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2026-10-21

[News] Musk Targets Terafab Chip Volume Production in 3Q28, First SRAM Test Chip by Mid-2027

Elon Musk is pushing ahead with an aggressive timeline for his semiconductor manufacturing venture, Terafab. According to Reuters, Musk said during a SpaceX conference call that Terafab is targeting volume production in 3Q28, though he acknowledged that either 3Q or 4Q remains possible. He describe...

2026-10-21

[News] NVIDIA RTX PRO 5500 Reportedly Draws $35B in China Orders, with Supply Seen at Just 5–10%

Despite CEO Jensen Huang's warning that NVIDIA's share of China's AI accelerator market has plunged from over 90% to nearly zero amid U.S. export curbs, demand for its lower-performance GPUs is surging. According to Reuters, ByteDance, Alibaba and Tencent have ordered more than 3 million RTX PRO 550...

2026-10-21

[News] Fudan University Spin-Off Nexilumen Advances Micro LED Optical Interconnect, Achieving 37 Gbps Bandwidth

Nexilumen, a spin-off from Fudan University, has made new progress in Micro LED optical interconnects, increasing aggregate bandwidth through space-division multiplexing (SDM) and wavelength-division multiplexing (WDM). Its 16-channel Micro LED array achieved a data rate of 37 Gbps, while a five-cha...

2026-10-21

[News] Samsung Reportedly Eyes Over 10% Output Increase for 2nm Exynos 2700 to Revive Non-Memory Business

Samsung Electronics is preparing to expand the use of its in-house processors in its next-generation flagship smartphones. According to Chosun Biz, Samsung reportedly began wafer production for Exynos 2700 earlier this month, with output potentially increasing by more than 10% compared with Exynos 2...

2026-10-20

[News] Unimicron Warns of IC Substrate Crunch: Up to 30-Month Equipment Lead Times, 20% Material Gap in 2027

As AI accelerator demand fuels the rise of advanced packaging technologies such as CoWoS and EMIB, supply bottlenecks are spreading to critical materials and equipment. According to Wealth Magazine and the Economic Daily News, citing leading Taiwanese IC substrate maker Unimicron, lead times for som...

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