2026年10月3日

A new contest pits competitors against each other in a race to biological youth

This week, I officially signed up for an unusual competition. One that rewards competitors for getting younger. I recently turned 40, and I don’t need reminding that both time and my chronological age only tick forward. …

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Don’t be fooled—LLMs don’t reason

On an afternoon in Seoul in March 2016, I watched a program I helped build put a stone on the fifth line of a Go board in what looked like a gift to its human opponent. Move 37 in game two of the five-game match looked s…

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The Proof Economy

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Chip Industry Week In Review

CFETs push scaling beyond 10 angstroms; physical AI M&A and funding; AI data centers drive new power/packaging investments; new Spectre-v2 attack targets JIT compilers; photonics moves closer to compute; quantum HW;…

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UP Xtreme PTL Edge Air Panther Lake Mini PC gets AirJet solid-state active cooling solution

AAEON has introduced a new version of its UP Xtreme PTL Edge Panther Lake mini PC with the “Air” variant featuring Frore Systems AirJet solid-state active cooling solution. The company says the AirJet passive…

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BESS Industry Buzz: ERCOT economics, Google’s hourly matching pilot and the world’s most dense BESS blocks

Welcome to another edition of hot takes, snap analysis, gossip and of course, valuable insights from the LinkedIn feeds of energy storage and electricity insiders.

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Renalfa IPP, Eurowind inaugurate solar-plus-storage hybrid renewable energy park in Bulgaria

Renalfa IPP and Eurowind have brought a large-scale hybrid renewables project, featuring 242MWp of solar PV and 773MWh of battery storage, into commercial operation in Bulgaria.

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Technical availability central to maximising BESS returns: Varco Energy talks UK asset management

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Canada’s Northland Power closes financing on 1.2GWh of CM-contracted BESS projects in Poland

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Meta to add Naver Map navigation to AI glasses in South Korea

Meta will link Naver Map's walking-navigation feature to its Ray-Ban Meta and Oakley Meta AI glasses in 2026, as it moves to strengthen its presence in South Korea before rival AI glasses from Google and Samsung Electron…

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iPhone 18 Pro lifts Apple to 33% China share

Apple's iPhone 18 Pro series lifted first-week sales in China by 12% year over year, giving the soft smartphone market a much-needed boost and pushing Apple to the top of weekly sales with a 33% market share. The strong …

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Apple's Ternus pushes management cuts, faster hardware

After succeeding Tim Cook as Apple's chief executive, John Ternus is considering a broad organizational overhaul aimed at strengthening an engineering-centered R&D system, according to Bloomberg and Reuters. He is al…

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OpenAI fires 3 safety researchers for sharing confidential information

OpenAI fired three safety researchers after they shared confidential information with a third-party artificial intelligence safety group, according to The Wall Street Journal, which first reported the news. The case has …

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Huawei hikes flagship prices up to US$200 as memory shortages hit smartphone margins

Soaring memory procurement costs are pushing smartphone makers to pass expenses on to consumers. As artificial intelligence (AI) infrastructure expansion continues to squeeze global memory supplies, Huawei has officially…

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BMW to make 20% of senior management redundant with AI

BMW AG said at its capital markets day on September 30 that it plans to use artificial intelligence (AI) to help streamline one-fifth of management roles by mid-2027. As BMW pushes to boost organizational agility through…

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Japanese firms cut China presence 22.4% as trade risks mount

Japanese companies sharply reduced their footprint in China over the past two years, with the number operating there falling 22.4% from 13,034 to 10,118 as of the end of June 2026, according to a survey released by Teiko…

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ficonTEC, Hermes Testing target CPO testing scale-up with INS-2 platform

ficonTEC, a maker of optoelectronic automation assembly and test equipment, has announced a strategic partnership with Hermes Testing Solutions Inc. (HTSI) to support Taiwan's rapidly expanding co-packaged optics (CPO) e…

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Stellantis to pause four French plants amid EV battery shortages

Stellantis said it will suspend operations at four auto assembly plants in France in October, citing shortages of long-range electric vehicle batteries and the need to control dealer inventories. The cuts come as the aut…

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Hitachi and Fanuc launch Physical AI partnership for factory automation

Hitachi and Fanuc announced on September 30, 2026, that they have formed a strategic partnership on Physical AI, with internal testing beginning immediately and customer promotion planned for fiscal 2027. The Japanese in…

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Taiwan pledges to help TSMC expand domestic investment amid Singapore rumors

Rumors that TSMC is weighing a new semiconductor investment in Singapore have reignited concerns over its overseas expansion, while the Ministry of Economic Affairs (MOEA) said on October 2, 2026, that the government wil…

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Inside Volantis's photonic bid to break AI's memory wall after US$88 million raise

Semiconductor startup Volantis has raised US$88 million in Series A funding to develop an AI inference architecture that uses photonic interconnect technology to address memory bottlenecks in AI chips. The round, announc…

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Amazon weighs US$8B chip sale-leaseback to support credit rating

Amazon is considering moving about US$8 billion worth of high-end Nvidia chips off its balance sheet through a sale-leaseback structure, according to the Financial Times and Reuters. The plan would shift thousands of Nvi…

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Nvidia weighs PTFE and HC for glass-free PCBs in Rubin Ultra

Nvidia is testing glass-free PCB material systems for its next-generation AI server platforms, evaluating polytetrafluoroethylene (PTFE) and hydrocarbon (HC) resin formulations for possible use in the Rubin Ultra NVL576 …

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Qbic expands edge AI on Arm, lifts smart access control above 60%

Industrial computer (IPC) maker Qbic held its pre-IPO presentation for the over-the-counter market on October 1, 2026, highlighting a strategy that differs from that of most Taiwanese IPC peers by centering on the Arm ar…

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Life after Meta: Manus regains independence, debuting Manus 2.0 and 'Cue' AI agent

Following its return to independent operations, AI startup Manus unveiled two new products in late September 2026: Manus 2.0 and "Cue," a personal agentic AI application. The product rollouts mark the company's first maj…

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