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2026-10-02

[News] Tesla Halves AI5 AI Chip’s LPDDR5 to 72GB, Cuts AI6 LPDDR6 by One-Third as Memory Supply Tightens

Tesla is cutting the memory capacity of its next-generation AI chips as it looks to secure enough supply for large-scale Optimus production while lowering costs. According to Wccftech, Elon Musk said Tesla’s AI5 will now feature 72GB of LPDDR5, half the previously planned capacity, while AI6 will ...

2026-10-02

[News] Toshiba to Double AI Data Center HDD Capacity by FY2027 With $380M Expansion as AI Storage Demand Surges

AI data centers are driving a new wave of demand for high-capacity storage, prompting Toshiba to significantly expand its HDD production. According to Nikkei, the Japanese technology group plans to double production capacity for hard disk drives used in AI data centers within fiscal 2027. Toshiba wi...

2026-10-02

[News] Micron Taiwan Investment Tops NT$1.6T as Four-Site Expansion Accelerates; Nanya Adds Pingtung Project

Micron and Nanya Technology are stepping up investments in Taiwan as memory makers expand advanced DRAM and AI-related capacity. According to Economic Daily News, Micron Taiwan chairman Donghui Lu said the company is bringing its most advanced memory processes to Taiwan, with its second HBM advanced...

2026-10-02

[News] AMOLED Display Driver Leader Viewtrix Expands into Optical Communications

On September 15, Viewtrix Technology announced the establishment of two controlled subsidiaries Shuqing Zhiyun (Shanghai) and ChipEngine (Shanghai). Respectively bearing its new optical interconnect and UCIe IP operations, the move extends the company’s business footprint from display driver ICs (...

2026-10-01

[News] Huawei Expands LogicFolding Chips to Mate 90 Flagships, but Design Requires More Wafers

Huawei is expanding the use of its homegrown chip technologies across its latest flagship smartphones as it continues to operate under U.S. restrictions on advanced semiconductors. According to Reuters, Huawei unveiled its Mate 90 smartphone series, highlighting its in-house operating system and red...

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