 2026, a 25.4% increase over last year and right inside the 108,000 to 111,000 range it guided for in September. But the quarter ended on a weak note. Sep…

原文链接

Financial services group Orix builds 589MWh of BESS in Japan after securing first external investment

原文链接

Four glass makers converge on 510x515mm substrate, hinting at TSMC's next move

As AI chip sizes scale up, global glass leaders Corning, AGC, Nippon Electric Glass (NEG), and Schott have all centered their next-generation core substrate and through-glass via (TGV) roadmaps on a unified 510×515…

原文链接

Synopsys and Amazon sign US$1 billion-plus deal to speed custom chip development

Synopsys announced a strategic agreement with Amazon on September 30, a multi-year deal valued at more than US$1 billion that is intended to speed up Amazon's custom silicon work and support the development of more compl…

原文链接

China's share of global solar module demand falls below 40% as Europe, India gain ground

The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is set to fall below 40%, down 12 percenta…

原文链接

Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already delivered more than 24GW of data center capacity and will remain above t…

原文链接

China's chip-tool localization accelerates: ACM Research backlog jumps 88%

ACM Research (Shanghai)'s order backlog has surged alongside China's semiconductor equipment expansion, giving the Shanghai-listed chip-tool maker a larger base of future deliveries while AI-related capacity investment a…

原文链接

Samsung raises Galaxy S26 prices in South Korea seven months after launch

Under pressure from rising memory prices, Samsung Electronics has raised the South Korean launch prices of its Galaxy S26 series about seven months after release. Most models went up by KRW149,600(US$110), while the top-…

原文链接

China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up

As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering volume production. These chips are bein…

原文链接

Huawei makes Mate 90 showcase for its Tau chip strategy

Huawei unveiled its Mate 90 smartphone series on October 1, with Richard Yu, Huawei executive director and chairman of the Consumer BG, introducing the new devices alongside a new generation of in-house chips and imaging…

原文链接

TCC Group targets Ukraine's postwar rebuild with cement acquisition

Taiwan Cement recently authorized its Dutch subsidiary, TCC Group EMEA Holdings B.V., to acquire 100% of Ukrainian cement materials maker Ivano-Frankivskcement (IFCEM), roofing materials company Ivano-Frankivsk-Dakh, gyp…

原文链接

Neweb Information targets late-October listing on Taipei Exchange

Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded in recent years into AI GPU computing…

原文链接

MG Taiwan details recall after MG ZS scores zero stars in TNCAP test

The Taiwan New Car Assessment Program (TNCAP) on September 30 released its third-quarter ratings, publishing the MG ZS assessment under its second-edition protocol, which gave the model an overall zero-star rating. MG Ta…

原文链接

Focus: The hidden price of Nvidia's AI agent security play

Nvidia's new AI agent security platform puts hardware at the centre of agent control, but it also forces enterprises to weigh stronger protection against higher infrastructure costs and deeper dependence on Nvidia's stac…

原文链接

BOE eyes closer ties with Samsung, LG as it pushes into chip packaging

China's BOE Technology is seeking closer ties with Samsung Electronics and LG Electronics as the display maker expands beyond panels into semiconductor glass substrates and advanced packaging.

原文链接

Machvision's dual-track strategy enters early growth as semiconductor, substrate visibility reaches 3 years

Machvision said its "dual-track, four-line" strategy has entered an early growth phase as demand for AI servers, high-speed transmission, and advanced packaging continues to rise. The company said visibility for semicond…

原文链接

Volvo Taiwan sees AI wealth lift economy, but not yet car demand

Volvo Car Taiwan acting president Eric Lin said on Sept. 30 that Taiwan's economy is improving on the back of the AI boom, but that the wealth gains are unlikely to translate into stronger car sales in the near term. He …

原文链接

Google skips Gemini 3.5 Pro, launches Gemini 4 Argon at US$2/$10 per million tokens

Google has unveiled Gemini 4 Argon, its new top-tier AI model, after months of delays and the cancellation of Gemini 3.5 Pro, launching it at introductory prices of US$2 per million input tokens and US$10 per million out…

原文链接

MediaTek TPU orders rise as chip capacity war intensifies

MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers (CSPs) battle for semiconductor o…

原文链接

Samsung AI Forum 2026 puts agentic AI at center of transformation across devices, robotics, and chipmaking

Samsung Electronics brought global AI experts and researchers together in Seoul on September 30 for the Samsung AI Forum 2026, exploring how agentic AI and physical AI can deliver measurable business value across enterpr…

原文链接