CSPs embrace multi-vendor co-design for custom ASICs, ending single-supplier era

Hyperscale cloud service providers (CSPs) are expanding their custom ASIC partner networks, accelerating a shift toward multi-vendor technology integration. Industry insiders note that the era of a single design partner handling an ASIC project end-to-end is largely over, replaced by a co-design model where vendors compete for functional silicon footprint within single-chip architectures.

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China car exports to Europe severely underestimated, warns UBS

According to UBS, nearly twice as many China-made automobiles are being shipped to Europe as are being registered there, partly because trucking shortages delay deliveries from ports to dealers. The gap adds a new wrinkle in the battle for Europe between US and Chinese carmakers. Meanwhile, the vote on EU-wide approval of Tesla’s supervised Full Self-Driving (FSD) system is unlikely before December 2026. Even as US and Chinese automakers face short-term challenges in their push in Europe, they continue to put ever-intensifying pressure on European automakers.

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Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li’s World Labs

Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as a dedicated frontier research organization for large language models (LLMs) and spatial intelligence, with founder Fei-Fei Li joining AMD as executive vice president and chief scientist, reporting directly to Chair and CEO Lisa Su.

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Champ-ray targets Japan drone market with power modules

Champ-Ray Industrial is stepping up efforts to expand in Japan’s drone market, using a recent sponsorship tie-in with the Oita Trinita professional football team in Japan’s J2 League to open deeper exchanges with the Oita Prefectural Government and local drone operators. The DC motor and ceiling fan maker said it is mapping local drone industry needs and evaluating whether to submit samples for testing as it moves toward practical cooperation.

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Machvision expands early to chase NT$10B revenue

Machvision is expanding capacity earlier than planned to meet rising demand from semiconductors, substrates, and optical modules, while tight computer numerical control (CNC) and machining supply chains have emerged as its biggest operating challenge. The inspection equipment maker is reshaping its Hsinchu and Kunshan facilities and expects the new footprint to support NT$10 billion (US$313.03 million) in revenue starting in 2027.

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Samsung’s mobile unit faces more than KRW1 trillion loss as memory costs surge

Samsung Electronics is expected to report another operating loss at its Mobile eXperience and network business in the third quarter of 2026, even as strong Galaxy Z foldable sales support handset demand. The preliminary earnings release is due in early October 2026, with the pressure coming from sharply higher memory prices and limited ability to raise device prices.

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