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AI News

‹Thu, October 8›
All dates
3213
Industry

AVC Q3 revenue hits record as analysts see liquid cooling running to 2027

Taiwan's Asia Vital Components (AVC) posted record September revenue of NT$21.0bn, up 8% month-on-month and 45% year-on-year, and record third-quarter revenue of about NT$59.1bn, up 20% sequentially and 52% year-on-year, driven by strong Trainium demand and the initial ramp of NVIDIA's Vera Rubin platform, according to Citi and Daiwa notes. Both brokers kept Buy ratings, with price targets of NT$4,350 and NT$4,465, and expect further sequential growth in Q4 as Trainium shifts to liquid cooling, TPU projects enter mass production and Vera Rubin keeps ramping. Daiwa said AVC plans to expand liquid-cooling capacity sharply in 2027 — cold-plate module capacity up more than 50%, mostly in Vietnam, and cabinet and internal manifold capacity set to double, with most equipment due in Q2 2027 and production starting in Q3; liquid-cooling penetration in one ASIC customer project is forecast to rise from about 10% in 2026 to over 50% in 2027.

科技新报·
3223
Industry

DA Davidson lifts Micron target to $3,000 on AI memory demand

Analysts led by DA Davidson's Gil Luria raised their Micron price target to $3,000 from $2,100 and reiterated a Buy rating, arguing that AI-driven memory demand will keep the company growing over the next three to five years and that memory will be undersupplied in 2027 and 2028. The report said demand now comes from large US enterprises such as Amazon, Microsoft, Google, Nvidia and Apple, and that longer supply agreements with customers improve visibility. Micron shares rose 4.06% to $1,088 on Oct. 7; the company is expected to start a large buyback in December, when CHIPS Act restrictions on repurchases lapse.

科技新报·
3233
Industry

Chip selloff deepens as funds rotate from AI-server names to CPO, ABF and MLCC

Taiwan's benchmark index closed up 0.22% at 49,822.55 on Oct 7, while the Philadelphia Semiconductor Index fell 1.15% to 13,066.15 and TSMC's ADR slipped 0.72% as the US 10-year Treasury yield rose to 5.28%, near a 24-year high; Taiwan futures dropped below the 50,000 mark in overnight trading. The three main institutional investor groups sold a combined NT$24.16bn, concentrated in AI-server, ASIC IP and semiconductor test-interface names, with money rotating into co-packaged optics (CPO), ABF substrates and high-end CCL, MLCC passive components, and petrochemicals. The report says AI servers use 3–5x more MLCCs than conventional servers and that the ABF substrate shortfall runs through 2027.

科技新报·
3243
Industry

Citi lifts TSMC target price to NT$4,000 on AI chip demand

TechNews cites a new Citigroup Global Securities research report that flags strong advanced-node and AI chip demand and expects TSMC's earnings momentum to stay robust, raising the target price to NT$4,000. The report's previous target and valuation assumptions were not detailed in the summary.

科技新报·
3253
Industry

AI's sci-fi PR problem: from Claude's enzyme claim to a '$100 trillion ecosystem'

A commentary republished by Huxiu argues that many of the AI industry's biggest "breakthroughs" happen in press releases rather than in the lab. It cites Anthropic's claim that 950 Claude agents worked for 21 hours and burned 210 million tokens to sift more than 200,000 reverse transcriptases for a previously undescribed enzyme system named ART — yet the paper is still a preprint, the system's function is unknown, and rerunning the same task found the key sequence only once in 10 attempts. The piece also lists Zhipu's talk of a path to recursive self-improvement, Dreame's pledge to build a "$100 trillion ecosystem," and UBTech's fastest-growing financial category being smart litter boxes and pool cleaners.

