HBM - Page 11

Two device stories from 8–9 October 2026. Nikkei Asia reports that Apple told some suppliers to cut production of iPhone 18 Pro components after price rises dampened demand; Apple has not commented. And start-up Natura has shown Interface, a $99 smart ring for sending voice requests to AI agents, which cannot be ordered yet.

GlobalFoundries has signed a multi-year $2 billion agreement to make silicon interposers for TSMC's CoWoS advanced packaging at its New York plant, with volume production expected to ramp in the first half of 2028. TSMC also reported September revenue of about NT$511.86 billion. What an interposer is and what the numbers say.

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.

China's AI Stack Goes Vertical: How DeepSeek V4 Just Changed the GameA year ago, a Chinese startup called DeepSeek dropped a bomb on Silicon Valley. Its AI...

Samsung plans to double devices with Galaxy AI, largely powered by Google's Gemini, to 800M in 2026. The Galaxy S26 also offers Bixby and Perplexity.

Korean press reported in March that TSMC's 2nm capacity is booked to 2028. TSMC's Q3 results show 2nm at 8% of wafer revenue. Samsung's pitch.

Google's TurboQuant: The Software Breakthrough That Just Shook the $500 Billion Memory Chip MarketSometimes the most disruptive innovations aren't hardware. They're algorithms.Google just announced TurboQuant—a new AI...

Samsung Electronics plans to invest more than 110 trillion won (about $73bn) in facilities and research in 2026, the largest annual outlay in its history, in a...