- 资讯公开站Digitimes
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…
- 资讯公开站Digitimes
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…
- 资讯公开站Digitimes
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…
- 资讯公开站Digitimes
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…
- 资讯公开站Digitimes
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…
- 资讯公开站Digitimes
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 …
- 资讯公开站Digitimes
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…
- 资讯公开站Digitimes
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…
- 资讯公开站Digitimes
China turns to 3D packaging to push AI performance beyond front-end scaling limits
Chip-performance gains have long been driven by an industry-wide focus on shrinking transistor nodes and tightening integration. While major economies including the US and Taiwan have historically sat at the summit of se…
- 资讯公开站Digitimes
Micron ramps up HBM capacity at Taiwan's four major sites
Micron Technology's revenue and profit for the fourth quarter of fiscal 2026 both beat expectations, and the company expects capacity supply to be even tighter in 2027 and 2028 than in 2026. Donghui Lu, vice president of…
- 资讯公开站Digitimes
Nidec impairment loss far exceeds estimates as auditor withholds opinion
Japanese motor and electronic components maker Nidec said on September 30 that its long-delayed consolidated financial report for fiscal year 2025 (from April 2025 to March 2026) showed losses from accounting irregularit…
- 资讯公开站Digitimes
LG Electronics, LS Electric target AI data center bottlenecks with US cooling capacity, 345kV power deals
South Korea's LG Electronics and LS Electric are expanding deeper into AI data center infrastructure, targeting two of the fastest-growing bottlenecks around high-density computing: cooling and power delivery. LG is addi…
- 资讯公开站Digitimes
Hiroca targets Tier 1 shift, global capacity overhaul
Auto components maker Hiroca posted a pre-tax loss of NT$146 million (US$4.57 million) in the first half of 2026, owing to weak demand in China's auto market and a number of one-time factors. However, during its earnings…
- 资讯公开站Digitimes
California tech exec arrested in US$300M Nvidia AI server smuggling case
US federal prosecutors on October 1 arrested a 38-year-old California man accused of violating US export controls by smuggling computer servers containing US$300 million worth of Nvidia artificial intelligence chips to C…
- 资讯公开站Digitimes
ASE stake, expansion open doors for Machvision
AI servers and advanced packaging continue to drive demand for semiconductor manufacturing, outsourced semiconductor assembly and test (OSAT), and equipment. Machvision said Advanced Semiconductor Engineering's (ASE's) e…
- 资讯公开站CNX Software
Avaota F2 – Allwinner V861 RISC-V SBC targets AI cameras with PTZ and audio support
Avaota F2 is the first SBC based on an Allwinner V861 dual-core 64-bit RISC-V SoC with 128MB on-chip DDR3 memory, support for 4K cameras, H.265 video codec, and a 1 TOPS AI accelerator. It’s an update to the earlie…
- 资讯公开站Energy Storage News
Fu-Gen, Nala Renewables close 100MW BESS deal in Finland
Fu-Gen has sold a 100MW ready-to-build battery storage project in Finland to Nala Renewables, extending their Nordic BESS pipeline to 275MW.
- 资讯公开站Energy Storage News
New South Wales grants approval to BayWa r.e.’s Bullawah hybrid wind and battery project in Australia
- 资讯公开站Digitimes
Tesla cuts AI5, AI6 memory specs to protect Optimus
Facing a prolonged memory supply crunch, Tesla CEO Elon Musk has announced steep cuts to the memory specifications of the company's AI5 and AI6 chips to secure enough memory for Optimus mass production. Musk said the dow…
- 资讯公开站Digitimes
Huawei turns to LogicFolding to keep its flagship chip race alive
Huawei Technologies has unveiled its Mate 90 smartphone series, expanding the use of self-developed Kirin processors and HarmonyOS 7 as it looks to sustain flagship performance under US restrictions on access to advanced…
- 资讯公开站Digitimes
Google's first Suncatcher satellite reaches orbit to test AI chips in space
Google has moved its orbital AI data center ambitions from paper to hardware. A prototype satellite carrying the company's Tensor Processing Units (TPUs) reached orbit on October 1, 2026, and the data it returns over the…
- 资讯公开站Digitimes
China AI infrastructure spreads to mid-sized firms
China's AI investment is increasingly turning into server purchases and data center construction, and the wave that began with large tech companies is now spreading to mid-sized firms. South Korean media say the expandin…
- 资讯公开站Digitimes
China financing chain linked to Nvidia Blackwell chips, 32 Asus servers exposed
A China-backed leasing firm appears to have helped Chinese companies buy restricted Nvidia Blackwell platform chips through financial leasing, according to a recent report. The transactions involved 32 Asus servers equip…
- 资讯公开站Digitimes
UNEEC shifts ODM focus to racks as L11 rises to 18%
Chenming Electronic Tech (UNEEC) president Charles Lo said the fourth quarter is a traditional peak season and that new models such as VR200 will enter mass production in the fourth quarter, helping revenue recover towar…
- 资讯公开站Digitimes
TSMC mulls multi-fab Texas campus beyond Arizona, with Singapore also in talks
TSMC is reportedly weighing a new manufacturing campus in Texas that could add tens of billions of dollars to its US expansion, potentially creating a second major American production hub alongside Arizona as AI chip dem…
