Semiconductors - Page 11
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
Stories from Semiconductors come first, newest first, then stories from connected topics (AI Chips & Compute, memory chips, TSMC, Samsung, AI chips, chip supply chain), each labelled with where it comes from. This view is not indexed by search engines.
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ByteDance Is in Advanced Talks to Buy Custom MediaTek Chips for Its Data Centres, Bloomberg Reports
ByteDance is close to a deal to buy custom MediaTek chips for its data centres, Bloomberg reports, citing people familiar. Neither company has confirmed.
SK Hynix’s Solidigm Ties a New US NAND Plant to a Licence for More Chip Tools in China, Reuters Reports
SK Hynix's Solidigm is making a new US NAND plant depend on a US licence to ship more chip tools to Dalian, China, Reuters reports, citing sources.
Micron Reaches Deal With Taichung Union; Taoyuan Strike Status Unclear
Micron's Taoyuan union plans a solidarity strike on 22 October over profit-sharing, CNA reports, a week after Micron opened its second Taiwan HBM plant.
BrainChip Launches Sequora, Chip Designs for Running Language Models on Battery-Powered Devices
BrainChip's Sequora is chip IP for running language models on battery-powered devices, using a state-space design it says keeps memory use fixed.
OpenAI Names Uday Ruddarraju to Lead Compute and Stargate as Sachin Katti Leaves
OpenAI has put Uday Ruddarraju in charge of infrastructure, compute and Stargate, replacing Sachin Katti, according to DCD and Bloomberg.
Tensormesh Launches Platform to Reuse LLM KV Cache Across Servers
Tensormesh, maker of LMCache, has launched software to store and reuse KV cache across enterprise AI servers. What a KV cache is, and why reuse matters.
UK Photonics Start-up Salience Labs Raises $125 Million to Scale Optical Switches for AI Data Centres
UK photonics start-up Salience Labs raised a $125m Series B led by Bullhound Capital to scale optical circuit switches for AI data centres. No valuation.
NVIDIA Pledges $250 Million in Computing Power for UK Research on Safer AI Agents
NVIDIA will donate compute it values at $250 million over five years to UK AI agent safety research. It is computing time, not cash, and terms aren't set.
Astera Labs Unveils Orion, a Rack Design for AI Inference That Works With Any Make of Chip
Astera Labs' Orion is a rack reference design for AI inference that works with any GPU or CPU and scales to 160 per pod. Partners sell it from Q1 2027.
AMD Launches Its Next Ryzen AI Halo Developer Platform, With Up to 192GB of Memory for Running Large AI Models Locally
AMD has launched its next Ryzen AI Halo developer platform, with the Ryzen AI Max+ PRO 495 and up to 192GB of memory for running big AI models locally.
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