HBM - Page 4
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.
Latest
NVIDIA to Invest $3bn in Meta’s Share Sale as Muse Partnership Grows
NVIDIA will invest $3bn in Meta's equity offering and widen work on Muse, as Meta prices an upsized $25bn share sale at $625 plus $12.5bn of preferred.
Intel Agrees to Buy Classiq in a Deal Ctech Values at $2.3bn
Intel has agreed to buy Israeli quantum software firm Classiq to build a full-stack quantum platform. Ctech puts the price at $2.3bn; Intel gives none.
Taiwan Held 69% of Advanced Chip Capacity; 47% Forecast by 2032
Taiwan held 69% of the world's capacity for chips below 10nm in 2022. Why that matters, what a long halt could cost, and how new fabs spread the load.
Rambus Reports Record Q3 Revenue of $218.3m, Up 22% Year on Year
Rambus posted record Q3 2026 revenue of $218.3m, up 22%, as memory interface chip sales hit a record. It guides Q4 revenue to $227m-$233m.
Unconventional AI to Buy NeuReality as It Chases a 1,000x Chip Goal
Naveen Rao's Unconventional AI has agreed to buy Israeli inference chipmaker NeuReality, bringing in about 40 engineers. No price was given.
SWI Compute Plans 30MW UK AI Factory, Orders About $1bn of NVIDIA Kit
SWI Compute says it has ordered about $1bn of NVIDIA systems and will open a 30MW UK AI factory by end-2027. It has not named the site or financing.
Cadence Says Maestro AI Models Lift Chip Design Quality Up to 30%
Cadence has launched Maestro, chip design AI models built partly on NVIDIA Nemotron that customers can run on-premises. Early access starts in Q4.
Reuters: Vietnam’s First Chip Fab Set to Miss 2027 Trial Target
Reuters sources say Viettel's chip fab, Vietnam's first, will probably miss its 2027 trial run, with no ASML deal yet. Viettel says it is on schedule.
Taiwan’s ITRI Plans 500-Tonne Rare-Earth Plant to Meet Half of Demand
Taiwan's ITRI plans a demonstration plant to make 500 tonnes of rare earths a year by 2030, a hundredfold rise that would meet about half of local demand.
FCC Grants Intel a One-Year Waiver to Keep Repairing Its Fab Robots
The FCC gave Intel a one-year waiver to repair robotic vehicles in its US chip plants, after Intel said the foreign robot ban might cover them.
Latest on TSN
Explore the TSN Atlas: Every topic we cover, mapped. Click a bubble to dive in.