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          "url": "https://www.cna.com.tw/news/afe/202610060270.aspx"
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          "title": "Microsoft",
          "url": "https://blogs.microsoft.com/blog/2026/10/12/microsoft-to-expand-azure-maia-system-to-multi-gigawatt-deployments/"
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          "title": "GlobalFoundries",
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          "title": "TrendForce spot update",
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          "title": "PTC/Schneider",
          "url": "https://www.ptc.com/en/news/2026/schneider-electric-to-acquire-ptc"
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          "title": "Reuters",
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        },
        {
          "title": "Bain",
          "url": "https://www.bain.com/insights/new-innovation-is-required-to-fund-ais-6-trillion-buildout-technology-report-2026/"
        },
        {
          "title": "Synopsys",
          "url": "https://news.synopsys.com/2026-09-30-Synopsys-and-Amazon-Announce-Strategic%2C-Multi-year-IP-Agreement-for-Custom-Silicon-Collaboration-Also-Extends-to-Cloud-and-AI-Powered-Engineering"
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        {
          "title": "Synopsys",
          "url": "https://investor.synopsys.com/news/news-details/2026/OpenAI-and-Synopsys-Announce-GPT-Synopsys-Frontier-Intelligence-to-Revolutionize-Chip-Design/default.aspx"
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        {
          "title": "DeepSeek",
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        {
          "title": "Nvidia",
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        {
          "title": "Microchip",
          "url": "https://www.microchip.com/en-us/about/news-releases/products/the-data-center-is-moving-to-800v-microchip-and-navitas-are-enabling-transition"
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          "title": "Infineon",
          "url": "https://www.infineon.com/press-release/2026/infpr202610-002"
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          "title": "TrendForce",
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          "title": "ficonTEC",
          "url": "https://www.ficontec.com/ficontec-and-htsi-announce-strategic-cooperation-to-scale-advanced-cpo-test-solutions-in-taiwan/"
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        {
          "title": "Applied Materials",
          "url": "https://www.appliedmaterials.com/us/en/newsroom/press-releases/100626-applied-intel-collaborate-chipmaking-innovations-ai-driven-computing.html"
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          "title": "AlixLabs",
          "url": "https://www.alixlabs.com/2026/10/01/alixlabs-begins-aps-technology-evaluation-within-the-nanoic-pilot-line/"
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          "title": "SEMI",
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          "title": "Nanya earnings release",
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          "title": "China Securities Journal",
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        {
          "title": "Sangyo Times",
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          "title": "SEAJ",
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          "title": "Chinese government portal",
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          "title": "Micron prepared remarks, Sept. 30 — fiscal Q4",
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        {
          "title": "TrendForce, Sept. 30 — Q4 2026 outlook",
          "url": "https://www.trendforce.com/presscenter/news/20260930-13258.html"
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        {
          "title": "TrendForce DRAMeXchange, Oct. 2",
          "url": "https://www.trendforce.com/price/dram/dram_spot"
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        {
          "title": "TrendForce daily spot notes, Sept. 29–Oct. 2",
          "url": "https://www.trendforce.com/presscenter"
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        {
          "title": "Parameter, Oct. 3",
          "url": "https://parameter.io/coreweave-crwv-raises-gpu-prices-35-as-104-billion-backlog-signals-tight-ai-capacity/"
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        {
          "title": "VideoCardz/DIGITIMES, Sept. 8",
          "url": "https://videocardz.com/newz/intel-reportedly-plans-another-10-pc-cpu-price-increase-for-october-5"
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        {
          "title": "Startup Fortune",
          "url": "https://startupfortune.com/amd-is-raising-ai-chip-prices-10-this-quarter-while-sparing-ryzen-gamers/"
