SemiVoice

➀ Researchers at FH Dortmund aim to reduce energy losses in high-performance battery storage systems by increasing voltage levels tenfold to twentyfold, minimizing resistance-induced heat waste;

➁ A real-world lab in Ense will test 10,000–20,000V battery systems, analyze lifespan impacts, and develop insulation standards for medium-voltage DC applications;

➂ The modular high-voltage design eliminates active cooling, reduces maintenance, and enables scalable configurations, potentially revolutionizing energy storage efficiency and infrastructure.

➀ SoftBank and Microsoft are in discussions to invest $2 billion in UK self-driving startup Wayve, potentially valuing it at $8 billion, with NVIDIA also expressing a $500 million investment intent;

➁ Wayve's AI-driven technology, built on NVIDIA's Drive AGX Thor platform, combines imitation learning, reinforcement learning, and simulation training to replicate human driving behavior across diverse environments;

➂ The company previously raised $1.05 billion in 2024 and is trialing autonomous vehicles with Uber in London, with total funding expected to reach $3.8 billion if new investments materialize.

➀ The combined capital expenditure (capex) of eight major Cloud Service Providers (CSPs)—including Google, AWS, Meta, Microsoft, Tencent, Alibaba, and Baidu—is projected to exceed $420 billion in 2025, marking a 61% year-on-year increase and equaling their total spending in 2023 and 2024.

➀ Investment priorities focus on servers and GPUs, with high demand for Nvidia's GB200/GB300 rack systems in 2025, transitioning to the Rubin VR200 platform in 2026.

➂ The 'Magnificent Seven' U.S. tech giants (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, Tesla) hold a combined market cap of $21 trillion, representing 36% of the S&P 500's total value.

➀ Broadcom and OpenAI partner to develop 6GW of custom AI accelerators, with OpenAI designing the chips and Broadcom handling development and deployment;

➀ The collaboration leverages Broadcom's Ethernet and connectivity solutions to build scalable AI infrastructure, supported by a long-term co-development agreement;

➂ Leaders from both companies emphasize the partnership's role in advancing AI capabilities, optimizing performance, and supporting OpenAI's mission to benefit humanity through artificial general intelligence (AGI).

➀ Stoke Space secured $510 million in Series D funding, led by USIT and supported by a $100 million debt facility from Silicon Valley Bank, to advance its reusable Nova rocket's first flight.

➁ The funding aims to accelerate Nova's development, including structural testing and activation of the Cape Canaveral launch site by 2026, following its National Security Space Launch contract with the U.S. Space Force.

➂ The company's medium-lift rocket, designed for high-frequency satellite deployment, aligns with growing commercial and defense demands, highlighted by the 'Golden Dome' initiative.

➀ Dell Technologies unveiled the 'Dell Pro Max with GB10,' an AI system leveraging NVIDIA's GB10 Grace Blackwell superchip, capable of locally processing LLMs with up to 200 billion parameters for prototyping, fine-tuning, and inference;

➁ The system integrates 128GB LPDDR5x memory, up to 4TB NVMe SSD, TPM 2.0 security, and NVIDIA software stacks, enabling seamless AI development across desktop and data center environments;

➂ Targeting industries like research, healthcare, and startups, it supports on-premises AI development with enhanced data security and eliminates reliance on external infrastructure. Launching October 16 with 3-year Dell support.

➀ Hanwha Group, as the official sponsor of the 2025 APEC Summit in Gyeongju, will host a large-scale fireworks and drone show (50,000 fireworks and 2,000 drones) during the gala dinner, covering safety and environmental costs;

➁ The group organizes the 'Future Tech Forum: Defense Industry' as a sideline event of the APEC CEO Summit, showcasing K-defense competitiveness and discussing AI's role in defense, while Hanwha Qcells collaborates with Microsoft to present energy optimization technologies;

➂ Hanwha launches promotional campaigns featuring APEC partnership logos across digital billboards, KTX screens, and event venues to enhance public awareness of its contributions.

➀ Avaco acquired a new 4,000㎡ semiconductor equipment factory in Dongtan, Gyeonggi-do, worth 10 billion KRW (~$7.7 million USD), integrating R&D and production capabilities;

➁ The facility will focus on validating and mass-producing sputtering equipment for advanced packaging technologies like HBM and Fan-Out Wafer-Level Packaging (FoWLP);

➂ The company plans to expand R&D personnel and infrastructure by 2030 to enhance technical competitiveness and meet evolving global client demands.

➀ Murata will showcase cutting-edge technologies including pMUT-based ultrasonic sensors for 3D spatial tracking in VR/AR applications, stretchable PCBs for medical wearables, and 60GHz short-range modules enabling 5Gbps wireless communication for industrial automation;

➁ The company also unveils the world’s smallest MLCC (0.16mm x 0.08mm) and inductors, critical for miniaturizing smartphones, IoT devices, and 5G hardware;

➂ Murata emphasizes its global manufacturing prowess, with over 90% of sales from overseas markets, and aims to set new industry standards in smart factories and high-speed data environments.

➀ Inometri secured its first contracts to supply Through-Glass Via (TGV) inspection equipment to two companies, marking its entry into the semiconductor glass substrate market;

➁ The TGV process, critical for creating electrical pathways in glass substrates, is a key challenge in manufacturing, and Inometri's non-destructive X-ray and CT-based inspection tools address quality control needs;

➂ With glass substrates gaining traction for AI-driven semiconductor performance, Inometri aims to expand partnerships and expects additional contracts by year-end, positioning itself early in an emerging supply chain involving Intel, AMD, and Samsung.