虎嗅 AI·
3263
Products

GeekPark Creation 100 #7: local AI data dock, fingerprint key, AI walkie-talkie

GeekPark's "Creation 100" column (episode 7) rounds up five new hardware devices: the MUZIM L1 desktop data dock, which runs a local OpenSoul file system with "Vibe Search" for natural-language search across photos, video (down to a specific frame) and transcribed audio, plus automatic face grouping and semantic filing. The Lumeria Lumoscope is a four-spectrum skin scope that clips onto a phone camera with an AI coach tracking skin changes, while the Flowtica verso is a MagSafe AI recorder card for the iPhone with a FlowMark highlight button and a press-to-ask Ask AI key. The piece also covers GENiEX, an AI walkie-talkie toy built on a decade-old sci-fi universe, and the immurok IK-1 wireless fingerprint key that gates sensitive commands issued by AI coding agents. Most are still at crowdfunding or pre-order stage, and search accuracy, content depth and manufacturing capacity remain unverified.

极客公园·
3273
Products

KnowForge 2026.0.8 released with collaborative writing and AI read-aloud

KnowForge 2026.0.8 is out, with the update focused on team collaboration, reading experience, content management and site operations. The writing workspace now supports multi-user collaboration — showing who is currently editing, automatically detecting and merging conflicts — plus inline annotations, @mentions, a new "suggester" role and edit suggestions. The release also adds AI read-aloud and fixes a batch of issues in content collection, translation and interaction.

开源中国·
3283
Industry

Morgan Stanley: Marvell AI infrastructure chip unlikely to threaten Aspeed BMC

At its October 6 Investor Day, Marvell introduced a new custom AI infrastructure management processor based on 5nm OCTEON IP, claiming roughly 1,000x the performance of traditional server BMCs, with projects underway at several hyperscalers. Morgan Stanley said the part is closer to an infrastructure management controller (IMC) than a BMC, carries an ASP of several hundred dollars, and may not ramp in volume until late 2027 or early 2028, so it is unlikely to replace existing BMC designs near term and could instead expand the total addressable market for AI infrastructure management.

科技新报·
3293
Industry

Applied Digital revenue more than triples on AI demand, but losses mount

U.S. data center operator Applied Digital reported fiscal first-quarter 2027 results, with revenue surging more than threefold year over year as demand for AI data center capacity boomed. The company still posted a heavy loss as it poured money into AI infrastructure build-out.

科技新报·
3303
Industry

Infrared remote-sensing firm Xinghuo Chuanming closes Series A

Chinese commercial infrared remote-sensing company Xinghuo Chuanming has completed a Series A round, according to 36Kr. The company says the proceeds will fund production lines and volume manufacturing for high-resolution infrared payloads and satellite-ground laser communication stations, in-orbit constellation deployment, and on-satellite AI computing and algorithm iteration. The report did not disclose the round size or investors.

36氪快讯·
3313
Products

Semwright offers AI agents structured access to real software

Semwright appeared on Product Hunt with the one-line pitch "Give AI agents structured access to real software." Beyond that tagline, the listing discloses no details on features, supported applications, pricing or availability.

Product Hunt·
3323
Industry

Hong Kong Electronics Fair opens Oct 13 with AI and robotics focus

The Hong Kong Trade Development Council will hold the 46th Hong Kong Electronics Fair (Autumn Edition) from Oct 13–16 at the Hong Kong Convention and Exhibition Centre, alongside electronicAsia, co-organised with Messe München Asia. Organisers say more than 3,200 exhibitors from 15 countries and regions are expected, with three themes: AI & Robotics, Smart Wellness and NEXTEntertainment. The AI and robotics section will feature over 120 robots in the RoboPark zone, covering commercial and service, industrial and logistics, entertainment and social, and health and rehabilitation scenarios.

科技新报·
3333
Open source

Apollo 3.0 moves toward Agent First configuration management

Open-source news site OSChina reports that Apollo 3.0 sets out an "Agent First" direction for configuration management. The article notes that large models are shifting from generating content to executing tasks, with agents already taking part in coding, testing, operations and software delivery, which makes reading, changing, publishing and rolling back configurations a natural next need. It also stresses that a configuration center carries production runtime control and may hold sensitive settings, so opening configuration management to agents is not simply a matter of adding a few interfaces.

