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Beken Corporation competes for an IC Trend Award with its edge AI chip BK7259

Beken Corporation is competing for the "Annual AI Market Breakthrough Award" at the 8th IC Trend Awards with its high-performance edge AI chip BK7259. According to a Jiwei.com report on October 30, 2026, the BK7259 adopts an M52+M55 dual-core design with an ARM Ethos U65 NPU, providing 0.25 TOPS of on-device computing power. It is the first to integrate the Ethos-U65 microNPU into a Wi-Fi 6 MCU, with deep sleep current as low as 2μA, and completes on-device 3D facial recognition in about 200ms. The results of this award selection have not yet been disclosed.

Beken Corporation competes for IC Fengyun Award with edge AI chip BK7259

Beken Corporation is competing for the "Annual AI Market Breakthrough Award" at the 8th IC Trend Awards with its high-performance edge AI chip BK7259. According to a Jiwei.com report on October 30, 2026, the BK7259 adopts an M52+M55 dual-core design with an ARM Ethos U65 NPU, providing 0.25 TOPS of on-device computing power. It is the first to integrate the Ethos-U65 microNPU into a Wi-Fi 6 MCU, with deep sleep current as low as 2μA, and completes on-device 3D facial recognition in about 200ms. The results of this award selection have not yet been disclosed.

View story:Beken Corporation competes for an IC Trend Award with its edge AI chip BK7259

Oracle announces the introduction of Cerebras AI chips in its cloud services

Oracle announced that it will introduce Cerebras Systems' AI chips into its cloud infrastructure, giving customers more computing power options beyond Nvidia GPUs. According to Data Center Knowledge, Oracle also plans to deploy Google TPUs and inference chips from OpenAI, Cerebras, SambaNova and Positron AI on OCI, with the TPU and Cerebras wafer-scale engine scheduled to come online in 2027, and Positron Atlas already available. CNBC Technology reported the same day that Alphabet announced Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. No further developments have been disclosed at this time.

View story:Oracle announces the introduction of Cerebras AI chips into its cloud services

Rohan Paul says total AI chip compute capacity grows 3.4 times annually

Citing Epoch AI data, Rohan Paul pointed out that the total compute capacity of all AI chips in use grows 3.4 times annually. He also stated that if the compute capacity of newly purchased chips grows only 2.5 times annually, this total will eventually slow to about 2.5 times as well. The original Epoch AI post stated that since early 2024, the compute capacity of AI chips sold each quarter has grown 2.5 times annually, lower than the roughly 6 times driven by the Nvidia H100 in 2023.

Rohan Paul says total AI chip compute grows 3.4x annually

Citing Epoch AI data, Rohan Paul pointed out that the total compute capacity of all AI chips in use grows 3.4 times annually. He also stated that if the compute capacity of newly purchased chips grows only 2.5 times annually, this total will eventually slow to about 2.5 times as well. The original Epoch AI post stated that since early 2024, the compute capacity of AI chips sold each quarter has grown 2.5 times annually, lower than the roughly 6 times driven by the Nvidia H100 in 2023.

View story:Rohan Paul says total AI chip compute capacity grows 3.4 times annually

Malaysian customs seize about $12.11 million in AI chip servers

On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips at the free trade zone of Kuala Lumpur International Airport, with a cargo value of about $12.11 million; the goods had been declared as ordinary electronic components. The authorities believe the shipment originated from one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions. No arrests have been made so far, and the companies involved have been summoned to assist in the investigation. This is the fifth case the authorities have identified as linked to the network; in June, 72 AI servers were seized in the same free trade zone, and according to The Information, the total value of the related seizures is about $24 million. In 2025, Malaysia adopted the Strategic Trade Controller directive, imposing additional controls on the export, transit and transshipment of high-performance AI chips, computer systems and electronic components.

Malaysian customs seize about $12.11 million in AI chips

On October 15, Malaysian customs seized 30 servers equipped with high-performance AI chips at the free trade zone of Kuala Lumpur International Airport, with a cargo value of about $12.11 million; the goods had been declared as ordinary electronic components. The authorities believe the shipment originated from one Asian country and was intended for re-export to another Asian country, and suspect that an organized smuggling network is behind it, using Malaysia as a transit point to circumvent export restrictions. No arrests have been made so far, and the companies involved have been summoned to assist in the investigation. This is the fifth case the authorities have identified as linked to the network; in June, 72 AI servers were seized in the same free trade zone, and according to The Information, the total value of the related seizures is about $24 million. In 2025, Malaysia adopted the Strategic Trade Controller directive, imposing additional controls on the export, transit and transshipment of high-performance AI chips, computer systems and electronic components.

View story:Malaysian customs seize about $12.11 million in AI chip servers

Faraday Technology announces securing an AI chip design win from a US customer

In its Q3 2026 financial report, Faraday Technology announced that it has secured a cloud AI chip design win from a US customer. The project sets company records in design process node, design complexity, NRE amount, and advanced packaging: the chip is based on Samsung Foundry's 2nm process, vertically stacks a logic SoC with custom DRAM using hybrid bonding, supports FP64 computing and PCIe Gen6, and the customer had originally planned to use 4nm. In the same period, Faraday's Q3 2026 consolidated revenue was NT$3.66 billion, up 13% year-over-year and 11% quarter-over-quarter. The project is currently at the announcement stage, and no further public information on subsequent design progress is available.

Faraday Technology announces winning an AI chip design project from a US customer

In its Q3 2026 financial report, Faraday Technology announced that it has secured a cloud AI chip design win from a US customer. The project sets company records in design process node, design complexity, NRE amount, and advanced packaging: the chip is based on Samsung Foundry's 2nm process, vertically stacks a logic SoC with custom DRAM using hybrid bonding, supports FP64 computing and PCIe Gen6, and the customer had originally planned to use 4nm. In the same period, Faraday's Q3 2026 consolidated revenue was NT$3.66 billion, up 13% year-over-year and 11% quarter-over-quarter. The project is currently at the announcement stage, and no further public information on subsequent design progress is available.

View story:Faraday Technology announces securing an AI chip design win from a US customer

Ares CEO says avoided AI chip financing due to business complexity

Ares Management CEO Michael Arougheti said the company is avoiding financing the high-performance processors that run high-end AI models, and is instead investing in the data centers that house those chips. He said due diligence on data center projects is simpler, the relative returns are attractive, and it is impossible to conduct due diligence to assess the value decay and depreciation curves of GPU technology. The company estimates AI capital expenditure demand at about $5 trillion, of which about $2 trillion is for physical AI computer rooms and supporting infrastructure, and $3 trillion is for purchasing GPU chips.

Oracle announces the introduction of Cerebras AI chips into its cloud services

Oracle announced that it will introduce Cerebras Systems' AI chips into its cloud infrastructure, giving customers more computing power options beyond Nvidia GPUs. According to Data Center Knowledge, Oracle also plans to deploy Google TPUs and inference chips from OpenAI, Cerebras, SambaNova and Positron AI on OCI, with the TPU and Cerebras wafer-scale engine scheduled to come online in 2027, and Positron Atlas already available. CNBC Technology reported the same day that Alphabet announced Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. No further developments have been disclosed at this time.