Arm

LONDON – November 04, 2026 -- ECARX Holdings (Nasdaq: ECX) posted a third-quarter net loss of US$48.6 million, up from US$8.4 million a year earlier, as higher memory costs cut gross margin to 7.0% from 21.9% despite a 10% rise in revenue to US$240.8 million.

Memory costs outpace pricing and gross profit falls 65%

Gross profit dropped 65% year-over-year to US$16.9 million. Total cost of revenue rose 30% to US$223.9 million, driven mainly by memory costs tied to goods sales. ECARX said cost escalation exceeded what its pricing could offset, so a larger share was absorbed internally to support volume growth and partnership commitments.

Sales of goods revenue climbed 23% to US$222.7 million on pricing adjustments and higher volume. Service revenue fell 53% to US$17.7 million as partner model launches, which peaked in the second quarter of 2026, slowed sharply in the third. Software license revenue fell 56% to US$0.4 million.

Global – October 26, 2026 -- ARM is set to debut its first in-house chip by summer, moving beyond its traditional role as an IP provider into chip design, while Intel's strategy as an integrated device manufacturer (IDM) faces questions after CEO Pat Gelsinger departed in December 2024.

ARM and Intel shifts reshape a value chain split into eight segments

The semiconductor value chain spans IP design, electronic design automation (EDA), fabless design, foundries and outsourced assembly and test (OSAT), IDMs, chemical and wafer suppliers, equipment makers, and the manufacturers that integrate chips into end products. No single country or company controls every stage. Emerging players backed by substantial government funding are working to close the technology gap, and startups are investing in specialized areas that could disrupt the industry's traditional dynamics.

San Jose – October 09, 2026 -- PUFsecurity, a subsidiary of eMemory Technology, argues that the security of AI agents ultimately rests on hardware Roots of Trust in the chips that run them, as agents gain delegated credentials and act without user review.

Agents that act on their own output raise the cost of compromise

Unlike a chatbot, an agent runs persistently, holds delegated credentials, browses the web, executes code and calls connected services. PUFsecurity says a misled chatbot yields a bad answer a person can still catch, while a misled agent can act with the user's credentials before anyone checks.

Tokyo – October 01, 2026 -- TIER IV, the developer behind the open-source autonomous driving software Autoware, has joined Arm Total Design for Physical AI, a move aimed at expanding Autoware's availability across Arm-based system-on-chips and in-vehicle computing platforms.

TIER IV extends its Arm partnership beyond Open AD Kit

The announcement builds on TIER IV's existing collaboration with Arm through Open AD Kit, an open framework within the Autoware Foundation ecosystem designed to simplify deployment of Autoware across computing platforms. The partnership was demonstrated publicly at CES 2026, where Open AD Kit ran on Arm-based computing platforms.

Shanghai – September 23, 2026 -- PATEO (02889.HK) has signed a strategic Memorandum of Understanding with Arm to jointly develop physical AI applications for the automotive sector, targeting next-generation perception- and interaction-driven computing workloads for vehicles.

PATEO's AI revenue jumps 588.6% year-on-year in first half of 2026

The company reported approximately RMB 209 million in AI-related revenue for H1 2026, a 588.6% increase from the prior-year period, as its physical AI initiatives move from proof-of-concept to scaled deployment.