开源中国·
3345
Industry

Ben Affleck's AI know-how goes viral, from tensors to fine-tuning open models

Actor Ben Affleck went viral this week for explaining machine learning, neural networks, transformers, tensors, GPUs and inference in interviews with GQ and at Bloomberg's Screentime 2026 conference, saying he can write "pretty shitty Python scripts." He said he visited OpenAI, and that for his film "Animals" he fine-tuned open source models by unfreezing the weights and built his own dataset as late-stage training for open models. He sold his AI filmmaking startup to Netflix this year for a reported $587 million, a figure he says is "not right" because he did not own the whole company; his stated AI worry is learned helplessness in schools, not Skynet.

TechCrunch AI·
3353
Industry

Modulate raises $25M to scale Velma deepfake detection and AI voice agent oversight

Voice AI startup Modulate announced a $25 million funding round, bringing its total raised to $60 million, with the money earmarked for AI models, products and engineering. Founded in 2017, the company started with game voice-changing tools, moved into voice content moderation for games and social platforms, and now offers deepfake detection and AI voice agent oversight through its Velma platform, which analyzes emotion, tone, intent and synthetic speech. Velma Deepfake Detect, launched in late March, provides synthetic-speech detection via API; the company says it reaches 98.9% accuracy on a public benchmark and ranks first on Hugging Face's deepfake voice benchmark — claims that are company-reported and not independently verified.

iThome 台湾·
3363
Industry

AI's simmering question: where is all the automation?

A The Information column frames the industry debate over why automation has not arrived even as OpenAI said its unreleased model solved or made major progress on hundreds of significant math and computer science problems. Cognition founder Scott Wu argued that ever-more-capable agents plus more data centers, memory and sandboxes will yield "virtual employees," while ex-OpenAI researcher Diogo Almeida, now at TypeSafe AI, maker of Jev, said today's LLMs are optimized for assistance and fail at unattended automation. Anthropic's Claude Code product lead Cat Wu conceded much automation stalls at a semi-automated stage where Claude does 80% and a human does 20%.

The Information·
3373
Industry

Guosheng Securities: AI compute power gap lifts gas turbine supply chain

A Guosheng Securities research note says AI compute is accelerating global data-centre build-out, exposing a power-supply bottleneck in North America where gas turbines have become the core on-site generation solution, pushing the global turbine industry into a high-demand cycle with clear supply-demand mismatch. It adds that China's gas turbine supply chain has made breakthroughs in several segments and is deeply embedded in global supply, so players with technology and cost advantages could benefit from the demand expansion.

36氪快讯·
3383
Industry

Clip-on earbuds up 82% as AI agents fail to sell hardware

A Baobian piece republished by 36Kr says IDC data shows global shipments of clip-on open-ear earbuds jumped 82.2% year-on-year in Q2 2026, while ear-hook models fell 5.1%; in China, headphone retail sales dropped 15.9% to 87.97 million units in H1 2026 even as open-ear devices grew 34.1%. The article argues the category's rise, with no deep agent or large-model features, shows that comfortable, low-effort basics still win buyers, and that AI features are overrated as a trigger for hardware upgrades.

36氪 人工智能·
3393
Research

Why AI should use more Chernoff faces — and data science more manifold fitting

Mathematician Zhigang Yao responds to a Harvard Data Science Review column by founding editor Xiao-Li Meng: AI should make more use of Chernoff faces, reorganizing high-dimensional information into forms people can perceive, compare and question, while data science should do more manifold fitting — treating the underlying geometry itself as the signal to be estimated. The essay traces a line from principal curves and principal flows to principal sub-manifolds, manifold fitting under unbounded noise, and CycleGAN-based manifold fitting, with applications including the single-cell framework scAMF and a study of 251 NMR metabolic biomarkers in 212,853 UK Biobank participants.

虎嗅 AI·
3405
Products

Four Claude AI courses with CPD certificates bundled at $19.99 for life

A TechRepublic affiliate-style promotion highlights a Claude AI bundle of four courses totaling more than nine hours, covering everyday Claude workflows, Excel pivot tables, project management and front-end web design, each ending in a CPD certificate plus one for completing the full track. The training comes from ExpertEase Global, which says it has over 50,000 members worldwide and a 4.4 out of 5 instructor rating; one verified buyer rated the bundle 4 out of 5. Lifetime access is listed at $19.99 against a stated $147 regular price, and the price is subject to change.

TechRepublic·
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