TodayToday's edition
Batteries
Chery says its Volt-dragon charger takes a battery from 10% to 97% in 6 min 50 s, behind CATL's 6 min 27 s record; all figures are vendor claims, and no car or battery is named.
Energy & Cooling Desk
Chips
The FCC waiver lets Intel keep updating the automated guided vehicles that move materials in its US fabs for one year, citing risk to domestic chip manufacturing services.
Chips & Power Desk
Chips
SK hynix has approached suppliers about producing iHBM, a base-die cooling design it says cuts HBM thermal resistance by more than 30%, ETNews reports; HBM5 use is expected around 2029.
Chips & Power Desk
Local AIReview roundup
Power
The Nevada geothermal lease sale on Oct. 20 sold 60 parcels covering 186,641 acres. Two parcels overlap NextEra's proposed 1-GW Sawtooth solar site, and BLM has not decided its right-of-way application.
Chips & Power Desk
Chips
Samsung Foundry's claims for 8LPU+ also include an 8% smaller logic area, on existing DUV lines, per Automotive World on Oct. 21. No customer or ramp date has been named.
Chips & Power Desk
Chips
UMC and AP Memory said S-SiCap Gen2D deep-trench silicon capacitors passed initial functional validation in Q3 2026. System-level tests in substrate packages come next, and no customer is named.
Chips & Power Desk
Batteries
The Yarwun heat battery would store 360 MWh of heat, not electricity, and deliver 30 MW of heat output. Rio Tinto estimates it could supply around 5% of the refinery's steam needs.
Energy & Cooling Desk
Data centers
NVIDIA's CEO said he urged Nscale to fix delays bringing data centers online, as Bloomberg reports equipment failures, power limits and pushback on a $30 billion IPO valuation.
Chips & Power Desk
Chips
SK hynix suspended the Solidigm US listing review on Oct. 23, citing market volatility, after shares fell more than 30% since late September. Valuation forecasts had reached up to $150 billion.
Chips & Power Desk
Batteries
China's lithium-ion battery exports to the EU reached US$31.2 billion in January-September, SCMP reports, but customs data give no GWh volumes or EV-versus-storage split.
Energy & Cooling Desk
Batteries
CATL's Akin Li told electrive that Erfurt already supplies NMC cells to MAN, while LFP packs for Daimler Truck still come from China. The swap timings are CATL's own claims.
Energy & Cooling Desk
Data centers
A Reuters/Ipsos poll showed 69% of Democratic registered voters back data center limits, against 43% of Republicans. The midterms are Nov. 3, and AI infrastructure spending is expected to top $1 trillion next year.
Chips & Power Desk
Power
The NRC final rule adds 10 CFR 50.43(f) so reactor applicants can use DOE and Department of War demonstration data, but they must still prove it fits their design.
Chips & Power Desk
Data centers
PreussenElektra and NVIDIA are reportedly assessing whether former German nuclear sites, including Grohnde, can host AI data centers; radio aktiv says no site or investment is decided.
Chips & Power Desk
Batteries
Germany's battery storage additions reached about 8.2 GWh in January-September, BSW-Solar says, with utility-scale at 3.8 GWh, up about 350%. The total is provisional.
Energy & Cooling Desk
Data centers
A Russian attack on Oct. 20 damaged GigaCenter, a Tier III colocation site in Kyiv, a night after Datagroup lost a facility; LIGA.net says it is out of service, but the company says only damaged.
Chips & Power Desk
Grid
Portland General Electric credits GridCARE with locating spare grid capacity for data center connections, but Utility Dive says utilities still use AI for forecasting, not for running the grid.
Energy & Cooling Desk
Batteries
BloombergNEF projects global energy storage additions of 535 GWh in 2026 and 209 GW / 638 GWh in 2027, with China, the US and Australia taking 62% of this year's build.
Energy & Cooling Desk
Data centers
Amazon's AWS is taking NVIDIA GB300 racks before some data centers can energize them, Business Insider reported Oct. 20, with about $3B more a month projected.
Chips & Power Desk
Chips
DeepSeek released Ascend support for six repos, SemiAnalysis says, narrowing Huawei's software gap with NVIDIA, though the 950PR still trails on hardware and only TileLang is usable so far.
Chips & Power Desk