Technology notes

News and notes on AI, chips, and IT.

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TSMC Reports Third-Quarter Revenue of Approximately 1.49 Trillion New Taiwan Dollars… Record High Driven by AI Demand

When assessing how rapidly the AI semiconductor market is growing, actual revenue figures can provide a more direct indication than individual companies’ forecasts. In particular, revenue from TSMC—the world’s largest foundry—draws attention because it reflects the production trends of its diverse semiconductor customer base. On October 8, TSMC reported its revenue for September 2026. When combined with revenue from July and August, third-quarter revenue is estimated at approximately 1.49 trillion New Taiwan dollars. Year-over-year An increase of about 50% compared to the same period last year

Oct 9, 20269 min read

Semiconductors & infrastructure

GlobalFoundries and TSMC Sign $2 Billion Interposer Contract… Expanding the U.S. AI Packaging Supply Chain

Building cutting-edge AI semiconductors requires more than just high-performance GPUs. Actual system performance can only be achieved by rapidly connecting multiple chips and memory within a single package. This is why advanced packaging capabilities have become so important in the semiconductor industry recently. On October 8, GlobalFoundries (GF) announced a $2 billion manufacturing contract with TSMC. GF will supply silicon interposers from its production facility in Malta, New York, to support TSMC’s Supporting the CoWoS ecosystem

Oct 9, 20268 min read

AI models & services

Google Unveils 'Gemini Agent,' an Integrated Work AI… A Multi-Model Strategy That Includes Claude

At work, the process of having AI summarize a document, then switching back to an email composer, and opening another window to check your schedule is more cumbersome than you might think. If you have to explain the context of your work from scratch for each tool, the time-saving benefits of AI are inevitably reduced. Google’s “Gemini Agent,” announced on October 8, is designed to reduce these disconnects. When you convey a goal to a single work agent, it finds the necessary materials, and Use the tools and create something

Oct 9, 20269 min read

Industry & policy

U.S. Grants Aurora a 5-Year Exemption from Warning Device Regulations for Autonomous Trucks… Lowering a Practical Barrier to Driverless Operation

If an unmanned autonomous truck were to stop on the shoulder of a highway, who would get out of the vehicle to set up a warning triangle? Even as autonomous driving technology advances, such issues arise during the actual commercialization process if existing traffic regulations are based on the assumption of human drivers. Reuters reported on October 8 that the U.S. Department of Transportation has approved a five-year exemption from certain warning device regulations for Aurora and other autonomous truck operators that meet specific criteria. It was reported. As before, the driver gets out of the car and uses a reflective

Oct 8, 202610 min read

Industry & policy

U.S. Government, Google, and Meta Expand $1.8 Billion AI-Biology Collaboration… Open Cell Data at the Core

Is a smarter model all it takes to study diseases using AI? In reality, there may be a severe shortage of high-quality biological data for the model to learn from. It’s not easy to even begin measuring, in a consistent manner, what changes occur when a specific drug is administered to a particular cell, or how different cells respond to the same stimulus. On October 7, the U.S. Department of Energy (DOE), the National Institutes of Health (NIH), and the nonprofit research organization Biohub The announced expansion of cooperation is aimed precisely at that issue

Oct 8, 202610 min read

AI models & services

Claude Haiku 5.5 Officially Released… API Pricing Cut by 90%, Actual Project Costs Reduced by an Average of 75%

The competition in AI model performance is shifting from who can build a single, large model that’s smarter to who can process countless requests more cheaply and quickly. Claude Haiku 5.5, which Anthropic unveiled on October 7 in the U.S. and began offering immediately, is a small model that clearly illustrates this trend. The most striking figures are the base API rates: $0.10 per 1 million input tokens and $0.50 per 1 million output tokens. Just before Haiku

Oct 8, 202610 min read