| # | Source | Title | Summary | Topics | Link |
|---|---|---|---|---|---|
| 1 | DigiTimes | Supermicro's record AI server sales put margins and cash conversion in focus | Supermicro's latest results show its expansion into complete AI data center systems gaining scale, while leaving open how much of that growth can translate into durable profitability and cash. Record sales lifted earnings sharply, but the company retained less of each sales dollar than in the preceding quarter and cont | AI | Read |
| 2 | DigiTimes | Samsung Electro-Mechanics' long-term deals top KRW5 trillion | Samsung Electro-Mechanics (Semco) has disclosed more than KRW5 trillion in long-term supply agreements (LTAs) this year after signing another AI server capacitor contract. The company expects such agreements to account for more than half of its multilayer ceramic capacitor (MLCC) revenue in 2027. | AI | Read |
| 3 | DigiTimes | USI to launch Wi-Fi 8 SiP modules in 1Q27 for AI devices | Universal Scientific Industrial (USI), a subsidiary of ASE, plans to launch Wi-Fi 8 (IEEE 802.11bn) products in the first quarter of 2027, building on its experience developing and integrating Wi-Fi 6E and Wi-Fi 7 system-in-package (SiP) solutions to help customers capture new opportunities in wireless connectivity inn | AI | Read |
| 4 | EETAsia | Wolfspeed Intros Transparent SiC Substrates for AR, Quantum Computing | Optical-grade SiC substrates target AR waveguides and quantum applications, with development progressing toward larger wafers. The post Wolfspeed Intros Transparent SiC Substrates for AR, Quantum Computing appeared first on EE Times Asia . | Semiconductor | Read |
| 5 | EETAsia | Global Semiconductor Sales Up 24% to $517.7B in 3Q 2026 | Global semiconductor sales rose by 24.1% quarter-on-quarter in 3Q 2026, with September revenue reaching $172.6 billion, according to SIA. The post Global Semiconductor Sales Up 24% to $517.7B in 3Q 2026 appeared first on EE Times Asia . | Semiconductor | Read |
| 6 | EETAsia | Altera Expands FPGA Lineup with Agilex 2X Portfolio for AI and Embedded Systems | Four device families target applications from AI infrastructure and high-speed networking to robotics, industrial automation and edge systems. The post Altera Expands FPGA Lineup with Agilex 2X Portfolio for AI and Embedded Systems appeared first on EE Times Asia . | AIAutomation | Read |
| 7 | CNA | Commentary: Permanent WFH is AI’s best promise yet | The AI optimists believe that machines will take all our jobs, but bots can create modern jobs too - jobs that resemble a pre-industrial notion of work, says Allison Schrager for Bloomberg Opinion. | AI | Read |
| 8 | SemiEng | Fast, Sub-Volt HZO Ferroelectric Capacitors For DRAM-Like Memory (SNU) | Seoul National University-led researchers published “Resolving the Kay–Dunn limit and the speed–endurance dilemma in ferroelectric Hf0.5Zr0.5O2 for DRAM-class sub-volt capacitors.” Abstract “Ferroelectric hafnium zirconium oxide can increase charge density in scaled capacitors, but its high coercive field limits the lo | Semiconductor | Read |
| 9 | NikkeiAsia | The best is yet to come: Asia's chance to reimagine AI | The best is yet to come: Asia's chance to reimagine AI | AI | Read |
| 10 | NikkeiAsia | US tech giants' hidden AI debt swells 90% to $3.2tn in 6 months | US tech giants' hidden AI debt swells 90% to $3.2tn in 6 months | AI | Read |
| 11 | NikkeiAsia | Fukushima tries to reinvent itself as hub for drones, robots and rockets | Fukushima tries to reinvent itself as hub for drones, robots and rockets | Automation | Read |
⭐ Today's Top Story
Supermicro's record AI server sales put margins and cash conversion in focus
Supermicro's latest results show its expansion into complete AI data center systems gaining scale, while leaving open how much of that growth can translate into durable profitability and cash. Record sales lifted earnings sharply, but the company retained less of each sales dollar than in the preceding quarter and cont
Asia Tech News Digest - November 04, 2026
Generated: 2026-11-04 00:03 UTC · Sources: 5 websites monitored