Samsung - Page 2
Stories from Samsung come first, newest first, then stories from connected topics (SK Hynix, HBM, Semiconductors, memory chips, DRAM, AI Chips & Compute), each labelled with where it comes from. This view is not indexed by search engines.
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Infineon and SOLUM Sign MoU on HVDC for AI Data Centres
Infineon and SOLUM MoU on HVDC for AI data centres; SOLUM shows 26 kW 800 Vdc BBU aiming >98.5% efficiency, production targeted 2027.
Arm Q2 Earnings Hit Record $1.44bn on Licensing Surge
Arm earnings for Q2 FYE27 show record $1.44bn revenue (+27%), with licensing up 50% and data-centre royalties doubling. AGI CPU deliveries tracked for Q4.
Google Backstops Financing for TeraWulf’s $19bn Anthropic Leases
The TeraWulf Google backstop supports debt financing tied to about $19bn of Anthropic lease commitments in Kentucky. Google is not lending the money.
AMD Q3 Results: Record $13.4bn as Data Center Sales Nearly Double
AMD Q3 results show record revenue of $13.4bn, up 45%, as Data Center sales nearly doubled. AMD guides fourth-quarter revenue to about $17bn.
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.
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