AI chips - Page 18
Stories from AI chips come first, newest first, then stories from connected topics (AI Chips & Compute, Semiconductors, TSMC, PyTorch Foundation, Samsung, AI), each labelled with where it comes from. This view is not indexed by search engines.
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Scaleway Announces an AMD MI355X GPU Cluster in Stockholm, an NVIDIA B300 Cluster in Copenhagen and a Three-Zone Milan Region
Scaleway announces an AMD MI355X GPU cluster in Stockholm, an NVIDIA B300 cluster in Copenhagen and a three-zone Milan region. No investment figure given.
Chip Stocks Slide: SK Hynix Falls 10% or More and Samsung 7.4% After China’s CXMT Claims a Denser DRAM
SK Hynix fell 10% or more and Samsung 7.4% on 13 Oct, CNBC and the Guardian report, after China's CXMT said it would ship a denser DRAM by year-end.
NTT Data in Final Talks to Build Anthropic’s First Data Centre in Japan, Nikkei Reports
Nikkei reports NTT Data is in final talks to build Anthropic's first Japan data centre in Osaka: up to 500 MW and up to 1 trillion yen. No deal yet.
Nanya Technology’s Q3 2026 Revenue Jumps 61.9% as DRAM Prices Rise More Than 60%
Nanya Technology's unaudited Q3 2026 revenue rose 61.9% to NT$133.6bn as DRAM prices jumped more than 60%; gross margin reached 85.7%.
Applied Materials Unveils Its EPIC Chip R&D Center in Sunnyvale
Applied Materials has opened its EPIC chip R&D center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix. Spending is due to scale to about $5bn.
Smartphone Shipments Fell 20% in Q3 2026, the Lowest Q3 Since 2012, Counterpoint Says, as Memory Costs Bite
Counterpoint's preliminary data: Q3 2026 smartphone shipments fell 20% YoY, the lowest Q3 since 2012, as DRAM and NAND costs squeezed supply.
Marvell Unveils Second-Generation Structera X CXL 3.2 Memory Expanders With Six Memory Channels
Marvell unveils second-gen Structera X CXL 3.2 memory expanders with six memory channels for AI inference. Samples expected Q1 2027. Figures are Marvell's.
Lumentum, Astera Labs and Corning to Show PCIe Running Over Light Inside an AI Rack
Lumentum, Astera Labs and Corning will demo PCIe carried over light inside an AI rack at OCP Summit. It is a proof of concept, not a shipping product.
SK’s Chey Tae-won Says Korea Must Build Chip Fabs Faster as Micron and China’s CXMT Catch Up
SK chairman Chey Tae-won says Korea must build chip fabs faster as Micron and China's CXMT expand. It is commentary; no new investment was announced.
Korea Customs: Chip Exports for 1 to 10 October Hit a Record $12.2 Billion, Up 170.9% (Preliminary)
Korea Customs preliminary data: chip exports for 1 to 10 October reached $12.198bn, up 170.9%, helped by two extra working days this year.
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