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        {
          "title": "ThinkComputers",
          "url": "https://thinkcomputers.org/amd-reportedly-preparing-10-q4-price-increase-for-gpus-chipsets-and-possibly-ryzen-cpus"
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        {
          "title": "24/7 Wall St., Sept. 21",
          "url": "https://247wallst.com/investing/2026/09/21/rothschild-redburn-downgrades-nebius-coreweave-to-sell-on-lower-gpu-prices/"
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        {
          "title": "SIA/WSTS, Oct. 5 — August data",
          "url": "https://www.semiconductors.org/year-to-date-global-semiconductor-sales-top-1-trillion-through-august/"
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        {
          "title": "Korea Times, Oct. 1",
          "url": "https://www.koreatimes.co.kr/economy/20261001/koreas-sept-exports-hit-record-1209-bil-on-robust-chip-sales"
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        {
          "title": "Seoul Economic Daily, Oct. 1",
          "url": "https://en.sedaily.com/finance/2026/10/01/koreas-september-exports-hit-record-1209-billion-on-chip"
        },
        {
          "title": "Reuters via US News, Oct. 1",
          "url": "https://money.usnews.com/investing/news/articles/2026-09-30/south-korea-september-exports-rise-83-5-y-y-to-monthly-record"
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        {
          "title": "Economic Daily News, Oct. 5 — Foxconn",
          "url": "https://money.udn.com/money/story/5710/9795876?from=edn_related_storybottom"
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        {
          "title": "CNA, Oct. 5 — Chicony Power",
          "url": "https://money.udn.com/money/story/5612/9795814?from=edn_editorrelated_story"
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        {
          "title": "Reuters, Oct. 1 — Mate 90 launch",
          "url": "https://www.reuters.com/business/retail-consumer/huawei-unveils-mate-90-phones-leans-homegrown-chip-design-offset-us-curbs-2026-10-01/"
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        {
          "title": "Bloomberg via Deccan Chronicle, Oct. 5",
          "url": "https://www.deccanchronicle.com/technology/qualcomm-licenses-patents-on-huaweis-logicfolding-chip-tech-1993272"
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        {
          "title": "AskTraders, Oct. 5",
          "url": "https://www.asktraders.com/analysis/qualcomm-and-huawei-agree-patent-cross-licence-with-no-terms-disclosed/"
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        {
          "title": "Financial News, Oct. 5",
          "url": "https://www.financial-news.co.uk/qualcomm-to-pay-huawei-in-reversal-of-25-year-patent-deal/"
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        {
          "title": "TechJuice, Oct. 5",
          "url": "https://www.techjuice.pk/qualcomm-licenses-huawei-logicfolding-chip-patents-cross-license-deal/"
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        {
          "title": "ACM Shanghai disclosure, Oct. 1, via Sina",
          "url": "https://money.finance.sina.com.cn/corp/view/vCB_AllBulletinDetail.php?id=12630151&stockid=688082"
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        {
          "title": "Reuters, Oct. 1; updated Oct. 2",
          "url": "https://www.reuters.com/business/broadcom-lend-anthropic-up-42-billion-lease-its-chips-filing-says-2026-10-01/"
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        {
          "title": "Schneider Electric regulated release, Oct. 5",
          "url": "https://www.webdisclosure.com/press-release/schneider-electric-epa-su-schneider-electric-to-acquire-ptc-creating-the-next-level-of-energy-and-industrial-intelligence-dGRqi6qds3p"
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        {
          "title": "Evertiq, Oct. 1 — Global Electronics Association August data",
          "url": "https://evertiq.com/news/2026-10-01-north-american-pcb-shipments-up-235-in-august-as-orders-pull-back"
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        {
          "title": "Counterpoint, Sept. 29",
          "url": "https://counterpointresearch.com/en/insights/global-foundry-20-revenue-rises-25-yoy-to-a-record-966-billion-in-as-advanced"
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        {
          "title": "Communications Today, Sept. 29",
          "url": "https://www.communicationstoday.co.in/global-foundry-2-0-revenue-jumps-25-yoy-to-96-6b-in-q2-2026/"
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        {
          "title": "Synopsys, Sept. 30",
          "url": "https://www.prnewswire.com/news-releases/synopsys-details-growth-strategy-and-long-term-financial-model-at-2026-investor-day-302894684.html"
        },
        {
          "title": "Futurum, Oct. 2",
