Semiconductors - Page 12
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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Adani Enterprises and Jabil Sign a Non-Binding Deal to Plan a 50:50 AI and Data-Centre Hardware Venture in India
Adani Enterprises and Jabil signed a non-binding MoU for a proposed 50:50 venture to make AI racks and data-centre gear in India. No cost, site or date.
Lightmatter Shows a 204.8 Tbps Optical Switch Tray, Built With Flex
Lightmatter showed a 204.8 Tbps co-packaged optics switch tray built with Flex and a four-accelerator tray at OCP. No price, customers or ship date.
AMD Signs Credit Support Deal for Phase One of Fermi’s Project Matador in Texas, With a Framework for Up to 650 MW
AMD has signed a credit support deal for phase one of Fermi's Project Matador in Texas (222 MW), plus a framework for up to 650 MW. No terms were given.
Chinese Firms Bought 1mn+ Nvidia Gaming and Workstation Chips, FT Says
Chinese tech firms bought over 1mn Nvidia gaming and workstation chips this year, the FT reported, citing industry insiders. Nvidia has not confirmed it.
NVIDIA Makes Its Full Run:ai Platform Open Source as Part of NVIDIA DSX AI Factory
NVIDIA has released its full Run:ai GPU orchestration platform as open source, in four parts usable separately. Eight partners are integrating it.
Naver Cloud and FPT Sign an MOU to Grow AI Factory and GPU Cloud Business Across Asia-Pacific
Naver Cloud and FPT agree to jointly expand AI Factory and GPU-as-a-service business across Asia-Pacific under an MOU announced on 12 October.
Lantronix Introduces Spotter, a Small Computer Board to Help Drones and Robots Run Themselves
Lantronix has introduced Spotter, a small board that gives drones and robots onboard AI and vehicle control. It says it ships in Q4 2026.
IBM Moves Its Spyre AI Chip’s Compiler Onto PyTorch’s Open-Source Inductor
IBM's Spyre accelerator now compiles through PyTorch's open-source Inductor. IBM says the new compiler code is about 7x smaller than the one it replaced.
Scaleway Announces an AMD MI355X GPU Cluster in Stockholm, an NVIDIA B300 Cluster in Copenhagen and a Three-Zone Milan Region
Scaleway announces an AMD MI355X GPU cluster in Stockholm, an NVIDIA B300 cluster in Copenhagen and a three-zone Milan region. No investment figure given.
NTT Data in Final Talks to Build Anthropic’s First Data Centre in Japan, Nikkei Reports
Nikkei reports NTT Data is in final talks to build Anthropic's first Japan data centre in Osaka: up to 500 MW and up to 1 trillion yen. No deal yet.
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