Semiconductor & AI News Feed
Latest intelligence from EE Times, IEEE Spectrum, Wired, MIT Technology Review, and more.
Sales of Galaxy Z Fold 8 increase following launch of Apple's 1st foldable smartphone
Domestic sales of Samsung Electronics Co.'s latest Galaxy Z foldable smartphone have increased following the launch of Apple Inc.'s first foldable iPhone, industry sources said Tuesday. Sales of the Galaxy Z Fold 8 in Korea rose about 20 percent in the week after the iPhone Duo's launch from the previous week, according to telecommunications industry sources. The increase is believed to reflect consumer recognition of Samsung's hinge technology and product durability, as well as the user experie
MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only for design wins, but also for secure access to wafers, advanced packaging, substrates, and high-bandwidth memory (HBM). The effectiveness of their supply-chain partnerships will determine how much revenue each company can ultimately generate.
Apple may try to increase revenue by doing…something with third-party AI apps
Apple hinted at ways that it could spur revenue through third-party "opportunities" during its Monday night earnings call.
AI boom raises financial crisis fears among US regulators
The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could trigger shocks across financial markets and the broader economy.
Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom
Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions (DS) division Young Hyun Jun said the company's technological competitiveness has yet to fully recover. He urged employees to strengthen next-generation technologies, quality, and yields, and maintain customer trust during the industry boom while building long-term competitiveness capable of adapting to market ch
XPENG Appoints Korea Managing Director, Confirms Plans to Enter South Korean Market
XPENG today announced the appointment of Lee Man-sik, a 30-year automotive industry veteran with a proven track record in sales and commercial operations, as Managing Director of XPENG Motors Korea, effective December 1, 2026. The appointment marks XPENG's planned entry into the South...
[TEST DRIVE] BYD Sealion 6 DM-i excels in quietness, range
Starting BYD Korea's Sealion 6 DM-i plug-in hybrid SUV, the first thing that stood out was the exceptional quietness of its cabin. Driving through city streets and along highways, the SUV felt more like a mid-size luxury sedan than a family-oriented SUV. In the name Sealion 6 DM-i, DM-i stands for “Dual Mode-intelligent,” BYD’s proprietary plug-in hybrid electric vehicle (PHEV) technology, which powers the vehicle's long-range drive. Its cabin remained remarkably quiet at low speeds, when the el
China’s tech self-sufficiency drive keeps overcapacity in place
China’s push for technological self-sufficiency will continue expanding its industrial overcapacity and exporting it worldwide, according to Roy Chun Lee, senior deputy executive director of the Center for International Trade Policy at the Chung-Hua Institution for Economic Research. Lee made the remarks at a forum on global supply chain restructuring and Taiwan-US economic and trade cooperation held in Taipei on November 2.
High inventories threaten Taiwan manufacturing PMI expansion
The Chung-Hua Institution for Economic Research (CIER) released Taiwan's purchasing managers' index (PMI) for October 2026 on November 2, showing continued expansion, with the outlook remaining optimistic. Notably, customer inventories in the manufacturing sector have stayed excessively high for two consecutive months, while the backlog of orders index fell to its slowest pace of expansion since January 2026.
Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time high in Services revenue. The results lifted full-year revenue to a record US$478.8 billion, up 15% from fiscal 2025.
PROBLEMS facing military communicators – past, present, and future – were described by Major-General Eric Cole, Director of Telecommunications, War Office, in his presidential address to the Radio Society of […] The post Future Military Trends appeared first on Electronics Weekly.
Marks Ultima's first major win to support a national-scale clinical whole genome sequencing initiative NPM Phase III will leverage Ultima's UG200 Platform and recent advancements that enable large-scale applications, including Solaris 2.0 Chemistry, launched in February 2026. Ultima will...
HKMA and HKUST Launch PQC Toolkit to Support Banks’ Quantum Preparedness
HONG KONG, Nov. 2, 2026 — The Hong Kong Monetary Authority (HKMA) and The Hong Kong University of Science and Technology (HKUST) today launched the Post-Quantum Cryptography (PQC) Toolkit (Toolkit), with support from industry participants. The Toolkit sets out a structured and comprehensive framework to guide banks in planning and advancing their PQC transition journeys. […] The post HKMA and HKUST Launch PQC Toolkit to Support Banks’ Quantum Preparedness appeared first on HPCwire.
China rolls out support measures to aid struggling stocks
Persistent weakness in the world's second-largest economy, reeling from sluggish consumption and a prolonged property sector debt crisis, and sharp falls in tech stocks have hit investor confidence.
China Finally Debuts Fourth Exascale System, Sugon 8000
The Chinese surprised the HPC community earlier this year when they took the top spot on the TOP500 list with LineShine, an all-CPU machine out of the National Supercomputing Center in Shenzhen that recorded 2.2 exaflops on the Linpack test. With the launch earlier this year of the long-delayed Sugon 8000 supercluster in Zhengzhou, the […] The post China Finally Debuts Fourth Exascale System, Sugon 8000 appeared first on HPCwire.
Y Combinator’s Garry Tan uses AI agents so much, he spends up to $200K a year on tokens
Y Combinator Garry Tan has jokingly admitted that he's suffered from "cyber psychosis” and barely sleeps sometimes because he’s so excited to be working with his AI agents. On a new episode of Walter Isaacson’s podcast, The Builders, Tan put a price tag on his passion.