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Thursday 22 October 2026
Inside Nvidia DSX POD: How a factory-built AI data center could go live in 14 days
Nvidia used its first GTC conference in Berlin to present a factory-style approach to AI, framing AI production as an industrial process. CEO Jensen Huang introduced the DSX full-stack...
Thursday 22 October 2026
Racing Electric Instrument expands across drone systems
Motor manufacturer Racing Electric Instrument (REI) is expanding from propulsion systems into electro-optical/infrared (EO/IR) payloads and inertial navigation for drones, targeting...
Thursday 22 October 2026
Analysis: Why Tesla needs to manufacture Optimus robots before its humanoid AI is ready
Tesla's move into early production of its Optimus humanoid robot has exposed an unusual challenge in scaling embodied artificial intelligence (AI): the company may need to manufacture...
Thursday 22 October 2026
Intel begins Arizona Fab 62 equipment installation, advances Ohio project as AI CPU demand surges
Intel is accelerating work on its long-delayed US semiconductor manufacturing projects, with equipment installation underway at its Fab 62 facility in Arizona and construction progressing...
Thursday 22 October 2026
LG robot unit Bear Robotics expands China outsourcing
Bear Robotics, the robotics subsidiary of LG Electronics, is adopting a dual-track production strategy by expanding outsourcing from South Korean partners to manufacturers in China...
Thursday 22 October 2026
Lam Research builds India supplier base to capitalize on Semicon 2.0 localization push
Lam Research is grooming Indian companies to become its suppliers rather than relying only on its global vendor base, a senior executive said, as the US chip equipment maker deepens...
Thursday 22 October 2026
Sibelco to build quartz plant in North Carolina, extending US chip onshoring to raw materials
US Commerce Secretary Howard Lutnick has announced a new investment by industrial minerals company Sibelco to expand semiconductor-related manufacturing in North Carolina, as the Trump...
Thursday 22 October 2026
Nvidia lines up six suppliers to expand substrate, packaging, and testing capacity
Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet...
Thursday 22 October 2026
Memory surge drives phone makers from LTPO to LTPS
Soaring memory prices are intensifying cost pressure across the display industry, prompting some smartphone manufacturers to downgrade panel specifications. Market estimates indicate...
Thursday 22 October 2026
Unimicron, STATS ChipPAC, Wistron address advanced packaging bottlenecks in AI system integration
The Global Electronics Association hosted a panel titled "Component to System Integration Advances" during the IMPACT 2026 symposium, bringing together industry leaders from Unimicron,...
Thursday 22 October 2026
Samsung's Nvidia HBM bid raises four strategic concerns
Samsung Electronics is reportedly turning to TSMC's 3nm process to produce base dies for Nvidia's custom high-bandwidth memory (NVHBM), abandoning its long-standing turnkey integration...
Thursday 22 October 2026
3M calls Largan partnership key step for US$2 billion EBO market
3M Chairman and CEO Bill Brown outlined the latest progress in the company's expanded beam optics (EBO) technology during its third-quarter earnings call, highlighting a contract manufacturing...
Thursday 22 October 2026
Holy Stone targets 50% South Korea revenue growth by 2027
Taiwanese passive-component maker Holy Stone has entered the supply chain of a major South Korean automaker after about two years of market expansion, prompting the company to raise...
Wednesday 21 October 2026
Infineon, Wolfspeed pivot to 8-inch SiC to cut costs and meet rising AI power demand
Infineon Technologies and US-based silicon carbide (SiC) leader Wolfspeed announced on October 15 a new multi-year supply agreement for 8-inch SiC wafers. This deal transitions their...
Wednesday 21 October 2026
Sony keeps chip unit as imaging sensors, TSMC partnership drive strategy
Sony Group will not spin off its semiconductor business, which focuses on image sensors, president and CEO Hiroki Totoki said recently. The group is retaining the unit because its...