HBM - Page 2
Stories from HBM come first, newest first, then stories from connected topics (SK Hynix, Samsung, memory chips, DRAM, AI Chips & Compute, Semiconductors), each labelled with where it comes from. This view is not indexed by search engines.
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Marvell to Buy Lumentum in All-Stock Deal Valuing It at $115bn
Marvell's Lumentum acquisition is an all-stock deal with an implied enterprise value of $115bn, expected to close in the first half of 2028.
Canada Becomes EuroHPC’s 39th Member, Gaining a Path to JUPITER
Canada EuroHPC membership makes it the 39th participating state, opening Europe's supercomputers to Canadian researchers. No fees or start date yet.
Perplexity Will Run Its AI Workloads on IREN’s Blackwell Ultra GPUs
The Perplexity IREN agreement puts Perplexity on NVIDIA Blackwell Ultra GPUs at an IREN campus, IREN says. No value, GPU count or site was given.
Wolfspeed Puts Transparent Silicon Carbide on Sale for AR and Qubits
Wolfspeed has launched transparent silicon carbide wafers for AR glasses and quantum computing. Specs are public; customers, prices and volumes are not.
Intel Revenue Rises 21% to $16.5bn; Q4 Forecast Is $15bn to $16bn
Intel's Q3 revenue rose 21% to $16.5bn as data centre sales grew 78%. It forecast Q4 revenue of $15bn-$16bn, including a $300m hit from Fab 28.
AUO Sells Taichung Plant to TSMC for NT$38.8bn, Ends Quanta Deal
AUO will sell its Taichung Phase II plant to TSMC for NT$38.8bn and expects an NT$18.5bn gain. Its NT$19.7bn Huaya plant sale to Quanta is off.
STMicro Expects $1.3bn of AI Data-Centre Revenue as Q3 Sales Rise 18%
STMicroelectronics' Q3 revenue rose 17.9% to $3.76bn. It now expects about $1.3bn from AI data centres this year and well above $2bn in 2027.
FuriosaAI Raises $620m at $2.9bn Valuation to Scale RNGD AI Chips
Korean chip start-up FuriosaAI raised a $620m Series D at a $2.9bn valuation. It plans 20,000 RNGD cards this year and a 2nm Gen 3 chip with Broadcom.
Altera Unveils Agilex 2X FPGAs, With Agilex 27 Samples Due in 2027
Altera's Agilex 2X spans four FPGA families for AI, networking and robotics. Agilex 27 comes first, with engineering samples due in 2H 2027.
Bismuth Sulfide Cuts Solar Charge Loss Rate by 75%, Oxford Finds
An Oxford-led Nature study finds bismuth sulfide absorbs light strongly yet cuts the charge-loss rate by about 75%. A mechanism, not a solar cell.
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