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    Cisco, Nvidia target high-speed optical interconnects with 4x USFP density
    1min ago
    AI accelerator growth shifts toward value as custom ASICs move upmarket
    15min ago
    Shanghai HiSilicon expands DDI push across all display sizes
    Oct 13, 18:14
    NEWS TAGGED 2030
    Wednesday 14 October 2026
    Yaskawa targets 2030 humanoid robot rollout as AI lifts forecast
    Japan's Yaskawa Electric plans to launch humanoid robots within the next one to two years and expects AI-powered humanoid robots to enter widespread use around 2030. The company also...
    Wednesday 14 October 2026
    Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal
    Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...
    Tuesday 13 October 2026
    Hua Hong deepens China chip equipment partnerships, targets stronger specialty foundry share by 2030
    China's Hua Hong Group has signed strategic agreements with four domestic semiconductor equipment suppliers to accelerate the adoption of locally developed wafer fabrication tools,...
    Monday 12 October 2026
    DIGITIMES Insight: Why AI is shifting telecom traffic to the uplink
    AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic,...
    Wednesday 7 October 2026
    Robotaxis intensify charging infrastructure pressure, could drive over 35% of North American EV power demand by 2030
    As autonomous driving technology continues to advance, robotaxis are expected to significantly reshape global EV charging demand. Charging solutions provider ChargePoint forecasts...
    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...
    Tuesday 6 October 2026
    Kawasaki teams with Noetra on fully autonomous humanoid robot
    Kawasaki Heavy Industries plans to launch an AI-powered fully autonomous humanoid robot as early as 2030, using a physical AI platform under development by Japan's Noetra. Nikkei...
    Monday 5 October 2026
    Deutsche Telekom targets US$2.8 billion in savings as AI business grows
    Deutsche Telekom expects artificial intelligence and automation to generate around EUR2.5 billion (approx. US$2.8 billion) in indirect-cost savings by 2030 compared with 2023, Reuters...
    Saturday 3 October 2026
    Elon Musk, Jensen Huang see China closing lithography gap by 2030
    While ASML executives explore how to scale extreme ultraviolet (EUV) lithography output beyond 110 units by 2028, China is pursuing indigenous advanced lithography systems. ASML plans...
    Friday 2 October 2026
    Toshiba reportedly to double HDD production as AI drives storage demand
    Toshiba plans to double production capacity for hard disk drives (HDDs) used in AI data centers by fiscal 2027, investing about JPY60 billion (US$379.4 million) to expand its Philippine...
    Thursday 1 October 2026
    Synopsys raises long-term growth and margin targets, guides fiscal 2027 revenue to US$11.15 billion
    Synopsys is betting that custom silicon and AI-driven chip design will lift its growth above the double-digit pace it previously targeted. At its investor day in New York on September...
    Tuesday 29 September 2026
    IDC says AI agent growth will widen global compute shortage by 2027

    AI agents are moving into enterprise workflows and driving a sharp rise in demand for AI infrastructure, with a new report from IDC...

    Thursday 24 September 2026
    Microsoft to invest US$10B in Middle East AI infrastructure, despite war risks
    Microsoft announced that it will invest US$10 billion in expanding AI infrastructure in the Middle East by 2030. The commitment directs funding to a region facing threats from the...
    Thursday 24 September 2026
    Honda eyes Ohio hybrid plant amid pivot to North America
    Honda Motor Co. is planning to invest JPY300 billion to JPY400 billion (about US$1.9 billion to US$2.5 billion) in a new hybrid electric vehicle plant in Ohio, with production targeted...
    Thursday 24 September 2026
    TSMC locks in 3-6% wafer out price hikes for 2027

    TSMC is reportedly planning another wafer foundry price increase, with supply chain sources saying its order visibility now extends...

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    BIZ FOCUS
    Oct 14, 08:00
    GMIF 2026 Awards: Samsung, SanDisk, BIWIN, and Others Honored
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Tuesday 13 October 2026
    Chenbro unveils AI rack-level solutions at 2026 OCP Summit