          "url": "https://futurumgroup.com/insights/synopsys-investor-day-2026-turns-eda-into-a-royalty-and-ai-model-revenue-share-business/"
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        {
          "title": "Yahoo Finance, Oct. 1",
          "url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-shares-rise-2-5-122851662.html"
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        {
          "title": "Bits&Chips, Sept. 29",
          "url": "https://bits-chips.com/article/mckinsey-raises-2030-chip-market-forecast-to-2-3t/"
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        {
          "title": "Synopsys–OpenAI, Sept. 30",
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        {
          "title": "DeepSeek deployment documentation, reviewed Oct. 5",
          "url": "https://github.com/deepseek-ai/DeepEP-Ascend"
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        {
          "title": "Benzinga/The Information, Sept. 27",
          "url": "https://www.benzinga.com/markets/tech/26/09/62013860/nvidia-chips-for-alibaba-bytedance-china-reportedly-green-lights-rtx-pro-5500-amid-us-curbs"
        },
        {
          "title": "Cryptopolitan, Sept. 28",
          "url": "https://www.cryptopolitan.com/nvidia-rtx-pro-5500-us-export-curbs-beijing/"
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        {
          "title": "ExplainX",
          "url": "https://explainx.ai/blog/china-bytedance-alibaba-nvidia-rtx-pro-5500-approval-2026"
        },
        {
          "title": "NVIDIA cuBLAS 13.4 documentation, reviewed Oct. 5",
          "url": "https://docs.nvidia.com/cuda/cublas/index.html#floating-point-emulation"
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        {
          "title": "FANUC–Hitachi, Sept. 30",
          "url": "https://www.fanuc.co.jp/ja/profile/pr/newsrelease/2026/news20260930.html"
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        {
          "title": "Semiconductor Engineering, Oct. 1",
          "url": "https://semiengineering.com/the-hidden-challenges-of-edge-ai-design/"
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        {
          "title": "Applied Materials–Besi, Oct. 1",
          "url": "https://www.appliedmaterials.com/us/en/newsroom/press-releases/100126-applied-besi-expand-partnership.html"
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        {
          "title": "The Elec, Oct. 5",
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        {
          "title": "Semiconductor Engineering, Sept. 10 — context",
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          "title": "ficonTEC–HTSI, Oct. 1",
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          "title": "SemiAnalysis, Sept. 26",
          "url": "https://newsletter.semianalysis.com/p/intel-panther-lake-teardown"
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        {
          "title": "TechPowerUp",
          "url": "https://www.techpowerup.com/353161/panther-lake-teardown-shows-intel-18a-near-tsmc-n3e-newer-tsmc-nodes-still-ahead"
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        {
          "title": "The Elec, May 2026",
          "url": "https://www.thelec.net/news/articleView.html?idxno=10625"
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        {
          "title": "FinanceFeeds",
          "url": "https://financefeeds.com/intel-foundry-1-million-high-na-wafers-customer-question/"
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          "title": "DIGITIMES, Oct. 5",
          "url": "https://www.digitimes.com/news/a20261005VL205/rapidus-silicon-design-manufacturing-automation.html"
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        {
          "title": "SEMI, Q3 2026 300mm Fab Outlook",
          "url": "https://www.semi.org/en/products-services/market-data/300mm-fab-outlook"
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        {
          "title": "Economic Daily News, Oct. 3",
          "url": "https://money.udn.com/money/story/5612/9791716"
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        {
          "title": "Economic Daily News interview, Oct. 1",
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          "title": "CNA, Oct. 1; updated the same day",
          "url": "https://www.cna.com.tw/news/afe/202610010250.aspx"
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          "title": "Shinko’s Japanese disclosure, Sept. 30",
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          "title": "Infineon, Oct. 1",
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          "title": "Bits&Chips, Oct. 5",
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          "title": "The Next Web, Oct. 2",
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          "title": "SEMI",
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          "title": "Crypto Briefing, Oct. 5",
