Semiconductors - Page 6

Korea Customs preliminary data: chip exports for 1 to 10 October reached $12.198bn, up 170.9%, helped by two extra working days this year.

Samsung reportedly plans a $4.09B memory-chip testing plant in Vietnam, per Korea Herald. Testing, not wafers; Samsung has not confirmed.

A paper by Zeiss and ASML engineers sets out a 0.75 NA Hyper NA EUV tool that reuses today's light source. Reuters says it is about a decade away.

Four chip-supply items from 8–9 October 2026: GlobalFoundries tops out a €1.1 billion Dresden expansion and plans an "FDX Fusion" platform that still needs German approval; Lumentum's CEO tells Bloomberg its optical parts are "completely sold out" through early 2029, even after a 12-fold capacity increase in Japan; Unisem proposes a RM396 million packaging expansion in Malaysia; and AI chip-design start-up Phinity raises a $5.2 million seed. What is confirmed and what is a claim.

GlobalFoundries has signed a multi-year $2 billion agreement to make silicon interposers for TSMC's CoWoS advanced packaging at its New York plant, with volume production expected to ramp in the first half of 2028. TSMC also reported September revenue of about NT$511.86 billion. What an interposer is and what the numbers say.

Samsung's third-quarter guidance points to about ₩107.4 trillion in operating profit on ₩195 trillion of sales, up from ₩12.17 trillion a year ago, with AI data-centre memory demand credited. AWS becomes a Platinum member of the Linux Foundation, with a board seat. What the numbers say and what they leave out.

DARPA has moved Atom Computing, Diraq, IBM and IonQ into the final, hands-on stage of its Quantum Benchmarking Initiative, and says it increasingly expects a useful quantum computer by 2033. UK trapped-ion firm Universal Quantum has raised more than $100m, IonQ claims big speed-ups for error-corrected operations in simulations, and a peer-reviewed Cornell paper shows a full gate set on a qubit that partly tolerates its main error. Plus a Jülich preprint and Infineon's ion-trap chips. What each confirms, and what is only claimed.

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