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IN THE NEWS
Tuesday 6 October 2026
Cerebras' stock slide stops after Sam Altman calls it 'close partner'
Cerebras' stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing...
Tuesday 6 October 2026
Chinese LCD panel makers tighten supply to lift prices — Taiwan suppliers eye order shifts
Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls...
Tuesday 6 October 2026
China's 15th five-year plan elevates PCB role in AI supply chains
China's Ministry of Industry and Information Technology and the National Development and Reform Commission have released the 15th Five-Year Plan for the development of the electronic...
Tuesday 6 October 2026
Samsung secures customer backing for US$5B substrate expansion
Samsung Electro-Mechanics is investing KRW6.78 trillion (approx. US$5 billion) to expand FCBGA capacity in South Korea and Vietnam. The projects are backed by customer funding and...
Tuesday 6 October 2026
Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
Taiwan's National Science and Technology Council (NSTC) has launched two research programs targeting silicon photonics (SiPh) and next-generation AI data center power systems, seeking...
Tuesday 6 October 2026
Apple, Qualcomm renew patent deal, iPhone modem shift deepens
Qualcomm announced on September 24 that it has renewed its global patent licensing agreement with Apple, with the new contract set to take effect on April 1, 2027. The terms and value...
Tuesday 6 October 2026
Skyworks closes Qorvo deal, forming US RF and analog powerhouse
Skyworks Solutions (Nasdaq: SWKS) has completed its combination with Qorvo, creating a US-based supplier of high-performance radio frequency (RF), power management, and analog and...
Tuesday 6 October 2026
3.2T optical upgrade triggers PCB redesign, shrinking supplier pool to 3
As AI computing clusters continue to expand, performance requirements for scale-out interconnects between racks are rising rapidly. This is pushing traditional pluggable optical transceivers...
Tuesday 6 October 2026
Qualcomm takes Arm to trial again, with billions in royalties at stake
Qualcomm and Arm opened a five-day trial in US federal court in Delaware on October 5, with Qualcomm seeking to stop paying Arm royalties for up to five years, a remedy potentially...
Tuesday 6 October 2026
Qualcomm says Huawei patent deal not tied to LogicFolding, rejects net-payer claims
Correction, Oct. 6, 2026: An earlier version of this story, citing Bloomberg, reported that Qualcomm had agreed to license patents related to Huawei's LogicFolding...
Tuesday 6 October 2026
MIPS deepens RISC-V ties with China despite US-China tech tensions
Despite intense technology competition between the US and China, cooperation between the two sides on the open-standard RISC-V architecture continues to deepen, with US intellectual...
Tuesday 6 October 2026
Samsung ramps Exynos 2700 wafer production as second-gen 2nm rollout advances
Samsung Electronics has reportedly begun front-end wafer mass production of its next-generation Exynos 2700 mobile application processor, with production volume planned at more than...
Monday 5 October 2026
Kyushu's chip expo expands as Japan adds a chip design focus
Japan's Kyushu Semiconductor Industry Exhibition, known as K-Semi, grew 36% at this year's edition in Fukuoka, held from September 30 to October 1, 2026, as chip makers expanded their...
Monday 5 October 2026
Bangkok floods disrupt logistics for Taiwan PCB makers in Thailand
Severe floods triggered by days of extreme rain in Thailand have paralyzed transport in Bangkok and several other areas, disrupting local auto and components supply chains and drawing...
Monday 5 October 2026
Taiwan teams accelerate 2D semiconductor transfer with published research in Nature
Researchers in Taiwan are intensifying efforts to turn 2D semiconductor materials from basic science into practical applications, with a series of studies published in Nature...