AI chips - Page 19

Samsung reportedly plans a $4.09B memory-chip testing plant in Vietnam, per Korea Herald. Testing, not wafers; Samsung has not confirmed.

A paper by Zeiss and ASML engineers sets out a 0.75 NA Hyper NA EUV tool that reuses today's light source. Reuters says it is about a decade away.

Counterpoint Research says most Nvidia Rubin products will likely use 12-layer HBM4, not the rumoured eight, per Korea Herald. A forecast, not Nvidia's word.

Four chip-supply items from 8–9 October 2026: GlobalFoundries tops out a €1.1 billion Dresden expansion and plans an "FDX Fusion" platform that still needs German approval; Lumentum's CEO tells Bloomberg its optical parts are "completely sold out" through early 2029, even after a 12-fold capacity increase in Japan; Unisem proposes a RM396 million packaging expansion in Malaysia; and AI chip-design start-up Phinity raises a $5.2 million seed. What is confirmed and what is a claim.

Samsung's third-quarter guidance points to about ₩107.4 trillion in operating profit on ₩195 trillion of sales, up from ₩12.17 trillion a year ago, with AI data-centre memory demand credited. AWS becomes a Platinum member of the Linux Foundation, with a board seat. What the numbers say and what they leave out.

DARPA has moved Atom Computing, Diraq, IBM and IonQ into the final, hands-on stage of its Quantum Benchmarking Initiative, and says it increasingly expects a useful quantum computer by 2033. UK trapped-ion firm Universal Quantum has raised more than $100m, IonQ claims big speed-ups for error-corrected operations in simulations, and a peer-reviewed Cornell paper shows a full gate set on a qubit that partly tolerates its main error. Plus a Jülich preprint and Infineon's ion-trap chips. What each confirms, and what is only claimed.

CoreWeave plans 240 MW in Navi Mumbai, Bell Canada's Regina campus could reach 1.2 GW with its own gas plant, and Applied Digital reported $341.9 million in quarterly revenue alongside $6.4 billion of debt. Meanwhile the bond financing Meta's Louisiana data centre hit a record low, and Entergy's CEO let slip that the site will draw 4,500 MW. What each company confirmed, and what is reported.

Elon Musk says Tesla and SpaceX will build and run the Terafab AI chip complex in Texas, with TSMC at most subleasing part of it. Intel's CEO says Intel remains involved. What was said, what Terafab is, and the open questions.

Foxconn's $66.6 Billion Quarter Proves AI Infrastructure Is the Real Money The world's largest contract manufacturer just posted 29.7% revenue growth — and it's not from iPhones.While Silicon...

TSMC reveals 3nm capacity is sold out through 2028. The GigaFab expansion aims to double advanced-node production — but not in time to prevent three years of tech bottlenecks.