          "url": "https://cryptobriefing.com/tsmc-terafab-talks-intel-shares-fall"
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          "title": "CNBC, Sept. 16",
          "url": "https://www.cnbc.com/2026/09/16/intel-sk-hynix-us-memory-chips.html"
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        {
          "title": "The Standard/Reuters, Sept. 16",
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          "url": "https://www.trendforce.com/news/2026/09/29/news-tsmc-reportedly-eyes-texas-expansion-that-could-top-us265b-vis-nxp-mulls-second-singapore-fab/"
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          "title": "Bits&Chips, Sept. 29",
          "url": "https://bits-chips.com/article/nxp-vis-joint-venture-weighs-second-singapore-fab/"
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        {
          "title": "Entrepreneur APAC",
          "url": "https://apac.entrepreneur.com/business-news/vis-nxp-opens-6-7-bn-singapore-fab-as-physical-ai-broadens-chip-demand"
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        {
          "title": "Hello Entrepreneurs, Oct. 3",
          "url": "https://helloentrepreneurs.com/technology/indias-semiconductor-fab-100460/"
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        {
          "title": "IMARC Engineering",
          "url": "https://www.imarcengineering.com/news/india-semiconductor-manufacturing-infrastructure"
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        {
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          "title": "Bloomberg, Oct. 1",
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          "title": "Original CTS report, September 2026",
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          "title": "Sen. Banks/Punchbowl, July",
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        {
          "title": "CNAS",
          "url": "https://www.cnas.org/publications/commentary/cnas-insights-matching-policy-to-strategy-the-bill-to-control-chipmaking-equipment"
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        {
          "title": "Sen. Banks, AI OVERWATCH",
          "url": "https://www.banks.senate.gov/news/press-releases/banks-secures-ai-overwatch-act-in-senate-ndaa/"
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        {
          "title": "ITI letter, Sept. 3",
          "url": "https://www.itic.org/documents/NDAAExportControlsLetter.pdf"
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        {
          "title": "CRS, Sept. 1",
          "url": "https://www.everycrsreport.com/reports/IN12704.html"
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        {
          "title": "InvestorNews, Oct. 4",
          "url": "https://investornews.com/critical-minerals-rare-earths/technology-metals-report-10-04-2026-a-summit-without-a-rare-earth-deal-leaves-the-west-buying-its-way-to-supply"
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          "title": "Foreign Policy, Sept. 22",
          "url": "https://foreignpolicy.com/2026/09/22/china-rare-earth-xi-trump-meeting-summit/"
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          "title": "GMF",
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          "title": "Asia Times, Oct. 2",
          "url": "https://asiatimes.com/2026/10/us-bans-chinese-data-center-gear-as-beijing-grounds-its-ai-talent"
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        {
          "title": "Sen. McCormick, Sept. 25",
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        {
          "title": "AI Weekly, Sept. 26",
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          "title": "Dell’Oro Group, Sept. 10",
          "url": "https://www.delloro.com/news/wi-fi-7-surpasses-50-percent-of-the-market-with-wi-fi-8-on-the-horizon/"
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        {
          "title": "International Federation of Robotics, Sept. 24",
          "url": "https://ifr.org/ifr-press-releases/news/five-million-robots-now-operate-in-factories-globally"
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        {
          "title": "Scanfil, Sept. 29",
          "url": "https://www.scanfil.com/newsroom/stock_release/scanfil-raises-its-long-term-financial-targets"
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          "title": "Semiconductor Today, Sept. 28",
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          "title": "Cerebras/Gimlet",
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          "title": "General Compute/Cerebras",
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        {
          "title": "EE Times, Sept. 25",
          "url": "https://www.eetimes.com/podcasts/can-disaggregated-memory-reshape-ai-inference/"
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