- 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
New South Wales grants approval to BayWa r.e.’s Bullawah hybrid wind and battery project in Australia
- 资讯公开站Digitimes
AMD bets on AI demand by buying World Labs
Under Lisa Su's 12-year tenure at Advanced Micro Devices (AMD), the company has gradually moved beyond its role as Intel's challenger in the CPU market. But in the accelerator market for training and running AI models, o…
- 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…
- 资讯公开站Digitimes
JCET Group partners with Wuxi to advance 2.5D advanced packaging facilities
JCET Group signed an agreement on September 29 for a high-end advanced packaging and testing project in Wuxi, Jiangsu Province. Wuxi municipal leadership pledged operational support to help JCET scale its manufacturing f…
- 资讯公开站Digitimes
DIGITIMES Insight: Intel, TSMC, Samsung converge on backside power — packaging becomes the next divide
Data center AI accelerator package power has climbed from about 500W in the A100 generation to roughly 3,500–4,000W for Rubin Ultra-class products expected in 2027, pushing supply current into the thousands of ampe…
- 资讯公开站Digitimes
Micron expands global fabs, calls on Taiwanese suppliers to go overseas
AI-driven memory demand is surging, and Micron has recently accelerated capacity expansion across multiple regions worldwide, including Taiwan, the US, Japan, Singapore, and India. Donghui Lu, vice president of Micron's …
- 资讯公开站Digitimes
Commentary: Broadcom's US$42 billion Anthropic loan exposes AI's emerging chip-financing loop
When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and customer begins to blur.
- 资讯公开站Digitimes
China chip talent tensions surface in Cambricon's US$4.15 billion ex-CTO dispute
Cambricon Technologies' equity dispute with former deputy general manager and chief technology officer Liang Jun has escalated sharply, with Liang raising his compensation claim from CNY4.29 billion (US$640 million) to C…
- 资讯公开站Digitimes
JSR completes South Korean EUV facility as Japanese suppliers localize next-gen resists
JSR Micro Korea, the local subsidiary of Japan-based JSR, officially completed construction of a new semiconductor materials plant on September 30 in the Ochang Foreign Investment Zone in Cheongju, North Chungcheong Prov…
