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Front Page Archive October 2026
Semiconductors1,454 words7 min read
TSMC's Record Q3 Revenue Confirms the AI Boom Is Real — but Investors Are Now Asking Who Actually Pays
On October 8, 2026, Taiwan Semiconductor Manufacturing Company did what it has done every quarter since the generative-AI boom began, except bigger. It reported third-quarter revenue of NT$1.49 trillion, about $46.7 billion, up 50 percent…
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Semiconductors
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EV
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October 2026
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Battery Tech
Battery Tech1,237 words6 min read
China's Battery Price Break Is Coming, and Freight Is Making It Arrive Late
A 314-amp-hour lithium iron phosphate cell, the workhorse of utility-scale storage, cost $51.62/kWh at the factory gate in China at the end of September. In July it cost $57.75. Nobody paid…
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Battery Tech
Battery Tech1,512 words7 min read
ProLogium Courts AI Data Centers With a 381 Wh/kg Solid-State Cell It Says Won't Burn
The most consequential constraint on artificial intelligence in 2026 is no longer a smarter model. It is a wall socket. As hyperscalers pour more than $725 billion this year into new data…
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IoT
IoT1,024 words5 min read
One Month In, the EU's 24-Hour Reporting Rule Is Rewriting How Connected Devices Get Fixed
The clock started ticking on September 11. Under Article 14 of the EU Cyber Resilience Act, any company selling connected products in the European market now has 24 hours to report an…
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IoT
IoT1,094 words5 min read
Edge IoT Has Crossed the Pilot Threshold — Now the Security Problem Gets Real
The Internet of Things has quietly finished its adolescence. According to new research from Omdia published on October 6, 2026, 78% of organizations running edge IoT deployments have…
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AI
AI1,733 words8 min read
Frontier AI Models Got Cheaper Fast. The Catch Is the Safety Rules Attached
OpenAI cut the price of its GPT-6 Sol model by half in September. Anthropic did the same thing a week later with Claude Opus 5.5, pricing input tokens at $4 per million against the $5 Opus…
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Cybersecurity
Cybersecurity1,420 words7 min read
Three Days From "No Evidence" to Exploited: The SonicWall Patch-Gap Window and the SMA1000 Problem
On Tuesday morning, SonicWall told customers something vendors say thousands of times a day: patch your appliances, and by the way, "there is currently no evidence any of the…
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Cloud & Edge Computing
Cloud & Edge Computing1,256 words6 min read
Subco to Run 24,000 km of New Subsea Cable Past Jakarta and Batam by 2029
Subco, an Australian submarine cable developer, said Tuesday it will build three new cable systems totalling roughly 24,100 km, all of them targeted for service in 2029. The shortest on…
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Cybersecurity
Cybersecurity1,328 words7 min read
One Attacker, Four AI Models, and a Folder Left Open: Inside the Korean Bank Breaches
A server in the attack path of South Korea's bank breaches sat with its directories open to the internet. Inside were Claude Code session logs, ARTEX configuration files, AI memory files, a…
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Robotics & Drones
Robotics & Drones1,400 words7 min read
Part 108 Sits at the White House While the Delivery Drones Get Bigger
The rule that would let American commercial drones fly routinely beyond a pilot's line of sight reached the White House Office of Information and Regulatory Affairs on July 10, 2026. It has…