Semiconductors - Page 14
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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Super Micro-Linked Contractor Willy Sun Pleads Guilty in the Nvidia-Server China Diversion Case, Reuters and Bloomberg Report
Contractor Willy Sun pleaded guilty to four counts in the Nvidia-server China case, Reuters and Bloomberg report. Co-defendants are presumed innocent.
AZIO AI Signs a 10 MW Hosting Agreement at Atlas One in South Texas; Growth to 50 MW Is a Right, Not a Commitment,...
AZIO AI says Power Champion contracted 10 MW at its Atlas One campus in Texas, with rights to 50 MW. Nothing is energized and no start date is set.
Counterpoint: Most Nvidia Rubin Products Likely to Use 12-Layer HBM4, Not the Rumoured Eight
Counterpoint Research says most Nvidia Rubin products will likely use 12-layer HBM4, not the rumoured eight, per Korea Herald. A forecast, not Nvidia's word.
Rumour: Leakers Say Nvidia Has Stopped Allocating GB202 Chips to the GeForce RTX 5090
Leakers say Nvidia has stopped allocating GB202 chips to the GeForce RTX 5090. Nvidia has not confirmed it. What is claimed, what is known and what is not.
PC Shipments Fell 20.1% Last Quarter, IDC Says, as Memory-Driven Price Rises Bite
IDC's preliminary data show worldwide PC shipments fell 20.1% year on year in Q3 2026 to 62.7 million units, and 9.1% from Q2. IDC blames supply constraints and stockpiling "ahead of memory-driven price hikes", links higher prices to the AI data-centre build-out, and says "Prices will remain elevated." What the figures show, and what they don't.
Apple Reportedly Trims iPhone 18 Pro Parts Orders, and a $99 Ring for AI Agents
Two device stories from 8–9 October 2026. Nikkei Asia reports that Apple told some suppliers to cut production of iPhone 18 Pro components after price rises dampened demand; Apple has not commented. And start-up Natura has shown Interface, a $99 smart ring for sending voice requests to AI agents, which cannot be ordered yet.
Custom HBM Explained: Nvidia’s NVHBM Moves Memory Logic Off the Chip
Custom high-bandwidth memory puts a customer-designed base die under the memory stack, so the AI chip spends less of its own silicon talking to memory. What NVIDIA claims for its NVHBM, what SemiAnalysis estimates, and what is still unproven.
AI Infrastructure Check: CoreWeave Enters India, Bell’s 1.2 GW Plan, Applied Digital’s Debt and Meta’s 4,500 MW Louisiana Load
CoreWeave plans 240 MW in Navi Mumbai, Bell Canada's Regina campus could reach 1.2 GW with its own gas plant, and Applied Digital reported $341.9 million in quarterly revenue alongside $6.4 billion of debt. Meanwhile the bond financing Meta's Louisiana data centre hit a record low, and Entergy's CEO let slip that the site will draw 4,500 MW. What each company confirmed, and what is reported.
Musk Says Tesla and SpaceX Will Build and Run Terafab, With TSMC Limited to a Sublease
Elon Musk says Tesla and SpaceX will build and run the Terafab AI chip complex in Texas, with TSMC at most subleasing part of it. Intel's CEO says Intel remains involved. What was said, what Terafab is, and the open questions.
Broadcom Reportedly Arranging $50bn+ for OpenAI’s Custom Chip, as Oracle Seeks Its Own Chip Financing
The Wall Street Journal reports Broadcom is arranging more than $50bn in financing for the custom AI chip it is building with OpenAI, while Oracle is in talks with Apollo and Goldman Sachs to fund a big chip purchase. What is reported, how these deals work, and what remains unconfirmed.
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