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2026-10-08

[News] Microsoft Expands Local AI Push With NVIDIA RTX Spark; Surface Ultra Priced Up to $5,899 as Memory Costs Rise

Microsoft is stepping up its push to bring more powerful AI capabilities directly onto PCs as it seeks to make Windows a platform for AI agents. According to Reuters, the company unveiled an AI coding model that can run directly on PCs and demonstrated that models previously dependent on cloud acces...

2026-10-08

[News] Samsung Sees 3Q26 Operating Profit Soaring 783% to Record KRW 107.4 Trillion on HBM4, Memory Price Gains

The memory boom shows no signs of slowing, with Samsung Electronics reporting a sharp earnings surge in its preliminary third-quarter results released on October 8. According to its official earnings guidance, cited by Seoul Economic TV, consolidated operating profit soared 782.5% year over year to ...

2026-10-08

[News] AI Chip Testing Capacity Tightness Prompts Customers to Lock In 1-Year-Plus Deals; Sigurd Hikes Prices

Semiconductor testing demand is surging as increasingly complex AI chips require more intensive processes, tightening available capacity. According to STAR Market Daily, OSAT provider Sigurd Microelectronics has posted monthly revenue above NT$2 billion for three consecutive months, with customers i...

2026-10-08

[News] Micron Taiwan’s Taoyuan Union Secures Right to Strike With 88.3% Support; Taichung Mediation Set for Oct. 22

Micron’s Taoyuan union has secured the legal right to strike after nearly 90% of its members backed industrial action. According to Taiwan People News, 1,994 of 2,258 registered members voted in favor between October 1 and 6, representing 88.3% of total membership and exceeding the required majori...

2026-10-07

[News] Intel CEO Lip-Bu Tan Says It Remains in Musk’s Terafab as TSMC Speculation Grows

Tesla’s Terafab foundry strategy is coming into focus as Intel remains involved in the project while Elon Musk explores potential cooperation with TSMC. According to Reuters, citing Bloomberg, Intel will remain involved in Terafab, CEO Lip-Bu Tan said ahead of an event in Tokyo marking the U.S. ch...

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