Semiconductors - Page 4
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
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TSMC Q3 Revenue Rises 50.9% to NT$1.49tn, Guides Q4 to US$52.3-54.3bn
TSMC's third-quarter revenue rose 50.9% to NT$1,494.24bn. It guided Q4 to US$52.3-54.3bn and now expects about 44% revenue growth for 2026.
KYEC Signs a Prepayment Deal With NVIDIA to Build Chip-Testing Capacity in the US
NVIDIA will prepay KYEC to build and reserve chip-testing capacity in the US, KYEC's filing shows. The prepayment amount was not disclosed.
NVIDIA Adds cuPotential to CUDA-X as Chipmakers Push Towards “AI-Defined Fabs”
NVIDIA has launched cuPotential, a new CUDA-X library for atom-level simulation, as chipmakers adopt its AI tools for design and manufacturing.
GlobalFoundries Selected to Operate Two New Chip Fabs at Malta, NY, Under a US–Japan Plan of Up to $21 Billion
GlobalFoundries will operate two new chip fabs at Malta, NY under a US–Japan initiative of up to $21bn. Japan funds; the second fab is conditional.
ASML Warns Its Planned Supply for 2027 and 2028 “Will Not Fully Meet” Customer Demand as AI Drives Record Sales
ASML posted record Q3 sales of €11.7bn and warned its planned supply for 2027 and 2028 "will not fully meet" customer demand, driven by AI spending.
Rambus Starts Sampling a Power Chip for LPDDR6 SOCAMM2, a Low-Power AI Server Memory Module Still in Development
Rambus says its new power chip for LPDDR6 SOCAMM2, a low-power AI server memory module still in development, is now sampling to lead customers.
Jury Finds Arm Breached Its License With Qualcomm, but Awards Qualcomm Just $2
A Delaware jury found Arm breached its license with Qualcomm but awarded only $2 in nominal damages. Both companies are claiming victory.
Lattice Launches Sentry 5.0, a Post-Quantum Firmware Security Stack for AI Data Centres
Lattice's Sentry 5.0 protects server firmware with post-quantum signatures and attestation. Lattice calls it an industry first. Demo boards are out now.
IBM Research Says Open AI Agents Sped Up a Quantum Decoder Chip Design 52 Times for About $26
IBM Research says open AI models served through llm-d sped up a quantum error-correction decoder design 52x in synthesis estimates for about $26.
Marvell Launches Alaska E 3.2T Retimer and Second-Generation Alaska A 1.6T AEC DSP for AI Racks
Marvell's Alaska E 3.2T retimer and 3nm Alaska A 1.6T AEC DSP target 224G-per-lane copper links inside AI racks. Both chips are now sampling, Marvell says.
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