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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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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.

SK hynix Tops 100 Trillion Won in Quarterly Revenue for the First Time

SK hynix made 83.3 trillion won operating profit on 104.6 trillion won revenue in Q3, sees memory shortages to 2030 and drops its Solidigm IPO review.

Applied Materials Agrees Deal to Raise Its Besi Stake to About 20%

Applied Materials will raise its stake in Dutch toolmaker Besi to about 20%, up from 9% disclosed in 2025. No price given; US antitrust review applies.

Google TPUs Coming to Oracle Cloud From 2027, First Outside Google

Oracle and Google say Google's TPU chips will be offered on Oracle Cloud from 2027, the first big cloud outside Google. No capacity or price given.

Oracle Launches NVIDIA Vera Rubin on Its Cloud With 150,000 Vera CPUs

NVIDIA Vera Rubin NVL72 and Vera CPUs are now on general sale on Oracle Cloud, with plans for multi-gigawatt scale. No value or gigawatt figure given.

Banks, Blackstone Line Up $63bn for Broadcom Chips Leased to Anthropic

BofA, Citi, Morgan Stanley and Blackstone have announced $63bn to buy Broadcom AI chips for lease to Anthropic, with Broadcom backing the first lien.

Luxor Raises $16m Led by CMT Digital to Grow Its AI Compute Trading

Bitcoin mining services firm Luxor has raised $16m in a round led by CMT Digital, with Canaan and MicroBT, to grow its AI hardware and compute trading.

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