Semiconductors - Page 5
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
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Marvell, Microsoft and Oracle Form OCP Group for Built-In Server HSMs
Marvell, Microsoft and Oracle have formed an Open Compute Project group to standardise a hardware security module built into each data-centre server.
SkyWater and D-Wave Sign a Multi-Year Deal to Keep Making D-Wave’s Quantum Chips in Minnesota
D-Wave will keep making its superconducting quantum processors at SkyWater's Minnesota fab under a new multi-year deal. No value or term was disclosed.
Chip Stocks Slide: SK Hynix Falls 10% or More and Samsung 7.4% After China’s CXMT Claims a Denser DRAM
SK Hynix fell 10% or more and Samsung 7.4% on 13 Oct, CNBC and the Guardian report, after China's CXMT said it would ship a denser DRAM by year-end.
Nanya Technology’s Q3 2026 Revenue Jumps 61.9% as DRAM Prices Rise More Than 60%
Nanya Technology's unaudited Q3 2026 revenue rose 61.9% to NT$133.6bn as DRAM prices jumped more than 60%; gross margin reached 85.7%.
Applied Materials Unveils Its EPIC Chip R&D Center in Sunnyvale
Applied Materials has opened its EPIC chip R&D center in Sunnyvale with TSMC, Intel, Samsung, Micron and SK hynix. Spending is due to scale to about $5bn.
Intel Names Crescent Island the Intel GPU D-Series; First Card Is the D270
Intel names its Crescent Island inference GPU the Intel GPU D-series. The first card, the D270, is an air-cooled PCIe card with up to 480GB of memory.
Smartphone Shipments Fell 20% in Q3 2026, the Lowest Q3 Since 2012, Counterpoint Says, as Memory Costs Bite
Counterpoint's preliminary data: Q3 2026 smartphone shipments fell 20% YoY, the lowest Q3 since 2012, as DRAM and NAND costs squeezed supply.
Marvell Unveils Second-Generation Structera X CXL 3.2 Memory Expanders With Six Memory Channels
Marvell unveils second-gen Structera X CXL 3.2 memory expanders with six memory channels for AI inference. Samples expected Q1 2027. Figures are Marvell's.
Lumentum, Astera Labs and Corning to Show PCIe Running Over Light Inside an AI Rack
Lumentum, Astera Labs and Corning will demo PCIe carried over light inside an AI rack at OCP Summit. It is a proof of concept, not a shipping product.
SK’s Chey Tae-won Says Korea Must Build Chip Fabs Faster as Micron and China’s CXMT Catch Up
SK chairman Chey Tae-won says Korea must build chip fabs faster as Micron and China's CXMT expand. It is commentary; no new investment was announced.
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